Us Advisors Wealth Management, LLC Portfolio Holdings by Sector
Us Advisors Wealth Management, LLC
- $290 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ SCHV SCHG FBND AVUV IQLT XMHQ XSMO 86 stocks |
$244,676
92.29% of portfolio
|
  47  
|
  35  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$4,121
1.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR 3 stocks |
$2,100
0.79% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$1,523
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AMD NVDA TSM 3 stocks |
$1,465
0.55% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1,328
0.5% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,044
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$878
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$856
0.32% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD KMI 3 stocks |
$750
0.28% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$714
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI MA 2 stocks |
$657
0.25% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$647
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
$608
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
|
Broadcasting | Communication Services
FUBO 1 stocks |
$599
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO XEL DUK 3 stocks |
$545
0.21% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CASH 1 stocks |
$483
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$452
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$347
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$273
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$258
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$226
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$203
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$200
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$119
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
TMRC 1 stocks |
$37
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|