Us Advisors Wealth Management, LLC Sells in Q4 2024

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
-72K
- 90.78%
$41.48 - $42.08 $2.99M - $3.03M
7.31K $305K
IWM
Ishares Russell 2000 ETF

ETFs
-13.4K
- 58.94%
$216.13 - $242.4 $2.9M - $3.25M
9.33K $2.06M
IWP
Ishares Russell Mid Cap Growth

ETFs
-22.2K
- 67.48%
$116.4 - $138.52 $2.58M - $3.07M
10.7K $1.35M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-19.1K
- 81.6%
$100.24 - $101.35 $1.91M - $1.93M
4.3K $432K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-25.1K
- 12.26%
$37.12 - $41.23 $932K - $1.03M
180K $6.67M
ROBO
Robo Global Robotics And Autom

ETFs
-30.6K
- 71.72%
$55.06 - $58.6 $1.69M - $1.79M
12.1K $679K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-50.5K
- 34.61%
$24.94 - $26.14 $1.26M - $1.32M
95.5K $2.39M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-24K
- 73.81%
$43.84 - $48.76 $1.05M - $1.17M
8.52K $375K
PULS
Pgim ETF Tr

ETFs
-14.8K
- 65.16%
$49.51 - $49.79 $734K - $738K
7.92K $392K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.75K
- 4.37%
$91.94 - $100.02 $253K - $275K
60.3K $5.58M
MMM
3 M CO

Industrials
-493
- 1.78%
$124.74 - $137.12 $61.5K - $67.6K
27.2K $3.51M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.83K
- 4.66%
$61.68 - $67.87 $236K - $260K
78.3K $4.88M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-947
- 1.8%
$34.13 - $37.35 $32.3K - $35.4K
51.8K $1.77M
SPYG
Spdr Portfolio

ETFs
-5.88K
- 9.93%
$81.74 - $91.38 $481K - $537K
53.4K $4.69M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-1.25K
- 2.48%
$34.83 - $38.05 $43.4K - $47.4K
48.9K $1.73M
GOOGL
Alphabet Inc.

Communication Services
-1.44K
- 35.21%
$161.86 - $196.66 $233K - $283K
2.65K $501K
LLY
Eli Lilly & CO

Healthcare
-126
- 31.9%
$727.2 - $932.06 $91.6K - $117K
269 $208K
GLD
Spdr Gold Trust

ETFs
-457
- 5.19%
$236.59 - $257.5 $108K - $118K
8.36K $2.02M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-911
- 3.32%
$38.37 - $42.82 $35K - $39K
26.5K $1.02M
FEX
First Tr Large Cap Core Alphde

ETFs
-1.18K
- 16.35%
$103.29 - $112.88 $122K - $134K
6.06K $632K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.99K
- 4.65%
$66.77 - $71.52 $200K - $214K
61.3K $4.23M
DBEM
Xtrackers Msci Emerging Market

ETFs
-1.89K
- 14.75%
$24.89 - $27.32 $47.1K - $51.7K
10.9K $272K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-3.34K
- 3.61%
$29.73 - $30.81 $99.4K - $103K
89.2K $2.72M
ORCL
Oracle Corp

Technology
-225
- 9.49%
$165.41 - $192.43 $37.2K - $43.3K
2.15K $357K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-117
- 0.88%
$26.05 - $29.17 $3.05K - $3.41K
13.1K $343K
RWO
Spdr Dow Jones Global Real Est

ETFs
-149
- 2.21%
$42.41 - $47.31 $6.32K - $7.05K
6.59K $282K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-271
- 2.47%
$46.07 - $48.17 $12.5K - $13.1K
10.7K $493K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-141
- 1.41%
$30.93 - $33.94 $4.36K - $4.79K
9.83K $304K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-549
- 3.81%
$66.67 - $74.08 $36.6K - $40.7K
13.9K $943K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-436
- 4.39%
$44.33 - $49.55 $19.3K - $21.6K
9.49K $426K
VB
Vanguard Small Cap ETF

ETFs
-178
- 2.76%
$233.76 - $261.58 $41.6K - $46.6K
6.26K $1.51M
SPMD
Spdr Portfolio

ETFs
-379
- 4.57%
$54.13 - $59.56 $20.5K - $22.6K
7.91K $432K
CASH
Meta Financial Group Inc

Financial Services
-42
- 8.66%
$64.22 - $84.86 $2.7K - $3.56K
443 $259K
Solventum Corporation
-58
- 0.91%
N/A
6.31K $417K
ITA
Ishares Tr

ETFs
-44
- 2.99%
$144.31 - $157.31 $6.35K - $6.92K
1.43K $207K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-181
- 1.05%
$12.74 - $14.23 $2.31K - $2.58K
17.1K $222K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-85
- 3.12%
$81.6 - $90.89 $6.94K - $7.73K
2.64K $226K
XEL
Xcel Energy Inc

Utilities
-123
- 3.66%
$62.16 - $72.92 $7.65K - $8.97K
3.24K $218K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-9
- 0.63%
$201.32 - $217.44 $1.81K - $1.96K
1.41K $291K
AAPL
Apple Inc.

Technology
-339
- 8.2%
$221.69 - $259.02 $75.2K - $87.8K
3.79K $950K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-96
- 6.36%
$172.07 - $207.36 $16.5K - $19.9K
1.41K $279K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-379
- 6.12%
$316.94 - $357.88 $120K - $136K
5.81K $2M
AVUS
American Centy ETF Tr Avantis

ETFs
-119
- 1.04%
$94.36 - $102.06 $11.2K - $12.1K
11.4K $1.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-16
- 0.34%
$55.73 - $66.16 $892 - $1.06K
4.63K $279K
AVLV
American Centy ETF Tr Avantis
-153
- 0.69%
$65.51 - $71.22 $10K - $10.9K
22.2K $1.48M
JPM
Jpmorgan Chase & CO

Financial Services
-91
- 6.54%
$205.18 - $250.29 $18.7K - $22.8K
1.3K $311K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.68K
- 0.87%
$33.92 - $36.6 $57.1K - $61.6K
191K $6.62M
ET
Energy Transfer LP

Energy
-1K
- 6.9%
$16.05 - $19.86 $16.1K - $19.9K
13.5K $264K
VBK
Vanguard Small Cap Growth ETF

ETFs
-12
- 0.26%
$264.18 - $304.19 $3.17K - $3.65K
4.6K $1.29M
Activity Summary
Buys All Purchases 78 New Holdings 16 Increased Positions 62 Sells All Sells 55 Reductions 55 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