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US Financial Advisors, LLC

SEC CIK
0001640420
Latest filing
May 8, 2025

MSFT holding history

Microsoft Corp in every 13F filed by US Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q1 2025 holdings

Shares (Q1 2025)
5,944
Value
$2.23M
% of portfolio
0.7%
Quarters held
17
Since Q1 2021
Holdings of MSFT by US Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20255,944$2.23M0.7%+447+8.1%AddedHolders
Q4 20245,497$2.32M0.7%+463+9.2%AddedHolders
Q3 20245,034$2.17M0.7%+27+0.5%AddedHolders
Q2 20245,007$2.24M0.8%+60+1.2%AddedHolders
Q1 20244,947$2.08M0.7%−1,058−17.6%ReducedHolders
Q4 20236,005$2.26M0.8%+16+0.3%AddedHolders
Q3 20235,989$1.89M0.8%−413−6.5%ReducedHolders
Q2 20236,402$2.18M0.9%−692−9.8%ReducedHolders
Q1 20237,094$2.05M0.9%+100+1.4%AddedHolders
Q4 20226,994$1.68M0.8%+945+15.6%AddedHolders
Q3 20226,049$1.41M0.8%+173+2.9%AddedHolders
Q2 20225,876$1.51M0.8%00.0%UnchangedHolders
Q1 20225,876$1.81M0.9%00.0%UnchangedHolders
Q4 20215,876$1.98M0.9%+336+6.1%AddedHolders
Q3 20215,540$1.56M0.8%+150+2.8%AddedHolders
Q2 20215,390$1.46M0.7%−944−14.9%ReducedHolders
Q1 20216,334$1.49M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.