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U S WEALTH GROUP, LLC. 13F holdings

Filed 2026-09-10 · U S WEALTH GROUP, LLC. · 47 positions · $167.0M

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TickerCompanySharesValue% of portfolio
TLTTLT145.9K$12.6M7.5%
AGGIshares Tr Lehman Bd Fd125.5K$12.4M7.4%
IEFIEF131.1K$12.4M7.4%
NVDANvidia Corp44.3K$8.9M5.3%
AAPLApple Computer Inc27.1K$7.9M4.7%
GOOGLAlphabet Inc.20.7K$7.8M4.7%
METAFacebook Inc Class A12.1K$6.8M4.1%
—Streettracks Gold TRUST17.1K$6.3M3.8%
MSFTMicrosoft Corp15.2K$5.7M3.4%
AMZNAMAZON21.8K$5.2M3.1%
GSGoldman Sachs Group Inc4.6K$4.7M2.8%
EXMOCExxon Mobil Corporation33.4K$4.6M2.7%
SCHXSchwab US Large Cap Etf143.7K$4.2M2.5%
LMTLockheed Martin Corp7.6K$3.8M2.3%
JPMJpmorgan Chase & Co11.5K$3.7M2.2%
UNHUnitedhealth Group Inc8.9K$3.7M2.2%
SPGSimon Ppty Group New16.4K$3.7M2.2%
HDHome Depot Inc9.6K$3.4M2.0%
AMGNAmgen Incorporated9.2K$3.3M2.0%
BLKBlackrock Inc3.3K$3.1M1.9%
—Broadcom Ltd8.3K$3.1M1.9%
PGProcter & Gamble21.3K$3.1M1.9%
VVisa Inc Cl A8.9K$3.0M1.8%
—Duke Energy Corp New23.9K$3.0M1.8%
APDAir Prod & Chemicals10.1K$2.9M1.8%
MCDMc Donalds Corp10.4K$2.8M1.7%
PFEPfizer Incorporated116.8K$2.8M1.7%
COSTCostco Whsl Corp New3.0K$2.8M1.7%
VZVerizon Communications64.9K$2.7M1.6%
URIUnited Rentals Inc2.3K$2.7M1.6%
ADBEAdobe Systems Inc12.8K$2.6M1.6%
HONHoneywell International11.4K$2.5M1.5%
JNJJohnson & Johnson17.3K$1.4M0.8%
RUNSunrun95.9K$1.3M0.8%
CATCaterpillar Inc1.0K$1.1M0.6%
LRCXLam Research Co1.8K$758,3280.5%
FCXFreeport Mcmorn10.8K$680,6590.4%
GEVGe Vernova Inc568$667,3210.4%
INTCIntel Corp4.7K$662,1260.4%
VTSAXVanguard Total Stock Mkt2.2K$400,7650.2%
SLBSchlumberger Ltd7.9K$366,6670.2%
WMBWilliams Companies3.5K$263,6840.2%
SPYSPDR Trust Unit SR340$253,9020.2%
TSLATelsa Motors Inc587$246,9160.1%
SDSProshares UltraShort3.5K$237,0430.1%
—Merck & Co Inc1.6K$205,0860.1%
—A D M Tronics Unltd Inc83.6K$4,1820.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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