UF
| |
US FINANCIAL ADVISORS, LLC13F | |
| US FINANCIAL ADVISORS, LLC | |
| Last update 2025-05-08 | 97 Stocks (8 new) |
| Value $338.00 Mil | Turnover 7 % |
US FINANCIAL ADVISORS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWB | iShares Russell 1000 ETF | 138,602 | 42,514.8 | -0.67% | 12.570 | -0.09% | 0.110 | +16.49% | +8.87% | 41,904.8 | ||
IVV | iShares Core S&P 500 ETF | 55,534 | 31,204.8 | -0.24% | 9.220 | -0.02% | 0.010 | +16.41% | +8.94% | 642,209.1 | ||
EFA | iShares MSCI EAFE ETF | 240,077 | 19,621.5 | +9.85% | 5.800 | +0.52% | 0.030 | +11.18% | +23.17% | 66,015.9 | ||
SPTI |
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
| 494,894 | 14,144.1 | +6.17% | 4.180 | +0.24% | 0.160 | +0.67% | +4.12% | 8,746.2 | ||
VO | Vanguard Mid-Cap ETF | 50,649 | 13,098.8 | -2.05% | 3.870 | -0.09% | 0.020 | +13.74% | +9.89% | 80,725.0 | ||
IWD | iShares Russell 1000 Value ETF | 67,545 | 12,709.3 | +1.83% | 3.760 | +0.07% | 0.020 | +10.56% | +8.45% | 63,002.5 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 195,898 | 11,467.8 | -2.14% | 3.390 | -0.08% | 0.080 | +13.41% | +9.41% | 15,635.2 | ||
SPY | SPDR S&P 500 ETF Trust | 19,691 | 11,014.7 | +0.33% | 3.260 | +0.01% | 0.000 | +16.35% | +8.86% | 654,366.5 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 133,761 | 10,559.1 | +2.82% | 3.120 | +0.09% | 0.030 | +1.73% | +3.85% | 34,956.2 | ||
EEM | iShares MSCI Emerging Markets ETF | 226,949 | 9,917.7 | +11.57% | 2.930 | +0.30% | 0.060 | +15.81% | +20.55% | 18,987.0 |
US FINANCIAL ADVISORS, LLC's Historical Top Holdings Breakdowns
US FINANCIAL ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GLDM | SPDR Gold MiniShares Trust | 2025-03-31 | New Buy New Buy | +1.82% | 52.19 ($56.8) 61.89 | $66.49 | 17.06% | New holding | 99,628 | 99,628 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +1.63% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Add 176.56% | 38,873 | 24,817 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Add Add | +0.70% | 50.29 ($50.4) 50.5 | $50.46 | 0.12% | Add 38.94% | 167,470 | 46,937 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce Reduce | -0.69% | 91.45 ($91.59) 91.75 | $91.69 | 0.10% | Reduce -25.96% | 70,157 | -24,598 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Add Add | +0.52% | 74.85 ($80.6) 84.89 | $91.08 | 13.00% | Add 9.85% | 240,077 | 21,522 | |
EEM | iShares MSCI Emerging Markets ETF | 2025-03-31 | Add Add | +0.30% | 40.81 ($43.44) 45.34 | $49.77 | 14.57% | Add 11.57% | 226,949 | 23,542 | |
SPTI |
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
| 2025-03-31 | Add Add | +0.24% | 27.64 ($28.14) 28.58 | $28.48 | 1.21% | Add 6.17% | 494,894 | 28,765 | |
AMZN | Amazon.com Inc | 2025-03-31 | New Buy New Buy | +0.10% | 190.26 ($217) 242.06 | $228.29 | 5.20% | New holding | 1,860 | 1,860 | |
BA | Boeing Co | 2025-03-31 | New Buy New Buy | +0.10% | 148.15 ($173.09) 186.25 | $233.88 | 35.12% | New holding | 2,047 | 2,047 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | New Buy New Buy | +0.10% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | New holding | 1,335 | 1,335 |
US FINANCIAL ADVISORS, LLC Total Holding History ($B)
US FINANCIAL ADVISORS, LLC's Asset Allocation
US FINANCIAL ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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US FINANCIAL ADVISORS, LLC's Hypothetical Growth since 2025-03-31
US FINANCIAL ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
US FINANCIAL ADVISORS, LLC's Holdings Heat Map
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US FINANCIAL ADVISORS, LLC's Holdings Bubble Chart
US FINANCIAL ADVISORS, LLC News
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