U S Wealth Group, LLC. Top Holdings and 13F Report (2025) About U S Wealth Group, LLC.Investment ActivityU S Wealth Group, LLC. has $132.28 million in total holdings as of December 31, 2024.U S Wealth Group, LLC. owns shares of 40 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Largest Holdings Streettracks Gold TRUST $18,092,195iShares Core U.S. Aggregate Bond ETF $8,005,587iShares 7-10 Year Treasury Bond ETF $7,989,159iShares 20+ Year Treasury Bond ETF $7,920,481Apple $7,098,160 Sector AllocationMap of 500 Largest Holdings ofU S Wealth Group, LLC. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorStreettracks Gold TRUST$18,092,19574,72113.7%Common StockAGGiShares Core U.S. Aggregate Bond ETF$8,005,58782,6176.1%FinanceIEFiShares 7-10 Year Treasury Bond ETF$7,989,15986,4166.0%ETFTLTiShares 20+ Year Treasury Bond ETF$7,920,48190,6966.0%ETFAAPLApple$7,098,16028,3455.4%Computer and TechnologyNVDANVIDIA$6,206,35846,2164.7%Computer and TechnologySCHXSchwab US Large-Cap ETF$5,238,969226,0124.0%ETFMSFTMicrosoft$5,143,14812,2023.9%Computer and TechnologyAMZNAmazon.com$4,782,70221,8003.6%Retail/WholesaleGOOGLAlphabet$4,686,87824,7593.5%Computer and TechnologyMETAMeta Platforms$4,129,0167,0523.1%Computer and TechnologyHDHome Depot$2,969,5697,6342.2%Retail/WholesaleJPMJPMorgan Chase & Co.$2,910,79812,1432.2%FinanceGSThe Goldman Sachs Group$2,846,4944,9712.2%FinanceCOSTCostco Wholesale$2,668,1782,9122.0%Retail/WholesaleBlackrock Inc$2,621,2062,5572.0%Common StockURIUnited Rentals$2,606,4283,7002.0%ConstructionXOMExxon Mobil$2,555,75523,7591.9%Oils/EnergySPGSimon Property Group$2,467,59714,3291.9%FinanceAPDAir Products and Chemicals$2,427,0548,3681.8%Basic MaterialsVVisa$2,395,5837,5801.8%Business ServicesHONHoneywell International$2,335,26410,3381.8%Multi-Sector ConglomeratesMCDMcDonald's$2,305,4957,9531.7%Retail/WholesaleDuke Energy Corp New$2,240,23720,7931.7%Common StockVZVerizon Communications$2,175,41654,3991.6%Computer and TechnologyPGProcter & Gamble$2,155,64312,8581.6%Consumer StaplesLMTLockheed Martin$2,152,7144,4301.6%AerospacePFEPfizer$2,112,74379,6361.6%MedicalUNHUnitedHealth Group$2,070,9904,0941.6%MedicalJNJJohnson & Johnson$2,068,93314,3061.6%MedicalAMGNAmgen$2,017,0927,7391.5%MedicalADBEAdobe$1,919,6834,3171.5%Computer and TechnologyFTNTFortinet$711,8127,5340.5%Computer and TechnologyBlock Inc$648,4737,6300.5%Common StockDell Inc$603,0505,2330.5%Common StockVanguard Total Stock Mkt$386,3782,7390.3%Common StockBKUBankUnited$243,5626,3810.2%FinanceTSLATesla$231,4225730.2%Auto/Tires/TrucksSPWHSportsman's Warehouse$138,30651,8000.1%Retail/WholesaleADMTADM Tronics Unlimited$5,60383,6400.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
