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Us Financial Advisors

Latest statistics and disclosures from Us Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWB, IVV, EFA, VB, MOAT, and represent 38.13% of Us Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPTI, VLUE, IVV, IWB, VCIT, VUG, RDVY, EFA, EEM, VO.
Started 9 new stock positions in SCHB, IEF, VUG, OTIS, SDY, AVGO, META, BRK.B, SHW.
Reduced shares in these 10 stocks: TMO, USFR, MSFT, VTIP, SPY, QUAL, IVW, ITOT, IEMG, XOM.
Us Financial Advisors was a net buyer of stock by $4.9M.
Us Financial Advisors has $289M in assets under management (AUM), dropping by 7.61%.
Central Index Key (CIK): 0001640420

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Portfolio Holdings for Us Financial Advisors

Us Financial Advisors holds 81 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Etf (IWB)	13.1	$38M		131k	288.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.3	$30M		57k	525.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	5.5	$16M		198k	79.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.7	$14M		60k	228.59	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	4.5	$13M		145k	89.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.3	$12M	+2%	49k	249.86	View chart
Ishares Tr Msci Usa Value (VLUE)	3.9	$11M	+3%	105k	108.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.7	$11M		21k	523.07	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	3.7	$11M	+2%	189k	56.17	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	3.6	$10M	+4%	367k	28.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.3	$9.5M		28k	337.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.9	$8.4M	+4%	104k	80.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.9	$8.3M	+3%	107k	77.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.6	$7.4M	+4%	180k	41.08	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.5	$7.1M		77k	91.80	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.0	$5.8M		50k	115.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.7	$5.0M	+4%	61k	81.78	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.5	$4.3M		86k	50.77	View chart
Thermo Fisher Scientific (TMO)	1.5	$4.2M	-17%	7.3k	581.21	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.4	$4.1M		80k	51.06	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.4	$4.0M		17k	238.31	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.4	$4.0M		139k	29.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$3.5M	+2%	71k	50.17	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	1.1	$3.2M		112k	28.92	View chart
Apple (AAPL)	0.9	$2.6M		15k	171.48	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.8	$2.3M	-27%	46k	50.29	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$2.2M	+6%	24k	92.42	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.7	$2.1M	+2%	46k	45.61	View chart
Microsoft Corporation (MSFT)	0.7	$2.1M	-17%	4.9k	420.72	View chart
Ishares Tr Faln Angls Usd (FALN)	0.7	$2.0M		75k	26.86	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.7M		34k	51.60	View chart
Sachem Cap (SACH)	0.6	$1.7M	+2%	373k	4.46	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.6	$1.6M		40k	40.29	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.6	$1.6M	+2%	17k	93.19	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.5	$1.6M	+2%	31k	50.64	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$1.5M		31k	49.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$1.4M	+6%	29k	49.19	View chart
Global X Fds Conscious Cos (KRMA)	0.4	$1.2M		33k	36.22	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$1.2M	+4%	13k	89.67	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$1.2M	+5%	28k	42.11	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$976k	+4%	24k	41.59	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$921k	+5%	5.9k	155.91	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.3	$763k	+4%	25k	31.07	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$735k	+5%	12k	64.15	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$638k	+5%	20k	32.23	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.2	$631k	+4%	14k	44.48	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$626k		15k	43.04	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$572k	+3%	3.9k	147.73	View chart
NVIDIA Corporation (NVDA)	0.2	$566k	+2%	626.00	903.56	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.2	$537k	+4%	5.1k	105.86	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.2	$525k	+5%	11k	48.30	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$516k		4.5k	114.96	View chart
Johnson & Johnson (JNJ)	0.2	$468k	+3%	3.0k	158.19	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$436k	+9%	19k	22.99	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$403k		725.00	556.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$357k	-4%	3.1k	116.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$349k	-7%	4.1k	84.44	View chart
Raytheon Technologies Corp (RTX)	0.1	$347k		3.6k	97.53	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$333k	-3%	24k	13.98	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$321k	+4%	4.8k	66.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$316k	NEW	919.00	344.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$296k	-17%	1.8k	164.35	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$295k		2.9k	101.42	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$292k	+2%	3.4k	86.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$292k	-36%	6.1k	47.89	View chart
Northrop Grumman Corporation (NOC)	0.1	$285k		596.00	478.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$275k	+12%	1.8k	150.93	View chart
Procter & Gamble Company (PG)	0.1	$271k		1.7k	162.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$271k	-8%	2.4k	115.30	View chart
Carrier Global Corporation (CARR)	0.1	$246k		4.2k	58.13	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$238k	+12%	9.7k	24.48	View chart
Royalty Pharma Shs Class A (RPRX)	0.1	$237k	-4%	7.8k	30.37	View chart
Broadcom (AVGO)	0.1	$233k	NEW	176.00	1325.41	View chart
Meta Platforms Cl A (META)	0.1	$232k	NEW	477.00	485.60	View chart
New England Rlty Assoc Ltd P Depositry Rcpt (NEN)	0.1	$225k		3.1k	71.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$215k	NEW	510.00	420.52	View chart
Sherwin-Williams Company (SHW)	0.1	$214k	NEW	615.00	347.33	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$213k	NEW	1.6k	131.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$212k	NEW	3.5k	61.05	View chart
Otis Worldwide Corp (OTIS)	0.1	$208k	NEW	2.1k	99.27	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$202k	NEW	2.1k	94.66	View chart

Past Filings by Us Financial Advisors

SEC 13F filings are viewable for Us Financial Advisors going back to 2014

Us Financial Advisors 2024 Q1 filed May 13, 2024
Us Financial Advisors 2023 Q4 filed Feb. 8, 2024
Us Financial Advisors 2023 Q3 filed Nov. 13, 2023
Us Financial Advisors 2023 Q2 filed Aug. 10, 2023
Us Financial Advisors 2023 Q1 filed May 4, 2023
Us Financial Advisors 2022 Q4 filed Jan. 26, 2023
Us Financial Advisors 2022 Q3 filed Oct. 13, 2022
Us Financial Advisors 2022 Q2 filed Aug. 15, 2022
Us Financial Advisors 2022 Q1 filed May 13, 2022
Us Financial Advisors 2021 Q4 filed Feb. 14, 2022
Us Financial Advisors 2021 Q3 filed Oct. 26, 2021
Us Financial Advisors 2021 Q2 filed Aug. 10, 2021
Us Financial Advisors 2021 Q1 filed April 30, 2021
Us Financial Advisors 2020 Q4 filed Feb. 18, 2021
Us Financial Advisors 2016 Q2 filed Aug. 12, 2016
Us Financial Advisors 2016 Q1 filed May 5, 2016

View all past filings

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