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US Financial Advisors’s BioRestorative Therapies BRTX Stock Holding History

US Financial Advisors’s Portfolio BRTX Stock Details BRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$30.5K Hold
17,142
– – 0.01% 97
2024
Q4 		$24.5K Hold
17,142
– – 0.01% 89
2024
Q3 		$29.8K Hold
17,142
– – 0.01% 88
2024
Q2 		$34.8K Buy
+17,142
New +$24.7K 0.01% 84

Other funds holding BRTX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

US Financial Advisors's BRTX Position: Q1 2025 in Review

US Financial Advisors held its BioRestorative Therapies (BRTX) position steady in Q1 2025 at 17,142 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #97.

US Financial Advisors first reported a position in BRTX in Q2 2024 and has held it in 4 quarters since. The position peaked at $34.8K in Q2 2024. 14 funds tracked by Wall St. Rank hold BRTX as of Q1 2025.

  • US Financial Advisors held 17,142 shares of BioRestorative Therapies worth $30.5K as of Q1 2025.
  • US Financial Advisors left its BioRestorative Therapies share count unchanged in Q1 2025.
  • BioRestorative Therapies made up 0.01% of US Financial Advisors's portfolio in Q1 2025, its #97 holding.
  • US Financial Advisors first reported a position in BioRestorative Therapies in Q2 2024 and has held it in 4 quarters since.
  • US Financial Advisors's BioRestorative Therapies position peaked at $34.8K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held BioRestorative Therapies as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.