U S Wealth Group, LLC. Top Holdings and 13F Report (2026) About U S Wealth Group, LLC.Investment ActivityU S Wealth Group, LLC. has $175.88 million in total holdings as of September 30, 2026.U S Wealth Group, LLC. owns shares of 50 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 2.71% of the portfolio was purchased this quarter.About 0.71% of the portfolio was sold this quarter.This quarter, U S Wealth Group, LLC. has purchased 47 new stocks and bought additional shares in 14 stocks.U S Wealth Group, LLC. sold shares of 25 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $11,782,670iShares 7-10 Year Treasury Bond ETF $11,604,165iShares 20+ Year Treasury Bond ETF $11,332,836NVIDIA $10,144,740Apple $9,114,807 Largest New Holdings this Quarter 595112103 - Micron Technology $1,821,338 Holding43849R105 - Honeywell Aerospace Inc $1,724,351 Holding05722G100 - Baker Hughes $348,890 Holding Largest Purchases this Quarter Micron Technology 1,710 shares (about $1.82M)Honeywell Aerospace Inc 11,127 shares (about $1.72M)Baker Hughes 6,355 shares (about $348.89K)Proshares UltraShort 3,211 shares (about $222.62K)SPDR S&P 500 ETF Trust 281 shares (about $214.30K) Largest Sales this Quarter Caterpillar 533 shares (about $432.15K)Freeport-McMoRan 5,751 shares (about $402.57K)iShares 7-10 Year Treasury Bond ETF 1,136 shares (about $101.46K)iShares Core U.S. Aggregate Bond ETF 844 shares (about $79.79K)Honeywell International 227 shares (about $47.88K) 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 PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$11,782,670$79,791 ▼-0.7%124,6326.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$11,604,165$101,456 ▼-0.9%129,9316.6%ETFTLTiShares 20+ Year Treasury Bond ETF$11,332,836$13,223 ▼-0.1%145,7046.4%ETFNVDANVIDIA$10,144,740$20,326 ▲0.2%44,4205.8%TechnologyAAPLApple$9,114,807$73,931 ▲0.8%27,3705.2%TechnologyMETAMeta Platforms$8,745,711$11,603 ▼-0.1%12,0605.0%Communication ServicesMSFTMicrosoft$7,832,354$26,157 ▲0.3%15,2714.5%TechnologyGOOGLAlphabet$7,081,540$26,494 ▼-0.4%20,5814.0%Communication ServicesStreettracks Gold TRUST$6,574,060$63,219 ▲1.0%17,2623.7%Common StockAMZNAmazon.com$5,475,071$51,076 ▲0.9%21,9753.1%Consumer DiscretionaryXOMExxonMobil$5,424,976$16,275 ▼-0.3%33,3333.1%EnergyJNJJohnson & Johnson$4,555,902$13,237 ▼-0.3%17,2092.6%HealthcareSCHXSchwab US Large-Cap ETF$4,337,167$26,880 ▲0.6%144,5722.5%ETFGSThe Goldman Sachs Group$4,180,535$35,115 ▲0.8%4,6432.4%FinanceAMGNAmgen$3,873,342$13,910 ▼-0.4%9,1892.2%HealthcareLMTLockheed Martin$3,844,006$3,565 ▼-0.1%7,5482.2%IndustrialsJPMJPMorgan Chase & Co.$3,799,318$9,925 ▲0.3%11,4842.2%FinanceBlackrock Inc$3,440,639$9,525 ▼-0.3%3,2512.0%Common StockPFEPfizer$3,325,941$4,078 ▼-0.1%116,6181.9%HealthcareSPGSimon Property Group$3,283,303$10,440 ▼-0.3%16,3541.9%Real EstateUNHUnitedHealth Group$3,265,659$1,835 ▼-0.1%8,8961.9%HealthcareVVisa$3,172,909$12,936 ▼-0.4%8,8301.8%FinancePGProcter & Gamble$3,088,442$2,179 ▼-0.1%21,2591.8%Consumer StaplesADBEAdobe$3,079,390$1,680 ▼-0.1%12,8341.8%TechnologyVZVerizon Communications$2,968,154$7,064 ▼-0.2%64,7081.7%Communication ServicesBroadcom Ltd$2,889,991$11,238 ▼-0.4%8,2291.6%Common StockAPDAir Products and Chemicals$2,793,799$4,452 ▼-0.2%10,0411.6%MaterialsHDHome Depot$2,778,498$54,335 ▲2.0%9,7671.6%Consumer DiscretionaryDuke Energy Corp New$2,714,936$5,359 ▼-0.2%23,8131.5%Common StockCOSTCostco Wholesale$2,712,832$13,655 ▼-0.5%2,9801.5%Consumer StaplesMCDMcDonald's$2,403,225$1,848 ▼-0.1%10,4061.4%Consumer DiscretionaryURIUnited Rentals$2,350,8320.0%2,3491.3%IndustrialsHONHoneywell International$2,346,719$47,884 ▼-2.0%11,1251.3%IndustrialsMUMicron Technology$1,821,338$1,821,338 ▲New Holding1,7101.0%TechnologyHoneywell Aerospace Inc$1,724,351$1,724,351 ▲New Holding11,1271.0%Common StockRUNSunrun$814,133$68,632 ▲9.2%104,7790.5%UtilitiesINTCIntel$582,154$12,023 ▲2.1%4,8420.3%TechnologyLRCXLam Research$574,8930.0%1,7500.3%TechnologyGe Vernova Inc$539,8780.0%5680.3%Common StockSPYSPDR S&P 500 ETF Trust$473,593$214,299 ▲82.6%6210.3%ETFProshares UltraShort$466,522$222,619 ▲91.3%6,7290.3%ETFVanguard Total Stock Mkt$406,189$1,093 ▲0.3%2,2300.2%Common StockSLBSLB$384,2550.0%7,8870.2%EnergyCATCaterpillar$381,071$432,151 ▼-53.1%4700.2%IndustrialsFCXFreeport-McMoRan$355,040$402,570 ▼-53.1%5,0720.2%MaterialsBKRBaker Hughes$348,890$348,890 ▲New Holding6,3550.2%EnergyWMBWilliams Companies$241,0900.0%3,5470.1%EnergyMerck & Co Inc$231,9150.0%1,5960.1%Common StockTSLATesla$208,2930.0%5870.1%Consumer DiscretionaryADMTADM Tronics Unlimited$4,0150.0%83,6400.0%HealthcareShowing largest 100 holdings. 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