Us Financial Advisors, LLC Purchases in Q4 2024

Us Financial Advisors, LLC

  • $324 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.6K
+ 1.9%
$311.11 - $335.64 $809K - $873K
140K $45M
USFR
Wisdomtree Floating Rate Treas

ETFs
34.1K
+ 39.39%
$50.23 - $50.46 $1.71M - $1.72M
121K $6.07M
IVV
Ishares Core S&P 500 ETF

ETFs
1.37K
+ 2.52%
$570.51 - $610.59 $781K - $836K
55.7K $32.8M
VTI
Vanguard Total Stock Market Et

ETFs
3.61K
+ 182.88%
$280.04 - $302.45 $1.01M - $1.09M
5.58K $1.62M
IWF
Ishares Russell 1000 Gr ETF

ETFs
414
+ 1.67%
$370.24 - $418.94 $153K - $173K
25.2K $10.1M
NVDA
Nvidia Corp

Technology
2.95K
+ 48.41%
$117.0 - $148.88 $345K - $439K
9.03K $1.21M
AAPL
Apple Inc.

Technology
376
+ 2.75%
$221.69 - $259.02 $83.4K - $97.4K
14.1K $3.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
736
+ 144.31%
$442.29 - $483.08 $326K - $356K
1.25K $564K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3K
+ 2.83%
$63.58 - $71.15 $191K - $213K
109K $7.09M
RDVY
First Trust Rising Dividend Ac

ETFs
3.74K
+ 1.9%
$58.65 - $64.37 $219K - $241K
200K $11.8M
TMUS
T Mobile Us, Inc.

Communication Services
922
New
$206.1 - $246.94 $190K - $228K
922 $203K
VO
Vanguard Mid Cap ETF

ETFs
671
+ 1.31%
$261.5 - $284.63 $175K - $191K
51.7K $13.7M
VIG
Vanguard Dividend Appreciation

ETFs
1.05K
New
N/A
1.05K $191K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.79K
+ 4.63%
$50.73 - $51.08 $192K - $194K
85.6K $4.35M
VB
Vanguard Small Cap ETF

ETFs
234
+ 0.65%
$233.76 - $261.58 $54.7K - $61.2K
36K $8.65M
AVGO
Broadcom Inc.

Technology
262
+ 15.32%
$159.67 - $250.0 $41.8K - $65.5K
1.97K $457K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.99K
+ 4.05%
$81.68 - $82.93 $244K - $248K
76.8K $6.3M
MSFT
Microsoft Corp

Technology
463
+ 9.2%
$406.35 - $454.46 $188K - $210K
5.5K $2.32M
ORCC
Owl Rock Capital Corp

Financial Services
10.8K
New
N/A
10.8K $144K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.53K
+ 1.39%
N/A
111K $9.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.67K
+ 2.9%
$77.86 - $79.27 $286K - $291K
130K $10.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.38K
+ 4.41%
$28.6 - $29.27 $211K - $216K
175K $5.01M
IBM
International Business Machines Corp

Technology
304
+ 32.83%
$204.9 - $238.04 $62.3K - $72.4K
1.23K $270K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
267
+ 2.03%
$44.28 - $51.47 $11.8K - $13.7K
13.4K $636K
VV
Vanguard Large Cap ETF

ETFs
153
+ 19.79%
$260.27 - $280.65 $39.8K - $42.9K
926 $249K
GOOG
Alphabet Inc.

Communication Services
10
+ 0.65%
$163.08 - $198.16 $1.63K - $1.98K
1.56K $296K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.11%
$378.79 - $428.11 $379 - $428
903 $370K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.02%
$94.43 - $105.47 $94.4 - $105
4.11K $416K
MA
Mastercard Inc

Financial Services
6
+ 1.24%
$491.3 - $536.15 $2.95K - $3.22K
488 $256K
SRLN
Ssga Active Trust

ETFs
355
+ 1.16%
$41.48 - $42.08 $14.7K - $14.9K
30.9K $1.29M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.95K
+ 200.0%
$22.01 - $66.82 $153K - $465K
10.4K $236K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
315
+ 3.15%
$24.61 - $25.12 $7.75K - $7.91K
10.3K $255K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
183
+ 1.79%
$42.8 - $44.98 $7.83K - $8.23K
10.4K $454K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16
+ 0.3%
$48.33 - $49.08 $773 - $785
5.39K $260K
BNDX
Vanguard Total International B

ETFs
627
+ 1.95%
$48.91 - $50.61 $30.7K - $31.7K
32.7K $1.61M
PHO
Invesco Exchange Traded Fd Tr

ETFs
99
+ 2.47%
$65.79 - $72.14 $6.51K - $7.14K
4.11K $270K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
361
+ 1.87%
$22.65 - $23.8 $8.18K - $8.59K
19.6K $445K
VLUE
Ishares Msci Usa Value Factor

ETFs
3
+ 0.08%
$104.01 - $115.38 $312 - $346
3.88K $409K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.55K
+ 2.39%
$183.23 - $199.79 $284K - $310K
66.3K $12.3M
NUSC
Nuveen Esg Small Cap ETF

ETFs
75
+ 0.34%
$41.74 - $46.2 $3.13K - $3.47K
22.2K $931K
XOM
Exxon Mobil Corp

Energy
228
+ 5.25%
$105.51 - $125.37 $24.1K - $28.6K
4.57K $491K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11
+ 0.39%
$99.2 - $108.47 $1.09K - $1.19K
2.87K $285K
VOE
Vanguard Mid Cap Value Index F

ETFs
42
+ 0.77%
$160.89 - $176.18 $6.76K - $7.4K
5.51K $891K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
268
+ 1.49%
$33.39 - $37.66 $8.95K - $10.1K
18.2K $607K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
150
+ 0.19%
$26.55 - $27.32 $3.98K - $4.1K
79.7K $2.13M
EMB
Ishares Tr

ETFs
198
+ 1.37%
$88.94 - $93.46 $17.6K - $18.5K
14.6K $1.3M
SPTS
Spdr Portfolio Short Term Trea

ETFs
12
+ 0.01%
$28.88 - $29.33 $347 - $352
121K $3.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.34K
+ 3.79%
$80.13 - $83.77 $348K - $363K
119K $9.53M
NUDM
Nuveen Esg International Devel

ETFs
513
+ 2.31%
$30.06 - $33.38 $15.4K - $17.1K
22.7K $681K
Activity Summary
Buys All Purchases 57 New Holdings 4 Increased Positions 53 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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