Investor
U S WEALTH GROUP, LLC.
CIK 0001554427 · filed 2026-03-17 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 35.4K | $11.1M | 7.3% | — | Held |
| Ishares Tr | — | 104.8K | $10.1M | 6.6% | — | Held |
| Ishares Tr | — | 100.5K | $10M | 6.6% | — | Held |
| Ishares Tr | — | 113.2K | $9.87M | 6.5% | — | Held |
| Nvidia Corp | NVDA | 48.2K | $9M | 5.9% | — | Held |
| Apple Inc. | AAPL | 28.2K | $7.68M | 5.1% | — | Held |
| Streettracks Gold TRUST | — | 18.5K | $7.32M | 4.8% | — | Held |
| Schwab Strategic Tr | — | 221.9K | $5.97M | 3.9% | — | Held |
| Microsoft Corp | MSFT | 11K | $5.34M | 3.5% | — | Held |
| Meta Platforms, Inc. | META | 8.02K | $5.29M | 3.5% | — | Held |
| Amazon Com Inc | AMZN | 20.4K | $4.71M | 3.1% | — | Held |
| Goldman Sachs Group Inc | — | 4.83K | $4.24M | 2.8% | — | Held |
| Exxon Mobil Corp | — | 34K | $4.09M | 2.7% | — | Held |
| Broadcom Inc. | AVGO | 11.5K | $3.98M | 2.6% | — | Held |
| Jpmorgan Chase & Co. | — | 10.4K | $3.36M | 2.2% | — | Held |
| Lockheed Martin Corp | LMT | 6.65K | $3.22M | 2.1% | — | Held |
| Honeywell Intl Inc | — | 16K | $3.12M | 2.1% | — | Held |
| Johnson & Johnson | JNJ | 15K | $3.11M | 2.1% | — | Held |
| Simon Ppty Group Inc New | — | 15.1K | $2.79M | 1.8% | — | Held |
| BlackRock, Inc. | BLK | 2.6K | $2.79M | 1.8% | — | Held |
| Amgen Inc | AMGN | 8.19K | $2.68M | 1.8% | — | Held |
| Unitedhealth Group Inc | UNH | 8.03K | $2.65M | 1.7% | — | Held |
| Visa Inc. | V | 7.54K | $2.65M | 1.7% | — | Held |
| Pfizer Inc | PFE | 104K | $2.59M | 1.7% | — | Held |
| Duke Energy Corp | — | 21.3K | $2.5M | 1.6% | — | Held |
| Mcdonalds Corp | MCD | 8.07K | $2.47M | 1.6% | — | Held |
| Verizon Communications Inc | VZ | 57.4K | $2.34M | 1.5% | — | Held |
| Adobe Inc. | ADBE | 6.55K | $2.29M | 1.5% | — | Held |
| Costco Whsl Corp New | — | 2.59K | $2.24M | 1.5% | — | Held |
| Home Depot, Inc. | HD | 6.48K | $2.23M | 1.5% | — | Held |
| Air Prods & Chems Inc | — | 8.55K | $2.11M | 1.4% | — | Held |
| Procter And Gamble Co | PG | 14.6K | $2.09M | 1.4% | — | Held |
| United Rentals, Inc. | URI | 2.35K | $1.9M | 1.3% | — | Held |
| Sunrun Inc. | RUN | 63.7K | $1.17M | 0.8% | — | Held |
| Block Inc | — | 13.5K | $879.7K | 0.6% | — | Held |
| Dell Inc | — | 5.05K | $635.8K | 0.4% | — | Held |
| Vanguard Total Stock Mkt | — | 2.77K | $452.5K | 0.3% | — | Held |
| Tesla, Inc. | TSLA | 872 | $392.2K | 0.3% | — | Held |
| Solstice Advanced Matls Inc | — | 3.85K | $187.2K | 0.1% | — | Held |
| BankUnited, Inc. | BKU | 3.24K | $144.5K | 0.1% | — | Held |
| Sportsmans Whse Hldgs Inc | — | 44.3K | $64.7K | 0.0% | — | Held |
| A D M Tronics Unltd Inc | — | 83.6K | $8.36K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.