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| Name: |
US FINANCIAL ADVISORS LLC |
| City: |
BRAINTREE |
| State: |
MA |
| Zip: |
02184 |
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data |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VUG |
Vanguard Growth VIPERS |
61 |
New |
$350.68 |
$316,000 |
919 |
0.11% |
316,000 |
919 |
0 |
Closed - End Fund - E... |
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AVGO |
Broadcom Limited |
73 |
New |
$1,328.55 |
$233,000 |
176 |
0.08% |
233,000 |
176 |
0 |
Semiconductor- Broad... |
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FB |
Meta Platforms Inc |
74 |
New |
$466.83 |
$232,000 |
477 |
0.08% |
232,000 |
477 |
0 |
Internet Service Prov... |
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SHW |
Sherwin Williams Co |
76 |
New |
$303.80 |
$214,000 |
615 |
0.07% |
214,000 |
615 |
0 |
General Building Mate... |
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BRK.B |
Berkshire Hathaway B |
77 |
New |
$414.40 |
$214,000 |
510 |
0.07% |
214,000 |
510 |
0 |
Property & Casualty I... |
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SDY |
streetTRACKS Series Trust -... |
78 |
New |
$130.11 |
$213,000 |
1,626 |
0.07% |
213,000 |
1,626 |
0.001 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
79 |
New |
$61.19 |
$212,000 |
3,476 |
0.07% |
212,000 |
3,476 |
0.002 |
Closed - End Fund - Debt |
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OTIS |
Otis Worldwide Corp |
80 |
New |
$99.20 |
$208,000 |
2,094 |
0.07% |
208,000 |
2,094 |
0 |
N/A |
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IEF |
iShares Lehman 7-10 Year Tr... |
81 |
New |
$92.80 |
$202,000 |
2,138 |
0.07% |
202,000 |
2,138 |
0.001 |
Closed - End Fund - E... |
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