- New Purchases: GE,
- Added Positions: BAC, EFA, IVV, EEM, RDVY, VCSH, VO, KOMP, RTX, ANGL, VLUE, MSFT, SPTM, JNJ, GM, SPSM, SLY,
- Reduced Positions: AGG, NOC, SPY, IVW, EMB, IEMG, IWF, MBB, FLOT, VUG, VEA, BNDX, TMO, VBK, NOBL, SPSB,
- Sold Out: IVE, SCHZ, IJR, NSC, TOTL, TSLA, OXY, VTV,
For the details of US FINANCIAL ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/us+financial+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of US FINANCIAL ADVISORS, LLC- iShares Russell 1000 ETF (IWB) - 115,875 shares, 13.87% of the total portfolio. Shares added by 0.84%
- iShares Core S&P 500 ETF (IVV) - 51,294 shares, 10.94% of the total portfolio. Shares added by 1.04%
- iShares MSCI EAFE ETF (EFA) - 203,006 shares, 7.84% of the total portfolio. Shares added by 1.49%
- VanEck Morningstar Wide Moat ETF (MOAT) - 142,559 shares, 5.17% of the total portfolio. Shares added by 1.00%
- Vanguard Small Cap ETF (VB) - 44,666 shares, 4.84% of the total portfolio. Shares added by 0.32%
Us Financial Advisors, Llc initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $107.440000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,984 shares as of 2021-09-30.
Added: Bank of America Corp (BAC)Us Financial Advisors, Llc added to a holding in Bank of America Corp by 92.11%. The purchase prices were between $36.93 and $43.26, with an estimated average price of $40.31. The stock is now traded at around $47.960000. The impact to a portfolio due to this purchase was 0.13%. The holding were 13,198 shares as of 2021-09-30.
Added: Raytheon Technologies Corp (RTX)Us Financial Advisors, Llc added to a holding in Raytheon Technologies Corp by 27.48%. The purchase prices were between $81.05 and $88.62, with an estimated average price of $85.51. The stock is now traded at around $89.160000. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,409 shares as of 2021-09-30.
Sold Out: iShares S&P 500 Value ETF (IVE)Us Financial Advisors, Llc sold out a holding in iShares S&P 500 Value ETF. The sale prices were between $142.93 and $151.13, with an estimated average price of $148.24.
Sold Out: Schwab US Aggregate Bond ETF (SCHZ)Us Financial Advisors, Llc sold out a holding in Schwab US Aggregate Bond ETF. The sale prices were between $54.17 and $54.98, with an estimated average price of $54.65.
Sold Out: iShares Core S&P Small-Cap ETF (IJR)Us Financial Advisors, Llc sold out a holding in iShares Core S&P Small-Cap ETF. The sale prices were between $104.15 and $113.18, with an estimated average price of $109.65.
Sold Out: Norfolk Southern Corp (NSC)Us Financial Advisors, Llc sold out a holding in Norfolk Southern Corp. The sale prices were between $239.24 and $273.35, with an estimated average price of $256.57.
Sold Out: SPDR DoubleLine Total Return Tactical ETF (TOTL)Us Financial Advisors, Llc sold out a holding in SPDR DoubleLine Total Return Tactical ETF. The sale prices were between $47.97 and $48.54, with an estimated average price of $48.21.
Sold Out: Tesla Inc (TSLA)Us Financial Advisors, Llc sold out a holding in Tesla Inc. The sale prices were between $643.38 and $791.36, with an estimated average price of $706.1.
Here is the complete portfolio of US FINANCIAL ADVISORS, LLC. Also check out:
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