U S Wealth Group, LLC. Top Holdings and 13F Report (2025) About U S Wealth Group, LLC.Investment ActivityU S Wealth Group, LLC. has $128.27 million in total holdings as of June 30, 2025.U S Wealth Group, LLC. owns shares of 41 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.32% of the portfolio was purchased this quarter.About 12.40% of the portfolio was sold this quarter.This quarter, U S Wealth Group, LLC. has purchased 40 new stocks and bought additional shares in 26 stocks.U S Wealth Group, LLC. sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Streettracks Gold TRUST $8,507,805NVIDIA $8,268,106iShares 7-10 Year Treasury Bond ETF $7,406,852iShares Core U.S. Aggregate Bond ETF $7,336,634iShares 20+ Year Treasury Bond ETF $7,147,632 Largest New Holdings this Quarter Y09827109 - Broadcom Ltd $3,554,507 Holding88160R101 - Tesla $227,017 Holding Largest Purchases this Quarter Broadcom Ltd 12,895 shares (about $3.55M)Exxon Mobil 9,812 shares (about $1.06M)NVIDIA 6,622 shares (about $1.05M)Adobe 2,333 shares (about $902.59K)Pfizer 23,219 shares (about $562.83K) Largest Sales this Quarter Streettracks Gold TRUST 41,117 shares (about $12.53M)iShares 20+ Year Treasury Bond ETF 8,080 shares (about $713.06K)iShares 7-10 Year Treasury Bond ETF 7,350 shares (about $703.91K)iShares Core U.S. Aggregate Bond ETF 6,485 shares (about $643.31K)JPMorgan Chase & Co. 1,342 shares (about $389.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofU S Wealth Group, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorStreettracks Gold TRUST$8,507,805$12,533,695 ▼-59.6%27,9106.6%Common StockNVDANVIDIA$8,268,106$1,046,212 ▲14.5%52,3336.4%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$7,406,852$703,910 ▼-8.7%77,3405.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,336,634$643,312 ▼-8.1%73,9585.7%FinanceTLTiShares 20+ Year Treasury Bond ETF$7,147,632$713,060 ▼-9.1%80,9935.6%ETFMSFTMicrosoft$6,293,231$352,166 ▲5.9%12,6524.9%Computer and TechnologySCHXSchwab US Large-Cap ETF$5,481,082$61,784 ▲1.1%224,2674.3%ETFAAPLApple$5,233,271$289,290 ▼-5.2%25,5074.1%Computer and TechnologyMETAMeta Platforms$5,124,559$69,380 ▲1.4%6,9434.0%Computer and TechnologyGOOGLAlphabet$4,823,063$513,182 ▲11.9%27,3683.8%Computer and TechnologyAMZNAmazon.com$3,987,413$62,746 ▼-1.5%18,1753.1%Retail/WholesaleXOMExxon Mobil$3,574,648$1,057,734 ▲42.0%33,1602.8%EnergyBroadcom Ltd$3,554,507$3,554,507 ▲New Holding12,8952.8%Common StockGSThe Goldman Sachs Group$3,538,042$210,909 ▲6.3%4,9992.8%FinanceJPMJPMorgan Chase & Co.$3,051,303$389,059 ▼-11.3%10,5252.4%FinanceURIUnited Rentals$2,787,5800.0%3,7002.2%ConstructionBlackrock Inc$2,707,065$181,520 ▲7.2%2,5802.1%Common StockVVisa$2,646,543$37,280 ▲1.4%7,4542.1%Business ServicesCOSTCostco Wholesale$2,559,985$162,350 ▼-6.0%2,5862.0%Retail/WholesaleHONHoneywell International$2,518,830$170,934 ▲7.3%10,8162.0%Multi-Sector ConglomeratesADBEAdobe$2,495,763$902,591 ▲56.7%6,4511.9%Computer and TechnologyPFEPfizer$2,475,413$562,829 ▲29.4%102,1211.9%MedicalDuke Energy Corp New$2,449,680$70,918 ▲3.0%20,7601.9%Common StockSPGSimon Property Group$2,392,591$132,788 ▲5.9%14,8831.9%FinanceAPDAir Products and Chemicals$2,368,740$74,746 ▲3.3%8,3981.8%Basic MaterialsVZVerizon Communications$2,368,167$39,073 ▲1.7%54,7301.8%Computer and TechnologyMCDMcDonald's$2,297,625$40,612 ▲1.8%7,8641.8%Retail/WholesaleHDHome Depot$2,259,236$96,793 ▲4.5%6,1621.8%Retail/WholesaleJNJJohnson & Johnson$2,217,166$127,241 ▲6.1%14,5151.7%MedicalAMGNAmgen$2,186,773$89,626 ▲4.3%7,8321.7%MedicalLMTLockheed Martin$2,105,434$159,783 ▲8.2%4,5461.6%AerospacePGProcter & Gamble$2,081,834$74,721 ▲3.7%13,0671.6%Consumer StaplesUNHUnitedHealth Group$1,372,044$146,314 ▲11.9%4,3981.1%MedicalBlock Inc$923,984$405,678 ▲78.3%13,6020.7%Common StockDell Inc$618,885$58,235 ▼-8.6%5,0480.5%Common StockVanguard Total Stock Mkt$408,134$213,248 ▲109.4%5,7570.3%Common StockTSLATesla$227,017$227,017 ▲New Holding8720.2%Auto/Tires/TrucksSPWHSportsman's Warehouse$178,7100.0%51,8000.1%Retail/WholesaleRUNSunrun$170,201$52,352 ▲44.4%20,8070.1%EnergyBKUBankUnited$115,418$111,681 ▼-49.2%3,2430.1%FinanceADMTADM Tronics Unlimited$5,0180.0%83,6400.0%MedicalWMWaste Management$0$236,612 ▼-100.0%00.0%Business ServicesShowing 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.
MarketBeat All Access