Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| USADVISORS WEALTH MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 126 | 240,856,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 400 MID CP ETF IV | PORTFOLIO S&P400 | 101 | $810,000 | 16,628 | 0.34 | 0.62 | -15,289 | -47.90 | 12-31-2023 |
| PIMCO MULTI SECTOR BOND ACTV ETF | (PYLD) MULTI SECTOR | 102 | $744,000 | 29,012 | 0.31 | 29,012 | +Inf | 12-31-2023 | |
| Berkshire Hathaway Class B | Com | 103 | $728,000 | 2,038 | 0.30 | 0.33 | -53 | -2.53 | 12-31-2023 |
| FIRST TRUST LRGE CAP CORE APADEX ETF | COM SHS | 104 | $728,000 | 8,083 | 0.30 | 2.43 | -58,981 | -87.95 | 12-31-2023 |
