Us Advisors Wealth Management, LLC Incresed Positions in Q3 2024

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
19.4K
+ 10.79%
$79.58 - $91.64 $1.55M - $1.78M
199K $18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.55K
+ 4.31%
$434.77 - $502.96 $1.11M - $1.28M
61.6K $30M
SCHV
Schwab Strategic Tr Us Large C

ETFs
46.6K
+ 43.89%
$73.43 - $80.37 $3.42M - $3.75M
153K $12.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.77K
+ 8.72%
$53.41 - $57.9 $522K - $566K
122K $7.04M
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.03K
+ 4.08%
$37.37 - $41.82 $300K - $336K
205K $8.52M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.53K
+ 5.69%
$94.31 - $103.26 $333K - $364K
65.5K $6.71M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
985
+ 1.14%
$77.02 - $85.06 $75.9K - $83.8K
87.2K $7.35M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.32K
+ 8.17%
$89.91 - $101.33 $298K - $336K
43.9K $4.33M
IWM
Ishares Russell 2000 ETF

ETFs
903
+ 4.14%
$200.87 - $224.6 $181K - $203K
22.7K $5.01M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.9K
+ 9.69%
$103.87 - $117.59 $301K - $341K
32.9K $3.85M
GTO
Invesco Actively Managed ETF T

ETFs
6.73K
+ 10.57%
$46.22 - $48.77 $311K - $328K
70.4K $3.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
414
+ 5.73%
$517.38 - $573.86 $214K - $238K
7.64K $4.36M
MGC
Vanguard Mega Cap ETF

ETFs
764
+ 3.92%
$185.93 - $206.64 $142K - $158K
20.3K $4.17M
WMT
Walmart Inc.

Consumer Defensive
2.55K
+ 29.88%
$66.91 - $81.4 $170K - $207K
11.1K $883K
Pimco Multi Sector Bond Actv ETF
9.26K
+ 27.82%
N/A
42.6K $1.14M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.69K
+ 8.48%
$90.01 - $95.32 $152K - $161K
21.6K $2.05M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.66K
+ 8.25%
$39.37 - $41.68 $144K - $152K
48K $1.99M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.08K
+ 59.1%
$45.87 - $48.53 $187K - $198K
11K $530K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2K
+ 12.35%
$59.25 - $65.33 $119K - $131K
18.2K $1.18M
ROBO
Robo Global Robotics And Autom

ETFs
1.83K
+ 4.46%
$50.56 - $58.65 $92.3K - $107K
42.7K $2.45M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.01K
+ 6.59%
$42.22 - $48.62 $84.9K - $97.8K
32.5K $1.51M
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.02K
+ 5.36%
$59.5 - $67.14 $60.4K - $68.1K
20K $1.31M
VB
Vanguard Small Cap ETF

ETFs
190
+ 3.04%
$214.77 - $237.72 $40.8K - $45.2K
6.44K $1.53M
AVDE
American Centy ETF Tr Avantis

ETFs
743
+ 4.35%
$60.09 - $67.67 $44.6K - $50.3K
17.8K $1.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 2.32%
$405.19 - $478.57 $20.3K - $23.9K
2.2K $1.01M
NVDA
Nvidia Corp

Technology
802
+ 44.9%
$98.91 - $134.91 $79.3K - $108K
2.59K $314K
IVV
Ishares Core S&P 500 ETF

ETFs
97
+ 8.25%
$520.18 - $576.82 $50.5K - $56K
1.27K $730K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
416
+ 23.46%
$117.9 - $128.2 $49K - $53.3K
2.19K $279K
AVLV
American Centy ETF Tr Avantis
5
+ 0.02%
$60.05 - $65.83 $300 - $329
22.3K $1.46M
ET
Energy Transfer LP

Energy
3.95K
+ 37.44%
$15.43 - $16.44 $60.9K - $64.9K
14.5K $233K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
969
+ 12.8%
$50.15 - $51.27 $48.6K - $49.7K
8.54K $437K
AVUS
American Centy ETF Tr Avantis

ETFs
18
+ 0.16%
$86.27 - $95.15 $1.55K - $1.71K
11.5K $1.09M
AVEM
American Centy ETF Tr Avantis

ETFs
406
+ 7.03%
$57.2 - $65.59 $23.2K - $26.6K
6.18K $405K
PG
Procter & Gamble CO

Consumer Defensive
128
+ 4.38%
$160.76 - $177.82 $20.6K - $22.8K
3.05K $529K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
801
+ 5.97%
$50.61 - $50.96 $40.5K - $40.8K
14.2K $724K
FUBO
Fubo Tv Inc.

Communication Services
25K
+ 100.0%
$1.16 - $2.07 $29K - $51.7K
50K $73K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
560
+ 6.15%
$43.8 - $45.62 $24.5K - $25.5K
9.67K $440K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 1.64%
$475.2 - $527.7 $8.55K - $9.5K
1.12K $587K
HTAB
Hartford Fds Exchange Traded

ETFs
1.11K
+ 5.34%
$19.24 - $19.9 $21.3K - $22K
21.8K $432K
BND
Vanguard Bd Index Fd Inc Total

ETFs
93
+ 1.26%
$71.45 - $75.64 $6.64K - $7.03K
7.48K $563K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
335
+ 0.69%
$50.25 - $50.74 $16.8K - $17K
48.9K $2.48M
VEA
Vanguard Ftse Developed Market

ETFs
5
+ 0.12%
$47.6 - $53.31 $238 - $267
4.21K $223K
JGRO
J P Morgan Exchange Traded Fd
32
+ 0.41%
N/A
7.78K $595K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
38
+ 1.41%
$73.86 - $84.2 $2.81K - $3.2K
2.73K $224K
Cim Real Estate Finance Trust Inc.
92
+ 0.63%
N/A
14.8K $90K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
3K
+ 29.85%
$0.76 - $2.15 $2.28K - $6.45K
13.1K $11K
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 0.58%
$161.02 - $200.0 $4.67K - $5.8K
5.03K $944K
GOOGL
Alphabet Inc.

Communication Services
8
+ 0.2%
$148.65 - $191.18 $1.19K - $1.53K
4.09K $670K
MSFT
Microsoft Corp

Technology
73
+ 1.3%
$395.15 - $467.56 $28.8K - $34.1K
5.67K $2.43M
Activity Summary
Buys All Purchases 61 New Holdings 11 Increased Positions 50 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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