US FINANCIAL ADVISORS, LLC

CIK

1640420

Location

BRAINTREE, MA

Portfolio Value

Micro $41,857,809

Diversification

Diversified

Filing Date

Global Rank

#6,547 / 7,988 ▲ 453 · as of Mar 2025

Top Industry

Consumer Electronics 35.5%

3Y Alpha vs SPY

-6.1%

Period ended 1 year ago

Filed May 8, 2025 · 1y

18 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.2%

SPY

+76.5%

Annualised alpha

-6.1%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

34 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

26.3%

−13.1 pts

Top 5

75.6%

−1.0 pts

Top 10

83.4%

−2.0 pts

HHI

1,463

Diversified−519

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	41.9%	$17,557,027	3
Technology	29.8%	$12,478,486	5
Healthcare	10.4%	$4,342,347	4
Communication Services	4.4%	$1,855,325	6
Industrials	3.9%	$1,647,112	5
Financial Services	3.5%	$1,467,505	4
Consumer Cyclical	2.2%	$922,980	3
Real Estate	1.9%	$778,357	2
Energy	1.3%	$525,432	1
Consumer Defensive	0.7%	$283,238	1

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+24,817	38,873	$8,634,859
SACH	Sachem Capital Corp.	+17,677	451,570	$523,821
T	At&T Inc.	+1,448	10,423	$294,762
MSFT	Microsoft Corp	+447	5,944	$2,231,318
GOOGL	Alphabet Inc.	+400	2,080	$321,651
BRK-B	Berkshire Hathaway Inc	+100	1,346	$716,852
SPY	Spdr S&P 500 ETF Trust	+64	19,691	$11,014,948
META	Meta Platforms, Inc.	+64	641	$369,446
PG	PROCTER & GAMBLE Co	+2	1,662	$283,238
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−152	4,418	$525,432
NVDA	Nvidia Corp	−24	9,008	$976,287
TMO	Thermo Fisher Scientific Inc.	−19	7,252	$3,608,595
RTX	RTX Corp	−14	3,893	$515,666
MA	Mastercard Inc	−4	484	$265,290
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	99,628	$6,165,976
AMZN	Amazon Com Inc	1,860	$353,883
BA	Boeing Co	2,047	$349,115
JPM	Jpmorgan Chase & Co	1,335	$327,475
TSLA	Tesla, Inc.	1,160	$300,625
SBUX	Starbucks Corp	2,737	$268,472
AMGN	Amgen Inc	754	$234,908
OTIS	Otis Worldwide Corp	2,054	$211,972
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

34 positions · $41,857,809 total · as of Mar 31, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	19,691	+64	$11,014,948	−4.2%	26.32%
AAPL	Apple Inc. Technology	Added	38,873	+24,817	$8,634,859	+145.3%	20.63%
GLDM	World Gold Trust	NEW	99,628	NEW	$6,165,976	NEW	14.73%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	7,252	-19	$3,608,595	−4.6%	8.62%
MSFT	Microsoft Corp Technology	Added	5,944	+447	$2,231,318	−3.7%	5.33%
NVDA	Nvidia Corp Technology	Reduced	9,008	-24	$976,287	−19.5%	2.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,346	+100	$716,852	+26.9%	1.71%
XOM	Exxon Mobil Corp Energy	Reduced	4,418	-152	$525,432	+6.9%	1.26%
SACH	Sachem Capital Corp. Real Estate	Added	451,570	+17,677	$523,821	−10.6%	1.25%
RTX	RTX Corp Industrials	Reduced	3,893	-14	$515,666	+14.1%	1.23%
JNJ	Johnson & Johnson Healthcare	Held	2,824	0	$468,332	+14.7%	1.12%
VZ	Verizon Communications Inc Communication Services	Held	9,312	0	$422,392	+13.4%	1.01%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	705	0	$376,103	−6.3%	0.90%
META	Meta Platforms, Inc. Communication Services	Added	641	+64	$369,446	+9.4%	0.88%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	1,860	NEW	$353,883	NEW	0.85%
BA	Boeing Co Industrials	NEW	2,047	NEW	$349,115	NEW	0.83%
AVGO	Broadcom Inc. Technology	Held	1,972	0	$330,171	−27.8%	0.79%
JPM	Jpmorgan Chase & Co Financial Services	NEW	1,335	NEW	$327,475	NEW	0.78%
GOOGL	Alphabet Inc. Communication Services	Added	2,080	+400	$321,651	+1.1%	0.77%
IBM	International Business Machines Corp Technology	Held	1,230	0	$305,851	+13.1%	0.73%
NOC	Northrop Grumman Corp /De/ Industrials	Held	596	0	$305,157	+9.1%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	1,160	NEW	$300,625	NEW	0.72%
T	At&T Inc. Communication Services	Added	10,423	+1,448	$294,762	+44.2%	0.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,662	+2	$283,238	+1.8%	0.68%
SBUX	Starbucks Corp Consumer Cyclical	NEW	2,737	NEW	$268,472	NEW	0.64%
MA	Mastercard Inc Financial Services	Reduced	484	-4	$265,290	+3.2%	0.63%
CARR	CARRIER GLOBAL Corp Industrials	Held	4,183	0	$265,202	−7.1%	0.63%
NEN	New England Realty Associates Limited Partnership Real Estate	Held	3,122	0	$254,536	−1.4%	0.61%
TMUS	T-Mobile US, Inc. Communication Services	Held	922	0	$245,906	+20.8%	0.59%
AMGN	Amgen Inc Healthcare	NEW	754	NEW	$234,908	NEW	0.56%
OTIS	Otis Worldwide Corp Industrials	NEW	2,054	NEW	$211,972	NEW	0.51%
CMCSA	Comcast Corp Communication Services	Held	5,817	0	$201,168	−1.7%	0.48%
OBDC	Blue Owl Capital Corp Financial Services	Held	10,770	0	$157,888	−3.0%	0.38%
BRTX	BioRestorative Therapies, Inc. Healthcare	Held	17,142	0	$30,512	+24.5%	0.07%