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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 2025-03-31, filed 2025-05-15, with 40 holding rows worth $126,198,437.

Accession
0001554427-25-000002
Filer
CIK 1554427
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 40 entries on the cover page, a total value of $126,198,437 stated on the cover page (in dollars after the unit check, H1), rows summing to $126,198,437 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 Stock69,027$19,889,439dollars as filed
ISHARES TR46428743220 YR TR BD ETF89,073$8,108,315dollars as filed
ISHARES TR4642874407-10 YR TRSY BD84,690$8,076,885dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS80,443$7,957,421dollars as filed
Apple Inc037833100COM26,917$5,979,078dollars as filed
NVIDIA Corp67066G104COM45,711$4,954,168dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS221,739$4,896,006dollars as filed
Microsoft Corp594918104COM11,944$4,483,663dollars as filed
META PLATFORMS INC CL A30303M102COM6,849$3,947,489dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM24,456$3,781,875dollars as filed
Amazon.com, Inc023135106COM18,461$3,512,389dollars as filed
JPMorgan Chase & Co46625H100COM11,867$2,910,975dollars as filed
EXXON MOBIL CORP30231G102COM23,348$2,776,777dollars as filed
Goldman Sachs Group,Inc.38141G104COM4,701$2,604,710dollars as filed
Costco Wholesale Corporation22160K105COM2,750$2,600,895dollars as filed
Visa Inc92826C839COM7,349$2,575,530dollars as filed
Duke Energy26441C105Common20,159$2,458,793dollars as filed
Verizon Communications Inc92343V104COM53,827$2,441,592dollars as filed
McDonalds Corporation580135101COM7,725$2,413,058dollars as filed
AIR PRODS & CHEMS INC009158106COM8,133$2,398,584dollars as filed
Amgen Inc.031162100COM7,511$2,340,052dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT14,057$2,334,586dollars as filed
UNITED RENTALS INC COM911363109Stock3,700$2,318,790dollars as filed
Johnson & Johnson478160104COM13,682$2,318,774dollars as filed
BlackRock,Inc.09290D101COM2,407$2,278,177dollars as filed
Home Depot, Inc437076102COM5,898$2,161,579dollars as filed
Procter & Gamble Co742718109COM12,598$2,146,951dollars as filed
Honeywell Technologies438516106COM10,082$2,134,877dollars as filed
UnitedHealth Group Inc91324P102COM3,929$2,057,813dollars as filed
Pfizer Inc.717081103COM78,902$1,999,376dollars as filed
Lockheed Martin Corporation539830109COM4,201$1,876,628dollars as filed
Adobe Inc00724F101COM4,118$1,579,376dollars as filed
DELL INC24702R101COM5,523$503,421dollars as filed
BLOCK INC CL A852234103Stock7,630$414,537dollars as filed
VANGUARD TTL STK MKT ADM922908728MFD2,749$367,717dollars as filed
Waste Management, Inc.94106L109COM1,022$236,612dollars as filed
BANKUNITED INC06652K103COM6,381$219,761dollars as filed
SUNRUN INC86771W105COM14,407$84,425dollars as filed
SPORTSMANS WHSE HLDGS INC84920Y106COM51,800$51,489dollars as filed
A D M Tronics Unltd Inc001004100Common Stock83,640$5,854dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001554427-25-000002this filing2025-05-15acceptance time not in the bulk data set