The Analysis of U S WEALTH GROUP, LLC.'s Holdings
Currently, U S WEALTH GROUP, LLC. holds 41 types of securities in its portfolio with a total value $153.0M. In the most recent quarter, they have increased their positions in TLT (+33.5K shares, valued at $3.0M), GOOGL (+11.9K shares, valued at $2.9M), AGG (+28.1K shares, valued at $2.8M); decreased their positions in N/A (-9.5K shares, valued at $3.4M), MSFT (-1.5K shares, valued at $788.3K), NVDA (-3.9K shares, valued at $723.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TLT TLT114.5K shares41.38%2025-09-302025-11-18
AGG Ishares Tr Lehman Bd Fd102.0K shares37.97%2025-09-302025-11-18 IEF IEF106.0K shares37.08%2025-09-302025-11-18 GOOGL Alphabet Inc.39.2K shares43.38%2025-09-302025-11-18 NVDA Nvidia Corp48.5K shares-7.41%2025-09-302025-11-18 AAPL Apple Computer Inc28.4K shares11.45%2025-09-302025-11-18 SCHX Schwab US Large Cap Etf226.2K shares0.88%2025-09-302025-11-18 META Facebook Inc Class A8.1K shares16.39%2025-09-302025-11-18 MSFT Microsoft Corp11.1K shares-12.03%2025-09-302025-11-18 AMZN AMAZON20.6K shares13.07%2025-09-302025-11-18 GS Goldman Sachs Group Inc4.9K shares-2.14%2025-09-302025-11-18 XOM Exxon Mobil Corporation34.2K shares3.09%2025-09-302025-11-18 AVGO Broadcom Ltd11.6K shares-9.95%2025-09-302025-11-18 URI United Rentals Inc3.7K shares0.00%2025-09-302025-11-18 HON Honeywell International16.1K shares49.07%2025-09-302025-11-18 LMT Lockheed Martin Corp6.7K shares48.09%2025-09-302025-11-18 JPM Jpmorgan Chase & Co10.5K shares0.01%2025-09-302025-11-18 BLK Blackrock Inc2.6K shares2.44%2025-09-302025-11-18 SPG Simon Ppty Group New15.1K shares1.79%2025-09-302025-11-18 JNJ Johnson & Johnson15.2K shares4.48%2025-09-302025-11-18 UNH Unitedhealth Group Inc8.1K shares84.49%2025-09-302025-11-18 PFE Pfizer Incorporated104.6K shares2.38%2025-09-302025-11-18 DUK Duke Energy Corp New21.5K shares3.52%2025-09-302025-11-18 HD Home Depot Inc6.6K shares6.44%2025-09-302025-11-18 V Visa Inc Cl A7.6K shares2.28%2025-09-302025-11-18 VZ Verizon Communications57.7K shares5.42%2025-09-302025-11-18 MCD Mc Donalds Corp8.2K shares3.74%2025-09-302025-11-18 COST Costco Whsl Corp New2.6K shares1.89%2025-09-302025-11-18 AMGN Amgen Incorporated8.4K shares7.01%2025-09-302025-11-18 APD Air Prod & Chemicals8.6K shares2.99%2025-09-302025-11-18 ADBE Adobe Systems Inc6.6K shares2.77%2025-09-302025-11-18 PG Procter & Gamble14.7K shares12.38%2025-09-302025-11-18 XYZ Block Inc14.0K shares3.29%2025-09-302025-11-18 RUN Sunrun51.6K shares147.89%2025-09-302025-11-18 DELL1 Dell Inc5.1K shares0.61%2025-09-302025-11-18 TSLA Telsa Motors Inc872 shares0.00%2025-09-302025-11-18 SPWH Sportsmans Whse Hldg48.3K shares-6.76%2025-09-302025-11-18 BKU Bankunited Inc3.2K shares0.00%2025-09-302025-11-18 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available