Us Advisors Wealth Management, LLC Reduced Holdings in Q2 2025

Us Advisors Wealth Management, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-209K
- 92.46%
$82.32 - $112.47 $17.2M - $23.6M
17.1K $1.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-33.9K
- 51.79%
$416.06 - $551.64 $14.1M - $18.7M
31.6K $17.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-79.2K
- 52.84%
$47.46 - $55.3 $3.76M - $4.38M
70.7K $3.9M
GLD
Spdr Gold Trust

ETFs
-8.23K
- 84.64%
$273.71 - $316.29 $2.25M - $2.6M
1.49K $455K
XLK
Technology Sector Spdr

ETFs
-9.16K
- 90.66%
$179.73 - $253.23 $1.65M - $2.32M
943 $238K
IWM
Ishares Russell 2000 ETF

ETFs
-8.44K
- 89.9%
$174.82 - $215.79 $1.47M - $1.82M
948 $204K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.49K
- 88.71%
$320.42 - $424.58 $1.44M - $1.9M
571 $242K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-32.1K
- 40.49%
$27.3 - $31.8 $876K - $1.02M
47.2K $1.5M
MSFT
Microsoft Corp

Technology
-3.18K
- 50.69%
$354.56 - $497.45 $1.13M - $1.58M
3.1K $1.54M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.82K
- 2.36%
$24.32 - $27.87 $141K - $162K
241K $6.38M
PLTR
Palantir Technologies Inc.

Technology
-3.05K
- 58.36%
$74.01 - $144.25 $226K - $440K
2.18K $296K
CRM
Salesforce, Inc.

Technology
-408
- 34.78%
$236.26 - $291.15 $96.4K - $119K
765 $208K
COST
Costco Wholesale Corp

Consumer Defensive
-108
- 27.2%
$908.13 - $1056.85 $98.1K - $114K
289 $286K
FISV
Fiserv Inc

Technology
-65
- 4.35%
N/A
1.43K $246K
ORCL
Oracle Corp

Technology
-1.17K
- 50.85%
$122.82 - $218.63 $143K - $255K
1.13K $246K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.33K
- 1.28%
$42.72 - $44.24 $56.9K - $58.9K
103K $4.5M
AVLV
American Centy ETF Tr Avantis
-1.45K
- 7.08%
$56.85 - $68.21 $82.4K - $98.9K
19K $1.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
-219
- 15.5%
$166.82 - $194.23 $36.5K - $42.5K
1.19K $232K
SO
Southern CO

Utilities
-338
- 10.16%
$84.91 - $92.56 $28.7K - $31.3K
2.99K $274K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-643
- 0.75%
$49.79 - $50.75 $32K - $32.6K
85K $4.31M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-413
- 2.96%
$48.46 - $50.2 $20K - $20.7K
13.5K $671K
LLY
Eli Lilly & CO

Healthcare
-12
- 4.2%
$713.71 - $898.95 $8.56K - $10.8K
274 $213K
Dimensional Global Credit ETF
-553
- 7.74%
N/A
6.59K $357K
KMI
Kinder Morgan, Inc.

Energy
-850
- 11.04%
$25.21 - $29.4 $21.4K - $25K
6.85K $201K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-509
- 2.77%
$47.09 - $48.01 $24K - $24.4K
17.9K $858K
Solventum Corporation
-167
- 2.72%
N/A
5.96K $451K
ITA
Ishares Tr

ETFs
-341
- 23.88%
$135.31 - $188.64 $46.1K - $64.3K
1.09K $205K
SRLN
Ssga Active Trust

ETFs
-229
- 4.13%
$39.47 - $41.59 $9.04K - $9.52K
5.31K $221K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-101
- 0.45%
$50.52 - $50.92 $5.1K - $5.14K
22.6K $1.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-57
- 2.57%
$114.78 - $133.31 $6.54K - $7.6K
2.16K $288K
VBR
Vanguard Small Cap Value ETF

ETFs
-407
- 4.31%
$162.76 - $195.77 $66.2K - $79.7K
9.03K $1.76M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-22
- 0.23%
$35.3 - $37.51 $777 - $825
9.71K $364K
TSLA
Tesla, Inc.

Consumer Cyclical
-214
- 16.76%
$221.86 - $362.89 $47.5K - $77.7K
1.06K $338K
IVV
Ishares Core S&P 500 ETF

ETFs
-122
- 8.45%
$498.8 - $620.9 $60.9K - $75.7K
1.32K $821K
VEA
Vanguard Ftse Developed Market

ETFs
-281
- 6.55%
$45.65 - $57.01 $12.8K - $16K
4.01K $228K
GOOGL
Alphabet Inc.

Communication Services
-293
- 10.23%
$144.7 - $178.6 $42.4K - $52.3K
2.57K $453K
JPM
Jpmorgan Chase & CO

Financial Services
-114
- 9.29%
$210.28 - $289.91 $24K - $33K
1.11K $323K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-46
- 4.34%
$456.74 - $568.03 $21K - $26.1K
1.01K $576K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-7
- 0.1%
$28.98 - $37.18 $203 - $260
6.99K $259K
WMT
Walmart Inc.

Consumer Defensive
-327
- 3.13%
$81.79 - $99.98 $26.7K - $32.7K
10.1K $991K
AVUS
American Centy ETF Tr Avantis

ETFs
-1
- 0.01%
$81.38 - $100.82 $81.4 - $101
10.7K $1.08M
NVDA
Nvidia Corp

Technology
-424
- 12.46%
$94.31 - $157.99 $40K - $67K
2.98K $471K
DFAI
Dimensional ETF Tr

ETFs
-421
- 1.18%
$28.02 - $34.71 $11.8K - $14.6K
35.3K $1.22M
MMM
3 M CO

Industrials
-242
- 0.89%
$126.09 - $154.15 $30.5K - $37.3K
26.9K $4.09M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-279
- 0.62%
$24.94 - $31.15 $6.96K - $8.69K
44.5K $1.38M
MGC
Vanguard Mega Cap ETF

ETFs
-1.02K
- 5.0%
$179.23 - $224.92 $182K - $228K
19.3K $4.34M
ACWI
Ishares Msci Acwi ETF

ETFs
-426
- 1.21%
$103.59 - $128.6 $44.1K - $54.8K
34.8K $4.48M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-227
- 0.35%
$82.17 - $99.96 $18.7K - $22.7K
65.5K $6.44M
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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