Us Financial Advisors, LLC Portfolio Holdings

Us Financial Advisors, LLC

  • $324 Million
  • Q4 2024

Us Financial Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $324 Million distributed in 89 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 $45M, Ishares Core S&P 500 ETF with a value of $32.8M, Ishares Tr Msci Eafe ETF with a value of $16.5M, Vanguard Mid Cap ETF with a value of $13.7M, and Spdr Ser Tr Spdr Portfolio Int with a value of $13M.

Examining the 13F form we can see an increase of $4.64M in the current position value, from $320M to 324M.

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 $324 Million
ETFs: $306 Million
Technology: $7.77 Million
Healthcare: $4.21 Million
Communication Services: $1.95 Million
Industrials: $1.02 Million
Financial Services: $964,000
Real Estate: $843,000
Energy: $491,000
Other: $278,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45 Million 13.86% of portfolio
139,531
Q4 2024 Added 1.9%
$0
$32.8 Million 10.1% of portfolio
55,665
Q4 2024 Added 2.52%
$0
$16.5 Million 5.09% of portfolio
218,555
Q4 2024 Added 3.22%
$0
$13.7 Million 4.21% of portfolio
51,707
Q4 2024 Added 1.31%
$0
$13 Million 4.01% of portfolio
466,129
Q4 2024 Added 3.65%
$0
$12.3 Million 3.79% of portfolio
66,332
Q4 2024 Added 2.39%
$0
$11.8 Million 3.65% of portfolio
200,186
Q4 2024 Added 1.9%
$0
$11.5 Million 3.55% of portfolio
19,627
Q4 2024 Reduced 2.04%
$0
$10.1 Million 3.13% of portfolio
130,092
Q4 2024 Added 2.9%
$0
$10.1 Million 3.12% of portfolio
25,212
Q4 2024 Added 1.67%
$0
$9.56 Million 2.95% of portfolio
111,362
Q4 2024 Added 1.39%
$0
$9.53 Million 2.94% of portfolio
118,754
Q4 2024 Added 3.79%
$0
$8.66 Million 2.67% of portfolio
94,755
Q4 2024 Reduced 5.79%
$0
$8.65 Million 2.66% of portfolio
35,981
Q4 2024 Added 0.65%
$0
$8.51 Million 2.62% of portfolio
203,407
Q4 2024 Added 2.66%
$0
$7.09 Million 2.19% of portfolio
108,981
Q4 2024 Added 2.83%
$0
$6.3 Million 1.94% of portfolio
76,807
Q4 2024 Added 4.05%
$0
$6.07 Million 1.87% of portfolio
120,533
Q4 2024 Added 39.39%
$0
$5.33 Million 1.64% of portfolio
105,994
Q4 2024 Added 1.74%
$0
$5.01 Million 1.54% of portfolio
174,690
Q4 2024 Added 4.41%
$0
$4.91 Million 1.51% of portfolio
18,416
Q4 2024 Reduced 0.86%
$0
$4.35 Million 1.34% of portfolio
85,571
Q4 2024 Added 4.63%
$0
$3.93 Million 1.21% of portfolio
99,802
Q4 2024 Added 1.77%
$0
$3.5 Million 1.08% of portfolio
120,755
Q4 2024 Added 0.01%
$0
$3.36 Million 1.03% of portfolio
70,186
Q4 2024 Reduced 1.83%
$0
$2.13 Million 0.66% of portfolio
79,724
Q4 2024 Added 0.19%
$0
$1.72 Million 0.53% of portfolio
32,065
Q4 2024 Reduced 3.32%
$0
$1.66 Million 0.51% of portfolio
33,221
Q4 2024 Reduced 0.28%
$0
$1.62 Million 0.5% of portfolio
5,584
Q4 2024 Added 182.88%
$0
$1.61 Million 0.49% of portfolio
32,728
Q4 2024 Added 1.95%
$0
$1.35 Million 0.42% of portfolio
12,903
Q4 2024 Reduced 2.87%
$0
$1.35 Million 0.42% of portfolio
29,877
Q4 2024 Reduced 1.26%
$0
$1.34 Million 0.41% of portfolio
23,690
Q4 2024 Reduced 1.5%
$0
$1.3 Million 0.4% of portfolio
14,631
Q4 2024 Added 1.37%
$0
$1.29 Million 0.4% of portfolio
30,900
Q4 2024 Added 1.16%
$0
$1.12 Million 0.34% of portfolio
28,538
Q4 2024 Reduced 1.45%
$0
$931,000 0.29% of portfolio
22,214
Q4 2024 Added 0.34%
$0
$891,000 0.27% of portfolio
5,508
Q4 2024 Added 0.77%
$0
$810,000 0.25% of portfolio
11,351
Q4 2024 Reduced 2.56%
$0
$681,000 0.21% of portfolio
22,678
Q4 2024 Added 2.31%
$0
$696,000 0.21% of portfolio
7,599
Q4 2024 Reduced 2.58%
$0
$636,000 0.2% of portfolio
13,430
Q4 2024 Added 2.03%
$0
$607,000 0.19% of portfolio
18,202
Q4 2024 Added 1.49%
$0
$564,000 0.17% of portfolio
12,569
Q4 2024 Reduced 14.48%
$0
$482,000 0.15% of portfolio
4,168
Q4 2024 Reduced 0.07%
$0
$461,000 0.14% of portfolio
3,353
Q4 2024 Reduced 1.53%
$0
$454,000 0.14% of portfolio
10,388
Q4 2024 Added 1.79%
$0
$452,000 0.14% of portfolio
3,510
Q4 2024 Reduced 5.65%
$0
$445,000 0.14% of portfolio
19,622
Q4 2024 Added 1.87%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $324 Million
  • Prior Value $320 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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