Us-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "OBDC",
  null,
  null,
  "GOOGL",
  "T",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  "NEN",
  "IVW",
  null,
  "BRTX",
  "MA",
  "MSFT",
  "TMUS",
  "IWD",
  "NOC",
  null,
  "EEM",
  "IWF",
  "IEMG",
  "IVV",
  null,
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PG",
  "VZ",
  null,
  "AMGN",
  null,
  "RTX",
  null,
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "TMO",
  "VO",
  "VV",
  "VOE",
  "SACH",
  null,
  null,
  null,
  null,
  "VCIT",
  "VIG",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "ESGV",
  "VUG",
  "VEA",
  "VONE",
  null,
  "BNDX",
  "VB",
  null,
  null,
  null,
  null,
  "OTIS",
  null,
  null,
  null,
  null,
  null,
  null,
  "ESGU",
  "BRK-B",
  "BA",
  "CARR",
  "CMCSA",
  null,
  "EFA",
  "IWB",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 97
Total Value: 338350453
Accession Number: 0001085146-25-002828
Form Type: 13F-HR
CIK: us-financial-advisors
Manager Name: Us-Financial-Advisors

Data Enrichment

60% identified

58 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

97 positions • $338.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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37954Y731

Shares:30.2K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$338.4M)

NVIDIA CORP

NVDA|67066G104

Shares:9.0K

Value:$976.3K

% of Portfolio:0.3% ($976.3K/$338.4M)

922908512

VOE|922908512

Shares:5.7K

Value:$921.2K

% of Portfolio:0.3% ($921.2K/$338.4M)

67092P607

Shares:23.2K

Value:$888.8K

% of Portfolio:0.3% ($888.8K/$338.4M)

78464A805

Shares:11.6K

Value:$792.0K

% of Portfolio:0.2% ($792.0K/$338.4M)

464288588

Shares:8.4K

Value:$787.2K

% of Portfolio:0.2% ($787.2K/$338.4M)

67092P805

Shares:24.3K

Value:$774.1K

% of Portfolio:0.2% ($774.1K/$338.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.3K

Value:$716.9K

% of Portfolio:0.2% ($716.9K/$338.4M)

46434G863

Shares:19.5K

Value:$679.9K

% of Portfolio:0.2% ($679.9K/$338.4M)

67092P409

Shares:14.0K

Value:$601.0K

% of Portfolio:0.2% ($601.0K/$338.4M)

81369Y209

Shares:3.6K

Value:$529.6K

% of Portfolio:0.2% ($529.6K/$338.4M)

97717X701

Shares:11.1K

Value:$526.5K

% of Portfolio:0.2% ($526.5K/$338.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.4K

Value:$525.5K

% of Portfolio:0.2% ($525.5K/$338.4M)

Sachem Capital Corp.

SACH|78590A109

Shares:451.6K

Value:$523.8K

% of Portfolio:0.2% ($523.8K/$338.4M)

RTX Corp

RTX|75513E101

Shares:3.9K

Value:$515.7K

% of Portfolio:0.2% ($515.7K/$338.4M)

46435G193

Shares:22.2K

Value:$512.7K

% of Portfolio:0.2% ($512.7K/$338.4M)

78468R853

Shares:12.6K

Value:$511.9K

% of Portfolio:0.2% ($511.9K/$338.4M)

78468R747

Shares:4.4K

Value:$498.0K

% of Portfolio:0.1% ($498.0K/$338.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.8K

Value:$468.3K

% of Portfolio:0.1% ($468.3K/$338.4M)

46435G425

ESGU|46435G425

Shares:3.5K

Value:$427.9K

% of Portfolio:0.1% ($427.9K/$338.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip37954Y731)✕	30.2K	QoQ +5.70% (+1.6K) YoY -9.07% (-3.0K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$338.4M)	QoQ +0.78% (+$8.7K) YoY -6.44% (-$77.4K)
NVIDIA CORP(NVDAcusip67066G104)	9.0K	QoQ -0.26% (-24) YoY +1338.97% (+8.4K)	All Managers (Combined)	$976.3K	0.3% ($976.3K/$338.4M)	QoQ -19.50% (-$236.6K) YoY +72.60% (+$410.7K)
(VOEcusip922908512)	5.7K	QoQ +4.17% (+230) YoY -2.84% (-168)	All Managers (Combined)	$921.2K	0.3% ($921.2K/$338.4M)	QoQ +3.38% (+$30.1K) YoY +0.04% (-$445)
(cusip67092P607)✕	23.2K	QoQ +4.35% (-967) YoY -1.18% (-279)	All Managers (Combined)	$888.8K	0.3% ($888.8K/$338.4M)	QoQ -4.47% (-$41.6K) YoY -8.91% (-$86.9K)
(cusip78464A805)✕	11.6K	QoQ +2.59% (-294) YoY +1.57% (+181)	All Managers (Combined)	$792.0K	0.2% ($792.0K/$338.4M)	QoQ -2.31% (-$18.8K) YoY +7.69% (+$56.6K)
(cusip464288588)✕	8.4K	QoQ +10.46% (+795) YoY -65.37% (-15.9K)	All Managers (Combined)	$787.2K	0.2% ($787.2K/$338.4M)	QoQ +12.99% (+$90.5K) YoY -64.86% (-$1.5M)
(cusip67092P805)✕	24.3K	QoQ +7.17% (+1.6K) YoY -1.05% (-258)	All Managers (Combined)	$774.1K	0.2% ($774.1K/$338.4M)	QoQ +13.55% (+$92.4K) YoY +1.43% (-$10.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.3K	QoQ +8.02% (+100) YoY +163.92% (+836)	All Managers (Combined)	$716.9K	0.2% ($716.9K/$338.4M)	QoQ +26.92% (+$152.1K) YoY +234.24% (+$502.4K)
(cusip46434G863)✕	19.5K	QoQ +6.86% (+1.3K) YoY -1.76% (-349)	All Managers (Combined)	$679.9K	0.2% ($679.9K/$338.4M)	QoQ +11.86% (+$72.1K) YoY +6.52% (-$41.7K)
(cusip67092P409)✕	14.0K	QoQ +4.25% (-572) YoY -1.34% (-191)	All Managers (Combined)	$601.0K	0.2% ($601.0K/$338.4M)	QoQ -5.55% (-$35.3K) YoY -4.80% (-$30.3K)
(cusip81369Y209)✕	3.6K	QoQ +8.17% (+274) YoY -6.40% (-248)	All Managers (Combined)	$529.6K	0.2% ($529.6K/$338.4M)	QoQ +14.80% (+$68.3K) YoY -7.49% (-$42.9K)
(cusip97717X701)✕	11.1K	QoQ +6.73% (+700) YoY +1.98% (+216)	All Managers (Combined)	$526.5K	0.2% ($526.5K/$338.4M)	QoQ +15.91% (+$72.3K) YoY +0.25% (+$1.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.4K	QoQ -3.32% (-152) YoY +43.72% (+1.3K)	All Managers (Combined)	$525.5K	0.2% ($525.5K/$338.4M)	QoQ +6.88% (-$33.9K) YoY +47.04% (+$168.1K)
Sachem Capital Corp.(SACHcusip78590A109)	451.6K	QoQ +4.07% (-17.7K) YoY +21.20% (-79.0K)	All Managers (Combined)	$523.8K	0.2% ($523.8K/$338.4M)	QoQ -10.57% (-$61.9K) YoY -68.47% (-$1.1M)
RTX Corp(RTXcusip75513E101)	3.9K	QoQ -0.35% (-14) YoY +9.56% (+340)	All Managers (Combined)	$515.7K	0.2% ($515.7K/$338.4M)	QoQ +14.05% (-$63.5K) YoY +48.81% (+$169.1K)
(cusip46435G193)✕	22.2K	QoQ +13.31% (+2.6K) YoY +17.19% (+3.3K)	All Managers (Combined)	$512.7K	0.2% ($512.7K/$338.4M)	QoQ +15.01% (+$66.9K) YoY +17.55% (+$76.6K)
(cusip78468R853)✕	12.6K	QoQ -0.08% (-11) YoY -13.62% (-2.0K)	All Managers (Combined)	$511.9K	0.2% ($511.9K/$338.4M)	QoQ -9.34% (-$52.8K) YoY -18.20% (-$113.9K)
(cusip78468R747)✕	4.4K	QoQ +4.67% (+195) YoY -14.04% (-713)	All Managers (Combined)	$498.0K	0.1% ($498.0K/$338.4M)	QoQ +3.17% (+$15.3K) YoY -7.32% (-$39.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.8K	QoQ 0.00% (+0) YoY -4.62% (-137)	All Managers (Combined)	$468.3K	0.1% ($468.3K/$338.4M)	QoQ +14.67% (+$59.9K) YoY -0.01% (-$69)
(ESGUcusip46435G425)	3.5K	QoQ 0.00% (-0) YoY -21.86% (-982)	All Managers (Combined)	$427.9K	0.1% ($427.9K/$338.4M)	QoQ -5.36% (-$24.3K) YoY -17.13% (-$88.5K)