Us Advisors Wealth Management, LLC Incresed Positions in Q3 2025

Us Advisors Wealth Management, LLC

  • $290 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
28.6K
+ 5.43%
$28.92 - $32.19 $827K - $920K
555K $17.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
45.6K
+ 7.71%
$27.61 - $29.15 $1.26M - $1.33M
637K $18.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
503
+ 1.59%
$546.99 - $602.2 $275K - $303K
32.1K $19.3M
J P Morgan Hedged Equity Laddered Overlay ETF
17.6K
+ 12.31%
N/A
161K $10.4M
XSMO
Invesco S&P Smallcap Momentum

ETFs
7.97K
+ 8.9%
$67.1 - $74.29 $535K - $592K
97.5K $7.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
719
+ 7.72%
$617.65 - $666.84 $444K - $479K
10K $6.69M
AVUV
American Centy ETF Tr Avantis

ETFs
1.16K
+ 1.24%
$90.37 - $102.12 $105K - $119K
94.8K $9.43M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.33K
+ 5.08%
$98.53 - $107.1 $328K - $357K
68.8K $7.22M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
2.39K
+ 13.03%
$190.8 - $204.83 $455K - $489K
20.7K $4.22M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.06K
+ 9.69%
$90.83 - $93.81 $551K - $569K
68.6K $6.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
10.1K
+ 5.6%
$41.43 - $44.2 $417K - $445K
190K $8.4M
MGC
Vanguard Mega Cap ETF

ETFs
973
+ 5.05%
$224.2 - $245.55 $218K - $239K
20.2K $4.94M
GTO
Invesco Actively Managed ETF T

ETFs
8.92K
+ 8.93%
$46.43 - $47.91 $414K - $428K
109K $5.17M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.97K
+ 7.04%
$55.15 - $58.11 $274K - $289K
75.7K $4.35M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
8.28K
+ 82.14%
$47.02 - $47.71 $389K - $395K
18.4K $874K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.71K
+ 34.21%
$50.81 - $51.07 $392K - $394K
30.3K $1.54M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.24K
+ 3.29%
$36.04 - $38.78 $117K - $126K
102K $3.92M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.78K
+ 6.31%
$137.51 - $145.26 $245K - $259K
30K $4.27M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7.86K
+ 11.61%
$39.58 - $40.74 $311K - $320K
75.5K $3.06M
Dimensional Us Core Equity 1 ETF
2.2K
+ 5.79%
N/A
40.2K $2.89M
Ab (Alliance Bernstein) Disruptors ETF
1.55K
+ 10.93%
N/A
15.8K $1.6M
Pimco Multi Sector Bond Actv ETF
10.2K
+ 11.74%
N/A
97K $2.6M
VBR
Vanguard Small Cap Value ETF

ETFs
763
+ 8.45%
$195.41 - $212.37 $149K - $162K
9.8K $2.04M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.94K
+ 10.33%
$50.47 - $50.74 $249K - $251K
52.7K $2.67M
Jpmorgan Active Bond ETF
4.15K
+ 12.75%
N/A
36.7K $1.99M
JGRO
J P Morgan Exchange Traded Fd
1.57K
+ 15.1%
N/A
12K $1.13M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.97K
+ 0.86%
$45.26 - $46.63 $89.3K - $92K
231K $10.7M
AAPL
Apple Inc.

Technology
96
+ 2.86%
$202.38 - $256.87 $19.4K - $24.7K
3.45K $878K
GOOGL
Alphabet Inc.

Communication Services
47
+ 1.83%
$174.36 - $254.72 $8.19K - $12K
2.62K $636K
SOFI
So Fi Technologies, Inc.

Financial Services
1.13K
+ 6.94%
$17.64 - $29.81 $19.8K - $33.5K
17.3K $457K
FUBO
Fubo Tv Inc.

Communication Services
30.5K
+ 26.75%
$3.31 - $4.56 $101K - $139K
145K $599K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.43K
+ 5.46%
$30.76 - $33.01 $74.7K - $80.2K
46.9K $1.54M
VB
Vanguard Small Cap ETF

ETFs
163
+ 2.65%
$237.58 - $259.17 $38.7K - $42.2K
6.32K $1.61M
DFAI
Dimensional ETF Tr

ETFs
2.25K
+ 6.37%
$34.05 - $36.55 $76.5K - $82.1K
37.5K $1.36M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.73K
+ 17.48%
$46.37 - $47.77 $127K - $130K
18.3K $871K
DGRO
Ishares Core Dividend Growth E

ETFs
497
+ 1.97%
$64.12 - $68.08 $31.9K - $33.8K
25.7K $1.75M
DFAS
Dimensional ETF Tr U S Small C

ETFs
283
+ 1.43%
$63.41 - $69.69 $17.9K - $19.7K
20K $1.37M
IWR
Ishares Russell Mid Cap ETF

ETFs
468
+ 4.24%
$92.26 - $97.51 $43.2K - $45.6K
11.5K $1.11M
AMD
Advanced Micro Devices Inc

Technology
67
+ 1.64%
$134.8 - $184.42 $9.03K - $12.4K
4.15K $671K
NVDA
Nvidia Corp

Technology
40
+ 1.34%
$153.3 - $186.58 $6.13K - $7.46K
3.02K $563K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.67K
+ 4.99%
$41.8 - $43.15 $70K - $72.2K
35.2K $1.51M
AVUS
American Centy ETF Tr Avantis

ETFs
34
+ 0.32%
$101.2 - $109.16 $3.44K - $3.71K
10.7K $1.17M
MSFT
Microsoft Corp

Technology
45
+ 1.45%
$491.09 - $535.64 $22.1K - $24.1K
3.14K $1.63M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.1K
+ 5.57%
$29.55 - $32.52 $32.4K - $35.6K
20.8K $666K
AVDE
American Centy ETF Tr Avantis

ETFs
47
+ 0.31%
$73.24 - $79.04 $3.44K - $3.71K
15.4K $1.22M
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 1.66%
$620.67 - $670.08 $13.7K - $14.7K
1.34K $899K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
34
+ 0.3%
$67.91 - $74.71 $2.31K - $2.54K
11.5K $846K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24
+ 2.37%
$567.77 - $614.76 $13.6K - $14.8K
1.04K $636K
WMT
Walmart Inc.

Consumer Defensive
20
+ 0.2%
$94.4 - $104.27 $1.89K - $2.09K
10.1K $1.05M
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email