Us Advisors Wealth Management, LLC Incresed Positions in Q2 2025

Us Advisors Wealth Management, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
24.4K
+ 4.86%
$22.27 - $29.21 $543K - $712K
526K $15.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
68.5K
+ 13.12%
$23.55 - $27.67 $1.61M - $1.9M
591K $16.4M
J P Morgan Hedged Equity Laddered Overlay ETF
28.7K
+ 25.12%
N/A
143K $8.95M
AVUV
American Centy ETF Tr Avantis

ETFs
9.69K
+ 11.54%
$75.17 - $91.21 $728K - $883K
93.6K $8.53M
BOND
Pimco Active Bond Exchange Tra

ETFs
10.3K
+ 19.77%
$89.87 - $92.93 $928K - $959K
62.5K $5.76M
XSMO
Invesco S&P Smallcap Momentum

ETFs
6.85K
+ 8.29%
$55.15 - $68.11 $378K - $467K
89.5K $6.08M
SPYG
Spdr Portfolio

ETFs
1.45K
+ 2.87%
$71.83 - $95.32 $104K - $138K
51.9K $4.95M
RECS
Columbia ETF Tr I

ETFs
7.82K
+ 5.13%
$29.4 - $36.79 $230K - $288K
160K $5.91M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.18K
+ 4.36%
$104.34 - $138.68 $123K - $163K
28.2K $3.91M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.92K
+ 1.08%
$35.9 - $43.76 $69K - $84.1K
180K $7.78M
GTO
Invesco Actively Managed ETF T

ETFs
12.9K
+ 14.76%
$45.73 - $47.2 $588K - $607K
99.9K $4.68M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.4K
+ 5.25%
$44.68 - $45.96 $510K - $525K
229K $10.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.29K
+ 6.11%
$51.16 - $62.02 $220K - $266K
74.5K $4.62M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
9.51K
+ 16.35%
$39.34 - $40.41 $374K - $384K
67.7K $2.71M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.03K
+ 5.97%
$162.34 - $192.15 $168K - $198K
18.3K $3.52M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
485
+ 1.21%
$58.41 - $72.69 $28.3K - $35.3K
40.6K $2.96M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
963
+ 0.99%
$29.12 - $35.84 $28K - $34.5K
98.5K $3.53M
Ab (Alliance Bernstein) Disruptors ETF
550
+ 4.02%
N/A
14.2K $1.28M
JGRO
J P Morgan Exchange Traded Fd
1.86K
+ 21.75%
N/A
10.4K $898K
Pimco Multi Sector Bond Actv ETF
9.36K
+ 12.08%
N/A
86.8K $2.3M
AMZN
Amazon Com Inc

Consumer Cyclical
427
+ 9.35%
$167.32 - $223.3 $71.4K - $95.3K
4.99K $1.1M
Dimensional Us Core Equity 1 ETF
167
+ 0.44%
N/A
38K $2.54M
AMD
Advanced Micro Devices Inc

Technology
510
+ 14.27%
$78.21 - $143.81 $39.9K - $73.3K
4.08K $579K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
715
+ 1.37%
$81.46 - $94.63 $58.2K - $67.7K
53.1K $5.03M
Jpmorgan Active Bond ETF
3.41K
+ 11.71%
N/A
32.6K $1.74M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.57K
+ 3.35%
$32.61 - $38.62 $51.2K - $60.6K
48.4K $1.85M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
426
+ 1.17%
$32.66 - $40.75 $13.9K - $17.4K
37K $1.5M
YEAR
Ab Active Etfs Inc Ultra Short
3.17K
+ 13.84%
N/A
26K $1.32M
AVDE
American Centy ETF Tr Avantis

ETFs
166
+ 1.09%
$59.32 - $74.36 $9.85K - $12.3K
15.4K $1.14M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
896
+ 33.97%
$70.54 - $93.95 $63.2K - $84.2K
3.53K $332K
DFAU
Dimensional ETF Tr

ETFs
369
+ 1.36%
$34.04 - $42.36 $12.6K - $15.6K
27.4K $1.16M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.61K
+ 8.44%
$41.1 - $42.37 $107K - $111K
33.6K $1.42M
CASH
Meta Financial Group Inc

Financial Services
24
+ 3.95%
$67.2 - $83.08 $1.61K - $1.99K
631 $466K
FUBO
Fubo Tv Inc.

Communication Services
3K
+ 2.7%
$2.42 - $3.86 $7.26K - $11.6K
114K $439K
SOFI
So Fi Technologies, Inc.

Financial Services
700
+ 4.52%
$9.5 - $18.21 $6.65K - $12.7K
16.2K $295K
QUAL
Ishares Msci Usa Quality Facto

ETFs
15
+ 0.18%
$152.42 - $182.82 $2.29K - $2.74K
8.43K $1.54M
VB
Vanguard Small Cap ETF

ETFs
43
+ 0.7%
$193.73 - $237.37 $8.33K - $10.2K
6.15K $1.46M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.23K
+ 26.08%
$45.9 - $47.2 $148K - $152K
15.6K $734K
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
AVEM
American Centy ETF Tr Avantis

ETFs
43
+ 0.69%
$53.08 - $68.54 $2.28K - $2.95K
6.23K $427K
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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