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Us Financial Advisors

Latest statistics and disclosures from Us Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWB, IVV, EFA, VO, SPTI, and represent 36.93% of Us Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: USFR, IWB, IWD, IVV, SPTI, DFAS, VCIT, VO, EFA, VONE.
Started 4 new stock positions in IBM, XLK, VV, OTIS.
Reduced shares in these 10 stocks: VLUE, ESGV, XVV, EFIV, FLOT, AAPL, VB, KRMA, USIG, SHE.
Us Financial Advisors was a net buyer of stock by $6.3M.
Us Financial Advisors has $321M in assets under management (AUM), dropping by 7.68%.
Central Index Key (CIK): 0001640420

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Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 88 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Etf (IWB)	13.4	$43M		137k	314.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.8	$31M	+2%	54k	576.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	5.5	$18M		212k	83.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.2	$14M	+2%	51k	263.83	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	4.1	$13M	+4%	450k	29.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.8	$12M	+7%	65k	189.80	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	3.6	$12M	+2%	196k	59.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.6	$12M	+2%	20k	573.76	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.3	$11M		110k	96.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.1	$10M	+2%	126k	79.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.0	$9.6M	+3%	114k	83.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.9	$9.3M		25k	375.38	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.9	$9.2M		101k	91.81	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.8	$9.1M		198k	45.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.6	$8.5M		36k	237.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.1	$6.9M	+8%	106k	64.86	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.1	$6.8M		57k	119.61	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.9	$6.1M	+3%	74k	83.15	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.7	$5.5M	-2%	104k	52.58	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.5	$4.9M	+3%	167k	29.41	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.5	$4.8M	+6%	19k	260.08	View chart
Thermo Fisher Scientific (TMO)	1.4	$4.5M		7.3k	618.57	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.4	$4.3M	+58%	87k	50.22	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.3	$4.2M	-5%	82k	51.04	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.3	$4.1M	+4%	98k	41.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$3.8M	+2%	72k	52.81	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	1.1	$3.6M		121k	29.41	View chart
Apple (AAPL)	1.0	$3.2M	-5%	14k	233.00	View chart
Ishares Tr Faln Angls Usd (FALN)	0.7	$2.2M		80k	27.34	View chart
Microsoft Corporation (MSFT)	0.7	$2.2M		5.0k	430.30	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.9M		33k	57.41	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$1.7M		33k	51.82	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$1.6M	+3%	32k	50.28	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$1.4M		14k	93.58	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$1.4M	-17%	13k	101.65	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.4	$1.3M	-16%	24k	55.76	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.4	$1.3M	-17%	30k	44.22	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$1.3M		31k	41.76	View chart
Global X Fds Conscious Cos (KRMA)	0.4	$1.1M	-11%	29k	39.14	View chart
Sachem Cap (SACH)	0.3	$1.1M	+3%	424k	2.52	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$948k		22k	42.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$916k		5.5k	167.66	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$816k		12k	70.06	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$747k	-10%	7.8k	95.81	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$746k	-7%	22k	33.65	View chart
NVIDIA Corporation (NVDA)	0.2	$739k	-2%	6.1k	121.44	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$669k	+2%	15k	45.51	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$653k	-8%	18k	36.41	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.2	$590k	-8%	13k	44.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$559k		2.0k	283.16	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$524k	-10%	3.4k	154.02	View chart
Exxon Mobil Corporation (XOM)	0.2	$509k	-3%	4.3k	117.22	View chart
Raytheon Technologies Corp (RTX)	0.1	$476k	+10%	3.9k	121.16	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.1	$474k	-16%	4.2k	113.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$469k	-11%	3.7k	126.18	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$458k	+8%	19k	23.79	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$458k	-5%	10k	44.90	View chart
Johnson & Johnson (JNJ)	0.1	$458k		2.8k	162.06	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$423k	-54%	3.9k	109.04	View chart
Verizon Communications (VZ)	0.1	$418k	+9%	9.3k	44.91	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$413k		725.00	569.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$393k		4.1k	95.75	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$390k	+31%	27k	14.69	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$347k		902.00	384.14	View chart
Carrier Global Corporation (CARR)	0.1	$337k		4.2k	80.49	View chart
Meta Platforms Cl A (META)	0.1	$330k		577.00	572.48	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$323k		1.8k	179.25	View chart
Northrop Grumman Corporation (NOC)	0.1	$315k		596.00	528.07	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$305k		2.9k	106.76	View chart
Broadcom (AVGO)	0.1	$295k	+871%	1.7k	172.50	View chart
Procter & Gamble Company (PG)	0.1	$290k		1.7k	173.19	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$283k	-15%	4.0k	70.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$279k	-7%	1.7k	165.85	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$265k	-7%	5.4k	49.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$259k		1.5k	167.19	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$252k	+9%	10k	25.16	View chart
New England Rlty Assoc Ltd P Depositry Rcpt (NEN)	0.1	$250k		3.1k	80.00	View chart
Comcast Corp Cl A (CMCSA)	0.1	$243k	+7%	5.8k	41.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$239k	-13%	1.9k	125.62	View chart
Mastercard Incorporated Cl A (MA)	0.1	$238k		482.00	493.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$235k	-28%	510.00	460.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$231k		3.5k	66.52	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$231k		1.6k	142.04	View chart
Otis Worldwide Corp (OTIS)	0.1	$214k	NEW	2.1k	103.94	View chart
International Business Machines (IBM)	0.1	$205k	NEW	926.00	221.06	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$204k	NEW	902.00	225.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$204k	NEW	773.00	263.29	View chart
Biorestorative Therapies Com New (BRTX)	0.0	$30k		17k	1.74	View chart

Past Filings by Us Financial Advisors

SEC 13F filings are viewable for Us Financial Advisors going back to 2014

Us Financial Advisors 2024 Q3 filed Oct. 31, 2024
Us Financial Advisors 2024 Q2 filed Aug. 2, 2024
Us Financial Advisors 2024 Q1 filed May 13, 2024
Us Financial Advisors 2023 Q4 filed Feb. 8, 2024
Us Financial Advisors 2023 Q3 filed Nov. 13, 2023
Us Financial Advisors 2023 Q2 filed Aug. 10, 2023
Us Financial Advisors 2023 Q1 filed May 4, 2023
Us Financial Advisors 2022 Q4 filed Jan. 26, 2023
Us Financial Advisors 2022 Q3 filed Oct. 13, 2022
Us Financial Advisors 2022 Q2 filed Aug. 15, 2022
Us Financial Advisors 2022 Q1 filed May 13, 2022
Us Financial Advisors 2021 Q4 filed Feb. 14, 2022
Us Financial Advisors 2021 Q3 filed Oct. 26, 2021
Us Financial Advisors 2021 Q2 filed Aug. 10, 2021
Us Financial Advisors 2021 Q1 filed April 30, 2021
Us Financial Advisors 2020 Q4 filed Feb. 18, 2021

View all past filings

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