Usadvisors-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "MMM",
  "CASH",
  null,
  null,
  "GOOGL",
  "AVDE",
  null,
  null,
  "AVEM",
  null,
  null,
  "DUK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FUBO",
  null,
  null,
  null,
  "IJH",
  null,
  "KMI",
  "DRTS",
  null,
  "MA",
  "MDT",
  "MSFT",
  null,
  "DLN",
  "IWD",
  "ORCL",
  null,
  null,
  null,
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "PLTR",
  null,
  null,
  "PG",
  null,
  null,
  null,
  null,
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TSM",
  null,
  "VYM",
  "MGC",
  "AMD",
  "FI",
  "WM",
  "IWP",
  "IWR",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "VEA",
  "MGK",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "WMT",
  "XEL",
  "IUSG",
  "SOLV",
  null,
  null,
  null,
  "SCHD",
  "ET",
  "SOFI",
  "SCHG",
  "SO",
  null,
  "CRM",
  null,
  "MTUM",
  "IUSV",
  "DGRO",
  null,
  "BAC",
  "BRK-B",
  "CVX",
  "COST",
  null,
  null,
  "DFAX",
  "DFAC",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "LLY",
  "TSLA",
  "XLK",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 138
Total Value: 286766
Accession Number: 0001735605-25-000003
Form Type: 13F-HR
CIK: usadvisors-wealth-management
Manager Name: Usadvisors-Wealth-Management

Data Enrichment

52% identified

72 identified66 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

138 positions • $286.8K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908611

VBR|922908611

Shares:9.4K

Value:$1.8M

% of Portfolio:613.0% ($1.8M/$286.8K)

78464A649

Shares:68.1K

Value:$1.7M

% of Portfolio:606.1% ($1.7M/$286.8K)

78463X533

Shares:46.9K

Value:$1.7M

% of Portfolio:583.4% ($1.7M/$286.8K)

46654Q716

Shares:29.1K

Value:$1.6M

% of Portfolio:543.6% ($1.6M/$286.8K)

46434V621

DGRO|46434V621

Shares:25.0K

Value:$1.5M

% of Portfolio:537.4% ($1.5M/$286.8K)

46432F339

QUAL|46432F339

Shares:8.4K

Value:$1.4M

% of Portfolio:501.1% ($1.4M/$286.8K)

ECOLAB INC.

ECL|278865100

Shares:5.6K

Value:$1.4M

% of Portfolio:491.7% ($1.4M/$286.8K)

922908751

VB|922908751

Shares:6.1K

Value:$1.4M

% of Portfolio:472.5% ($1.4M/$286.8K)

025072349

Shares:20.5K

Value:$1.3M

% of Portfolio:465.5% ($1.3M/$286.8K)

78463X889

SPDW|78463X889

Shares:36.5K

Value:$1.3M

% of Portfolio:463.8% ($1.3M/$286.8K)

921910816

MGK|921910816

Shares:4.3K

Value:$1.3M

% of Portfolio:458.6% ($1.3M/$286.8K)

25434V872

Shares:30.9K

Value:$1.3M

% of Portfolio:453.7% ($1.3M/$286.8K)

25434V799

Shares:44.8K

Value:$1.2M

% of Portfolio:433.1% ($1.2M/$286.8K)

00039J103

Shares:22.9K

Value:$1.2M

% of Portfolio:403.5% ($1.2M/$286.8K)

25434V500

Shares:19.3K

Value:$1.2M

% of Portfolio:402.8% ($1.2M/$286.8K)

922908595

VBK|922908595

Shares:4.6K

Value:$1.2M

% of Portfolio:401.4% ($1.2M/$286.8K)

46641Q654

Shares:22.7K

Value:$1.2M

% of Portfolio:401.4% ($1.2M/$286.8K)

25434V203

Shares:35.7K

Value:$1.1M

% of Portfolio:388.5% ($1.1M/$286.8K)

25434V104

Shares:27.1K

Value:$1.0M

% of Portfolio:362.7% ($1.0M/$286.8K)

025072703

AVDE|025072703

Shares:15.2K

Value:$1.0M

% of Portfolio:351.5% ($1.0M/$286.8K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBRcusip922908611)	9.4K	QoQ +13.61% (+1.1K) YoY NEW(+9.4K)	All Managers (Combined)	$1.8M	613.0% ($1.8M/$286.8K)	QoQ +6.80% (+$0) YoY NEW(+$2)
(cusip78464A649)✕	68.1K	QoQ -28.73% (-27.4K) YoY -57.64% (-92.6K)	All Managers (Combined)	$1.7M	606.1% ($1.7M/$286.8K)	QoQ -27.15% (-$1) YoY -57.30% (-$2)
(cusip78463X533)✕	46.9K	QoQ -4.15% (-2.0K) YoY NEW(+46.9K)	All Managers (Combined)	$1.7M	583.4% ($1.7M/$286.8K)	QoQ -3.01% (-$0) YoY NEW(+$2)
(cusip46654Q716)✕	29.1K	QoQ +20.34% (+4.9K) YoY NEW(+29.1K)	All Managers (Combined)	$1.6M	543.6% ($1.6M/$286.8K)	QoQ +23.24% (+$0) YoY NEW(+$2)
(DGROcusip46434V621)	25.0K	QoQ -9.93% (-2.8K) YoY -15.59% (-4.6K)	All Managers (Combined)	$1.5M	537.4% ($1.5M/$286.8K)	QoQ -9.29% (-$0) YoY -9.98% (-$0)
(QUALcusip46432F339)	8.4K	QoQ -3.50% (-306) YoY -4.23% (-372)	All Managers (Combined)	$1.4M	501.1% ($1.4M/$286.8K)	QoQ -7.40% (-$0) YoY -0.34% (-$0)
ECOLAB INC.(ECLcusip278865100)	5.6K	QoQ -3.45% (-199) YoY -9.63% (-593)	All Managers (Combined)	$1.4M	491.7% ($1.4M/$286.8K)	QoQ +4.44% (-$0) YoY -1.19% (-$0)
(VBcusip922908751)	6.1K	QoQ -2.45% (-154) YoY -2.92% (-184)	All Managers (Combined)	$1.4M	472.5% ($1.4M/$286.8K)	QoQ -9.96% (-$0) YoY -5.50% (-$0)
(cusip025072349)✕	20.5K	QoQ -7.53% (-1.7K) YoY -5.91% (-1.3K)	All Managers (Combined)	$1.3M	465.5% ($1.3M/$286.8K)	QoQ -9.73% (-$0) YoY -4.23% (-$0)
(SPDWcusip78463X889)	36.5K	QoQ -29.39% (-15.2K) YoY -58.66% (-51.9K)	All Managers (Combined)	$1.3M	463.8% ($1.3M/$286.8K)	QoQ -24.68% (-$0) YoY -58.09% (-$2)
(MGKcusip921910816)	4.3K	QoQ -26.75% (-1.6K) YoY -54.47% (-5.1K)	All Managers (Combined)	$1.3M	458.6% ($1.3M/$286.8K)	QoQ -34.11% (-$1) YoY -51.07% (-$1)
(cusip25434V872)✕	30.9K	QoQ -42.22% (-22.6K) YoY -35.32% (-16.9K)	All Managers (Combined)	$1.3M	453.7% ($1.3M/$286.8K)	QoQ -41.13% (-$1) YoY -35.30% (-$1)
(cusip25434V799)✕	44.8K	QoQ NEW(+44.8K) YoY NEW(+44.8K)	All Managers (Combined)	$1.2M	433.1% ($1.2M/$286.8K)	QoQ NEW(+$1) YoY NEW(+$1)
(cusip00039J103)✕	22.9K	QoQ +6.90% (+1.5K) YoY NEW(+22.9K)	All Managers (Combined)	$1.2M	403.5% ($1.2M/$286.8K)	QoQ +7.52% (+$0) YoY NEW(+$1)
(cusip25434V500)✕	19.3K	QoQ +0.13% (-27) YoY +28.56% (+4.3K)	All Managers (Combined)	$1.2M	402.8% ($1.2M/$286.8K)	QoQ -8.11% (-$0) YoY +23.79% (+$0)
(VBKcusip922908595)	4.6K	QoQ -0.50% (-23) YoY -32.05% (-2.2K)	All Managers (Combined)	$1.2M	401.4% ($1.2M/$286.8K)	QoQ -10.56% (-$0) YoY -34.22% (-$1)
(cusip46641Q654)✕	22.7K	QoQ +15.57% (+3.1K) YoY +74.29% (+9.7K)	All Managers (Combined)	$1.2M	401.4% ($1.2M/$286.8K)	QoQ +15.91% (+$0) YoY +74.65% (+$0)
(cusip25434V203)✕	35.7K	QoQ -25.76% (-12.4K) YoY -25.47% (-12.2K)	All Managers (Combined)	$1.1M	388.5% ($1.1M/$286.8K)	QoQ -20.59% (-$0) YoY -23.17% (-$0)
(cusip25434V104)✕	27.1K	QoQ -44.89% (-22.1K) YoY -48.25% (-25.3K)	All Managers (Combined)	$1.0M	362.7% ($1.0M/$286.8K)	QoQ -47.71% (-$1) YoY -45.52% (-$1)
(AVDEcusip025072703)	15.2K	QoQ -14.96% (-2.7K) YoY -9.32% (-1.6K)	All Managers (Combined)	$1.0M	351.5% ($1.0M/$286.8K)	QoQ -8.19% (-$0) YoY -5.97% (-$0)