Us Financial Advisors, LLC Portfolio Holdings

Us Financial Advisors, LLC

  • $338 Million
  • Q1 2025

Us Financial Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $338 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $42.5M, Ishares Core S&P 500 ETF with a value of $31.2M, Ishares Tr Msci Eafe ETF with a value of $19.6M, Spdr Ser Tr Spdr Portfolio Int with a value of $14.1M, and Vanguard Mid Cap ETF with a value of $13.1M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $324M to 338M.

Us Financial Advisors, LLC is based out at Braintree, MA

Below you can find more details about Us Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $338 Million
ETFs: $312 Million
Technology: $12.5 Million
Healthcare: $4.34 Million
Communication Services: $2.17 Million
Industrials: $1.65 Million
Financial Services: $1.45 Million
Consumer Cyclical: $921,000
Real Estate: $777,000
Other: $808,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.22T
$8.63 Million 2.55% of portfolio
38,873
Q1 2025 Added 176.56%
$158B
$3.61 Million 1.07% of portfolio
7,252
Q1 2025 Reduced 0.26%
$3.43T
$2.23 Million 0.66% of portfolio
5,944
Q1 2025 Added 8.13%
$338B
$976,000 0.29% of portfolio
9,008
Q1 2025 Reduced 0.27%
$655B
$716,000 0.21% of portfolio
1,346
Q1 2025 Added 8.03%
$431B
$525,000 0.16% of portfolio
4,418
Q1 2025 Reduced 3.33%
$36.2M
$523,000 0.15% of portfolio
451,570
Q1 2025 Added 4.07%
$197B
$515,000 0.15% of portfolio
3,893
Q1 2025 Reduced 0.36%
$401B
$468,000 0.14% of portfolio
2,824
Q2 2024 Reduced 4.63%
$183B
$422,000 0.12% of portfolio
9,312
Q3 2024 Added 9.72%
$1.44T
$369,000 0.11% of portfolio
641
Q1 2025 Added 11.09%
$95.4B
$330,000 0.1% of portfolio
1,972
Q4 2024 Added 15.32%
$778B
$327,000 0.1% of portfolio
1,335
Q1 2025 New
$2.1T
$353,000 0.1% of portfolio
1,860
Q1 2025 New
$120B
$349,000 0.1% of portfolio
2,047
Q1 2025 New
$195B
$294,000 0.09% of portfolio
10,423
Q1 2025 Added 16.13%
$1.01T
$321,000 0.09% of portfolio
2,080
Q1 2025 Added 23.81%
$73.2B
$305,000 0.09% of portfolio
596
Q1 2023 Reduced 6.58%
$236B
$305,000 0.09% of portfolio
1,230
Q4 2024 Added 32.83%
$1.15T
$300,000 0.09% of portfolio
1,160
Q1 2025 New
$99.8B
$268,000 0.08% of portfolio
2,737
Q1 2025 New
$398B
$283,000 0.08% of portfolio
1,662
Q1 2025 Added 0.12%
$273M
$254,000 0.08% of portfolio
3,122
Q1 2022 Reduced 9.16%
$548B
$265,000 0.08% of portfolio
484
Q1 2025 Reduced 0.82%
$60.5B
$265,000 0.08% of portfolio
4,183
Q3 2024 Reduced 1.06%
$303B
$245,000 0.07% of portfolio
922
Q4 2024 New
$149B
$234,000 0.07% of portfolio
754
Q1 2025 New
$154B
$214,000 0.06% of portfolio
5,817
Q3 2024 Added 7.78%
$40.4B
$211,000 0.06% of portfolio
2,054
Q1 2025 New
$5.27B
$144,000 0.04% of portfolio
10,770
Q4 2024 New
$6.53M
$30,000 0.01% of portfolio
17,142
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $338 Million
  • Prior Value $324 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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