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Home > Institutional Investor > Usadvisors Wealth Management, Llc > Profile

Instuitional Investor - Usadvisors Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Usadvisors Wealth Management, Llc
Portfolio Value $240,856
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust
 46,237 $18,935 7.86%
2.
Schwab Strategic Trust
 FNDF 118,789 $8,327 3.45%
3.
Fidelity Total Bond Etf
 174,384 $8,028 3.33%
4.
Schwab Strategic Trust
 FNDF 103,796 $7,902 3.28%
5.
Schwab Strategic Trust
 FNDF 92,287 $7,656 3.17%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)