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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 2025-09-30, filed 2025-11-18, with 41 holding rows worth $153,040,279.

Accession
0001554427-25-000006
Filer
CIK 1554427
Filed
2025-11-18
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 41 entries on the cover page, a total value of $153,040,279 stated on the cover page (in dollars after the unit check, H1), rows summing to $153,040,279 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
ISHARES TR46428743220 YR TR BD ETF114,508$10,233,580dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS102,037$10,229,209dollars as filed
ISHARES TR4642874407-10 YR TRSY BD106,018$10,226,496dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM39,241$9,539,487dollars as filed
NVIDIA Corp67066G104COM48,454$9,040,566dollars as filed
Apple Inc037833100COM28,428$7,238,622dollars as filed
Streettracks Gold TRUST863307104Common Stock18,444$6,556,289dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS226,247$5,959,366dollars as filed
META PLATFORMS INC CL A30303M102COM8,081$5,934,525dollars as filed
Microsoft Corp594918104COM11,130$5,764,784dollars as filed
Amazon.com, Inc023135106COM20,551$4,512,383dollars as filed
Goldman Sachs Group,Inc.38141G104COM4,892$3,895,744dollars as filed
EXXON MOBIL CORP30231G102COM34,184$3,854,246dollars as filed
BROADCOM LTDY09827109SHS11,612$3,830,915dollars as filed
UNITED RENTALS INC COM911363109Stock3,700$3,532,242dollars as filed
Honeywell Technologies438516106COM16,123$3,393,892dollars as filed
Lockheed Martin Corporation539830109COM6,732$3,360,682dollars as filed
JPMorgan Chase & Co46625H100COM10,526$3,320,216dollars as filed
BlackRock,Inc.09290D101COM2,643$3,081,394dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT15,149$2,843,013dollars as filed
Johnson & Johnson478160104COM15,165$2,811,894dollars as filed
UnitedHealth Group Inc91324P102COM8,114$2,801,764dollars as filed
Pfizer Inc.717081103COM104,551$2,663,959dollars as filed
Duke Energy26441C105Common21,490$2,659,388dollars as filed
Home Depot, Inc437076102COM6,559$2,657,641dollars as filed
Visa Inc92826C839COM7,624$2,602,681dollars as filed
Verizon Communications Inc92343V104COM57,695$2,535,695dollars as filed
McDonalds Corporation580135101COM8,158$2,479,135dollars as filed
Costco Wholesale Corporation22160K105COM2,635$2,439,035dollars as filed
Amgen Inc.031162100COM8,381$2,365,118dollars as filed
AIR PRODS & CHEMS INC009158106COM8,649$2,358,755dollars as filed
Adobe Inc00724F101COM6,630$2,338,733dollars as filed
Procter & Gamble Co742718109COM14,685$2,256,350dollars as filed
BLOCK INC CL A852234103Stock14,049$1,015,321dollars as filed
SUNRUN INC86771W105COM51,579$891,801dollars as filed
DELL INC24702R101COM5,079$720,050dollars as filed
VANGUARD TTL STK MKT ADM922908728MFD2,765$441,746dollars as filed
Tesla Motors, Inc88160R101COM872$387,821dollars as filed
SPORTSMANS WHSE HLDGS INC84920Y106COM48,300$133,791dollars as filed
BANKUNITED INC06652K103COM3,243$123,753dollars as filed
A D M Tronics Unltd Inc001004100Common Stock83,640$8,197dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001554427-25-000006this filing2025-11-18acceptance time not in the bulk data set