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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 2025-06-30, filed 2025-08-15, with 41 holding rows worth $128,265,984.

Accession
0001554427-25-000003
Filer
CIK 1554427
Filed
2025-08-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 41 entries on the cover page, a total value of $128,265,984 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,265,984 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 Stock27,910$8,507,805dollars as filed
NVIDIA Corp67066G104COM52,333$8,268,106dollars as filed
ISHARES TR4642874407-10 YR TRSY BD77,340$7,406,852dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS73,958$7,336,634dollars as filed
ISHARES TR46428743220 YR TR BD ETF80,993$7,147,632dollars as filed
Microsoft Corp594918104COM12,652$6,293,231dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS224,267$5,481,082dollars as filed
Apple Inc037833100COM25,507$5,233,271dollars as filed
META PLATFORMS INC CL A30303M102COM6,943$5,124,559dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM27,368$4,823,063dollars as filed
Amazon.com, Inc023135106COM18,175$3,987,413dollars as filed
EXXON MOBIL CORP30231G102COM33,160$3,574,648dollars as filed
BROADCOM LTDY09827109SHS12,895$3,554,507dollars as filed
Goldman Sachs Group,Inc.38141G104COM4,999$3,538,042dollars as filed
JPMorgan Chase & Co46625H100COM10,525$3,051,303dollars as filed
UNITED RENTALS INC COM911363109Stock3,700$2,787,580dollars as filed
BlackRock,Inc.09290D101COM2,580$2,707,065dollars as filed
Visa Inc92826C839COM7,454$2,646,543dollars as filed
Costco Wholesale Corporation22160K105COM2,586$2,559,985dollars as filed
Honeywell Technologies438516106COM10,816$2,518,830dollars as filed
Adobe Inc00724F101COM6,451$2,495,763dollars as filed
Pfizer Inc.717081103COM102,121$2,475,413dollars as filed
Duke Energy26441C105Common20,760$2,449,680dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT14,883$2,392,591dollars as filed
AIR PRODS & CHEMS INC009158106COM8,398$2,368,740dollars as filed
Verizon Communications Inc92343V104COM54,730$2,368,167dollars as filed
McDonalds Corporation580135101COM7,864$2,297,625dollars as filed
Home Depot, Inc437076102COM6,162$2,259,236dollars as filed
Johnson & Johnson478160104COM14,515$2,217,166dollars as filed
Amgen Inc.031162100COM7,832$2,186,773dollars as filed
Lockheed Martin Corporation539830109COM4,546$2,105,434dollars as filed
Procter & Gamble Co742718109COM13,067$2,081,834dollars as filed
UnitedHealth Group Inc91324P102COM4,398$1,372,044dollars as filed
BLOCK INC CL A852234103Stock13,602$923,984dollars as filed
DELL INC24702R101COM5,048$618,885dollars as filed
VANGUARD TTL STK MKT ADM922908728MFD5,757$408,134dollars as filed
Tesla Motors, Inc88160R101COM872$227,017dollars as filed
SPORTSMANS WHSE HLDGS INC84920Y106COM51,800$178,710dollars as filed
SUNRUN INC86771W105COM20,807$170,201dollars as filed
BANKUNITED INC06652K103COM3,243$115,418dollars as filed
A D M Tronics Unltd Inc001004100Common Stock83,640$5,018dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001554427-25-000003this filing2025-08-15acceptance time not in the bulk data set