Us Financial Advisors, LLC Portfolio Holdings

Us Financial Advisors, LLC

  • $320 Million
  • Q3 2024

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.

Portfolio value $320 Million
ETFs: $301 Million
Technology: $6.59 Million
Healthcare: $5.01 Million
Communication Services: $1.53 Million
Industrials: $1.34 Million
Real Estate: $1.33 Million
Energy: $508,000
Financial Services: $472,000
Other: $290,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.4M
$1.07 Million 0.33% of portfolio
423,578
Q3 2024 Added 3.02%
$5.66M
$29,000 0.01% of portfolio
17,142
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $320 Million
  • Prior Value $298 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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