Us Financial Advisors, LLC Reduced Holdings in Q3 2024

Us Financial Advisors, LLC

  • $320 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VLUE
Ishares Msci Usa Value Factor

ETFs
-4.58K
- 54.15%
$99.14 - $109.18 $454K - $500K
3.88K $422K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.44K
- 5.14%
$50.63 - $51.11 $225K - $227K
81.8K $4.17M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.84K
- 17.6%
$91.37 - $101.65 $259K - $288K
13.3K $1.35M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-6.28K
- 17.19%
$39.71 - $44.22 $249K - $278K
30.3K $1.34M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-4.9K
- 16.93%
$50.43 - $55.76 $247K - $273K
24.1K $1.34M
KRMA
Global X Fds Global X Consciou

ETFs
-3.73K
- 11.41%
$35.21 - $39.14 $131K - $146K
29K $1.13M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-831
- 16.61%
$102.79 - $114.21 $85.4K - $94.9K
4.17K $473K
MBB
Ishares Tr

ETFs
-938
- 10.73%
$90.85 - $96.66 $85.2K - $90.7K
7.8K $747K
GOOGL
Alphabet Inc.

Communication Services
-143
- 7.84%
$148.65 - $191.18 $21.3K - $27.3K
1.68K $278K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 28.17%
$405.19 - $478.57 $81K - $95.7K
510 $234K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-484
- 11.51%
$113.45 - $126.18 $54.9K - $61.1K
3.72K $469K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-606
- 5.61%
$41.58 - $46.45 $25.2K - $28.1K
10.2K $458K
XLV
Select Sector Spdr Fund Health

ETFs
-389
- 10.25%
$143.3 - $157.24 $55.7K - $61.2K
3.41K $524K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-739
- 15.56%
$63.82 - $70.54 $47.2K - $52.1K
4.01K $282K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-300
- 13.64%
$113.41 - $125.62 $34K - $37.7K
1.9K $238K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-440
- 7.57%
$48.06 - $49.39 $21.1K - $21.7K
5.37K $264K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.19K
- 8.28%
$39.43 - $44.82 $46.8K - $53.2K
13.2K $589K
XOM
Exxon Mobil Corp

Energy
-165
- 3.66%
$109.72 - $119.0 $18.1K - $19.6K
4.34K $508K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.69K
- 8.61%
$32.04 - $37.11 $54.1K - $62.7K
17.9K $652K
NUDM
Nuveen Esg International Devel

ETFs
-1.86K
- 7.75%
$30.15 - $34.01 $56.2K - $63.4K
22.2K $745K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-108
- 0.92%
$63.28 - $70.06 $6.83K - $7.57K
11.6K $816K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-627
- 0.52%
$28.75 - $29.46 $18K - $18.5K
121K $3.55M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-206
- 0.61%
$49.77 - $51.95 $10.3K - $10.7K
33.3K $1.73M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.27K
- 1.57%
$26.01 - $27.41 $32.9K - $34.7K
79.6K $2.18M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-271
- 1.21%
$38.89 - $42.97 $10.5K - $11.6K
22.1K $948K
CARR
Carrier Global Corp

Industrials
-45
- 1.06%
$61.9 - $80.88 $2.79K - $3.64K
4.18K $336K
VOE
Vanguard Mid Cap Value Index F

ETFs
-25
- 0.46%
$149.02 - $167.67 $3.73K - $4.19K
5.47K $916K
AAPL
Apple Inc.

Technology
-856
- 5.89%
$207.23 - $234.82 $177K - $201K
13.7K $3.19M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.13K
- 2.0%
$49.82 - $52.8 $106K - $112K
104K $5.48M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-598
- 1.04%
$114.73 - $120.23 $68.6K - $71.9K
56.7K $6.78M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-77
- 1.04%
$531.86 - $624.21 $41K - $48.1K
7.31K $4.52M
VB
Vanguard Small Cap ETF

ETFs
-725
- 1.99%
$214.77 - $237.72 $156K - $172K
35.7K $8.48M
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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