Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: USAdvisors Wealth Management LLC
  City: EDEN PRAIRIE
  State: MN
  Zip: 55344
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $264,950,000
  Total Value Change : $24,094,000
  Securities Held Change : 11
   
All Securities Held : 137
  New Positions : 18
  Closed Positions : 8
  Increased Positions : 65
  Unchanged Positions : 5
  Decreased Positions : 49

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 55 New $0.00 $1,380,000 28,196 0.52% 1,380,000 28,196 0.027    N/A
   (PXSG)1 Year Chart         PXSG Invesco Russell 2000 Pure G... 59 New $60.37 $1,058,000 17,675 0.4% 1,058,000 17,675 0.131    Closed - End Fund - Debt
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 80 New $0.00 $638,000 6,341 0.24% 638,000 6,341 0.007    N/A
   (XLF)1 Year Chart         XLF SPDR Financial Sector 89 New $41.66 $426,000 10,170 0.16% 426,000 10,170 0    Closed - End Fund - E...
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... 91 New $86.82 $404,000 4,662 0.15% 404,000 4,662 0    Closed - End Fund - E...
   (SHYL)1 Year Chart         SHYL Xtrackers Short Duration Hi... 90 New $0.00 $404,000 9,062 0.15% 404,000 9,062 0.139    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 114 New $903.99 $260,000 289 0.1% 260,000 289 0    Semiconductor - Speci...
   (BAC)1 Year Chart         BAC Bank of America Corp 116 New $38.21 $244,000 6,467 0.09% 244,000 6,467 0    Domestic Money Center...
   (SLB)1 Year Chart         SLB Schlumberger Ltd 120 New $48.75 $228,000 4,166 0.09% 228,000 4,166 0.016    Oil & Gas Equipment &...
   (EFIV)1 Year Chart         EFIV Spdr S And P 500 Esg Etf 122 New $0.00 $219,000 4,327 0.08% 219,000 4,327 0.048    N/A
   (TGT)1 Year Chart         TGT Target Corp 125 New $160.90 $214,000 1,226 0.08% 214,000 1,226 0    Discount, Variety Stores
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 127 New $184.21 $211,000 1,253 0.08% 211,000 1,253 0    Communication Equipment
   (WM)1 Year Chart         WM Waste Management Inc 128 New $210.82 $210,000 983 0.08% 210,000 983 0    Waste Management
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 129 New $0.00 $202,000 1,760 0.08% 202,000 1,760 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 130 New $105.83 $201,000 1,662 0.08% 201,000 1,662 0    Entertainment - Diver...
   (CCL)1 Year Chart         CCL Carnival Corp 132 New $14.56 $172,000 10,036 0.06% 172,000 10,036 0.001    Sporting and Park Ent...
   (DRTS)1 Year Chart         DRTS Alpha Tau Medical Ord Shs 135 New $0.00 $30,000 10,238 0.01% 30,000 10,238 0.015    N/A
   (LAZR)1 Year Chart         LAZR Luminar Technologies, Inc 136 New $1.82 $17,000 10,050 0.01% 17,000 10,050 0.005    N/A

      18 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results