Us Financial Advisors, LLC Portfolio Holdings

Us Financial Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $320 Million distributed in 88 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 $43M, Ishares Core S&P 500 ETF with a value of $31.3M, Ishares Tr Msci Eafe ETF with a value of $17.7M, Vanguard Mid Cap ETF with a value of $13.5M, and Spdr Ser Tr Spdr Portfolio Int with a value of $13.1M.

Examining the 13F form we can see an increase of $21.6M in the current position value, from $298M to 320M.

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.