Us Financial Advisors, LLC Closed Holding Positions

Us Financial Advisors, LLC

  • $320 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AIG
American International Group, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
3,390
$49.6 - $64.41 $168K - $218K
SNOW
Snowflake Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
934
$113.3 - $241.23 $106K - $225K
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2022 Filed on Aug 15, 2022
2,617
$112.61 - $135.91 $295K - $356K
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 15, 2022
4,721
$36.97 - $49.2 $175K - $232K
WFC
Wells Fargo & Company

Financial Services
Q2 2022 Filed on Aug 15, 2022
7,461
$37.43 - $49.33 $279K - $368K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
2,985
$52.02 - $81.84 $155K - $244K
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
6,374
$31.42 - $43.18 $200K - $275K
STLD
Steel Dynamics Inc

Basic Materials
Q2 2022 Filed on Aug 15, 2022
5,070
$65.98 - $93.24 $335K - $473K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
728
$221.47 - $269.82 $161K - $196K
PK
Park Hotels & Resorts Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
19,875
$13.49 - $20.43 $268K - $406K
EAT
Brinker International, Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
10,682
$22.03 - $41.12 $235K - $439K
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
6,790
$34.78 - $51.9 $236K - $352K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
215
$628.16 - $1145.45 $135K - $246K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
5,533
$34.91 - $84.48 $193K - $467K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
7,387
$51.05 - $61.81 $377K - $457K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Aug 15, 2022
8,850
$17.92 - $21.32 $159K - $189K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2022 Filed on May 13, 2022
805
$224.28 - $282.83 $181K - $228K
PVH
Pvh Corp.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
2,277
$66.99 - $111.53 $153K - $254K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
7,495
$37.48 - $48.52 $281K - $364K
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2022 Filed on May 13, 2022
8,881
$22.4 - $25.44 $199K - $226K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
1,376
$148.06 - $183.26 $204K - $252K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
8,740
$32.25 - $43.29 $282K - $378K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2022 Filed on May 13, 2022
6,666
$30.11 - $44.49 $201K - $297K
KOMP
Spdr S&P Kensho New Economies

ETFs
Q4 2021 Filed on Feb 14, 2022
42,887
$56.76 - $68.61 $2.43M - $2.94M
GE
General Electric CO

Industrials
Q4 2021 Filed on Feb 14, 2022
1,984
$89.98 - $111.29 $179K - $221K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
5,128
$54.26 - $55.17 $278K - $283K
VTV
Vanguard Value ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
1,488
$134.5 - $142.48 $200K - $212K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
2,209
$104.62 - $113.69 $231K - $251K
General Electric CO
Q3 2021 Filed on Oct 26, 2021
15,875
N/A
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2021 Filed on Aug 10, 2021
942
$111.82 - $131.12 $105K - $124K
FVD
First Tr Value Line Divid Inde

ETFs
Q2 2021 Filed on Aug 10, 2021
8,745
$38.16 - $40.72 $334K - $356K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2021 Filed on Aug 10, 2021
9,815
$63.55 - $67.5 $624K - $663K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
4,237
$166.46 - $180.76 $705K - $766K
LIN
Linde PLC

Basic Materials
Q2 2021 Filed on Aug 10, 2021
727
$280.84 - $302.26 $204K - $220K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
2,470
$171.78 - $189.99 $424K - $469K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2021 Filed on Aug 10, 2021
33,773
$82.08 - $82.43 $2.77M - $2.78M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q2 2021 Filed on Aug 10, 2021
3,068
$97.54 - $103.68 $299K - $318K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2021 Filed on Aug 10, 2021
15,846
$88.27 - $90.15 $1.4M - $1.43M
TT
Trane Technologies PLC

Industrials
Q2 2021 Filed on Aug 10, 2021
1,800
$165.44 - $187.54 $298K - $338K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2021 Filed on Aug 10, 2021
5,944
$35.87 - $38.34 $213K - $228K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2021 Filed on Aug 10, 2021
23,511
$50.96 - $55.14 $1.2M - $1.3M
VFH
Vanguard Financial ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
2,464
$85.53 - $94.49 $211K - $233K
VIG
Vanguard Dividend Appreciation

ETFs
Q2 2021 Filed on Aug 10, 2021
6,056
N/A
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
1,666
$130.1 - $146.72 $217K - $244K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2021 Filed on Aug 10, 2021
32,392
$54.58 - $55.46 $1.77M - $1.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q2 2021 Filed on Aug 10, 2021
4,911
$69.41 - $73.87 $341K - $363K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
2,231
$211.85 - $232.89 $473K - $520K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2021 Filed on Aug 10, 2021
21,531
$130.46 - $139.84 $2.81M - $3.01M
UNP
Union Pacific Corp

Industrials
Q2 2021 Filed on Aug 10, 2021
5,337
$214.81 - $229.48 $1.15M - $1.22M
Track This Portfolio

Track Us Financial Advisors, LLC Portfolio

Follow Us Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email