13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001735605
Total reported value
$348.8K
$348.8K
138 檔
25250.6%
The Q1 2025 SEC filing reveals that USAdvisors Wealth Management, LLC held a total portfolio value of $348.8K, covering 138 public equity positions.
In Q1 2025, USAdvisors Wealth Management, LLC displayed an active expansion posture, initiating 138 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.73% | +0.91% | +0.70% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 7.32% | +0.11% | +1.61% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.85% | -2.10% | +0.33% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.38% | -0.51% | +4.12% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.47% | -0.54% | -2.02% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.86% | -0.64% | +3.64% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.55% | -0.40% | +3.62% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 2.47% | -0.82% | -0.91% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.41% | -0.21% | -4.24% | |
| 10 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.38% | -1.48% | +14.52% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.10% | -0.16% | +0.24% | |
| 12 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.81% | +0.33% | +17.28% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | +0.24% | +0.96% | |
| 14 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.77% | -0.11% | -5.40% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.69% | -0.02% | -13.11% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.69% | -0.22% | +96.35% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.59% | -0.02% | -6.29% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.52% | -0.24% | -7.44% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.43% | -0.05% | -13.47% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.43% | -0.06% | -10.37% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.43% | -0.12% | -2.41% | |
| 22 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.43% | -0.22% | -1.36% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.41% | +0.04% | -5.56% | |
| 24 | MMM | 3m Co | Stock-Industrials | 1.39% | +0.01% | -0.17% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.12% | -0.07% | -49.08% | |
| 26 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 1.11% | -0.07% | +33.66% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.11% | +0.97% | +152.83% | |
| 28 | IOO | Ishares Global 100 ETF | ETF-Other | 1.09% | — | -13.95% | |
| 29 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 1.01% | — | -7.02% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.98% | -0.03% | +16.38% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.01% | -34.55% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.06% | +10.12% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.82% | -0.07% | -6.65% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.82% | -0.01% | -11.16% | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.82% | +0.31% | -2.62% | |
| 36 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.81% | -0.03% | — | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | +0.06% | NEW | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.71% | -0.30% | +49.14% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | — | +0.57% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | +0.06% | NEW | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | -0.27% | +13.61% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.61% | -0.09% | -28.74% | |
| 43 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.58% | -0.06% | -4.15% | |
| 44 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.54% | -0.14% | +20.35% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.54% | -0.02% | -9.94% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.50% | +0.01% | -3.51% | |
| 47 | ECL | Ecolab Inc | Stock-Materials | 0.49% | -0.04% | -3.45% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | +0.03% | -2.46% | |
| 49 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.47% | +0.01% | -7.54% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.46% | -0.02% | -29.40% |
According to official SEC Form 13F filings, USAdvisors Wealth Management, LLC reported a total U.S. public equity portfolio value of $348.8K across 138 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPMO, SCHV) accounted for 25250.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
QQQ
市值: $30.7M
During Q1 2025, USAdvisors Wealth Management, LLC's top holdings by market value included QQQ (10.7%)、SPMO (7.3%)、SCHV (4.8%). The largest single position, QQQ, represented 10.7% of total portfolio value.
In Q1 2025, USAdvisors Wealth Management, LLC made 138 total portfolio adjustments, initiating 138 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.