Us Advisors Wealth Management, LLC Reduced Holdings in Q3 2024

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.21K
- 18.44%
$36.02 - $41.68 $224K - $259K
27.5K $1.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-65K
- 36.1%
$92.63 - $105.69 $6.02M - $6.87M
115K $11.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.4K
- 19.31%
$60.84 - $67.51 $937K - $1.04M
64.3K $4.33M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-19.9K
- 11.97%
$24.86 - $26.33 $494K - $523K
146K $3.83M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-12.6K
- 19.29%
$33.74 - $37.96 $425K - $478K
52.7K $1.99M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.58K
- 2.92%
$50.52 - $50.95 $130K - $131K
85.7K $4.36M
SRLN
Ssga Active Trust

ETFs
-2.56K
- 3.12%
$40.93 - $41.85 $105K - $107K
79.3K $3.31M
SPYG
Spdr Portfolio

ETFs
-2.84K
- 4.57%
$73.38 - $84.1 $208K - $239K
59.3K $4.89M
SPMD
Spdr Portfolio

ETFs
-1.99K
- 19.36%
$50.29 - $54.92 $100K - $109K
8.29K $452K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.86K
- 9.45%
$47.0 - $47.84 $87.3K - $88.8K
17.8K $850K
IOO
Ishares Tr Global 100 ETF

ETFs
-1.65K
- 3.9%
$89.63 - $100.83 $148K - $166K
40.6K $4.01M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-3.94K
- 18.57%
$12.67 - $14.36 $49.9K - $56.6K
17.3K $232K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.42K
- 19.57%
$41.02 - $46.01 $99.1K - $111K
9.93K $450K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1.37K
- 18.52%
$46.16 - $47.63 $63.1K - $65.2K
6.02K $286K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-2.35K
- 19.08%
$30.27 - $34.42 $71.2K - $81K
9.97K $339K
XLK
Technology Sector Spdr

ETFs
-161
- 1.54%
$197.34 - $237.68 $31.8K - $38.3K
10.3K $2.32M
ITA
Ishares Tr

ETFs
-507
- 25.64%
$131.58 - $149.64 $66.7K - $75.9K
1.47K $218K
EBND
Spdr Bloomberg Emerging Market

ETFs
-2.59K
- 19.97%
$19.74 - $21.39 $51.1K - $55.4K
10.4K $221K
AAPL
Apple Inc.

Technology
-497
- 10.74%
$207.23 - $234.82 $103K - $117K
4.13K $941K
LLY
Eli Lilly & CO

Healthcare
-19
- 4.59%
$772.14 - $960.02 $14.7K - $18.2K
395 $347K
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.57K
- 18.87%
$41.23 - $48.48 $64.6K - $76K
6.74K $320K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-3.64K
- 3.79%
$28.1 - $29.89 $102K - $109K
92.6K $2.76M
IWD
Ishares Russell 1000 Val ETF

ETFs
-239
- 13.37%
$173.36 - $189.8 $41.4K - $45.4K
1.55K $293K
JPM
Jpmorgan Chase & CO

Financial Services
-140
- 9.14%
$194.9 - $224.8 $27.3K - $31.5K
1.39K $293K
BAC
Bank Of America Corp

Financial Services
-308
- 5.52%
$36.65 - $44.13 $11.3K - $13.6K
5.28K $207K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-151
- 2.56%
$100.3 - $100.74 $15.1K - $15.2K
5.76K $579K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-598
- 2.5%
$98.99 - $101.51 $59.2K - $60.7K
23.4K $2.37M
PULS
Pgim ETF Tr

ETFs
-282
- 1.22%
$49.47 - $49.8 $14K - $14K
22.7K $1.13M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-156
- 2.94%
$332.02 - $382.76 $51.8K - $59.7K
5.16K $1.93M
DFAU
Dimensional ETF Tr

ETFs
-2.8K
- 5.55%
$35.8 - $39.69 $100K - $111K
47.6K $1.88M
AOK
Ishares Tr Core Conservative A

ETFs
-182
- 2.74%
$36.8 - $38.71 $6.7K - $7.05K
6.45K $249K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-13
- 0.91%
$175.46 - $203.3 $2.28K - $2.64K
1.42K $286K
DFAE
Dimensional ETF Tr

ETFs
-734
- 3.66%
$24.46 - $27.82 $18K - $20.4K
19.3K $535K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-62
- 0.99%
$285.48 - $330.24 $17.7K - $20.5K
6.19K $1.98M
SO
Southern CO

Utilities
-176
- 5.25%
$77.0 - $90.52 $13.6K - $15.9K
3.18K $286K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-213
- 2.4%
$162.64 - $179.3 $34.6K - $38.2K
8.64K $1.54M
Solventum Corporation
-1.07K
- 14.38%
N/A
6.37K $430K
ORCL
Oracle Corp

Technology
-203
- 7.89%
$125.9 - $170.35 $25.6K - $34.6K
2.37K $400K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.5K
- 5.14%
$31.05 - $34.29 $325K - $359K
193K $6.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-996
- 1.94%
$41.34 - $43.55 $41.2K - $43.4K
50.3K $2.18M
IWR
Ishares Russell Mid Cap ETF

ETFs
-277
- 2.47%
$79.92 - $88.19 $22.1K - $24.4K
11K $964K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-2.23K
- 4.25%
$33.62 - $38.33 $74.8K - $85.3K
50.2K $1.91M
ECL
Ecolab Inc.

Basic Materials
-149
- 2.52%
$228.86 - $255.76 $34.1K - $38.1K
5.76K $1.47M
VIS
Vanguard Industrial ETF

ETFs
-119
- 3.01%
$232.12 - $260.07 $27.6K - $30.9K
3.84K $993K
VBK
Vanguard Small Cap Growth ETF

ETFs
-66
- 1.41%
$240.48 - $267.94 $15.9K - $17.7K
4.61K $1.23M
DFAX
Dimensional ETF Tr
-4.03K
- 3.92%
$24.29 - $27.25 $97.9K - $110K
98.7K $2.68M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-79
- 0.54%
$61.71 - $68.15 $4.88K - $5.38K
14.4K $976K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.02K
- 4.66%
$57.32 - $62.65 $230K - $252K
82.2K $5.12M
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 3.91%
$801.83 - $917.05 $12K - $13.8K
369 $416K
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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