U S WEALTH GROUP, LLC.
Q3 2025 13F Holdings
- Locationwoodbury, NY
- Num holdings
41
- Value ($000)
$153,040
- Date Filed11/17/2025
- Form type13F-HR
- CIK0001554427
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TLT TLT | ETF | 464287432 | $10.23 M | 7 % | 114,508 | ||
AGG Ishares Tr Lehman Bd Fd | COMMON STOCK | 464287226 | $10.23 M | 7 % | 102,037 | ||
IEF IEF | ETF | 464287440 | $10.23 M | 7 % | 106,018 | ||
GOOGL Alphabet Inc. | COMMON STOCK | 02079K305 | $9.54 M | 6 % | 39,241 | ||
NVDA Nvidia Corp | COMMON STOCK | 67066G104 | $9.04 M | 6 % | 48,454 | ||
AAPL Apple Computer Inc | COMMON STOCK | 037833100 | $7.24 M | 5 % | 28,428 | ||
GLD Streettracks Gold TRUST | COMMON STOCK | 863307104 | $6.56 M | 4 % | 18,444 | ||
SCHX Schwab US Large Cap Etf | ETF | 808524201 | $5.96 M | 4 % | 226,247 | ||
META Facebook Inc Class A | COMMON STOCK | 30303M102 | $5.93 M | 4 % | 8,081 | ||
MSFT Microsoft Corp | COMMON STOCK | 594918104 | $5.76 M | 4 % | 11,130 |
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