Us Financial Advisors, LLC Purchases in Q3 2024

Us Financial Advisors, LLC

  • $320 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.63K
+ 1.96%
$283.28 - $314.39 $746K - $828K
137K $43M
IVV
Ishares Core S&P 500 ETF

ETFs
1.11K
+ 2.08%
$520.18 - $576.82 $576K - $639K
54.3K $31.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.26K
+ 7.04%
$173.36 - $189.8 $738K - $808K
64.8K $12.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
32.1K
+ 58.9%
$50.2 - $50.48 $1.61M - $1.62M
86.5K $4.34M
VO
Vanguard Mid Cap ETF

ETFs
1.19K
+ 2.4%
$237.84 - $263.83 $284K - $315K
51K $13.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.5K
+ 1.68%
$75.32 - $84.37 $264K - $296K
212K $17.7M
RDVY
First Trust Rising Dividend Ac

ETFs
4.1K
+ 2.13%
$53.68 - $59.24 $220K - $243K
196K $11.6M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
19.6K
+ 4.56%
$27.8 - $29.26 $546K - $574K
450K $13.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.91K
+ 8.07%
$59.25 - $65.33 $469K - $517K
106K $6.87M
SPY
Spdr S&P 500 ETF Trust

ETFs
420
+ 2.14%
$517.38 - $573.86 $217K - $241K
20K $11.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.86K
+ 3.49%
$79.29 - $84.02 $306K - $324K
114K $9.58M
VONE
Vanguard Russell 1000 ETF

ETFs
1.07K
+ 6.09%
$234.0 - $260.07 $250K - $277K
18.6K $4.83M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.25K
+ 2.64%
$76.94 - $79.54 $250K - $259K
126K $10M
IWF
Ishares Russell 1000 Gr ETF

ETFs
410
+ 1.68%
$332.02 - $382.76 $136K - $157K
24.8K $9.31M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.46K
+ 4.77%
$39.37 - $41.68 $176K - $186K
98.1K $4.06M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.44K
+ 3.36%
$28.11 - $29.42 $153K - $160K
167K $4.92M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.68K
+ 3.76%
$81.31 - $83.29 $218K - $223K
73.8K $6.14M
VEA
Vanguard Ftse Developed Market

ETFs
1.69K
+ 2.43%
$47.6 - $53.31 $80.6K - $90.3K
71.5K $3.78M
OTIS
Otis Worldwide Corp

Industrials
2.05K
New
$91.43 - $104.43 $188K - $214K
2.05K $213K
IBM
International Business Machines Corp

Technology
926
New
$175.1 - $223.38 $162K - $207K
926 $204K
VV
Vanguard Large Cap ETF

ETFs
773
New
$236.92 - $263.4 $183K - $204K
773 $203K
XLK
Technology Sector Spdr

ETFs
902
New
$197.34 - $237.68 $178K - $214K
902 $203K
ICLN
Ishares

ETFs
6.37K
+ 31.63%
$13.26 - $14.77 $84.5K - $94.1K
26.5K $389K
RTX
Raytheon Technologies Corp

Industrials
374
+ 10.53%
$99.55 - $123.34 $37.2K - $46.1K
3.93K $475K
BNDX
Vanguard Total International B

ETFs
1.13K
+ 3.64%
$48.42 - $50.35 $54.6K - $56.8K
32.1K $1.61M
EMB
Ishares Tr

ETFs
190
+ 1.33%
$87.75 - $93.74 $16.7K - $17.8K
14.4K $1.35M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
419
+ 2.93%
$41.02 - $46.01 $17.2K - $19.3K
14.7K $668K
VZ
Verizon Communications Inc

Communication Services
825
+ 9.72%
$38.89 - $45.0 $32.1K - $37.1K
9.31K $418K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.51K
+ 8.48%
$22.51 - $23.92 $33.9K - $36K
19.3K $458K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
392
+ 0.39%
$91.42 - $91.82 $35.8K - $36K
101K $9.23M
CMCSA
Comcast Corp

Communication Services
420
+ 7.78%
$37.33 - $41.78 $15.7K - $17.5K
5.82K $243K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6
+ 0.21%
$95.1 - $106.76 $571 - $641
2.86K $304K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
836
+ 9.11%
$24.38 - $25.2 $20.4K - $21.1K
10K $251K
QUAL
Ishares Msci Usa Quality Facto

ETFs
20
+ 1.12%
$162.64 - $179.3 $3.25K - $3.59K
1.8K $323K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.18%
$160.76 - $177.82 $482 - $533
1.68K $290K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.02%
$84.77 - $97.13 $84.8 - $97.1
4.11K $393K
AVGO
Broadcom Inc.

Technology
1.53K
+ 871.59%
$136.27 - $1745.86 $209K - $2.68M
1.71K $295K
IEMG
Ishares Inc

ETFs
93
+ 0.28%
$53.64 - $53.64 $4.99K - $4.99K
33.2K $1.78M
SRLN
Ssga Active Trust

ETFs
211
+ 0.7%
$40.93 - $41.85 $8.64K - $8.83K
30.5K $1.28M
SACH
Sachem Capital Corp.

Real Estate
12.4K
+ 3.02%
$2.25 - $3.0 $28K - $37.3K
424K $1.07M
GOOG
Alphabet Inc.

Communication Services
12
+ 0.78%
$149.54 - $192.66 $1.79K - $2.31K
1.55K $258K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
675
+ 0.62%
$85.84 - $85.84 $57.9K - $57.9K
110K $9.43M
MSFT
Microsoft Corp

Technology
27
+ 0.54%
$395.15 - $467.56 $10.7K - $12.6K
5.03K $2.17M
Activity Summary
Buys All Purchases 44 New Holdings 4 Increased Positions 40 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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