Us Financial Advisors, LLC Incresed Positions in Q1 2025

Us Financial Advisors, LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
24.8K
+ 176.56%
$209.68 - $247.1 $5.2M - $6.13M
38.9K $8.63M
EFA
Ishares Tr Msci Eafe ETF

ETFs
21.5K
+ 9.85%
$74.85 - $84.89 $1.61M - $1.83M
240K $19.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
46.9K
+ 38.94%
$50.29 - $50.5 $2.36M - $2.37M
167K $8.43M
EEM
Ishares Msci Emerging Markets

ETFs
23.5K
+ 11.57%
$40.81 - $45.34 $961K - $1.07M
227K $9.92M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
28.8K
+ 6.17%
$27.64 - $28.58 $795K - $822K
495K $14.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.61K
+ 4.61%
$114.57 - $118.14 $298K - $308K
59.1K $6.99M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.21K
+ 1.83%
$182.82 - $196.21 $222K - $238K
67.5K $12.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.67K
+ 2.82%
$77.7 - $78.94 $285K - $290K
134K $10.6M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
11.5K
+ 6.56%
$28.55 - $29.09 $327K - $333K
186K $5.37M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.46K
+ 1.23%
$79.17 - $82.04 $115K - $119K
120K $9.83M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.52K
+ 3.53%
$38.99 - $40.37 $137K - $142K
103K $4.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 8.03%
$442.66 - $534.52 $44.3K - $53.5K
1.35K $716K
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.08K
+ 2.55%
$28.92 - $29.24 $89K - $90K
124K $3.62M
NUDM
Nuveen Esg International Devel

ETFs
1.63K
+ 7.17%
$29.75 - $33.12 $48.4K - $53.9K
24.3K $774K
MBB
Ishares Tr

ETFs
795
+ 10.46%
$90.37 - $94.08 $71.8K - $74.8K
8.39K $787K
T
At&T Inc.

Communication Services
1.45K
+ 16.13%
$21.56 - $28.28 $31.2K - $40.9K
10.4K $294K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
700
+ 6.74%
$43.6 - $49.84 $30.5K - $34.9K
11.1K $526K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.25K
+ 6.87%
$32.74 - $36.2 $40.9K - $45.3K
19.5K $679K
XLV
Select Sector Spdr Fund Health

ETFs
274
+ 8.17%
$137.61 - $149.68 $37.7K - $41K
3.63K $529K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.61K
+ 13.32%
$22.42 - $23.22 $58.6K - $60.7K
22.2K $512K
ICLN
Ishares

ETFs
5.03K
+ 18.48%
$10.94 - $11.86 $55K - $59.7K
32.3K $368K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.12K
+ 3.38%
$49.42 - $50.43 $55.4K - $56.6K
34.3K $1.72M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.7K
+ 2.14%
$26.64 - $27.14 $45.4K - $46.2K
81.4K $2.18M
VV
Vanguard Large Cap ETF

ETFs
207
+ 22.35%
$253.32 - $282.66 $52.4K - $58.5K
1.13K $291K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
2K
+ 8.43%
$52.53 - $58.51 $105K - $117K
25.7K $1.37M
EMB
Ishares Tr

ETFs
138
+ 0.94%
$88.64 - $92.03 $12.2K - $12.7K
14.8K $1.34M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
488
+ 9.05%
$48.43 - $49.9 $23.6K - $24.4K
5.88K $293K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.22K
+ 11.79%
$24.6 - $24.99 $30K - $30.4K
11.5K $288K
VOE
Vanguard Mid Cap Value Index F

ETFs
230
+ 4.18%
$156.61 - $168.02 $36K - $38.6K
5.74K $921K
META
Meta Platforms, Inc.

Communication Services
64
+ 11.09%
$576.36 - $736.67 $36.9K - $47.1K
641 $369K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
265
+ 0.24%
N/A
112K $9.58M
PHO
Invesco Exchange Traded Fd Tr

ETFs
365
+ 8.88%
$63.77 - $68.75 $23.3K - $25.1K
4.47K $288K
VLUE
Ishares Msci Usa Value Factor

ETFs
118
+ 3.04%
$104.89 - $113.56 $12.4K - $13.4K
4K $426K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
195
+ 4.68%
$111.29 - $123.42 $21.7K - $24.1K
4.36K $497K
KRMA
Global X Fds Global X Consciou

ETFs
1.63K
+ 5.7%
$36.76 - $40.63 $59.8K - $66.1K
30.2K $1.12M
GOOG
Alphabet Inc.

Communication Services
400
+ 25.71%
$156.06 - $207.71 $62.4K - $83.1K
1.96K $305K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.12%
$158.56 - $176.26 $317 - $353
1.66K $283K
GOOGL
Alphabet Inc.

Communication Services
400
+ 23.81%
$154.33 - $206.19 $61.7K - $82.5K
2.08K $321K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.36K
+ 4.55%
$42.24 - $47.29 $57.4K - $64.3K
31.2K $1.34M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
729
+ 5.65%
$96.93 - $109.51 $70.7K - $79.8K
13.6K $1.34M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
294
+ 2.59%
$67.03 - $74.61 $19.7K - $21.9K
11.6K $791K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
572
+ 4.26%
$41.78 - $50.35 $23.9K - $28.8K
14K $600K
NUSC
Nuveen Esg Small Cap ETF

ETFs
967
+ 4.35%
$37.9 - $43.9 $36.6K - $42.5K
23.2K $888K
SACH
Sachem Capital Corp.

Real Estate
17.7K
+ 4.07%
$1.02 - $1.33 $18K - $23.5K
452K $523K
MSFT
Microsoft Corp

Technology
447
+ 8.13%
$375.39 - $447.2 $168K - $200K
5.94K $2.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 0.33%
$551.42 - $612.93 $35.3K - $39.2K
19.7K $11M
DFAS
Dimensional ETF Tr U S Small C

ETFs
177
+ 0.16%
$58.81 - $68.2 $10.4K - $12.1K
109K $6.52M
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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