US FINANCIAL ADVISORS, LLC current holdings: USA Stocks
US FINANCIAL ADVISORS, LLC reported $0.03 billion in share positions in stocks (listed in the US), 33 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are AAPL, GLDM, TMO.
- AAPL: Country of operation United States; Class COM; Shares 38,873; Value $8,634,862.
- GLDM: Country of operation United States; Class SPDR GLD MINIS; Shares 99,628; Value $6,165,979.
- TMO: Country of operation United States; Class COM; Shares 7,252; Value $3,608,595.
- MSFT: Country of operation United States; Class COM; Shares 5,944; Value $2,231,318.
Form 13F-HR as filed (SEC CIK 1640420): quarter ended 2025-03-31, filed 2025-05-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 38,873 | $8,634,862 | 28.05% | 2025-03-31 | 2025-05-08 | |
|---|
GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 99,628 | $6,165,979 | 20.03% | 2025-03-31 | 2025-05-08 | +33.53% |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 7,252 | $3,608,595 | 11.72% | 2025-03-31 | 2025-05-08 | +36.58% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 5,944 | $2,231,318 | 7.25% | 2025-03-31 | 2025-05-08 | +35.58% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 9,008 | $976,287 | 3.17% | 2025-03-31 | 2025-05-08 | +109.64% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,346 | $716,852 | 2.33% | 2025-03-31 | 2025-05-08 | |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 4,418 | $525,488 | 1.71% | 2025-03-31 | 2025-05-08 | |
|---|
SACH
SACHEM CAP CORP | United States | COM | 451,570 | $523,822 | 1.70% | 2025-03-31 | 2025-05-08 | -21.21% |
|---|
RTX
RTX CORPORATION | United States | COM | 3,893 | $515,667 | 1.68% | 2025-03-31 | 2025-05-08 | +41.13% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 2,824 | $468,332 | 1.52% | 2025-03-31 | 2025-05-08 | +61.34% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 9,312 | $422,392 | 1.37% | 2025-03-31 | 2025-05-08 | +1.37% |
|---|
META
META PLATFORMS INC | United States | CL A | 641 | $369,469 | 1.20% | 2025-03-31 | 2025-05-08 | +28.18% |
|---|
AMZN
AMAZON COM INC | United States | COM | 1,860 | $353,884 | 1.15% | 2025-03-31 | 2025-05-08 | +29.65% |
|---|
BA
BOEING CO | United States | COM | 2,047 | $349,115 | 1.13% | 2025-03-31 | 2025-05-08 | +10.04% |
|---|
AVGO
BROADCOM INC | United States | COM | 1,972 | $330,173 | 1.07% | 2025-03-31 | 2025-05-08 | +112.09% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 1,335 | $327,476 | 1.06% | 2025-03-31 | 2025-05-08 | +36.56% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,080 | $321,652 | 1.04% | 2025-03-31 | 2025-05-08 | +120.46% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,230 | $305,836 | 0.99% | 2025-03-31 | 2025-05-08 | -11.53% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 1,956 | $305,586 | 0.99% | 2025-03-31 | 2025-05-08 | +115.91% |
|---|
NOC
NORTHROP GRUMMAN CORP | United States | COM | 596 | $305,158 | 0.99% | 2025-03-31 | 2025-05-08 | -1.45% |
|---|
TSLA
TESLA INC | United States | COM | 1,160 | $300,625 | 0.98% | 2025-03-31 | 2025-05-08 | +36.15% |
|---|
T
AT&T INC | United States | COM | 10,423 | $294,762 | 0.96% | 2025-03-31 | 2025-05-08 | -13.44% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 1,662 | $283,299 | 0.92% | 2025-03-31 | 2025-05-08 | -12.97% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 2,737 | $268,471 | 0.87% | 2025-03-31 | 2025-05-08 | -2.71% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 484 | $265,352 | 0.86% | 2025-03-31 | 2025-05-08 | +2.82% |
|---|
CARR
CARRIER GLOBAL CORPORATION | United States | COM | 4,183 | $265,203 | 0.86% | 2025-03-31 | 2025-05-08 | -12.65% |
|---|
NEN
NEW ENGLAND RLTY ASSOC LTD P | | DEPOSITRY RCPT | 3,122 | $254,550 | 0.83% | 2025-03-31 | 2025-05-08 | |
|---|
TMUS
T-MOBILE US INC | United States | COM | 922 | $245,907 | 0.80% | 2025-03-31 | 2025-05-08 | -38.89% |
|---|
AMGN
AMGEN INC | United States | COM | 754 | $234,909 | 0.76% | 2025-03-31 | 2025-05-08 | +35.98% |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 5,817 | $214,648 | 0.70% | 2025-03-31 | 2025-05-08 | -37.54% |
|---|
OTIS
OTIS WORLDWIDE CORP | United States | COM | 2,054 | $211,973 | 0.69% | 2025-03-31 | 2025-05-08 | -36.41% |
|---|
OBDC
BLUE OWL CAPITAL CORPORATION | United States | COM | 10,770 | $157,890 | 0.51% | 2025-03-31 | 2025-05-08 | -26.26% |
|---|
BRTX
BIORESTORATIVE THERAPIES INC | United States | COM NEW | 17,142 | $30,512 | 0.10% | 2025-03-31 | 2025-05-08 | — split 2026-05-27, ratio not on file |
|---|
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