Us Financial Advisors

Us Financial Advisors as of March 31, 2025

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