Us Financial Advisors, LLC Portfolio Holdings by Sector
Us Financial Advisors, LLC
- $324 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWB IVV EFA VO SPTI IWD RDVY SPY 61 stocks |
$295,404
91.44% of portfolio
|
42
|
18
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$8,506
2.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$3,782
1.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,519
1.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,316
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,669
0.52% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,618
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T TMUS 4 stocks |
$997
0.31% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$954
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX NOC 2 stocks |
$731
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
SACH 1 stocks |
$585
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$564
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$491
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$408
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA ORCC 2 stocks |
$400
0.12% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$285
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$278
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Information Technology Services | Technology
IBM 1 stocks |
$270
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
NEN 1 stocks |
$258
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
BRTX 1 stocks |
$24
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|