US FINANCIAL ADVISORS, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, US FINANCIAL ADVISORS, LLC opened 8 positions, added to 9, reduced 5, sold out of 0 and left 11 unchanged. The largest increase in value was GLDM (+$6,165,979); the largest decrease was NVDA (-$236,621).
- AAPL: Country of operation United States; Class COM; Shares 2024-12-31 14,056; Shares 2025-03-31 38,873.
- BRKB: Country of operation —; Class CL B NEW; Shares 2024-12-31 1,246; Shares 2025-03-31 1,346.
- T: Country of operation United States; Class COM; Shares 2024-12-31 8,975; Shares 2025-03-31 10,423.
- MSFT: Country of operation United States; Class COM; Shares 2024-12-31 5,497; Shares 2025-03-31 5,944.
Two Form 13F-HR filings compared (SEC CIK 1640420): 2024-12-31 (filed 2025-02-14) and 2025-03-31 (filed 2025-05-08). 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; share change is the position change.
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