US Financial Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), US Financial Advisors, LLC reported 97 stock positions worth $338.4 million. Its top holding was iShares Russell 1000 ETF (IWB) at 12.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.2%) and iShares MSCI Eafe ETF (EFA, 5.8%). Compared with Q4 2024, it opened 8 new positions, added to 48 and reduced 22. The biggest buy was a new position in SPDR Gold Minishares Trust (GLDM) and the biggest sale iShares Russell 1000 ETF (IWB, shares −1%).

Most Recent 13F
Q1 2025
Location
BRAINTREE, MA
CIK
0001640420
Portfolio Value
$338.4M (Q1 2025)
SEC Filing
0001085146-25-002828 ↗ filed May 8, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $288.8M Q1 2024 Q2 2024: $298.2M Q2 2024 Q3 2024: $321.1M Q3 2024 Q4 2024: $325.2M Q4 2024 Q1 2025: $338.4M $338.4M Q1 2025

Holdings 97 stocks · $338.4M
IWB iShares Russell 1000 ETF 12.57% 138,602 $42.5M Reduce -0.7%
IVV iShares Core S&P 500 ETF 9.22% 55,534 $31.2M Reduce -0.2%
EFA iShares MSCI Eafe ETF 5.80% 240,077 $19.6M Add +9.8%
SPTI SS SPDR P Int Term TSY ETF 4.18% 494,894 $14.1M Add +6.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.87% 50,649 $13.1M Reduce -2.0%
IWD iShares Russell 1000 Value E 3.76% 67,545 $12.7M Add +1.8%
RDVY First Trust Rising Dividend 3.39% 195,898 $11.5M Reduce -2.1%
SPY SS SPDR S&P 500 ETF Trust-US 3.26% 19,691 $11.0M Add +0.3%
VCSH Vanguard S/T Corp. Bond ETF 3.12% 133,761 $10.6M Add +2.8%
EEM iShares MSCI Emerging Market 2.93% 226,949 $9.9M Add +11.6%
VCIT Vanguard Int-Term Corporate 2.90% 120,209 $9.8M Add +1.2%
MOAT Vaneck Morningstar Wide Moat 2.90% 111,627 $9.8M Add +0.2%
IWF iShares Russell 1000 Growth 2.64% 24,709 $8.9M Reduce -2.0%
AAPL Apple Inc. 2.55% 38,873 $8.6M Add +176.6%
USFR Wisdomtree Floating Rate Tre 2.49% 167,470 $8.4M Add +38.9%
VB Vanguard Most SM-Cap ETF-Usd 2.27% 34,700 $7.7M Reduce -3.6%
IEI iShares 3-7 Year Treasury Bo 2.06% 59,139 $7.0M Add +4.6%
DFAS Dimensional US Small Cap ETF 1.93% 109,158 $6.5M Add +0.2%
BIL SS SPDR BB 1-3M T-Bill ETF 1.90% 70,157 $6.4M Reduce -26.0%
SHY iShares 1-3 Year Treasury Bo 1.84% 75,343 $6.2M Reduce -1.9%
GLDM SPDR Gold Minishares Trust 1.82% 99,628 $6.2M New
USIG iShares Broad Usd Investment 1.66% 110,057 $5.6M Add +3.8%
ANGL Vaneck Fallen Angel High YLD 1.59% 186,146 $5.4M Add +6.6%
VONE Vanguard Russell 1000 1.36% 18,181 $4.6M Reduce -1.3%
FLOT iShares Floating Rate Bond E 1.27% 83,986 $4.3M Reduce -1.9%
TOTL SS Doubleline TR Tact ETF 1.23% 103,325 $4.2M Add +3.5%
SPTS SS SPDR P St Term TSY ETF 1.07% 123,832 $3.6M Add +2.5%
TMO Thermo Fisher Scientific Inc. 1.07% 7,252 $3.6M Reduce -0.3%
VEA Vanguard Ftse Developed ETF 1.04% 69,531 $3.5M Reduce -0.9%
MSFT Microsoft Corp. 0.66% 5,944 $2.2M Add +8.1%
FALN iShares Fallen Angels ETF 0.64% 81,428 $2.2M Add +2.1%
IEMG iShares Core MSCI Emerging 0.51% 31,904 $1.7M Reduce -0.5%
IAGG iShares Intl Aggregate Bond 0.51% 34,343 $1.7M Add +3.4%
BNDX Vanguard Total Intl Bond ETF 0.47% 32,612 $1.6M Reduce -0.3%
VTI VG Morningstar TS MKT ETF-US 0.45% 5,584 $1.5M No change
EFIV SS SPDR S&P 500 ESG ETF 0.41% 25,687 $1.4M Add +8.4%
EMB iShares JP Morgan Usd Emergi 0.40% 14,769 $1.3M Add +0.9%
XVV iShares ESG Select Screened 0.40% 31,236 $1.3M Add +4.5%
ESGV Vanguard ESG US Stock ETF 0.39% 13,632 $1.3M Add +5.7%
SRLN SS Blackstone Sr Loan ETF 0.36% 29,613 $1.2M Reduce -4.2%
CPTL GBL X MRST CP Alc LDR ETF-Ui 0.33% 30,166 $1.1M Add +5.7%
NVDA Nvidia Corp. 0.29% 9,008 $976K Reduce -0.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.27% 5,738 $921K Add +4.2%
NUSC Nuveen ESG Small-Cap ETF 0.26% 23,181 $889K Add +4.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.23% 11,645 $792K Add +2.6%
MBB iShares MBS ETF 0.23% 8,394 $787K Add +10.5%
NUDM Nuveen ESG Intl Devel MRK Eq 0.23% 24,305 $774K Add +7.2%
BRK.B Berkshire Hathaway Inc. Class B 0.21% 1,346 $717K Add +8.0%
ESGE iShares Inc. iShares ESG Awar 0.20% 19,452 $680K Add +6.9%
NUMG Nuveen ESG Mid-Cap Grow ETF 0.18% 14,002 $601K Add +4.3%
XLV SS Health Care Select Sector 0.16% 3,627 $530K Add +8.2%
HEDJ Wisdomtree Europe Hedged Equ 0.16% 11,088 $526K Add +6.7%
XOM Exxon Mobil Corp. 0.16% 4,418 $525K Reduce -3.3%
SACH Sachem Capital Corp. 0.15% 451,570 $524K Add +4.1%
RTX RTX Corp. 0.15% 3,893 $516K Reduce -0.4%
SUSC iShares ESG Aware Usd Corpor 0.15% 22,235 $513K Add +13.3%
SPSM SS SPDR P S&P 600 Small Cap 0.15% 12,558 $512K Reduce -0.1%
SHE SS SPDR MSCI U Gend Div ETF 0.15% 4,363 $498K Add +4.7%
JNJ Johnson & Johnson 0.14% 2,824 $468K No change
ESGU iShares ESG Aware MSCI USA 0.13% 3,510 $428K No change
VLUE iShares MSCI USA Value Facto 0.13% 3,998 $426K Add +3.0%
VZ Verizon Communications Inc. 0.12% 9,312 $422K No change
IVW iShares S&P 500 Growth ETF 0.11% 4,107 $381K No change
MDY State Street SPDR S&P Midcap 0.11% 705 $376K No change
META Meta Platforms Inc. Class A 0.11% 641 $369K Add +11.1%
ICLN iShares Global Clean Energy 0.11% 32,255 $368K Add +18.5%
AMZN Amazon.com Inc. 0.10% 1,860 $354K New
BA The Boeing Co. 0.10% 2,047 $349K New
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 895 $332K Reduce -0.9%
AVGO Broadcom Inc. 0.10% 1,972 $330K No change
JPM JPMorgan Chase & Co. 0.10% 1,335 $327K New
GOOGL Alphabet Inc. Class A 0.10% 2,080 $322K Add +23.8%
QUAL iShares MSCI USA Quality Fac 0.09% 1,800 $308K Reduce -0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,230 $306K No change
GOOG Alphabet Inc. Class C 0.09% 1,956 $306K Add +25.7%
NOC Northrop Grumman Corp. 0.09% 596 $305K No change
TSLA Tesla Inc. 0.09% 1,160 $301K New
T AT&T Inc. 0.09% 10,423 $295K Add +16.1%
VTIP Vanguard Short-Term Tips 0.09% 5,878 $293K Add +9.1%
NOBL Proshares S&P 500 Dividend A 0.09% 2,866 $293K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.09% 1,133 $291K Add +22.4%
PHO Invesco Water Resources ETF 0.09% 4,474 $289K Add +8.9%
SUSB iShares ESG Aware 1-5 Year U 0.09% 11,546 $289K Add +11.8%
PG The Procter & Gamble Co. 0.08% 1,662 $283K Add +0.1%
SBUX Starbucks Corp. 0.08% 2,737 $268K New
MA Mastercard Inc. Class A 0.08% 484 $265K Reduce -0.8%
CARR Carrier Global Corp. 0.08% 4,183 $265K No change
NEN New England Realty Assoc-LP 0.08% 3,122 $255K No change
TMUS T-Mobile US Inc. 0.07% 922 $246K No change
AMGN Amgen Inc. 0.07% 754 $235K New
SCHB Schwab US Broad Market ETF 0.07% 10,428 $225K No change
ITOT iShares Core S&P Total U.S. 0.07% 1,840 $224K No change
CMCSA Comcast Corp. Class A 0.06% 5,817 $215K No change
OTIS Otis Worldwide Corp. 0.06% 2,054 $212K New
VIG Vanguard Dividend Apprec ETF 0.06% 1,049 $203K No change
OBDC Blue Owl Capital Corp. 0.05% 10,770 $158K No change
BRTX Biorestorative Therapies Inc. 0.01% 17,142 $31K No change

Portfolio Sells Q4 2024 → Q1 2025
IWB iShares Russell 1000 ETF Reduce -0.7% 12.57% −1.26
IVV iShares Core S&P 500 ETF Reduce -0.2% 9.22% −0.85
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -26.0% 1.90% −0.76
IWF iShares Russell 1000 Growth Reduce -2.0% 2.64% −0.48
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.6% 2.27% −0.38
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.0% 3.87% −0.33
RDVY First Trust Rising Dividend Reduce -2.1% 3.39% −0.25
VONE Vanguard Russell 1000 Reduce -1.3% 1.36% −0.15
TMO Thermo Fisher Scientific Inc. Reduce -0.3% 1.07% −0.10
SHY iShares 1-3 Year Treasury Bo Reduce -1.9% 1.84% −0.09
NVDA Nvidia Corp. Reduce -0.3% 0.29% −0.08
FLOT iShares Floating Rate Bond E Reduce -1.9% 1.27% −0.07
SRLN SS Blackstone Sr Loan ETF Reduce -4.2% 0.36% −0.04
BNDX Vanguard Total Intl Bond ETF Reduce -0.3% 0.47% −0.02
SPSM SS SPDR P S&P 600 Small Cap Reduce -0.1% 0.15% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.9% 0.10% −0.02
QUAL iShares MSCI USA Quality Fac Reduce -0.2% 0.09% −0.01
IEMG iShares Core MSCI Emerging Reduce -0.5% 0.51% −0.01
MA Mastercard Inc. Class A Reduce -0.8% 0.08% −0.00
XOM Exxon Mobil Corp. Reduce -3.3% 0.16% +0.00
VEA Vanguard Ftse Developed ETF Reduce -0.9% 1.04% +0.01
RTX RTX Corp. Reduce -0.4% 0.15% +0.01

Portfolio Buys Q4 2024 → Q1 2025
GLDM SPDR Gold Minishares Trust New 1.82% +1.82
AAPL Apple Inc. Add +176.6% 2.55% +1.47
EFA iShares MSCI Eafe ETF Add +9.8% 5.80% +0.72
USFR Wisdomtree Floating Rate Tre Add +38.9% 2.49% +0.63
EEM iShares MSCI Emerging Market Add +11.6% 2.93% +0.32
SPTI SS SPDR P Int Term TSY ETF Add +6.2% 4.18% +0.18
AMZN Amazon.com Inc. New 0.10% +0.10
BA The Boeing Co. New 0.10% +0.10
JPM JPMorgan Chase & Co. New 0.10% +0.10
TSLA Tesla Inc. New 0.09% +0.09
SBUX Starbucks Corp. New 0.08% +0.08
AMGN Amgen Inc. New 0.07% +0.07
OTIS Otis Worldwide Corp. New 0.06% +0.06
IEI iShares 3-7 Year Treasury Bo Add +4.6% 2.06% +0.06
ANGL Vaneck Fallen Angel High YLD Add +6.6% 1.59% +0.05
BRK.B Berkshire Hathaway Inc. Class B Add +8.0% 0.21% +0.04
T AT&T Inc. Add +16.1% 0.09% +0.02
USIG iShares Broad Usd Investment Add +3.8% 1.66% +0.02
TOTL SS Doubleline TR Tact ETF Add +3.5% 1.23% +0.02
NUDM Nuveen ESG Intl Devel MRK Eq Add +7.2% 0.23% +0.02
MBB iShares MBS ETF Add +10.5% 0.23% +0.02
HEDJ Wisdomtree Europe Hedged Equ Add +6.7% 0.16% +0.02
XLV SS Health Care Select Sector Add +8.2% 0.16% +0.01
SUSC iShares ESG Aware Usd Corpor Add +13.3% 0.15% +0.01
ESGE iShares Inc. iShares ESG Awar Add +6.9% 0.20% +0.01
ICLN iShares Global Clean Energy Add +18.5% 0.11% +0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +22.4% 0.09% +0.01
SUSB iShares ESG Aware 1-5 Year U Add +11.8% 0.09% +0.01
VTIP Vanguard Short-Term Tips Add +9.1% 0.09% +0.01
META Meta Platforms Inc. Class A Add +11.1% 0.11% +0.01
PHO Invesco Water Resources ETF Add +8.9% 0.09% +0.00
VLUE iShares MSCI USA Value Facto Add +3.0% 0.13% 0.00
VCSH Vanguard S/T Corp. Bond ETF Add +2.8% 3.12% −0.00
GOOG Alphabet Inc. Class C Add +25.7% 0.09% −0.00
SHE SS SPDR MSCI U Gend Div ETF Add +4.7% 0.15% −0.00
PG The Procter & Gamble Co. Add +0.1% 0.08% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +4.2% 0.27% −0.00
IAGG iShares Intl Aggregate Bond Add +3.4% 0.51% −0.00
GOOGL Alphabet Inc. Class A Add +23.8% 0.10% −0.00
EMB iShares JP Morgan Usd Emergi Add +0.9% 0.40% −0.01
EFIV SS SPDR S&P 500 ESG ETF Add +8.4% 0.41% −0.01
SPTS SS SPDR P St Term TSY ETF Add +2.5% 1.07% −0.01
FALN iShares Fallen Angels ETF Add +2.1% 0.64% −0.01
CPTL GBL X MRST CP Alc LDR ETF-Ui Add +5.7% 0.33% −0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +2.6% 0.23% −0.02
NUMG Nuveen ESG Mid-Cap Grow ETF Add +4.3% 0.18% −0.02
IWD iShares Russell 1000 Value E Add +1.8% 3.76% −0.02
XVV iShares ESG Select Screened Add +4.5% 0.40% −0.02
ESGV Vanguard ESG US Stock ETF Add +5.7% 0.39% −0.02
NUSC Nuveen ESG Small-Cap ETF Add +4.3% 0.26% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2025 97$338.4MIWB, IVV, EFA, SPTI, VO
Q4 2024 89$325.2MIWB, IVV, EFA, VO, SPTI
Q3 2024 88$321.1MIWB, IVV, EFA, VO, SPTI
Q2 2024 84$298.2MIWB, IVV, EFA, VO, SPTI
Q1 2024 81$288.8MIWB, IVV, EFA, VB, MOAT