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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 $307,783
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust
 65,085 $33,273 10.81%
2.
Invesco S&P 500 Momentum Etf
 222,994 $21,186 6.88%
3.
Schwab Strategic Trust
 FNDF 520,725 $13,575 4.41%
4.
Schwab Strategic Trust
 FNDF 481,795 $13,427 4.36%
5.
Fidelity Total Bond Etf
 222,011 $9,961 3.23%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)