USAdvisors Wealth Management, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$286.8M
Holdings
138
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (138 positions)
| Stock | Value |
|---|---|
CRMSALESFORCE | $314K |
SOSouthern CO | $305K |
JPMJPMORGAN CHASE & CO | $301K |
VYMVANGUARD HIGH DIVIDEND YIELD ETF (VYM) | $286K |
MTUMISHARES MSCI USA MOMNTUM FCT ETF | $285K |
SPTLSPDR LONG TERM TREASURY ETF IV | $271K |
SPMDSPDR PORTFOLIO S&P 400 MID CP ETF IV | $267K |
SPSMSPDR PORTFOLIO S&P 600 SML CP ETF IV | $266K |
IWDISHARES RUSSELL 1000 VALUE ETF IV | $265K |
GLDMSPDR GOLD MINISHARES ETV | $253K |
IUSGISHARES CORE S&P US GROWTH ETF | $251K |
ETENERGY TRANSFER LP LP | $250K |
EPDENTERPRISE PRODS PART LP | $250K |
AOKISHARES CORE CONSERVATIVE ALL ETF IV | $246K |
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR1 | $241K |
LLYEli Lilly & Co | $236K |
WMWASTE MGMT INC DEL | $233K |
DFAXDIMENSIONAL ETF TRUST | $228K |
SRLNSPDR BLACKSTONE SENIOR LOAN ETF IV | $227K |
GWXSPDR S&P INTERNATIONAL SMALL ETF IV | $223K |
UNHUNITEDHEALTH GROUP INC | $223K |
XELXCEL ENERGY INC | $220K |
BACBANK OF AMERICA CORP. | $220K |
KMIKINDER MORGAN INC DEL | $219K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $218K |
ITA*ISHARES US AEROSPACE DEFENSE ETF IV | $218K |
DLNWISDOMTREE US LARGECAP DIVIDEND ETF | $216K |
IPKWINVESCO INTERNATIONAL BUYBACK ACHIEVE ETF | $215K |
CVXCHEVRON CORP NEW | $214K |
MAMASTERCARD INC CLASS A | $212K |
RWOSPDR DOW JONE GLOBAL REAL EST ETF IV | $208K |
NULGNuveen ESG Large Cap Growth ETF (NULG) | $206K |
SOFISOFI TECHNOLOGIES INC | $180K |
—CIM REAL ESTATE FINANCE TRUST INC. | $91K |
DRTSAlpha Tau Medical Ltd. | $26K |
TMRCTEXAS MINERAL RESOURCES | $19K |
DUKDUKE ENERGY CORP FLORIDA | $9K |
INVUINVESTVIEW INC. | $2K |
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