Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED ASSET STRATEGIES INC | 08-01-2024 | 06-30-2024 | 226 | 1,013,293,147 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1 | $43,217,424 | 191,033 | 0.00 | 0.00 | -10,277 | -5.11 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $41,619,265 | 93,118 | 0.00 | 0.00 | 5,034 | 5.71 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 3 | $38,603,391 | 312,477 | 0.00 | 0.00 | 283,248 | 969.06 | 06-30-2024 |
| AMAZON COM INC | COM | 4 | $33,887,630 | 175,356 | 0.00 | 0.00 | 13,059 | 8.05 | 06-30-2024 |
