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The Analysis of U S WEALTH GROUP, LLC.'s Holdings & P&L

Currently, U S WEALTH GROUP, LLC. holds 42 types of securities in its portfolio with a total value $151.7M. In the most recent quarter, they have increased their positions in RUN (+12.2K shares, valued at $223.7K), N/A (+3.9K shares, valued at $187.2K), N/A (+18 shares, valued at $7.1K); decreased their positions in N/A (-3.8K shares, valued at $1.2M), URI (-1.4K shares, valued at $1.1M), AGG (-1.6K shares, valued at $155.0K); initiated new positions in N/A (+3.9K shares, valued at $187.2K).

1M P&L

+2.0M+1.49%

3M P&L

+2.5M+1.91%

HY P&L

+8.1M+6.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A36.6M

28.2%

2Semiconductors13.0M

10.0%

3Drug Manufacturers - General8.4M

6.5%

Top Industries by Stock Count

1N/A5 stocks

13.9%

2Drug Manufacturers - General3 stocks

8.3%

3Semiconductors2 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Alphabet Inc. Alphabet Inc.35.4K shares-9.79%2025-12-312026-03-17

IEF IEF104.8K shares-1.16%2025-12-312026-03-17

AGG Ishares Tr Lehman Bd Fd100.5K shares-1.52%2025-12-312026-03-17

TLT TLT113.2K shares-1.14%2025-12-312026-03-17

NVDA Nvidia Corp48.2K shares-0.45%2025-12-312026-03-17

AAPL Apple Computer Inc28.2K shares-0.64%2025-12-312026-03-17

Streettracks Gold TRUST Streettracks Gold TRUST18.5K shares0.10%2025-12-312026-03-17

SCHX Schwab US Large Cap Etf221.9K shares-1.90%2025-12-312026-03-17

Sponsored

MSFT Microsoft Corp11.0K shares-0.77%2025-12-312026-03-17

META Facebook Inc Class A8.0K shares-0.80%2025-12-312026-03-17

AMZN AMAZON20.4K shares-0.72%2025-12-312026-03-17

GS Goldman Sachs Group Inc4.8K shares-1.29%2025-12-312026-03-17

XOM Exxon Mobil Corporation34.0K shares-0.54%2025-12-312026-03-17

AVGO Broadcom Ltd11.5K shares-0.96%2025-12-312026-03-17

JPM Jpmorgan Chase & Co10.4K shares-0.93%2025-12-312026-03-17

LMT Lockheed Martin Corp6.7K shares-1.19%2025-12-312026-03-17

Sponsored

HON Honeywell International16.0K shares-0.86%2025-12-312026-03-17

JNJ Johnson & Johnson15.0K shares-0.76%2025-12-312026-03-17

SPG Simon Ppty Group New15.1K shares-0.58%2025-12-312026-03-17

Blackrock Inc Blackrock Inc2.6K shares-1.48%2025-12-312026-03-17

AMGN Amgen Incorporated8.2K shares-2.31%2025-12-312026-03-17

UNH Unitedhealth Group Inc8.0K shares-1.00%2025-12-312026-03-17

V Visa Inc Cl A7.5K shares-1.05%2025-12-312026-03-17

PFE Pfizer Incorporated104.0K shares-0.57%2025-12-312026-03-17

Sponsored

DUK Duke Energy Corp New21.3K shares-0.79%2025-12-312026-03-17

MCD Mc Donalds Corp8.1K shares-1.12%2025-12-312026-03-17

VZ Verizon Communications57.4K shares-0.54%2025-12-312026-03-17

ADBE Adobe Systems Inc6.6K shares-1.15%2025-12-312026-03-17

COST Costco Whsl Corp New2.6K shares-1.63%2025-12-312026-03-17

HD Home Depot Inc6.5K shares-1.17%2025-12-312026-03-17

APD Air Prod & Chemicals8.5K shares-1.18%2025-12-312026-03-17

PG Procter & Gamble14.6K shares-0.80%2025-12-312026-03-17

Sponsored

URI United Rentals Inc2.3K shares-36.51%2025-12-312026-03-17

RUN Sunrun63.7K shares23.57%2025-12-312026-03-17

XYZ Block Inc13.5K shares-3.80%2025-12-312026-03-17

DELL1 Dell Inc5.1K shares-0.55%2025-12-312026-03-17

Vanguard Total Stock Mkt Vanguard Total Stock Mkt2.8K shares0.29%2025-12-312026-03-17

TSLA Telsa Motors Inc872 shares0.00%2025-12-312026-03-17

Solstice Adv Matls Solstice Adv Matls3.9K sharesnew addition2025-12-312026-03-17

BKU Bankunited Inc3.2K shares0.00%2025-12-312026-03-17

Sponsored

SPWH Sportsmans Whse Hldg44.3K shares-8.28%2025-12-312026-03-17

A D M Tronics Unltd Inc A D M Tronics Unltd Inc83.6K shares0.00%2025-12-312026-03-17

Alphabet Inc.

-9.79%

Shares35.4K

Event2025-12-31

Filed2026-03-17

IEF

-1.16%

Shares104.8K

Event2025-12-31

Filed2026-03-17

AGG

Ishares Tr Lehman Bd Fd

-1.52%

Shares100.5K

Event2025-12-31

Filed2026-03-17

TLT

-1.14%

Shares113.2K

Event2025-12-31

Filed2026-03-17

NVDA

Nvidia Corp

-0.45%

Shares48.2K

Event2025-12-31

Filed2026-03-17

AAPL

Apple Computer Inc

-0.64%

Shares28.2K

Event2025-12-31

Filed2026-03-17

Streettracks Gold TRUST

0.10%

Shares18.5K

Event2025-12-31

Filed2026-03-17

SCHX

Schwab US Large Cap Etf

-1.90%

Shares221.9K

Event2025-12-31

Filed2026-03-17

MSFT

Microsoft Corp

-0.77%

Shares11.0K

Event2025-12-31

Filed2026-03-17

META

Facebook Inc Class A

-0.80%

Shares8.0K

Event2025-12-31

Filed2026-03-17

AMZN

AMAZON

-0.72%

Shares20.4K

Event2025-12-31

Filed2026-03-17

Goldman Sachs Group Inc

-1.29%

Shares4.8K

Event2025-12-31

Filed2026-03-17

XOM

Exxon Mobil Corporation

-0.54%

Shares34.0K

Event2025-12-31

Filed2026-03-17

AVGO

Broadcom Ltd

-0.96%

Shares11.5K

Event2025-12-31

Filed2026-03-17

JPM

Jpmorgan Chase & Co

-0.93%

Shares10.4K

Event2025-12-31

Filed2026-03-17

LMT

Lockheed Martin Corp

-1.19%

Shares6.7K

Event2025-12-31

Filed2026-03-17

HON

Honeywell International

-0.86%

Shares16.0K

Event2025-12-31

Filed2026-03-17

JNJ

Johnson & Johnson

-0.76%

Shares15.0K

Event2025-12-31

Filed2026-03-17

SPG

Simon Ppty Group New

-0.58%

Shares15.1K

Event2025-12-31

Filed2026-03-17

Blackrock Inc

-1.48%

Shares2.6K

Event2025-12-31

Filed2026-03-17

AMGN

Amgen Incorporated

-2.31%

Shares8.2K

Event2025-12-31

Filed2026-03-17

UNH

Unitedhealth Group Inc

-1.00%

Shares8.0K

Event2025-12-31

Filed2026-03-17

Visa Inc Cl A

-1.05%

Shares7.5K

Event2025-12-31

Filed2026-03-17

PFE

Pfizer Incorporated

-0.57%

Shares104.0K

Event2025-12-31

Filed2026-03-17

DUK

Duke Energy Corp New

-0.79%

Shares21.3K

Event2025-12-31

Filed2026-03-17

MCD

Mc Donalds Corp

-1.12%

Shares8.1K

Event2025-12-31

Filed2026-03-17

Verizon Communications

-0.54%

Shares57.4K

Event2025-12-31

Filed2026-03-17

ADBE

Adobe Systems Inc

-1.15%

Shares6.6K

Event2025-12-31

Filed2026-03-17

COST

Costco Whsl Corp New

-1.63%

Shares2.6K

Event2025-12-31

Filed2026-03-17

Home Depot Inc

-1.17%

Shares6.5K

Event2025-12-31

Filed2026-03-17

APD

Air Prod & Chemicals

-1.18%

Shares8.5K

Event2025-12-31

Filed2026-03-17

Procter & Gamble

-0.80%

Shares14.6K

Event2025-12-31

Filed2026-03-17

URI

United Rentals Inc

-36.51%

Shares2.3K

Event2025-12-31

Filed2026-03-17

RUN

Sunrun

23.57%

Shares63.7K

Event2025-12-31

Filed2026-03-17

XYZ

Block Inc

-3.80%

Shares13.5K

Event2025-12-31

Filed2026-03-17

DELL1

Dell Inc

-0.55%

Shares5.1K

Event2025-12-31

Filed2026-03-17

Vanguard Total Stock Mkt

0.29%

Shares2.8K

Event2025-12-31

Filed2026-03-17

TSLA

Telsa Motors Inc

0.00%

Shares872

Event2025-12-31

Filed2026-03-17

Solstice Adv Matls

New

Shares3.9K

Event2025-12-31

Filed2026-03-17

BKU

Bankunited Inc

0.00%

Shares3.2K

Event2025-12-31

Filed2026-03-17

SPWH

Sportsmans Whse Hldg

-8.28%

Shares44.3K

Event2025-12-31

Filed2026-03-17

A D M Tronics Unltd Inc

0.00%

Shares83.6K

Event2025-12-31

Filed2026-03-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

AAPL Put PutApple Computer Inc327 sharesnew addition2025-12-312026-03-17

AAPL Put

Apple Computer Inc

New

Shares327

Event2025-12-31

Filed2026-03-17