Us Advisors Wealth Management, LLC Incresed Positions in Q4 2024

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
35.4K
+ 77.59%
$94.37 - $106.41 $3.34M - $3.77M
81K $7.82M
XSMO
Invesco S&P Smallcap Momentum

ETFs
50.5K
+ 253.3%
$65.08 - $73.72 $3.29M - $3.73M
70.5K $4.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.48K
+ 5.65%
$481.22 - $538.17 $1.67M - $1.87M
65.1K $33.3M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
23.5K
+ 11.8%
$89.97 - $98.59 $2.12M - $2.32M
223K $21.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
367K
+ 318.81%
$25.93 - $105.3 $9.51M - $38.6M
482K $13.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
38.1K
+ 20.69%
$44.87 - $46.86 $1.71M - $1.78M
222K $9.96M
SCHV
Schwab Strategic Tr Us Large C

ETFs
368K
+ 240.64%
$25.79 - $80.4 $9.49M - $29.6M
521K $13.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22.7K
+ 18.66%
$56.06 - $61.35 $1.27M - $1.39M
145K $8.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.39K
+ 18.2%
$567.81 - $607.81 $789K - $845K
9.03K $5.29M
GTO
Invesco Actively Managed ETF T

ETFs
17.8K
+ 25.32%
$46.33 - $48.41 $826K - $863K
88.2K $4.09M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
11.7K
+ 24.49%
$39.3 - $41.34 $462K - $486K
59.7K $2.35M
BOND
Pimco Active Bond Exchange Tra

ETFs
5K
+ 23.14%
$90.42 - $94.5 $452K - $472K
26.6K $2.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.83K
+ 7.97%
$50.62 - $50.97 $346K - $348K
92.5K $4.69M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.37K
+ 37.74%
$50.67 - $50.9 $272K - $273K
19.6K $993K
MGC
Vanguard Mega Cap ETF

ETFs
509
+ 2.51%
$204.21 - $220.18 $104K - $112K
20.8K $4.42M
Pimco Multi Sector Bond Actv ETF
9.36K
+ 21.99%
N/A
51.9K $1.35M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.3K
+ 38.6%
$50.02 - $51.24 $165K - $169K
11.8K $593K
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.57%
$213.65 - $479.86 $1.07K - $2.4K
876 $353K
JGRO
J P Morgan Exchange Traded Fd
1.04K
+ 13.4%
N/A
8.82K $714K
DFAU
Dimensional ETF Tr

ETFs
1.5K
+ 3.15%
$39.27 - $42.38 $58.9K - $63.6K
49.1K $1.99M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
2.25K
+ 37.38%
$46.63 - $47.41 $105K - $107K
8.27K $385K
FUBO
Fubo Tv Inc.

Communication Services
78K
+ 156.0%
$1.25 - $1.81 $97.5K - $141K
128K $161K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.1K
+ 6.04%
$63.58 - $71.15 $69.9K - $78.3K
19.3K $1.26M
HTAB
Hartford Fds Exchange Traded

ETFs
4.22K
+ 19.35%
$19.26 - $19.88 $81.2K - $83.8K
26K $503K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
1.66K
+ 17.16%
$44.57 - $45.47 $73.9K - $75.4K
11.3K $506K
IVV
Ishares Core S&P 500 ETF

ETFs
43
+ 3.38%
$570.51 - $610.59 $24.5K - $26.3K
1.32K $774K
NVDA
Nvidia Corp

Technology
45
+ 1.74%
$117.0 - $148.88 $5.27K - $6.7K
2.63K $353K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.3K
+ 6.56%
$41.17 - $43.34 $136K - $143K
53.6K $2.21M
BAC
Bank Of America Corp

Financial Services
165
+ 3.13%
$39.22 - $47.77 $6.47K - $7.88K
5.44K $239K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
955
+ 1.95%
$50.37 - $50.6 $48.1K - $48.3K
49.8K $2.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.98%
$521.84 - $558.82 $5.74K - $6.15K
1.13K $608K
Jpmorgan Active Bond ETF
1.29K
+ 5.63%
N/A
24.2K $1.27M
DFSD
Dimensional ETF Tr Short Durat

ETFs
558
+ 3.14%
$46.75 - $47.8 $26.1K - $26.7K
18.4K $860K
IWR
Ishares Russell Mid Cap ETF

ETFs
67
+ 0.61%
$87.25 - $95.52 $5.85K - $6.4K
11K $974K
QUAL
Ishares Msci Usa Quality Facto

ETFs
74
+ 0.86%
$176.42 - $186.91 $13.1K - $13.8K
8.72K $1.55M
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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
22
+ 0.23%
$36.54 - $37.53 $804 - $826
9.73K $357K
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
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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