0001140361-15-017160.txt : 20150501 0001140361-15-017160.hdr.sgml : 20150501 20150501121604 ACCESSION NUMBER: 0001140361-15-017160 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150501 DATE AS OF CHANGE: 20150501 EFFECTIVENESS DATE: 20150501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: US FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001640420 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16864 FILM NUMBER: 15822952 BUSINESS ADDRESS: STREET 1: 30 BRAINTREE HILL OFFICE PARK, SUITE 201 CITY: BRAINTREE STATE: MA ZIP: 02184 BUSINESS PHONE: 761-849-9200 MAIL ADDRESS: STREET 1: 30 BRAINTREE HILL OFFICE PARK, SUITE 201 CITY: BRAINTREE STATE: MA ZIP: 02184 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001640420 XXXXXXXX 12-31-2014 12-31-2014 US FINANCIAL ADVISORS, LLC
30 BRAINTREE HILL OFFICE PARK, SUITE 201 BRAINTREE MA 02184
13F HOLDINGS REPORT 028-16864 N
Victor Rodriguez Member 608-729-0951 /s/ John Napolitano Braintree, MA NY 04-29-2015 0 369 111959 false
INFORMATION TABLE 2 form13fInfoTable.xml 3D Systems Corp COM 88554D205 8 250 SH SOLE 0 0 0 3M Company COM 88579Y101 8 50 SH SOLE 0 0 0 Abbott Laboratories COM 002824100 6 125 SH SOLE 0 0 0 Abbvie Inc COM 00287Y109 7 100 SH SOLE 0 0 0 Actavis Inc SHS G0083B108 62 242 SH SOLE 0 0 0 Advanced Viral Research Corp COM 007928104 0 1332 SH SOLE 0 0 0 AFLAC Inc COM 001055102 6 100 SH SOLE 0 0 0 AGCO Corp COM 001084102 5 100 SH SOLE 0 0 0 Alcatel Lucent ADR Sponsored ADR 013904305 0 1 SH SOLE 0 0 0 Alerian MLP Alerian MLP 00162Q866 5 290 SH SOLE 0 0 0 Alexion Pharmaceuticals Inc COM 015351109 37 200 SH SOLE 0 0 0 Alibaba Group Holding Ltd Sponsored ADS 01609W102 42 400 SH SOLE 0 0 0 Allegion PLC ORD SHS G0176J109 33 600 SH SOLE 0 0 0 Allergan Inc COM 018490102 5 24 SH SOLE 0 0 0 Altria Group Inc COM 02209S103 75 1513 SH SOLE 0 0 0 American Capital Ltd COM 02503Y103 75 5150 SH SOLE 0 0 0 American Electric Power Co Inc COM 025537101 43 711 SH SOLE 0 0 0 American Express Company COM 025816109 3 31 SH SOLE 0 0 0 American WaterWorks Inc COM 030420103 190 3572 SH SOLE 0 0 0 Ameriprise Financial Inc COM 03076C106 4 33 SH SOLE 0 0 0 AmerisourceBergen Corp COM 03073E105 49 542 SH SOLE 0 0 0 Amgen Inc COM 031162100 63 395 SH SOLE 0 0 0 AngloGold Ashanti Ltd Sponsored ADR 035128206 4 501 SH SOLE 0 0 0 Anheuser-Busch InBev Sponsored ADR 03524A108 5 45 SH SOLE 0 0 0 Annaly Mortgage Management Inc COM 035710409 6 532 SH SOLE 0 0 0 Anthem Inc COM 036752103 40 314 SH SOLE 0 0 0 AOL Inc COM 00184X105 0 2 SH SOLE 0 0 0 Apollo Sr Floating Rate COM 037636107 5 275 SH SOLE 0 0 0 Apple Inc COM 037833100 714 6472 SH SOLE 0 0 0 Ares Capital Corp COM 04010L103 2 146 SH SOLE 0 0 0 Arm Holdings PLC Spons ADR Sponsored ADR 042068106 12 250 SH SOLE 0 0 0 AT&T Inc COM 00206R102 115 3427 SH SOLE 0 0 0 Auto Data Processing COM 053015103 5 65 SH SOLE 0 0 0 AVAGO Technologies Limited SHS Y0486S104 32 318 SH SOLE 0 0 0 AvalonBay Communities Inc COM 053484101 16 100 SH SOLE 0 0 0 Axiall Corp COM 05463D100 2 52 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35268 SH SOLE 0 0 0 Coca Cola Company COM 191216100 21 494 SH SOLE 0 0 0 Cohen & Steers Infastructure Fund COM 19248A109 651 28656 SH SOLE 0 0 0 ConocoPhillips COM 20825C104 5 72 SH SOLE 0 0 0 Consolidated Edison Inc COM 209115104 13 200 SH SOLE 0 0 0 Constant Contact Inc COM 210313102 15 400 SH SOLE 0 0 0 Corning Inc COM 219350105 35 1520 SH SOLE 0 0 0 CT Municipal Cash Trust Cash Series COM 207997123 631 631295 SH SOLE 0 0 0 Cummins Inc COM 231021106 20 140 SH SOLE 0 0 0 CVS Health Corp COM 126650100 45 466 SH SOLE 0 0 0 Delta Air Lines COM 247361702 45 910 SH SOLE 0 0 0 Demandware Inc COM 24802Y105 69 1193 SH SOLE 0 0 0 Devon Energy Corporation COM 25179M103 17 275 SH SOLE 0 0 0 DirecTV Inc COM 25490A309 9 100 SH SOLE 0 0 0 Disney Walt Co COM 254687106 47 495 SH SOLE 0 0 0 Dr. Pepper Snapple Group Inc COM 26138E109 43 603 SH SOLE 0 0 0 Duke Energy Corp COM 26441C204 31 375 SH SOLE 0 0 0 DuPont E I De Nemours & Co COM 263534109 6 75 SH SOLE 0 0 0 Eaton Vance Tax Advtg Dividend Income 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92204A702 71 682 SH SOLE 0 0 0 Vanguard Intermediate Term Corp Bond Index INT-TERM CORP 92206C870 15 174 SH SOLE 0 0 0 Vanguard Mega Cap Gr MEGA GRWTH IND 921910816 138 1703 SH SOLE 0 0 0 Vanguard Mid Cap MID CAP ETF 922908629 5851 47355 SH SOLE 0 0 0 Vanguard MidCap Growth Index MCAP GR IDXVIP 922908538 25 250 SH SOLE 0 0 0 Vanguard REIT Index ETF REIT ETF 922908553 778 9608 SH SOLE 0 0 0 Vanguard Small Cap SMALL CP ETF 922908751 124 1066 SH SOLE 0 0 0 Vanguard Small Cap Growth SML CP GRW ETF 922908595 19 150 SH SOLE 0 0 0 Vanguard Total Bond Market TOTAL BND MRKT 921937835 395 4801 SH SOLE 0 0 0 Vanguard Total Stock Market TOTAL STK MKT 922908769 2549 24049 SH SOLE 0 0 0 Veeco Instruments Inc COM 922417100 3 100 SH SOLE 0 0 0 Verizon Communications COM 92343V104 255 5460 SH SOLE 0 0 0 Vestin Realty Mortgage II Inc COM PAR $0.0001 92549X300 1 182 SH SOLE 0 0 0 Viacom Inc Cl B CL B 92553P201 3 38 SH SOLE 0 0 0 Visa Inc COM CL A 92826C839 26 100 SH SOLE 0 0 0 VMware Inc COM 928563402 8 100 SH SOLE 0 0 0 Vodafone Group PLC COM 92857W308 59 1735 SH SOLE 0 0 0 Wal-Mart Stores Inc COM 931142103 29 336 SH SOLE 0 0 0 Walgreens Boots Alliance COM 931427108 6 75 SH SOLE 0 0 0 Wells Fargo & Co COM 949746101 9 169 SH SOLE 0 0 0 Wells Fargo Managed Income Fund COM SHS 94987D101 1 50 SH SOLE 0 0 0 Western Asset Emerging Markets Debt COM 95766A101 976 61922 SH SOLE 0 0 0 Western Asset Managed High Income Portfolio Inc COM 95766L107 20 4000 SH SOLE 0 0 0 WGL Holdings Inc COM 92924F106 0 5 SH SOLE 0 0 0 Whole Foods Market COM 966837106 2 46 SH SOLE 0 0 0 WisdomTree Barclays US Agg Bd Zero Dur BARCLAYS ZERO 97717W380 62 1253 SH SOLE 0 0 0 Wisdomtree Barclays US Aggregate Bond Neg Duration BRCLYS NEGATIVE 97717W364 52 1160 SH SOLE 0 0 0 WisdomTree Emerging Markets Equity Inc EMERG MKTS ETF 97717W315 9 210 SH SOLE 0 0 0 WisdomTree Emerging Markets Local Debt EM LCL DEBT FD 97717X867 101 2433 SH SOLE 0 0 0 WisdomTree Jap SC JP SMALLCP DIV 97717W836 131 2694 SH SOLE 0 0 0 WisdomTree Japan Hedged Equity JAPN HEDGE EQT 97717W851 12 240 SH SOLE 0 0 0 WisdomTree MidCap Dividend MIDCAP DIVI FD 97717W505 34 405 SH SOLE 0 0 0 Xybernaut Corp COM 984149104 0 600 SH SOLE 0 0 0 Yum! Brands Inc COM 988498101 81 1118 SH SOLE 0 0 0 Zions Bancorporation COM 989701107 13 461 SH SOLE 0 0 0