Us Advisors Wealth Management, LLC Reduced Holdings in Q3 2025

Us Advisors Wealth Management, LLC

  • $290 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-5.73K
- 33.51%
$110.74 - $122.12 $634K - $699K
11.4K $1.38M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-8.52K
- 63.02%
$49.09 - $50.58 $418K - $431K
5K $252K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-18.5K
- 7.68%
$26.38 - $27.95 $488K - $517K
222K $6.07M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-5.77K
- 6.79%
$50.53 - $50.82 $291K - $293K
79.2K $4.02M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-9.39K
- 7.61%
$23.53 - $23.75 $221K - $223K
114K $2.69M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-5.75K
- 5.6%
$43.36 - $44.8 $249K - $258K
96.9K $4.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-4.15K
- 7.81%
$94.17 - $99.95 $390K - $414K
48.9K $4.89M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.54K
- 7.43%
$62.09 - $66.51 $344K - $368K
69K $4.5M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
-2.6K
- 20.75%
$44.84 - $45.49 $116K - $118K
9.91K $450K
HTAB
Hartford Fds Exchange Traded

ETFs
-5.9K
- 20.45%
$18.37 - $19.19 $108K - $113K
22.9K $438K
ACWI
Ishares Msci Acwi ETF

ETFs
-3.05K
- 8.75%
$128.32 - $138.41 $391K - $422K
31.8K $4.39M
PLTR
Palantir Technologies Inc.

Technology
-896
- 41.2%
$130.68 - $186.97 $117K - $168K
1.28K $233K
AMZN
Amazon Com Inc

Consumer Cyclical
-234
- 4.69%
$211.65 - $238.24 $49.5K - $55.7K
4.76K $1.04M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-3.72K
- 7.88%
$31.79 - $33.42 $118K - $124K
43.5K $1.45M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-3.97K
- 6.41%
$50.32 - $54.01 $200K - $215K
58.1K $3.13M
GLD
Spdr Gold Trust

ETFs
-324
- 21.69%
$300.96 - $355.47 $97.5K - $115K
1.17K $415K
Solventum Corporation
-280
- 4.7%
N/A
5.68K $414K
RECS
Columbia ETF Tr I

ETFs
-14.6K
- 9.11%
$36.82 - $40.35 $538K - $590K
146K $5.88M
CSCO
Cisco Systems, Inc.

Technology
-270
- 7.55%
$66.2 - $71.79 $17.9K - $19.4K
3.31K $226K
AVLV
American Centy ETF Tr Avantis
-1.3K
- 6.85%
$68.33 - $72.69 $89.1K - $94.8K
17.7K $1.28M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-339
- 1.9%
$47.86 - $48.43 $16.2K - $16.4K
17.5K $845K
AOK
Ishares Tr Core Conservative A

ETFs
-465
- 7.07%
$38.64 - $40.17 $18K - $18.7K
6.11K $245K
LLY
Eli Lilly & CO

Healthcare
-8
- 2.92%
$625.65 - $812.69 $5.01K - $6.5K
266 $203K
SPYG
Spdr Portfolio

ETFs
-4.61K
- 8.88%
$94.33 - $105.31 $434K - $485K
47.3K $4.94M
ORCL
Oracle Corp

Technology
-272
- 24.11%
$218.96 - $328.33 $59.6K - $89.3K
856 $240K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-495
- 7.08%
$36.93 - $40.55 $18.3K - $20.1K
6.49K $260K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-124
- 4.53%
$82.42 - $87.03 $10.2K - $10.8K
2.61K $227K
RWO
Spdr Dow Jones Global Real Est

ETFs
-62
- 1.28%
$43.53 - $46.27 $2.7K - $2.87K
4.78K $218K
Dimensional Gbl Ex Us Core Fixed Income ETF
-5
- 0.05%
N/A
9.99K $539K
ITA
Ishares Tr

ETFs
-71
- 6.53%
$184.73 - $209.26 $13.1K - $14.9K
1.02K $212K
SO
Southern CO

Utilities
-3
- 0.1%
$90.83 - $96.0 $272 - $288
2.99K $282K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-52
- 3.79%
$236.25 - $257.69 $12.3K - $13.4K
1.32K $338K
Dimensional Global Credit ETF
-3
- 0.05%
N/A
6.59K $365K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-701
- 7.58%
$225.11 - $247.9 $158K - $174K
8.55K $2.11M
SPMD
Spdr Portfolio

ETFs
-82
- 1.54%
$54.43 - $58.29 $4.46K - $4.78K
5.23K $298K
DFAT
Dimensional ETF Tr U S Target

ETFs
-73
- 1.96%
$53.36 - $59.69 $3.9K - $4.36K
3.64K $212K
DFAX
Dimensional ETF Tr
-8
- 0.09%
$29.25 - $31.56 $234 - $252
9.17K $287K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-5
- 0.14%
$92.97 - $100.18 $465 - $501
3.53K $350K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-117
- 1.75%
$42.26 - $47.16 $4.94K - $5.52K
6.57K $304K
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 1.17%
$282.78 - $316.06 $3.68K - $4.11K
1.1K $347K
MMM
3 M CO

Industrials
-330
- 1.23%
$144.41 - $160.2 $47.7K - $52.9K
26.6K $4.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.12K
- 3.04%
$39.8 - $42.86 $44.7K - $48.2K
35.8K $1.53M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-734
- 3.89%
$42.67 - $46.91 $31.3K - $34.4K
18.2K $849K
DFAU
Dimensional ETF Tr

ETFs
-195
- 0.71%
$42.42 - $45.96 $8.27K - $8.96K
27.3K $1.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-32
- 0.38%
$182.33 - $194.5 $5.83K - $6.22K
8.4K $1.63M
TSLA
Tesla, Inc.

Consumer Cyclical
-45
- 4.23%
$293.94 - $444.72 $13.2K - $20K
1.02K $452K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-690
- 1.7%
$72.65 - $78.68 $50.1K - $54.3K
39.9K $3.13M
OUNZ
Van Eck Merk Gold Trust

ETFs
-2.49K
- 3.41%
$31.49 - $37.19 $78.3K - $92.5K
70.4K $2.62M
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
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