US FINANCIAL ADVISORS, LLC - Portfolio overview

US FINANCIAL ADVISORS, LLC has 97 reported holdings in this dataset, with the latest filing dated 2025-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IWB - ISHARES TR, 12.57%
2. IVV - ISHARES TR, 9.22%
3. EFA - ISHARES TR, 5.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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