StockDriftsStockDriftsTop 50 Us Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 12.57% | 138.6K | $42.5M | -0.67%(-929) | — | 2025-03-31 | |
| IVV | ISHARES TR | 9.22% | 55.5K | $31.2M | -0.24%(-131) | — | 2025-03-31 | |
| EFA | ISHARES TR | 5.8% | 240.1K | $19.6M | +9.85%(+21.52K) | — | 2025-03-31 | |
| SPTI | SPDR SER TR | 4.18% | 494.9K | $14.1M | +6.17%(+28.77K) | — | 2025-03-31 | |
| VO | VANGUARD INDEX FDS | 3.87% | 50.6K | $13.1M | -2.05%(-1.06K) | — | 2025-03-31 | |
| IWD | ISHARES TR | 3.76% | 67.5K | $12.7M | +1.83%(+1.21K) | — | 2025-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.39% | 195.9K | $11.5M | -2.14%(-4.29K) | — | 2025-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.26% | 19.7K | $11.0M | +0.33%(+64) | — | 2025-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.12% | 133.8K | $10.6M | +2.82%(+3.67K) | — | 2025-03-31 | |
| EEM | ISHARES TR | 2.93% | 226.9K | $9.9M | +11.57%(+23.54K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Us Financial Advisors, Llc reports $338.35M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are IWB (12.6%), IVV (9.2%) and EFA (5.8%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Us Financial Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1640420). View Us Financial Advisors, Llc’s 13F filings on SEC