Us Advisors Wealth Management, LLC Portfolio Holdings

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 2024

Us Advisors Wealth Management, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $286 Million distributed in 129 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 $30M, Invesco ETF Tr Ii S&P 500 Mome with a value of $18M, Schwab Strategic Tr Us Large C with a value of $12.2M, Schwab Strategic Tr Us Large C with a value of $11.9M, and Fidelity Merrimack Str Tr Tota with a value of $8.62M.

Examining the 13F form we can see an increase of $1.67M in the current position value, from $284M to 286M.

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.

Portfolio value $286 Million
ETFs: $261 Million
Technology: $4.35 Million
Industrials: $3.8 Million
Consumer Defensive: $1.83 Million
Financial Services: $1.78 Million
Consumer Cyclical: $1.55 Million
Basic Materials: $1.48 Million
Healthcare: $1.27 Million
Other: $1.49 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24M
$12,000 0.0% of portfolio
40,333
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $286 Million
  • Prior Value $284 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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