USA FINANCIAL FORMULAS Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$605.7B

Holdings

274

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (274 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500
221,937$124.1B20.50%
2
IVWiShares S&P 500 Growth ETF
1,315,807$122.1B20.17%
3
DONSPDR Dow Jones Industrial Average ETF
290,626$122.0B20.15%
4
IVViShares Core S&P 500
60,692$34.1B5.63%
5
LQDiShares iBoxx USD Inv Grade Corp Bond ETF
308,139$33.5B5.53%
6
BILSPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
248,255$22.8B3.76%
7
IEFiShares 7-10 Year Treasury Bond ETF
195,352$18.6B3.08%
8
NDQInvesco QQQ Trust ETF
10,909$5.1B0.84%
9
IJJiShares S&P Mid-Cap 400 Value ETF
36,877$4.4B0.73%
10
IJSiShares S&P Small-Cap 600 Value ETF
44,550$4.3B0.72%
11
TMUST-Mobile US Inc
10,725$2.9B0.47%
12
GILDGilead Sciences, Inc.
24,318$2.7B0.45%
13
CSCOCisco Systems, Inc.
43,520$2.7B0.44%
14
FTNTFortinet Inc
25,223$2.4B0.40%
15
NFLXNetflix Inc.
2,462$2.3B0.38%
16
ISRGIntuitive Surgical Inc
4,476$2.2B0.37%
17
METAMeta Platforms Inc - Ordinary Shares - Class A
3,758$2.2B0.36%
18
MAMastercard Incorporated - Ordinary Shares - Class A
3,458$1.9B0.31%
19
BKBank Of New York Mellon Corp
21,664$1.8B0.30%
20
BSXBoston Scientific Corp.
17,937$1.8B0.30%
21
FOXAFox Corporation - Ordinary Shares - Class A
29,161$1.7B0.27%
22
AAPLApple Inc
7,228$1.6B0.27%
23
VVisa Inc - Ordinary Shares - Class A
4,316$1.5B0.25%
24
PEOExelon Corp.
32,821$1.5B0.25%
25
ABTAbbott Laboratories
11,251$1.5B0.25%
26
BKRBaker Hughes Co - Ordinary Shares - Class A
33,565$1.5B0.24%
27
ETREntergy Corp.
17,080$1.5B0.24%
28
XELXcel Energy, Inc.
20,621$1.5B0.24%
29
AXONAxon Enterprise Inc
2,756$1.4B0.24%
30
HONHoneywell International Inc
6,712$1.4B0.23%
31
VRSKVerisk Analytics Inc
4,721$1.4B0.23%
32
ADSKAutodesk Inc.
5,302$1.4B0.23%
33
NDAQNasdaq Inc - Ordinary Shares - 144A
17,842$1.4B0.22%
34
AMZNAmazon.com Inc.
7,010$1.3B0.22%
35
DDOGDatadog Inc - Ordinary Shares - Class A
12,747$1.3B0.21%
36
TRVCCitigroup Inc
17,471$1.2B0.20%
37
DRIDarden Restaurants, Inc.
5,874$1.2B0.20%
38
TAT&T, Inc.
42,038$1.2B0.20%
39
KMIKinder Morgan Inc - Ordinary Shares - Class P
41,562$1.2B0.20%
40
GLGlobe Life Inc
8,934$1.2B0.19%
41
WMBWilliams Cos Inc
19,405$1.2B0.19%
42
NINiSource Inc
28,779$1.2B0.19%
43
WTWWillis Towers Watson Public Limited Co
3,373$1.1B0.19%
44
PODDInsulet Corporation
4,283$1.1B0.19%
45
MMM3M Co.
7,605$1.1B0.18%
46
GLWCorning, Inc.
24,322$1.1B0.18%
47
CBRECBRE Group Inc - Ordinary Shares - Class A
8,415$1.1B0.18%
48
WMTWalmart Inc
12,221$1.1B0.18%
49
FISVFiserv, Inc.
4,836$1.1B0.18%
50
LYVLive Nation Entertainment Inc
8,140$1.1B0.18%
51
STTState Street Corp.
11,761$1.1B0.17%
52
WELLWelltower Inc.
6,850$1.0B0.17%
53
EXPEExpedia Group Inc
6,096$1.0B0.17%
54
TDYTeledyne Technologies Inc
2,020$1.0B0.17%
55
TPRTapestry Inc
13,943$981.7M0.16%
56
RLRalph Lauren Corp - Ordinary Shares - Class A
4,408$973.0M0.16%
57
COFCapital One Financial Corp.
5,376$963.9M0.16%
58
CMICummins Inc.
2,857$895.5M0.15%
59
KRKroger Co.
12,860$870.5M0.14%
60
OEFBlackRock Institutional Trust Company N.A. - BTC iShares S&P 100 ETF
3,161$856.1M0.14%
61
IWBiShares Russell 1000 ETF
2,786$854.6M0.14%
62
VTIVanguard Total Stock Market ETF
3,089$849.0M0.14%
63
IWViShares Russell 3000 ETF
2,668$847.5M0.14%
64
HWMHowmet Aerospace Inc
6,430$834.2M0.14%
65
TRGPTarga Resources Corp
4,152$832.4M0.14%
66
LNGCheniere Energy Inc.
3,585$829.6M0.14%
67
IWMiShares Russell 2000 ETF
4,125$822.9M0.14%
68
ATOAtmos Energy Corp.
5,233$808.9M0.13%
69
REGRegency Centers Corporation
10,843$799.8M0.13%
70
AEEAmeren Corp.
7,810$784.1M0.13%
71
DWDMorgan Stanley
6,289$733.7M0.12%
72
INCYIncyte Corp.
11,937$722.8M0.12%
73
SPGSimon Property Group, Inc.
4,317$717.0M0.12%
74
LHLabcorp Holdings Inc.
3,079$716.6M0.12%
75
DFSEURDiscover Financial Services
4,191$715.4M0.12%
76
RTXRTX Corp
5,337$706.9M0.12%
77
RCLRoyal Caribbean Group
3,304$678.8M0.11%
78
BACBank Of America Corp.
15,842$661.1M0.11%
79
MDTMedtronic Plc
7,330$658.7M0.11%
80
ACNAccenture plc - Ordinary Shares - Class A
1,975$616.3M0.10%
81
NOWServiceNow Inc
751$597.9M0.10%
82
RSGRepublic Services, Inc.
2,353$569.8M0.09%
83
HPEHewlett Packard Enterprise Co
36,539$563.8M0.09%
84
MRSHMarsh & McLennan Cos., Inc.
1,809$441.4M0.07%
85
AIZAssurant Inc
2,056$431.2M0.07%
86
CIENCIENA Corp.
7,126$430.6M0.07%
87
CITCintas Corporation
2,034$418.0M0.07%
88
CBChubb Limited
1,376$415.5M0.07%
89
TJXTJX Companies, Inc.
3,279$399.4M0.07%
90
XLEEnergy Select Sector SPDR
4,179$390.5M0.06%
91
XLFIConsumer Staples Select Sector SPDR
4,589$374.8M0.06%
92
XLUUtilities Select Sector SPDR
4,662$367.6M0.06%
93
EX9Exelixis Inc
9,930$366.6M0.06%
94
VNQVanguard Real Estate Index Fund ETF
4,029$364.8M0.06%
95
EVRGEvergy Inc
5,284$364.3M0.06%
96
XLVHealth Care Select Sector SPDR
2,484$362.7M0.06%
97
XLFFinancial Select Sector SPDR
7,157$356.5M0.06%
98
XLIIndustrial Select Sector SPDR
2,686$352.1M0.06%
99
CUZCousins Properties Inc.
11,525$340.0M0.06%
100
JAZZJazz Pharmaceuticals plc
2,710$336.4M0.06%
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