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Disclosery

13F-HR filed by U S WEALTH GROUP, LLC.

U S WEALTH GROUP, LLC. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 40 holding rows worth $132,284,131.

Accession
0001554427-25-000001
Filer
CIK 1554427
Filed
2025-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 40 entries on the cover page, a total value of $132,284,131 stated on the cover page (in dollars after the unit check, H1), rows summing to $132,284,131 with VALUE read as dollars as filed, 13F file number 028-25023. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Streettracks Gold TRUST863307104Common Stock74,721$18,092,195dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS82,617$8,005,587dollars as filed
ISHARES TR4642874407-10 YR TRSY BD86,416$7,989,159dollars as filed
ISHARES TR46428743220 YR TR BD ETF90,696$7,920,481dollars as filed
Apple Inc037833100COM28,345$7,098,160dollars as filed
NVIDIA Corp67066G104COM46,216$6,206,358dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS226,012$5,238,969dollars as filed
Microsoft Corp594918104COM12,202$5,143,148dollars as filed
Amazon.com, Inc023135106COM21,800$4,782,702dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM24,759$4,686,878dollars as filed
META PLATFORMS INC CL A30303M102COM7,052$4,129,016dollars as filed
Home Depot, Inc437076102COM7,634$2,969,569dollars as filed
JPMorgan Chase & Co46625H100COM12,143$2,910,798dollars as filed
Goldman Sachs Group,Inc.38141G104COM4,971$2,846,494dollars as filed
Costco Wholesale Corporation22160K105COM2,912$2,668,178dollars as filed
BlackRock,Inc.09290D101COM2,557$2,621,206dollars as filed
UNITED RENTALS INC COM911363109Stock3,700$2,606,428dollars as filed
EXXON MOBIL CORP30231G102COM23,759$2,555,755dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT14,329$2,467,597dollars as filed
AIR PRODS & CHEMS INC009158106COM8,368$2,427,054dollars as filed
Visa Inc92826C839COM7,580$2,395,583dollars as filed
Honeywell Technologies438516106COM10,338$2,335,264dollars as filed
McDonalds Corporation580135101COM7,953$2,305,495dollars as filed
Duke Energy26441C105Common20,793$2,240,237dollars as filed
Verizon Communications Inc92343V104COM54,399$2,175,416dollars as filed
Procter & Gamble Co742718109COM12,858$2,155,643dollars as filed
Lockheed Martin Corporation539830109COM4,430$2,152,714dollars as filed
Pfizer Inc.717081103COM79,636$2,112,743dollars as filed
UnitedHealth Group Inc91324P102COM4,094$2,070,990dollars as filed
Johnson & Johnson478160104COM14,306$2,068,933dollars as filed
Amgen Inc.031162100COM7,739$2,017,092dollars as filed
Adobe Inc00724F101COM4,317$1,919,683dollars as filed
FORTINET INC COM34959E109Stock7,534$711,812dollars as filed
BLOCK INC CL A852234103Stock7,630$648,473dollars as filed
DELL INC24702R101COM5,233$603,050dollars as filed
VANGUARD TTL STK MKT ADM922908728MFD2,739$386,378dollars as filed
BANKUNITED INC06652K103COM6,381$243,562dollars as filed
Tesla Motors, Inc88160R101COM573$231,422dollars as filed
SPORTSMANS WHSE HLDGS INC84920Y106COM51,800$138,306dollars as filed
A D M Tronics Unltd Inc001004100Common Stock83,640$5,603dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001554427-25-000001this filing2025-02-13acceptance time not in the bulk data set