Us Advisors Wealth Management, LLC Reduced Holdings in Q1 2025

Us Advisors Wealth Management, LLC

  • $287 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IOO
Ishares Tr Global 100 ETF

ETFs
-5.26K
- 13.95%
$96.2 - $105.12 $506K - $553K
32.4K $3.12M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-94K
- 49.08%
$32.42 - $36.13 $3.05M - $3.39M
97.5K $3.22M
DFAX
Dimensional ETF Tr
-91.3K
- 91.27%
$24.45 - $27.2 $2.23M - $2.48M
8.73K $228K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-21.2K
- 34.55%
$64.88 - $72.1 $1.38M - $1.53M
40.2K $2.64M
DFAU
Dimensional ETF Tr

ETFs
-22.1K
- 44.9%
$37.84 - $42.29 $835K - $933K
27.1K $1.04M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-22.6K
- 42.23%
$40.79 - $42.32 $923K - $957K
30.9K $1.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.13K
- 10.37%
$57.21 - $65.8 $465K - $535K
70.2K $4.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-7.9K
- 13.11%
$90.0 - $96.32 $711K - $761K
52.4K $4.83M
ACWI
Ishares Msci Acwi ETF

ETFs
-5.49K
- 13.47%
$115.16 - $124.13 $632K - $681K
35.3K $4.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.56K
- 26.75%
$307.43 - $357.48 $478K - $556K
4.26K $1.32M
SPYG
Spdr Portfolio

ETFs
-2.97K
- 5.56%
$80.05 - $92.39 $237K - $274K
50.4K $4.05M
RECS
Columbia ETF Tr I

ETFs
-8.71K
- 5.4%
$32.64 - $36.08 $284K - $314K
153K $5.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.25K
- 56.64%
$442.66 - $534.52 $553K - $668K
957 $509K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-15.2K
- 29.4%
$33.84 - $37.77 $515K - $575K
36.5K $1.33M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-9.96K
- 11.16%
$29.34 - $31.31 $292K - $312K
79.3K $2.35M
ROBO
Robo Global Robotics And Autom

ETFs
-5.68K
- 47.0%
$51.5 - $60.89 $292K - $346K
6.4K $329K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-6.89K
- 7.44%
$50.48 - $51.04 $348K - $351K
85.6K $4.34M
MGC
Vanguard Mega Cap ETF

ETFs
-501
- 2.41%
$199.2 - $222.69 $99.8K - $112K
20.3K $4.09M
XLK
Technology Sector Spdr

ETFs
-201
- 1.95%
$206.38 - $242.18 $41.5K - $48.7K
10.1K $2.09M
DFAI
Dimensional ETF Tr

ETFs
-12.4K
- 25.76%
$28.88 - $32.4 $358K - $401K
35.7K $1.11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.87K
- 29.65%
$37.07 - $40.63 $292K - $320K
18.7K $735K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-9.27K
- 7.02%
$23.58 - $24.02 $219K - $223K
123K $2.9M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-2.46K
- 17.76%
$61.55 - $71.27 $152K - $176K
11.4K $713K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-59
- 1.15%
$360.07 - $417.26 $21.2K - $24.6K
5.06K $1.83M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.98K
- 6.29%
$42.4 - $44.11 $296K - $308K
104K $4.56M
AMZN
Amazon Com Inc

Consumer Cyclical
-336
- 6.86%
$190.26 - $242.06 $63.9K - $81.3K
4.57K $868K
SPMD
Spdr Portfolio

ETFs
-2.69K
- 34.03%
$50.21 - $57.73 $135K - $155K
5.22K $267K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.94K
- 31.01%
$40.03 - $46.81 $118K - $138K
6.55K $266K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.75K
- 9.94%
$60.46 - $64.42 $167K - $177K
25K $1.54M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.31K
- 6.65%
$50.39 - $50.66 $167K - $168K
46.5K $2.36M
VB
Vanguard Small Cap ETF

ETFs
-154
- 2.46%
$217.89 - $252.64 $33.6K - $38.9K
6.11K $1.36M
AVLV
American Centy ETF Tr Avantis
-1.67K
- 7.54%
$63.51 - $70.42 $106K - $118K
20.5K $1.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.9K
- 4.24%
$27.01 - $28.54 $295K - $312K
247K $6.89M
VBK
Vanguard Small Cap Growth ETF

ETFs
-23
- 0.5%
$247.97 - $296.33 $5.7K - $6.82K
4.57K $1.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-306
- 3.51%
$168.16 - $186.21 $51.5K - $57K
8.41K $1.44M
AVUS
American Centy ETF Tr Avantis

ETFs
-669
- 5.88%
$90.7 - $101.57 $60.7K - $68K
10.7K $988K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.61K
- 20.61%
$71.17 - $73.66 $114K - $118K
6.19K $454K
DFAE
Dimensional ETF Tr

ETFs
-4.07K
- 20.24%
$24.64 - $26.86 $100K - $109K
16K $415K
AVDE
American Centy ETF Tr Avantis

ETFs
-2.68K
- 14.96%
$60.63 - $68.55 $162K - $184K
15.2K $1.01M
JGRO
J P Morgan Exchange Traded Fd
-257
- 2.91%
N/A
8.56K $631K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-2.84K
- 28.86%
$30.35 - $33.16 $86.1K - $94.1K
7K $223K
WMT
Walmart Inc.

Consumer Defensive
-568
- 5.15%
$84.5 - $105.05 $48K - $59.7K
10.5K $917K
SRLN
Ssga Active Trust

ETFs
-1.77K
- 24.21%
$41.02 - $41.99 $72.6K - $74.3K
5.54K $227K
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.82K
- 27.65%
$41.41 - $45.24 $75.5K - $82.5K
4.77K $208K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.16K
- 24.1%
$25.54 - $27.64 $80.7K - $87.4K
9.95K $271K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-69
- 6.11%
$507.05 - $563.67 $35K - $38.9K
1.06K $545K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-2.03K
- 4.15%
$34.23 - $36.9 $69.6K - $75K
46.9K $1.67M
IWR
Ishares Russell Mid Cap ETF

ETFs
-17
- 0.15%
$82.81 - $92.93 $1.41K - $1.58K
11K $936K
VIS
Vanguard Industrial ETF

ETFs
-19
- 0.49%
$243.63 - $273.99 $4.63K - $5.21K
3.82K $946K
Activity Summary
Buys All Purchases 61 New Holdings 13 Increased Positions 48 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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