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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, SPTI, VO, and represent 35.64% of Us Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: GLDM (+$6.2M), AAPL (+$5.5M), USFR, EFA, EEM, SPTI, AMZN, BA, ANGL, JPM.
Started 8 new stock positions in BA, OTIS, JPM, TSLA, SBUX, AMZN, GLDM, AMGN.
Reduced shares in these 10 stocks: BIL, IWB, VB, VO, RDVY, IWF, SHY, FLOT, IVV, VONE.
Us Financial Advisors was a net buyer of stock by $19M.
Us Financial Advisors has $338M in assets under management (AUM), dropping by 4.05%.
Central Index Key (CIK): 0001640420

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Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 97 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Etf (IWB)	12.6	$43M		139k	306.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.2	$31M		56k	561.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	5.8	$20M	+9%	240k	81.73	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	4.2	$14M	+6%	495k	28.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.9	$13M	-2%	51k	258.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.8	$13M		68k	188.16	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.4	$12M	-2%	196k	58.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.3	$11M		20k	559.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.1	$11M	+2%	134k	78.94	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.9	$9.9M	+11%	227k	43.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.9	$9.8M		120k	81.76	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.9	$9.8M		112k	88.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.6	$8.9M		25k	361.09	View chart
Apple (AAPL)	2.6	$8.6M	+176%	39k	222.13	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.5	$8.4M	+38%	168k	50.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$7.7M	-3%	35k	221.75	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.1	$7.0M	+4%	59k	118.14	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.9	$6.5M		109k	59.75	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.9	$6.4M	-25%	70k	91.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.8	$6.2M		75k	82.73	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.8	$6.2M	NEW	100k	61.89	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.7	$5.6M	+3%	110k	51.08	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.6	$5.4M	+6%	186k	28.86	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.4	$4.6M		18k	253.87	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.3	$4.3M		84k	51.05	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.2	$4.2M	+3%	103k	40.29	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	1.1	$3.6M	+2%	124k	29.24	View chart
Thermo Fisher Scientific (TMO)	1.1	$3.6M		7.3k	497.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$3.5M		70k	50.83	View chart
Microsoft Corporation (MSFT)	0.7	$2.2M	+8%	5.9k	375.39	View chart
Ishares Tr Faln Angls Usd (FALN)	0.6	$2.2M	+2%	81k	26.79	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.7M		32k	53.97	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$1.7M	+3%	34k	49.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$1.6M		33k	48.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.5M		5.6k	274.84	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.4	$1.4M	+8%	26k	53.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$1.3M		15k	90.59	View chart
Ishares Tr Esg Select Scre (XVV)	0.4	$1.3M	+4%	31k	42.78	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$1.3M	+5%	14k	97.95	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$1.2M	-4%	30k	41.13	View chart
Global X Fds Conscious Cos (KRMA)	0.3	$1.1M	+5%	30k	37.27	View chart
NVIDIA Corporation (NVDA)	0.3	$976k		9.0k	108.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$921k	+4%	5.7k	160.55	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$889k	+4%	23k	38.34	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$792k	+2%	12k	68.01	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$787k	+10%	8.4k	93.78	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$774k	+7%	24k	31.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$717k	+8%	1.3k	532.58	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$680k	+6%	20k	34.95	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.2	$601k	+4%	14k	42.92	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$530k	+8%	3.6k	146.01	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.2	$527k	+6%	11k	47.48	View chart
Exxon Mobil Corporation (XOM)	0.2	$526k	-3%	4.4k	118.94	View chart
Sachem Cap (SACH)	0.2	$524k	+4%	452k	1.16	View chart
Raytheon Technologies Corp (RTX)	0.2	$516k		3.9k	132.46	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$513k	+13%	22k	23.06	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$512k		13k	40.76	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.1	$498k	+4%	4.4k	114.13	View chart
Johnson & Johnson (JNJ)	0.1	$468k		2.8k	165.84	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$428k		3.5k	121.91	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$426k	+3%	4.0k	106.65	View chart
Verizon Communications (VZ)	0.1	$422k		9.3k	45.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$381k		4.1k	92.84	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$376k		705.00	533.48	View chart
Meta Platforms Cl A (META)	0.1	$370k	+11%	641.00	576.39	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$368k	+18%	32k	11.42	View chart
Amazon (AMZN)	0.1	$354k	NEW	1.9k	190.26	View chart
Boeing Company (BA)	0.1	$349k	NEW	2.0k	170.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$332k		895.00	370.83	View chart
Broadcom (AVGO)	0.1	$330k		2.0k	167.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$328k	NEW	1.3k	245.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$322k	+23%	2.1k	154.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$308k		1.8k	170.89	View chart
International Business Machines (IBM)	0.1	$306k		1.2k	248.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$306k	+25%	2.0k	156.23	View chart
Northrop Grumman Corporation (NOC)	0.1	$305k		596.00	512.01	View chart
Tesla Motors (TSLA)	0.1	$301k	NEW	1.2k	259.16	View chart
At&t (T)	0.1	$295k	+16%	10k	28.28	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$293k	+9%	5.9k	49.90	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$293k		2.9k	102.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$291k	+22%	1.1k	257.03	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$289k	+8%	4.5k	64.52	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$289k	+11%	12k	24.99	View chart
Procter & Gamble Company (PG)	0.1	$283k		1.7k	170.46	View chart
Starbucks Corporation (SBUX)	0.1	$269k	NEW	2.7k	98.09	View chart
Mastercard Incorporated Cl A (MA)	0.1	$265k		484.00	548.25	View chart
Carrier Global Corporation (CARR)	0.1	$265k		4.2k	63.40	View chart
New England Rlty Assoc Ltd P Depositry Rcpt (NEN)	0.1	$255k		3.1k	81.53	View chart
Metropcs Communications (TMUS)	0.1	$246k		922.00	266.71	View chart
Amgen (AMGN)	0.1	$235k	NEW	754.00	311.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$225k		10k	21.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$225k		1.8k	122.01	View chart
Comcast Corp Cl A (CMCSA)	0.1	$215k		5.8k	36.90	View chart
Otis Worldwide Corp (OTIS)	0.1	$212k	NEW	2.1k	103.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$204k		1.0k	193.99	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$158k		11k	14.66	View chart
Biorestorative Therapies Com New (BRTX)	0.0	$31k		17k	1.78	View chart

Past Filings by Us Financial Advisors

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

Us Financial Advisors 2025 Q1 filed May 8, 2025
Us Financial Advisors 2024 Q4 filed Feb. 14, 2025
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

View all past filings

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