Us Advisors Wealth Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $308 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $33.3M, Invesco ETF Tr Ii S&P 500 Mome with a value of $21.2M, Schwab Strategic Tr Us Large C with a value of $13.6M, Schwab Strategic Tr Us Large C with a value of $13.4M, and Fidelity Merrimack Str Tr Tota with a value of $9.96M.
Examining the 13F form we can see an increase of $21.9M in the current position value, from $286M to 308M.
Us Advisors Wealth Management, LLC is based out at Eden Prairie, MN
Below you can find more details about Us Advisors Wealth Management, LLC portfolio as well as his latest detailed transactions.
