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U S WEALTH GROUP, LLC. Current Holdings: USA Stocks

U S WEALTH GROUP, LLC. current holdings: USA Stocks

U S WEALTH GROUP, LLC. reported $0.10 billion in share positions in stocks (listed in the US), 32 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are GOOGL, NVDA, AAPL.

  • GOOGL: Country of operation United States; Class Common Stock; Shares 35,398; Value $11,079,574.
  • NVDA: Country of operation United States; Class Common Stock; Shares 48,235; Value $8,995,829.
  • AAPL: Country of operation United States; Class Common Stock; Shares 28,246; Value $7,678,958.
  • MSFT: Country of operation United States; Class Common Stock; Shares 11,044; Value $5,341,099.

Form 13F-HR as filed (SEC CIK 1554427): quarter ended 2025-12-31, filed 2026-03-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
GOOGL
Alphabet Inc.
United StatesCommon Stock35,398$11,079,57410.98%2025-12-312026-03-17+8.92%
NVDA
Nvidia Corp
United StatesCommon Stock48,235$8,995,8298.92%2025-12-312026-03-17+21.83%
AAPL
Apple Computer Inc
United StatesCommon Stock28,246$7,678,9587.61%2025-12-312026-03-17
MSFT
Microsoft Corp
United StatesCommon Stock11,044$5,341,0995.29%2025-12-312026-03-17+5.24%
META
Facebook Inc Class A
United StatesCommon Stock8,016$5,291,2905.24%2025-12-312026-03-17+11.92%
AMZN
AMAZON
United StatesCommon Stock20,403$4,709,4214.67%2025-12-312026-03-17+6.87%
GS
Goldman Sachs Group Inc
United StatesCommon Stock4,829$4,244,7364.21%2025-12-312026-03-17+4.24%
XOMXXXX
Exxon Mobil Corporation
Common Stock33,998$4,091,3194.06%2025-12-312026-03-17
JPM
Jpmorgan Chase & Co
United StatesCommon Stock10,428$3,360,1103.33%2025-12-312026-03-17+3.96%
LMT
Lockheed Martin Corp
United StatesCommon Stock6,652$3,217,4213.19%2025-12-312026-03-17+5.90%
HONZZZZ
Honeywell International
Common Stock15,985$3,118,5143.09%2025-12-312026-03-17
JNJ
Johnson & Johnson
United StatesCommon Stock15,049$3,114,3913.09%2025-12-312026-03-17+29.29%
SPG
Simon Ppty Group New
United StatesCommon Stock15,061$2,788,0072.76%2025-12-312026-03-17+10.36%
BLK
Blackrock Inc
United StatesCommon Stock2,604$2,787,1962.76%2025-12-312026-03-17-0.22%
AMGN
Amgen Incorporated
United StatesCommon Stock8,187$2,679,6872.66%2025-12-312026-03-17+29.43%
UNH
Unitedhealth Group Inc
United StatesCommon Stock8,033$2,651,7742.63%2025-12-312026-03-17+13.58%
V
Visa Inc Cl A
United StatesCommon Stock7,544$2,645,7562.62%2025-12-312026-03-17+4.33%
PFE
Pfizer Incorporated
United StatesCommon Stock103,956$2,588,5042.57%2025-12-312026-03-17+15.34%
MCD
Mc Donalds Corp
United StatesCommon Stock8,067$2,465,5172.44%2025-12-312026-03-17-23.44%
VZ
Verizon Communications
United StatesCommon Stock57,384$2,337,2502.32%2025-12-312026-03-17+12.89%
ADBE
Adobe Systems Inc
United StatesCommon Stock6,554$2,293,8352.27%2025-12-312026-03-17-33.38%
COST
Costco Whsl Corp New
United StatesCommon Stock2,592$2,235,1852.22%2025-12-312026-03-17+7.22%
HD
Home Depot Inc
United StatesCommon Stock6,482$2,230,4872.21%2025-12-312026-03-17-16.29%
APD
Air Prod & Chemicals
United StatesCommon Stock8,547$2,111,2802.09%2025-12-312026-03-17+13.02%
PG
Procter & Gamble
United StatesCommon Stock14,567$2,087,5972.07%2025-12-312026-03-17+3.50%
URI
United Rentals Inc
United StatesCommon Stock2,349$1,901,0931.88%2025-12-312026-03-17+25.36%
RUN
Sunrun
United StatesCommon Stock63,736$1,172,7421.16%2025-12-312026-03-17-58.04%
XYZ
Block Inc
United StatesCommon Stock13,515$879,6910.87%2025-12-312026-03-17+13.77%
TSLA
Telsa Motors Inc
United StatesCommon Stock872$392,1810.39%2025-12-312026-03-17-21.54%
SOLS
Solstice Adv Matls
United StatesCommon Stock3,853$187,1790.19%2025-12-312026-03-17+15.29%
BKU
Bankunited Inc
United StatesCommon Stock3,243$144,5410.14%2025-12-312026-03-17-4.53%
SPWH
Sportsmans Whse Hldg
United StatesCommon Stock44,300$64,6780.06%2025-12-312026-03-17-22.60%

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