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US FINANCIAL ADVISORS, LLC Historic Quarter Change: USA Stocks, Added

US FINANCIAL ADVISORS, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 11 quarters from 2014-12-31 to 2025-03-31, US FINANCIAL ADVISORS, LLC opened 359 positions, added to 186, reduced 160 and sold out of 465.

  • Q1 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 14,056.
  • Q1 2025: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 1,246.
  • Q1 2025: Stock T; Country of operation United States; Class COM; Shares before 8,975.
  • Q1 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 5,497.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1640420), 11 quarters: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-20); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-03-31. Not compared, as a quarter between them is not held here yet: 2016-06-30 to 2023-12-31 (missing 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025AAPL
APPLE INC
United StatesCOM14,05638,873+24,817$3,519,904$8,634,862+$5,114,9582025-05-08
Q1 2025BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW1,2461,346+100$564,784$716,852+$152,0682025-05-08
Q1 2025T
AT&T INC
United StatesCOM8,97510,423+1,448$204,361$294,762+$90,4012025-05-08
Q1 2025MSFT
MICROSOFT CORP
United StatesCOM5,4975,944+447$2,316,993$2,231,318-$85,6752025-05-08
Q1 2025SACH
SACHEM CAP CORP
United StatesCOM433,893451,570+17,677$585,757$523,822-$61,9352025-05-08
Q1 2025META
META PLATFORMS INC
United StatesCL A577641+64$337,865$369,469+$31,6042025-05-08
Q1 2025GOOG
ALPHABET INC
United StatesCAP STK CL C1,5561,956+400$296,324$305,586+$9,2622025-05-08
Q1 2025PG
PROCTER AND GAMBLE CO
United StatesCOM1,6601,662+2$278,230$283,299+$5,0692025-05-08
Q1 2025GOOGL
ALPHABET INC
United StatesCAP STK CL A1,6802,080+400$318,024$321,652+$3,6282025-05-08

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