Us Advisors Wealth Management, LLC Purchases in Q3 2025

Us Advisors Wealth Management, LLC

  • $290 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
34
+ 0.32%
$101.2 - $109.16 $3.44K - $3.71K
10.7K $1.17M
MSFT
Microsoft Corp

Technology
45
+ 1.45%
$491.09 - $535.64 $22.1K - $24.1K
3.14K $1.63M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.1K
+ 5.57%
$29.55 - $32.52 $32.4K - $35.6K
20.8K $666K
AVDE
American Centy ETF Tr Avantis

ETFs
47
+ 0.31%
$73.24 - $79.04 $3.44K - $3.71K
15.4K $1.22M
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 1.66%
$620.67 - $670.08 $13.7K - $14.7K
1.34K $899K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
34
+ 0.3%
$67.91 - $74.71 $2.31K - $2.54K
11.5K $846K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24
+ 2.37%
$567.77 - $614.76 $13.6K - $14.8K
1.04K $636K
WMT
Walmart Inc.

Consumer Defensive
20
+ 0.2%
$94.4 - $104.27 $1.89K - $2.09K
10.1K $1.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
52
+ 4.21%
$459.11 - $506.91 $23.9K - $26.4K
1.29K $647K
DFAE
Dimensional ETF Tr

ETFs
123
+ 0.77%
$28.84 - $31.84 $3.55K - $3.92K
16.2K $509K
ET
Energy Transfer LP

Energy
2.75K
+ 17.74%
$17.11 - $18.16 $47.1K - $49.9K
18.3K $313K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
530
+ 0.76%
$25.21 - $25.99 $13.4K - $13.8K
69.8K $1.81M
PG
Procter & Gamble CO

Consumer Defensive
301
+ 8.23%
$150.47 - $161.22 $45.3K - $48.5K
3.96K $608K
VEA
Vanguard Ftse Developed Market

ETFs
192
+ 4.79%
$56.02 - $60.3 $10.8K - $11.6K
4.2K $251K
YEAR
Ab Active Etfs Inc Ultra Short
427
+ 1.64%
N/A
26.5K $1.34M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12
+ 0.55%
$132.9 - $142.03 $1.59K - $1.7K
2.18K $306K
CASH
Meta Financial Group Inc

Financial Services
27
+ 4.28%
$72.32 - $83.85 $1.95K - $2.26K
658 $483K
VT
Vanguard Total World Stk Index

ETFs
9
+ 0.58%
$128.41 - $138.03 $1.16K - $1.24K
1.57K $216K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.42%
$192.76 - $203.86 $964 - $1.02K
1.2K $244K
BND
Vanguard Bd Index Fd Inc Total

ETFs
43
+ 0.69%
$72.57 - $74.72 $3.12K - $3.21K
6.24K $464K
EPD
Enterprise Products Partners L.P.

Energy
184
+ 2.5%
$30.74 - $32.14 $5.66K - $5.91K
7.54K $235K
SPTL
Spdr Portfolio Long Term Treas

ETFs
78
+ 0.76%
$25.67 - $27.21 $2K - $2.12K
10.4K $280K
SRLN
Ssga Active Trust

ETFs
133
+ 2.5%
$41.28 - $41.65 $5.49K - $5.54K
5.45K $226K
KMI
Kinder Morgan, Inc.

Energy
304
+ 4.44%
$26.23 - $28.5 $7.97K - $8.66K
7.15K $202K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 5.54%
$915.95 - $994.57 $14.7K - $15.9K
305 $282K
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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