Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IWB) | 129,659 | +3,826 | $34,004 |
IWB | 129,659 | +3,826 | $34,004 |
ISHARES TR (IVV) | 56,092 | +1,325 | $26,791 |
IVV | 56,092 | +1,325 | $26,791 |
ISHARES TR (EFA) | 194,112 | +7,665 | $14,626 |
EFA | 194,112 | +7,665 | $14,626 |
VANGUARD INDEX FDS (VB) | 59,434 | +2,064 | $12,679 |
VB | 59,434 | +2,064 | $12,679 |
VANECK ETF TRUST (MOAT) | 142,099 | +4,157 | $12,060 |
MOAT | 142,099 | +4,157 | $12,060 |
VANGUARD INDEX FDS (VO) | 48,255 | +2,069 | $11,226 |
VO | 48,255 | +2,069 | $11,226 |
ISHARES TR (VLUE) | 100,973 | +4,468 | $10,214 |
VLUE | 100,973 | +4,468 | $10,214 |
SPDR SER TR (SPTI) | 351,560 | +11,130 | $10,041 |
SPTI | 351,560 | +11,130 | $10,041 |
SPDR S&P 500 ETF TR (SPY) | 20,703 | -204 | $9,840 |
SPY | 20,703 | -204 | $9,840 |
FIRST TR EXCHANGE TRADED FD (RDVY) | 183,854 | +5,259 | $9,500 |
RDVY | 183,854 | +5,259 | $9,500 |
ISHARES TR (IWF) | 28,042 | +571 | $8,501 |
IWF | 28,042 | +571 | $8,501 |
VANGUARD SCOTTSDALE FDS (VCIT) | 99,720 | +18,642 | $8,105 |
VCIT | 99,720 | +18,642 | $8,105 |
VANGUARD SCOTTSDALE FDS (VCSH) | 103,686 | +1,515 | $8,022 |
VCSH | 103,686 | +1,515 | $8,022 |
SPDR SER TR (BIL) | 77,168 | -9,767 | $7,052 |
BIL | 77,168 | -9,767 | $7,052 |
ISHARES TR (EEM) | 173,275 | +7,444 | $6,967 |
EEM | 173,275 | +7,444 | $6,967 |
ISHARES TR (IEI) | 49,424 | +1,021 | $5,789 |
IEI | 49,424 | +1,021 | $5,789 |
ISHARES TR (SHY) | 58,437 | +1,488 | $4,794 |
SHY | 58,437 | +1,488 | $4,794 |
THERMO FISHER SCIENTIFIC INC | 8,831 | -21 | $4,687 |
TMO | 8,831 | -21 | $4,687 |
ISHARES TR (USIG) | 84,148 | +1,825 | $4,313 |
USIG | 84,148 | +1,825 | $4,313 |
ISHARES TR (FLOT) | 78,819 | +2,128 | $3,990 |
FLOT | 78,819 | +2,128 | $3,990 |
VANECK ETF TRUST (ANGL) | 136,118 | +1,764 | $3,917 |
ANGL | 136,118 | +1,764 | $3,917 |
VANGUARD SCOTTSDALE FDS (VONE) | 16,920 | -59 | $3,671 |
VONE | 16,920 | -59 | $3,671 |
VANGUARD TAX MANAGED FDS (VEA) | 68,806 | +1,708 | $3,296 |
VEA | 68,806 | +1,708 | $3,296 |
SPDR SER TR (SPTS) | 112,130 | +1,134 | $3,257 |
SPTS | 112,130 | +1,134 | $3,257 |
WISDOMTREE TR | 63,098 | +11,503 | $3,170 |
USFR | 63,098 | +11,503 | $3,170 |
APPLE INC | 14,827 | +1,148 | $2,855 |
AAPL | 14,827 | +1,148 | $2,855 |
MICROSOFT CORP | 6,005 | +16 | $2,258 |
MSFT | 6,005 | +16 | $2,258 |
ISHARES TR (MBB) | 22,670 | +1,518 | $2,133 |
MBB | 22,670 | +1,518 | $2,133 |
VANGUARD SCOTTSDALE FDS (VMBS) | 44,492 | +1,164 | $2,063 |
VMBS | 44,492 | +1,164 | $2,063 |
ISHARES TR (FALN) | 75,278 | +984 | $1,987 |
FALN | 75,278 | +984 | $1,987 |
ISHARES INC (IEMG) | 34,211 | +731 | $1,730 |
IEMG | 34,211 | +731 | $1,730 |
ISHARES TR (IAGG) | 30,097 | +610 | $1,499 |
IAGG | 30,097 | +610 | $1,499 |
ISHARES TR (XVV) | 39,444 | +3,012 | $1,435 |
XVV | 39,444 | +3,012 | $1,435 |
VANGUARD WORLD FD (ESGV) | 16,676 | +1,081 | $1,418 |
ESGV | 16,676 | +1,081 | $1,418 |
SPDR SER TR (EFIV) | 30,533 | +2,363 | $1,411 |
EFIV | 30,533 | +2,363 | $1,411 |
SACHEM CAP CORP | 362,188 | +32,618 | $1,355 |
SACH | 362,188 | +32,618 | $1,355 |
VANGUARD CHARLOTTE FDS (BNDX) | 26,901 | +520 | $1,328 |
BNDX | 26,901 | +520 | $1,328 |
ISHARES TR (EMB) | 12,761 | +527 | $1,136 |
EMB | 12,761 | +527 | $1,136 |
GLOBAL X FDS | 32,824 | +2,284 | $1,096 |
KRMA | 32,824 | +2,284 | $1,096 |
SSGA ACTIVE ETF TR (SRLN) | 26,006 | +472 | $1,090 |
SRLN | 26,006 | +472 | $1,090 |
NUSHARES ETF TR (NUSC) | 22,373 | +1,393 | $875 |
NUSC | 22,373 | +1,393 | $875 |
VANGUARD INDEX FDS (VOE) | 5,591 | +261 | $811 |
VOE | 5,591 | +261 | $811 |
NUSHARES ETF TR (NUDM) | 23,522 | +1,619 | $692 |
NUDM | 23,522 | +1,619 | $692 |
SPDR SER TR (SPTM) | 10,906 | -560 | $637 |
SPTM | 10,906 | -560 | $637 |
SPDR SER TR (SPSM) | 14,256 | +42 | $601 |
SPSM | 14,256 | +42 | $601 |
ISHARES INC (ESGE) | 18,686 | +1,476 | $599 |
ESGE | 18,686 | +1,476 | $599 |
NUSHARES ETF TR (NUMG) | 13,620 | +922 | $577 |
NUMG | 13,620 | +922 | $577 |
SELECT SECTOR SPDR TR (XLV) | 3,729 | +250 | $509 |
XLV | 3,729 | +250 | $509 |
ISHARES TR (ESGU) | 4,491 | -125 | $471 |
ESGU | 4,491 | -125 | $471 |
SPDR SER TR (SHE) | 4,872 | +339 | $463 |
SHE | 4,872 | +339 | $463 |
See Full List: All Stocks Held By US Financial Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By US Financial Advisors LLC
Size ($ in 1000's)
At 12/31/2023: $268,357 At 09/30/2023: $240,648 US Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from US Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings |