UW

USAdvisors Wealth Management, LLC

13F
USAdvisors Wealth Management, LLC
Last update 2024-11-07 129 Stocks (11 new)
Value $286.00 Mil Turnover 12 %
Countries:
Top Holdings: QQQ(10.49%)SPMO(6.30%)SCHV(4.28%)SCHG(4.17%)FBND(3.01%)
Summary Stock Picks Current Portfolio
USAdvisors Wealth Management, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ 		INVESCO QQQ Trust
61,606
29,990.0
+4.31%
10.490
+0.43%
0.010
+6.38%
+2.06%
324,417.9
 
SPMO 		Invesco S&P 500 Momentum ETF
199,452
18,020.0
+10.79%
6.300
+0.61%
0.640
+5.10%
+3.83%
4,202.5
 
SCHV 		Schwab U.S. Large-Cap Value ETF
458,595
12,250.0
+331.66%
4.280
+3.29%
0.030
-0.83%
+3.11%
12,053.0
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
460,156
11,920.0
+155.61%
4.170
+2.54%
0.010
+7.16%
+1.51%
38,026.0
 
FBND 		Fidelity Total Bond ETF
183,957
8,620.0
+1.27%
3.010
+0.04%
0.070
-1.40%
+0.11%
17,067.9
 
IQLT 		iShares MSCI Intl Quality Factor ETF
204,737
8,520.0
+4.08%
2.980
+0.12%
0.100
-4.92%
+1.91%
7,657.3
 
SCHD 		Schwab US Dividend Equity ETF
261,525
7,350.0
+203.43%
2.570
+1.72%
0.000
-1.94%
+2.45%
67,692.4
 
COWZ 		Pacer US Cash Cows 100 ETF
121,856
7,040.0
+8.72%
2.460
+0.20%
0.030
-0.18%
+3.43%
25,757.4
 
XMHQ 		Invesco S&P MidCap Quality ETF
65,510
6,710.0
+5.69%
2.350
+0.13%
0.110
-2.27%
+3.91%
6,184.2
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
193,145
6,600.0
-5.14%
2.310
-0.12%
0.020
+1.71%
+2.54%
33,259.9
 

USAdvisors Wealth Management, LLC's Historical Top Holdings Breakdowns

USAdvisors Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPMO 		Invesco S&P 500 Momentum ETF2024-06-30New Buy
+5.54%
●
74.81 ($81.23) 88.63
$98.65
21.45%
New holding
180,021
180,021
SCHV 		Schwab U.S. Large-Cap Value ETF2023-12-31Add
+3.35%
●
61.16 ($65.6) 70.24
$26.88
-59.02%
Add 3069.4%
118,789
115,041
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+3.29%
●
24.48 ($25.69) 26.79
$26.88
4.63%
Add 331.66%
458,595
117,451
SPLG 		SPDR Portfolio S&P 500 ETF2023-12-31Reduce
-3.18%
●
48.29 ($52.39) 56.08
$70.29
34.17%
Reduce -57.94%
102,873
-141,704
SCHG 		Schwab U.S. Large-Cap Growth ETF2023-12-31Add
+3.04%
●
70.08 ($77.37) 83.37
$28.29
-63.44%
Add 2148.16%
92,287
88,182
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund2023-06-30Sold Out
-2.83%
●
98.1 ($98.95) 99.76
$100.58
1.65%
Sold Out
0
-59,593
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+2.54%
●
23.16 ($25.16) 26.42
$28.29
12.44%
Add 155.61%
460,156
70,034
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-06-30Add
+2.52%
●
87.04 ($94.35) 101.61
$28.29
-70.02%
Add 83.22%
180,021
81,765
FBND 		Fidelity Total Bond ETF2023-06-30New Buy
+2.37%
●
44.64 ($45.29) 45.77
$44.92
-0.82%
New holding
110,656
110,656
MGK 		Vanguard Mega Cap Growth ETF2023-12-31Reduce
-2.18%
●
218.97 ($242.6) 260.54
$346.91
43.00%
Reduce -69.33%
9,503
-21,478

USAdvisors Wealth Management, LLC Total Holding History ($B)

To

USAdvisors Wealth Management, LLC's Asset Allocation

To

USAdvisors Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

USAdvisors Wealth Management, LLC's Hypothetical Growth since 2024-09-30

USAdvisors Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

USAdvisors Wealth Management, LLC's Holdings Heat Map

Size field:

USAdvisors Wealth Management, LLC's Holdings Bubble Chart

USAdvisors Wealth Management, LLC News

  • 1

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