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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CRMSALESFORCE | 1,173 | $314K | 0.11% | |
| 102 | SOSouthern CO | 3,327 | $305K | 0.11% | |
| 103 | JPMJPMORGAN CHASE & CO | 1,227 | $301K | 0.10% | |
| 104 | VYMVANGUARD HIGH DIVIDEND YIELD ETF (VYM) | 2,220 | $286K | 0.10% | |
| 105 | MTUMISHARES MSCI USA MOMNTUM FCT ETF | 143 | $285K | 0.10% | |
| 106 | SPTLSPDR LONG TERM TREASURY ETF IV | 9,953 | $271K | 0.09% | |
| 107 | SPMDSPDR PORTFOLIO S&P 400 MID CP ETF IV | 5,218 | $267K | 0.09% | |
| 108 | SPSMSPDR PORTFOLIO S&P 600 SML CP ETF IV | 6,549 | $266K | 0.09% | |
| 109 | IWDISHARES RUSSELL 1000 VALUE ETF IV | 1,413 | $265K | 0.09% | |
| 110 | GLDMSPDR GOLD MINISHARES ETV | 4,100 | $253K | 0.09% | |
| 111 | IUSGISHARES CORE S&P US GROWTH ETF | 1,979 | $251K | 0.09% | |
| 112 | ETENERGY TRANSFER LP LP | 13,500 | $250K | 0.09% | |
| 113 | EPDENTERPRISE PRODS PART LP | 7,330 | $250K | 0.09% | |
| 114 | AOKISHARES CORE CONSERVATIVE ALL ETF IV | 6,543 | $246K | 0.09% | |
| 115 | TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR1 | 1,455 | $241K | 0.08% | |
| 116 | LLYEli Lilly & Co | 286 | $236K | 0.08% | |
| 117 | WMWASTE MGMT INC DEL | 1,010 | $233K | 0.08% | |
| 118 | DFAXDIMENSIONAL ETF TRUST | 8,729 | $228K | 0.08% | |
| 119 | SRLNSPDR BLACKSTONE SENIOR LOAN ETF IV | 5,541 | $227K | 0.08% | |
| 120 | GWXSPDR S&P INTERNATIONAL SMALL ETF IV | 6,995 | $223K | 0.08% | |
| 121 | UNHUNITEDHEALTH GROUP INC | 427 | $223K | 0.08% | |
| 122 | XELXCEL ENERGY INC | 3,114 | $220K | 0.08% | |
| 123 | BACBANK OF AMERICA CORP. | 5,280 | $220K | 0.08% | |
| 124 | KMIKINDER MORGAN INC DEL | 7,698 | $219K | 0.08% | |
| 125 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 4,292 | $218K | 0.08% | |
| 126 | ITA*ISHARES US AEROSPACE DEFENSE ETF IV | 1,428 | $218K | 0.08% | |
| 127 | DLNWISDOMTREE US LARGECAP DIVIDEND ETF | 2,724 | $216K | 0.08% | |
| 128 | IPKWINVESCO INTERNATIONAL BUYBACK ACHIEVE ETF | 4,725 | $215K | 0.07% | |
| 129 | CVXCHEVRON CORP NEW | 1,279 | $214K | 0.07% | |
| 130 | MAMASTERCARD INC CLASS A | 387 | $212K | 0.07% | |
| 131 | RWOSPDR DOW JONE GLOBAL REAL EST ETF IV | 4,769 | $208K | 0.07% | |
| 132 | NULGNuveen ESG Large Cap Growth ETF (NULG) | 2,638 | $206K | 0.07% | |
| 133 | SOFISOFI TECHNOLOGIES INC | 15,500 | $180K | 0.06% | |
| 134 | —CIM REAL ESTATE FINANCE TRUST INC. | 14,971 | $91K | 0.03% | |
| 135 | DRTSAlpha Tau Medical Ltd. | 10,687 | $26K | 0.01% | |
| 136 | TMRCTEXAS MINERAL RESOURCES | 40,333 | $19K | 0.01% | |
| 137 | DUKDUKE ENERGY CORP FLORIDA | 10,000 | $9K | 0.00% | |
| 138 | INVUINVESTVIEW INC. | 112,434 | $2K | 0.00% |
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