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Name: |
US FINANCIAL ADVISORS LLC |
City: |
BRAINTREE |
State: |
MA |
Zip: |
02184 |
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Holdings
Found :
13 |
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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 |
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SPY |
Standard & Poors Depository... |
8 |
- |
$529.44 |
$10,753,000 |
20,558 |
3.72% |
913,000 |
-145 |
0 |
Closed - End Fund - E... |
|
TMO |
Thermo Fisher Scientific |
19 |
- |
$584.05 |
$4,236,000 |
7,289 |
1.47% |
-451,000 |
-1,542 |
0.002 |
Medical Laboratories ... |
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USFR |
Wisdomtree Bloomberg Floati... |
26 |
- |
$50.31 |
$2,308,000 |
45,891 |
0.8% |
-862,000 |
-17,207 |
0.009 |
N/A |
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MSFT |
Microsoft Corp |
29 |
- |
$430.16 |
$2,081,000 |
4,947 |
0.72% |
-177,000 |
-1,058 |
0 |
Application Software |
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FALN |
Ishares Fallen Angels Usd Bond |
30 |
- |
$0.00 |
$2,011,000 |
74,859 |
0.7% |
24,000 |
-419 |
0.047 |
N/A |
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IEMG |
Ishares Core Msci Emerging ... |
31 |
- |
$54.02 |
$1,747,000 |
33,861 |
0.6% |
17,000 |
-350 |
0 |
N/A |
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XOM |
Exxon Mobil Corp |
56 |
- |
$113.42 |
$357,000 |
3,074 |
0.12% |
36,000 |
-141 |
0 |
Integrated Oil & Gas |
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IVW |
ishares tr S&P 500 BARRA GR |
57 |
- |
$87.59 |
$349,000 |
4,134 |
0.12% |
12,000 |
-349 |
0.001 |
Closed - End Fund - E... |
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ICLN |
iShares S&P Global Clean En... |
59 |
- |
$14.92 |
$333,000 |
23,827 |
0.12% |
-52,000 |
-913 |
0.021 |
Closed - End Fund - Debt |
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QUAL |
Ishares Msci Usa Quality Fa... |
62 |
- |
$0.00 |
$296,000 |
1,801 |
0.1% |
-26,000 |
-385 |
0 |
N/A |
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VTIP |
Vanguard Short Term Inflati... |
64 |
- |
$48.15 |
$292,000 |
6,088 |
0.1% |
-162,000 |
-3,482 |
0.001 |
N/A |
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ITOT |
iShares Core S&P Total US |
68 |
- |
$116.17 |
$271,000 |
2,350 |
0.09% |
2,000 |
-209 |
0.001 |
Closed - End Fund - E... |
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RPRX |
Royalty Pharma Plc |
72 |
- |
$26.62 |
$237,000 |
7,815 |
0.08% |
8,000 |
-350 |
0.002 |
N/A |
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