Us Financial Advisors, LLC Purchases and Sells in Q1 2025

Us Financial Advisors, LLC

$338 Million
Q1 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	24.8K + 176.56%	$209.68 - $247.1 $5.2M - $6.13M	38.9K $8.63M
EFA	21.5K + 9.85%	$74.85 - $84.89 $1.61M - $1.83M	240K $19.6M
USFR	46.9K + 38.94%	$50.29 - $50.5 $2.36M - $2.37M	167K $8.43M
EEM	23.5K + 11.57%	$40.81 - $45.34 $961K - $1.07M	227K $9.92M
SPTI	28.8K + 6.17%	$27.64 - $28.58 $795K - $822K	495K $14.1M
IEI	2.61K + 4.61%	$114.57 - $118.14 $298K - $308K	59.1K $6.99M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	99.6K New	$52.19 - $61.89 $5.2M - $6.17M	99.6K $6.17M
AMZN	1.86K New	$190.26 - $242.06 $354K - $450K	1.86K $353K
BA	2.05K New	$148.15 - $186.25 $303K - $381K	2.05K $349K
JPM	1.34K New	$225.19 - $279.95 $301K - $374K	1.34K $327K
TSLA	1.16K New	$222.15 - $428.22 $258K - $497K	1.16K $300K
SBUX	2.74K New	$91.75 - $115.81 $251K - $317K	2.74K $268K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWB	-929 - 0.67%	$302.31 - $337.54 $281K - $314K	139K $42.5M
BIL	-24.6K - 25.96%	$91.45 - $91.75 $2.25M - $2.26M	70.2K $6.44M
IVV	-131 - 0.24%	$554.06 - $615.85 $72.6K - $80.7K	55.5K $31.2M
IWF	-503 - 2.0%	$360.07 - $417.26 $181K - $210K	24.7K $8.92M
VB	-1.28K - 3.56%	$217.89 - $252.64 $279K - $324K	34.7K $7.69M
VO	-1.06K - 2.05%	$251.87 - $277.95 $266K - $294K	50.6K $13.1M

Activity Summary All Purchases 56 New Holdings 8 Increased Positions 48 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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