Usa Financial Portformulas Corp Incresed Positions in Q2 2025

Usa Financial Portformulas Corp

  • $573 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
756K
+ 28554.19%
$72.96 - $90.39 $55.2M - $68.3M
759K $67.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
104K
+ 950.77%
$416.06 - $551.64 $43.2M - $57.2M
115K $63.2M
HYG
Ishares Tr

ETFs
105K
+ 348846.66%
$75.75 - $80.65 $7.93M - $8.44M
105K $8.44M
SIXJ
Aim ETF Prods Tr Allianzim U S
174K
+ 215324.69%
$27.79 - $32.01 $4.85M - $5.58M
174K $5.59M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
165K
+ 214735.06%
$29.36 - $33.11 $4.85M - $5.47M
165K $5.48M
LQD
Ishares Iboxx $ Investment Gra

ETFs
39.8K
+ 12.93%
$105.23 - $109.61 $4.19M - $4.37M
348K $38.1M
IYR
Ishares Tr

ETFs
44.1K
+ 14895.27%
$84.48 - $96.25 $3.72M - $4.24M
44.4K $4.18M
VRSK
Verisk Analytics, Inc.

Industrials
4.77K
+ 101.08%
$277.03 - $321.33 $1.32M - $1.53M
9.49K $2.96M
JCI
Johnson Controls International PLC

Industrials
10.8K
+ 367.04%
$71.14 - $105.62 $765K - $1.14M
13.7K $1.45M
RTX
Raytheon Technologies Corp

Industrials
7.62K
+ 142.68%
$113.75 - $148.48 $866K - $1.13M
13K $1.89M
EXC
Exelon Corp

Utilities
25.6K
+ 78.12%
$42.2 - $47.37 $1.08M - $1.21M
58.5K $2.54M
VTR
Ventas, Inc.

Real Estate
10.4K
+ 65112.5%
$62.45 - $70.08 $651K - $730K
10.4K $658K
RSG
Republic Services, Inc.

Industrials
2.53K
+ 107.61%
$227.2 - $258.07 $575K - $653K
4.89K $1.2M
GILD
Gilead Sciences, Inc.

Healthcare
5.86K
+ 24.09%
$96.91 - $113.0 $568K - $662K
30.2K $3.35M
CSCO
Cisco Systems, Inc.

Technology
2.31K
+ 5.32%
$53.19 - $69.38 $123K - $161K
45.8K $3.18M
MA
Mastercard Inc

Financial Services
694
+ 20.07%
$479.92 - $590.74 $333K - $410K
4.15K $2.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
793
+ 174.67%
$483.48 - $539.8 $383K - $428K
1.25K $605K
EVRG
Evergy, Inc.

Utilities
5.22K
+ 98.69%
$64.06 - $69.64 $334K - $363K
10.5K $723K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.79K
+ 1.53%
$91.43 - $91.74 $346K - $348K
252K $23.1M
ATO
Atmos Energy Corp

Utilities
2.1K
+ 40.05%
$145.06 - $162.66 $304K - $341K
7.33K $1.13M
WCN
Waste Connections, Inc.

Industrials
1.37K
+ 279.75%
$183.26 - $199.95 $251K - $274K
1.86K $346K
VIRT
Virtu Financial, Inc.

Financial Services
4.93K
+ 581.37%
$32.82 - $44.79 $162K - $221K
5.78K $258K
GWW
W.W. Grainger, Inc.

Industrials
173
+ 102.98%
$919.93 - $1101.66 $159K - $191K
341 $354K
DOV
Dover Corp

Industrials
907
+ 18140.0%
$151.14 - $186.7 $137K - $169K
912 $167K
VOX
Vanguard Communication Service

ETFs
303
+ 13.71%
$133.12 - $171.03 $40.3K - $51.8K
2.51K $429K
KR
Kroger CO

Consumer Defensive
646
+ 5.02%
$64.62 - $74.0 $41.7K - $47.8K
13.5K $968K
XLK
Technology Sector Spdr

ETFs
70
+ 4.31%
$179.73 - $253.23 $12.6K - $17.7K
1.69K $428K
XLY
Select Sector Spdr Consumer Di

ETFs
260
+ 15.93%
$176.34 - $218.59 $45.8K - $56.8K
1.89K $411K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
668
+ 99.7%
$71.62 - $94.66 $47.8K - $63.2K
1.34K $126K
COOP
Mr. Cooper Group Inc.

Financial Services
421
+ 91.13%
$107.26 - $155.96 $45.2K - $65.7K
883 $131K
XLI
Industrial Sector Spdr

ETFs
192
+ 7.15%
$116.42 - $147.52 $22.4K - $28.3K
2.88K $424K
CME
Cme Group Inc.

Financial Services
232
+ 26.79%
$252.37 - $290.71 $58.5K - $67.4K
1.1K $302K
XLF
Financial Sector Spdr

ETFs
944
+ 13.19%
$43.92 - $52.37 $41.5K - $49.4K
8.1K $424K
LNG
Cheniere Energy, Inc.

Energy
104
+ 2.9%
$197.25 - $244.33 $20.5K - $25.4K
3.69K $898K
DOX
Amdocs LTD

Technology
761
+ 31.37%
$80.46 - $94.08 $61.2K - $71.6K
3.19K $290K
AEE
Ameren Corp

Utilities
960
+ 12.29%
$94.23 - $101.68 $90.5K - $97.6K
8.77K $842K
HCI
Hci Group, Inc.

Financial Services
370
+ 250.0%
$137.07 - $171.28 $50.7K - $63.4K
518 $78K
TJX
Tjx Companies Inc

Consumer Cyclical
347
+ 10.58%
$119.13 - $135.03 $41.3K - $46.9K
3.63K $447K
PLMR
Palomar Holdings, Inc.

Financial Services
261
+ 65.58%
$129.99 - $175.67 $33.9K - $45.8K
659 $101K
ADP
Automatic Data Processing Inc

Industrials
125
+ 17.03%
$276.76 - $326.81 $34.6K - $40.9K
859 $264K
XLU
Utilities Sector Spdr

ETFs
258
+ 5.53%
$73.09 - $82.77 $18.9K - $21.4K
4.92K $401K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
376
+ 20.78%
$212.1 - $244.27 $79.7K - $91.8K
2.19K $477K
PG
Procter & Gamble CO

Consumer Defensive
292
+ 23.3%
$157.66 - $172.39 $46K - $50.3K
1.55K $246K
XLP
Consumer Staples Sector Spdr

ETFs
380
+ 8.28%
N/A
4.97K $377K
BR
Broadridge Financial Solutions, Inc.

Technology
118
+ 13.0%
$217.22 - $246.25 $25.6K - $29.1K
1.03K $249K
PGR
Progressive Corp

Financial Services
141
+ 21.04%
$255.27 - $288.74 $36K - $40.7K
811 $216K
MSI
Motorola Solutions, Inc.

Technology
81
+ 18.2%
$394.72 - $440.39 $32K - $35.7K
526 $221K
JNJ
Johnson & Johnson

Healthcare
275
+ 19.18%
$146.36 - $159.82 $40.2K - $44K
1.71K $261K
SNEX
Stone X Group Inc.

Financial Services
2
+ 0.14%
$69.59 - $94.15 $139 - $188
1.43K $130K
Activity Summary
Buys All Purchases 163 New Holdings 98 Increased Positions 65 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Usa Financial Portformulas Corp Portfolio

Follow Usa Financial Portformulas Corp 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 Usa Financial Portformulas Corp, based on Form 13F filings with the SEC.

News

Stay updated on Usa Financial Portformulas Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email