Us Financial Advisors, LLC Reduced Holdings in Q1 2025

Us Financial Advisors, LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-929
- 0.67%
$302.31 - $337.54 $281K - $314K
139K $42.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-24.6K
- 25.96%
$91.45 - $91.75 $2.25M - $2.26M
70.2K $6.44M
IVV
Ishares Core S&P 500 ETF

ETFs
-131
- 0.24%
$554.06 - $615.85 $72.6K - $80.7K
55.5K $31.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-503
- 2.0%
$360.07 - $417.26 $181K - $210K
24.7K $8.92M
VB
Vanguard Small Cap ETF

ETFs
-1.28K
- 3.56%
$217.89 - $252.64 $279K - $324K
34.7K $7.69M
VO
Vanguard Mid Cap ETF

ETFs
-1.06K
- 2.05%
$251.87 - $277.95 $266K - $294K
50.6K $13.1M
RDVY
First Trust Rising Dividend Ac

ETFs
-4.29K
- 2.14%
$57.22 - $63.39 $245K - $272K
196K $11.5M
VONE
Vanguard Russell 1000 ETF

ETFs
-235
- 1.28%
$250.16 - $278.79 $58.8K - $65.5K
18.2K $4.62M
NVDA
Nvidia Corp

Technology
-24
- 0.27%
$106.98 - $149.43 $2.57K - $3.59K
9.01K $976K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-19
- 0.26%
$497.6 - $606.74 $9.45K - $11.5K
7.25K $3.61M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.59K
- 1.85%
$50.87 - $51.09 $80.6K - $81K
84K $4.29M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.46K
- 1.91%
$81.83 - $82.73 $120K - $121K
75.3K $6.23M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-11
- 0.09%
$40.03 - $46.81 $440 - $515
12.6K $511K
VUG
Vanguard Growth ETF

ETFs
-8
- 0.89%
$369.1 - $427.61 $2.95K - $3.42K
895 $331K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3
- 0.17%
$168.16 - $186.21 $504 - $559
1.8K $307K
BNDX
Vanguard Total International B

ETFs
-116
- 0.35%
$48.33 - $49.5 $5.61K - $5.74K
32.6K $1.59M
IEMG
Ishares Inc

ETFs
-161
- 0.5%
N/A
31.9K $1.71M
MA
Mastercard Inc

Financial Services
-4
- 0.82%
$504.67 - $576.31 $2.02K - $2.31K
484 $265K
XOM
Exxon Mobil Corp

Energy
-152
- 3.33%
$105.44 - $118.93 $16K - $18.1K
4.42K $525K
RTX
Raytheon Technologies Corp

Industrials
-14
- 0.36%
$114.1 - $135.66 $1.6K - $1.9K
3.89K $515K
VEA
Vanguard Ftse Developed Market

ETFs
-655
- 0.93%
$47.4 - $52.99 $31K - $34.7K
69.5K $3.53M
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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