Us Advisors Wealth Management, LLC Purchases in Q2 2025

Us Advisors Wealth Management, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
389
+ 2.01%
$52.31 - $63.72 $20.3K - $24.8K
19.7K $1.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
278
+ 29.05%
$483.48 - $539.8 $134K - $150K
1.24K $599K
ECL
Ecolab Inc.

Basic Materials
1
+ 0.02%
$225.65 - $270.95 $226 - $271
5.56K $1.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
25
+ 0.23%
$74.88 - $91.97 $1.87K - $2.3K
11K $1.02M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
208
+ 1.11%
$34.72 - $42.74 $7.22K - $8.89K
18.9K $807K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
295
+ 1.52%
$23.4 - $29.68 $6.9K - $8.76K
19.7K $583K
DGRO
Ishares Core Dividend Growth E

ETFs
216
+ 0.87%
$55.22 - $63.94 $11.9K - $13.8K
25.2K $1.61M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.25K
+ 2.7%
$50.36 - $50.68 $63.2K - $63.6K
47.8K $2.42M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
35
+ 0.31%
$54.81 - $67.78 $1.92K - $2.37K
11.4K $775K
PG
Procter & Gamble CO

Consumer Defensive
572
+ 18.55%
$157.66 - $172.39 $90.2K - $98.6K
3.66K $582K
DFAE
Dimensional ETF Tr

ETFs
4
+ 0.02%
$22.87 - $28.95 $91.5 - $116
16K $464K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.23K
+ 859.44%
$180.84 - $240.32 $222K - $295K
1.37K $330K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
806
+ 8.69%
$46.46 - $47.44 $37.4K - $38.2K
10.1K $478K
DFAX
Dimensional ETF Tr
445
+ 5.1%
$23.37 - $29.39 $10.4K - $13.1K
9.17K $269K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.26K
+ 1.86%
$24.98 - $25.66 $31.5K - $32.4K
69.3K $1.77M
AQST
Aquestive Therapeutics, Inc.

Healthcare
10K
New
$2.22 - $3.58 $22.2K - $35.8K
10K $33K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
501
+ 4.17%
$42.73 - $45.32 $21.4K - $22.7K
12.5K $566K
ET
Energy Transfer LP

Energy
2K
+ 14.81%
$15.65 - $18.93 $31.3K - $37.9K
15.5K $281K
SPMD
Spdr Portfolio

ETFs
90
+ 1.72%
$44.89 - $54.38 $4.04K - $4.89K
5.31K $288K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
142
+ 2.17%
$35.35 - $42.68 $5.02K - $6.06K
6.69K $285K
AOK
Ishares Tr Core Conservative A

ETFs
34
+ 0.52%
$36.09 - $39.07 $1.23K - $1.33K
6.58K $256K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11
+ 0.4%
$70.7 - $82.14 $778 - $904
2.74K $224K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
607
+ 0.49%
$23.03 - $23.59 $14K - $14.3K
123K $2.91M
HTAB
Hartford Fds Exchange Traded

ETFs
1.04K
+ 3.74%
$18.44 - $19.31 $19.2K - $20.1K
28.8K $539K
RWO
Spdr Dow Jones Global Real Est

ETFs
71
+ 1.49%
$38.85 - $45.0 $2.76K - $3.2K
4.84K $213K
SPTL
Spdr Portfolio Long Term Treas

ETFs
367
+ 3.69%
$25.48 - $27.78 $9.35K - $10.2K
10.3K $274K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10
+ 0.16%
$72.02 - $73.82 $720 - $738
6.2K $456K
XEL
Xcel Energy Inc

Utilities
20
+ 0.64%
$65.65 - $72.39 $1.31K - $1.45K
3.13K $213K
Cim Real Estate Finance Trust Inc.
85
+ 0.57%
N/A
15.1K $78K
EPD
Enterprise Products Partners L.P.

Energy
29
+ 0.4%
$28.95 - $34.22 $840 - $992
7.36K $228K
Activity Summary
Buys All Purchases 81 New Holdings 12 Increased Positions 69 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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