U S Wealth Group, LLC. Top Holdings and 13F Report (2025) About U S Wealth Group, LLC.Investment ActivityU S Wealth Group, LLC. has $126.20 million in total holdings as of March 31, 2025.U S Wealth Group, LLC. owns shares of 40 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 0.28% of the portfolio was purchased this quarter.About 5.23% of the portfolio was sold this quarter.This quarter, U S Wealth Group, LLC. has purchased 40 new stocks and bought additional shares in 2 stocks.U S Wealth Group, LLC. sold shares of 31 stocks and completely divested from 2 stocks this quarter.Largest Holdings Streettracks Gold TRUST $19,889,439iShares 20+ Year Treasury Bond ETF $8,108,315iShares 7-10 Year Treasury Bond ETF $8,076,885iShares Core U.S. Aggregate Bond ETF $7,957,421Apple $5,979,078 Largest New Holdings this Quarter 94106L109 - Waste Management $236,612 Holding86771W105 - Sunrun $84,425 Holding Largest Purchases this Quarter Waste Management 1,022 shares (about $236.61K)Sunrun 14,407 shares (about $84.43K)Dell Inc 290 shares (about $26.43K)Vanguard Total Stock Mkt 10 shares (about $1.34K) Largest Sales this Quarter Streettracks Gold TRUST 5,694 shares (about $1.64M)Home Depot 1,736 shares (about $636.23K)Amazon.com 3,339 shares (about $635.28K)Apple 1,428 shares (about $317.20K)iShares Core U.S. Aggregate Bond ETF 2,174 shares (about $215.05K) 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$19,889,439$1,640,669 ▼-7.6%69,02715.8%Common StockTLTiShares 20+ Year Treasury Bond ETF$8,108,315$147,742 ▼-1.8%89,0736.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$8,076,885$164,609 ▼-2.0%84,6906.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,957,421$215,052 ▼-2.6%80,4436.3%FinanceAAPLApple$5,979,078$317,202 ▼-5.0%26,9174.7%Computer and TechnologyNVDANVIDIA$4,954,168$54,732 ▼-1.1%45,7113.9%Computer and TechnologySCHXSchwab US Large-Cap ETF$4,896,006$94,348 ▼-1.9%221,7393.9%ETFMSFTMicrosoft$4,483,663$96,851 ▼-2.1%11,9443.6%Computer and TechnologyMETAMeta Platforms$3,947,489$117,001 ▼-2.9%6,8493.1%Computer and TechnologyGOOGLAlphabet$3,781,875$46,856 ▼-1.2%24,4563.0%Computer and TechnologyAMZNAmazon.com$3,512,389$635,278 ▼-15.3%18,4612.8%Retail/WholesaleJPMJPMorgan Chase & Co.$2,910,975$67,703 ▼-2.3%11,8672.3%FinanceXOMExxon Mobil$2,776,777$48,880 ▼-1.7%23,3482.2%EnergyGSThe Goldman Sachs Group$2,604,710$149,600 ▼-5.4%4,7012.1%FinanceCOSTCostco Wholesale$2,600,895$153,216 ▼-5.6%2,7502.1%Retail/WholesaleVVisa$2,575,530$80,956 ▼-3.0%7,3492.0%Business ServicesDuke Energy Corp New$2,458,793$77,329 ▼-3.0%20,1591.9%Common StockVZVerizon Communications$2,441,592$25,946 ▼-1.1%53,8271.9%Computer and TechnologyMCDMcDonald's$2,413,058$71,220 ▼-2.9%7,7251.9%Retail/WholesaleAPDAir Products and Chemicals$2,398,584$69,306 ▼-2.8%8,1331.9%Basic MaterialsAMGNAmgen$2,340,052$71,033 ▼-2.9%7,5111.9%MedicalSPGSimon Property Group$2,334,586$45,174 ▼-1.9%14,0571.8%FinanceURIUnited Rentals$2,318,7900.0%3,7001.8%ConstructionJNJJohnson & Johnson$2,318,774$105,753 ▼-4.4%13,6821.8%MedicalBlackrock Inc$2,278,177$141,972 ▼-5.9%2,4071.8%Common StockHDHome Depot$2,161,579$636,233 ▼-22.7%5,8981.7%Retail/WholesalePGProcter & Gamble$2,146,951$44,309 ▼-2.0%12,5981.7%Consumer StaplesHONHoneywell International$2,134,877$54,208 ▼-2.5%10,0821.7%Multi-Sector ConglomeratesUNHUnitedHealth Group$2,057,813$86,419 ▼-4.0%3,9291.6%MedicalPFEPfizer$1,999,376$18,600 ▼-0.9%78,9021.6%MedicalLMTLockheed Martin$1,876,628$102,297 ▼-5.2%4,2011.5%AerospaceADBEAdobe$1,579,376$76,322 ▼-4.6%4,1181.3%Computer and TechnologyDell Inc$503,421$26,433 ▲5.5%5,5230.4%Common StockBlock Inc$414,5370.0%7,6300.3%Common StockVanguard Total Stock Mkt$367,717$1,338 ▲0.4%2,7490.3%Common StockWMWaste Management$236,612$236,612 ▲New Holding1,0220.2%Business ServicesBKUBankUnited$219,7610.0%6,3810.2%FinanceRUNSunrun$84,425$84,425 ▲New Holding14,4070.1%EnergySPWHSportsman's Warehouse$51,4890.0%51,8000.0%Retail/WholesaleADMTADM Tronics Unlimited$5,8540.0%83,6400.0%MedicalFTNTFortinet$0$711,812 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$231,422 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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. 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