Us Advisors Wealth Management, LLC Purchases in Q4 2024

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
74
+ 0.86%
$176.42 - $186.91 $13.1K - $13.8K
8.72K $1.55M
OTLY
Oatly Group Ab

Consumer Defensive
12K
New
$0.6 - $0.93 $7.2K - $11.2K
12K $7K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17
+ 0.78%
$126.68 - $134.74 $2.15K - $2.29K
2.21K $281K
DFAT
Dimensional ETF Tr U S Target

ETFs
8
+ 0.21%
$54.54 - $61.04 $436 - $488
3.77K $209K
Cim Real Estate Finance Trust Inc.
93
+ 0.63%
N/A
14.9K $90K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
12
+ 0.4%
$77.23 - $82.11 $927 - $985
3K $233K
BND
Vanguard Bd Index Fd Inc Total

ETFs
318
+ 4.25%
$71.75 - $75.11 $22.8K - $23.9K
7.8K $560K
IWD
Ishares Russell 1000 Val ETF

ETFs
15
+ 0.97%
$183.23 - $199.79 $2.75K - $3K
1.56K $289K
AOK
Ishares Tr Core Conservative A

ETFs
73
+ 1.13%
$37.3 - $38.64 $2.72K - $2.82K
6.52K $243K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.23%
$442.29 - $483.08 $2.21K - $2.42K
2.21K $1M
EBND
Spdr Bloomberg Emerging Market

ETFs
392
+ 3.78%
$19.53 - $21.1 $7.66K - $8.27K
10.8K $210K
VIS
Vanguard Industrial ETF

ETFs
4
+ 0.1%
$254.39 - $279.7 $1.02K - $1.12K
3.84K $978K
PG
Procter & Gamble CO

Consumer Defensive
17
+ 0.56%
$161.05 - $179.7 $2.74K - $3.05K
3.07K $514K
DGRO
Ishares Core Dividend Growth E

ETFs
228
+ 0.83%
$60.73 - $64.94 $13.8K - $14.8K
27.7K $1.7M
SO
Southern CO

Utilities
72
+ 2.27%
$81.5 - $94.15 $5.87K - $6.78K
3.25K $267K
VEA
Vanguard Ftse Developed Market

ETFs
24
+ 0.57%
$47.57 - $52.44 $1.14K - $1.26K
4.23K $202K
MSFT
Microsoft Corp

Technology
31
+ 0.55%
$406.35 - $454.46 $12.6K - $14.1K
5.7K $2.4M
DFAE
Dimensional ETF Tr

ETFs
809
+ 4.19%
$25.36 - $28.15 $20.5K - $22.8K
20.1K $510K
AVEM
American Centy ETF Tr Avantis

ETFs
7
+ 0.11%
$58.59 - $66.14 $410 - $463
6.19K $364K
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 10.57%
$873.59 - $994.69 $34.1K - $38.8K
408 $374K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.16K
+ 3.9%
$42.84 - $45.38 $178K - $189K
111K $4.77M
DFAI
Dimensional ETF Tr

ETFs
1.14K
+ 2.44%
$29.0 - $31.6 $33.2K - $36.2K
48.1K $1.4M
AVDE
American Centy ETF Tr Avantis

ETFs
76
+ 0.43%
$60.9 - $66.69 $4.63K - $5.07K
17.9K $1.1M
ECL
Ecolab Inc.

Basic Materials
1
+ 0.02%
$234.32 - $261.43 $234 - $261
5.76K $1.35M
DFAX
Dimensional ETF Tr
1.35K
+ 1.36%
$24.76 - $27.04 $33.3K - $36.4K
100K $2.49M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
54
+ 0.08%
$98.47 - $109.35 $5.32K - $5.9K
65.6K $6.46M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
170K
+ 195.34%
$26.93 - $84.95 $4.59M - $14.5M
257K $7.03M
Activity Summary
Buys All Purchases 78 New Holdings 16 Increased Positions 62 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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