U S WEALTH GROUP, LLC. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 4 quarters from 2024-12-31 to 2025-12-31, U S WEALTH GROUP, LLC. opened 4 positions, added to 48, reduced 62 and sold out of 3.
- Q4 2025: Stock RUN; Country of operation United States; Class Common Stock; Shares before 51,579.
- Q3 2025: Stock GOOGL; Country of operation United States; Class Common Stock; Shares before 27,368.
- Q3 2025: Stock AAPL; Country of operation United States; Class Common Stock; Shares before 25,507.
- Q3 2025: Stock UNH; Country of operation United States; Class Common Stock; Shares before 4,398.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1554427), 4 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-03-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-18); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2025 | RUN
Sunrun | United States | Common Stock | 51,579 | 63,736 | +12,157 | $891,801 | $1,172,742 | +$280,941 | 2026-03-17 |
|---|
| Q3 2025 | GOOGL
Alphabet Inc. | United States | Common Stock | 27,368 | 39,241 | +11,873 | $4,823,063 | $9,539,487 | +$4,716,424 | 2025-11-18 |
|---|
| Q3 2025 | AAPL
Apple Computer Inc | United States | Common Stock | 25,507 | 28,428 | +2,921 | $5,233,271 | $7,238,622 | +$2,005,351 | 2025-11-18 |
|---|
| Q3 2025 | UNH
Unitedhealth Group Inc | United States | Common Stock | 4,398 | 8,114 | +3,716 | $1,372,044 | $2,801,764 | +$1,429,720 | 2025-11-18 |
|---|
| Q3 2025 | LMT
Lockheed Martin Corp | United States | Common Stock | 4,546 | 6,732 | +2,186 | $2,105,434 | $3,360,682 | +$1,255,248 | 2025-11-18 |
|---|
| Q3 2025 | HONZZZZ
Honeywell International | | Common Stock | 10,816 | 16,123 | +5,307 | $2,518,830 | $3,393,892 | +$875,062 | 2025-11-18 |
|---|
| Q3 2025 | META
Facebook Inc Class A | United States | Common Stock | 6,943 | 8,081 | +1,138 | $5,124,559 | $5,934,525 | +$809,966 | 2025-11-18 |
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| Q3 2025 | RUN
Sunrun | United States | Common Stock | 20,807 | 51,579 | +30,772 | $170,201 | $891,801 | +$721,600 | 2025-11-18 |
|---|
| Q3 2025 | JNJ
Johnson & Johnson | United States | Common Stock | 14,515 | 15,165 | +650 | $2,217,166 | $2,811,894 | +$594,728 | 2025-11-18 |
|---|
| Q3 2025 | AMZN
AMAZON | United States | Common Stock | 18,175 | 20,551 | +2,376 | $3,987,413 | $4,512,383 | +$524,970 | 2025-11-18 |
|---|
| Q3 2025 | SPG
Simon Ppty Group New | United States | Common Stock | 14,883 | 15,149 | +266 | $2,392,591 | $2,843,013 | +$450,422 | 2025-11-18 |
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| Q3 2025 | HD
Home Depot Inc | United States | Common Stock | 6,162 | 6,559 | +397 | $2,259,236 | $2,657,641 | +$398,405 | 2025-11-18 |
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| Q3 2025 | BLK
Blackrock Inc | United States | Common Stock | 2,580 | 2,643 | +63 | $2,707,065 | $3,081,394 | +$374,329 | 2025-11-18 |
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| Q3 2025 | XOMXXXX
Exxon Mobil Corporation | | Common Stock | 33,160 | 34,184 | +1,024 | $3,574,648 | $3,854,246 | +$279,598 | 2025-11-18 |
|---|
| Q3 2025 | JPM
Jpmorgan Chase & Co | United States | Common Stock | 10,525 | 10,526 | +1 | $3,051,303 | $3,320,216 | +$268,913 | 2025-11-18 |
|---|
| Q3 2025 | PFE
Pfizer Incorporated | United States | Common Stock | 102,121 | 104,551 | +2,430 | $2,475,413 | $2,663,959 | +$188,546 | 2025-11-18 |
|---|
| Q3 2025 | MCD
Mc Donalds Corp | United States | Common Stock | 7,864 | 8,158 | +294 | $2,297,625 | $2,479,135 | +$181,510 | 2025-11-18 |
|---|
| Q3 2025 | AMGN
Amgen Incorporated | United States | Common Stock | 7,832 | 8,381 | +549 | $2,186,773 | $2,365,118 | +$178,345 | 2025-11-18 |
|---|
| Q3 2025 | PG
Procter & Gamble | United States | Common Stock | 13,067 | 14,685 | +1,618 | $2,081,834 | $2,256,350 | +$174,516 | 2025-11-18 |
|---|
| Q3 2025 | VZ
Verizon Communications | United States | Common Stock | 54,730 | 57,695 | +2,965 | $2,368,167 | $2,535,695 | +$167,528 | 2025-11-18 |
|---|
| Q3 2025 | ADBE
Adobe Systems Inc | United States | Common Stock | 6,451 | 6,630 | +179 | $2,495,763 | $2,338,733 | -$157,030 | 2025-11-18 |
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| Q3 2025 | COST
Costco Whsl Corp New | United States | Common Stock | 2,586 | 2,635 | +49 | $2,559,985 | $2,439,035 | -$120,950 | 2025-11-18 |
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| Q3 2025 | XYZ
Block Inc | United States | Common Stock | 13,602 | 14,049 | +447 | $923,984 | $1,015,321 | +$91,337 | 2025-11-18 |
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| Q3 2025 | V
Visa Inc Cl A | United States | Common Stock | 7,454 | 7,624 | +170 | $2,646,543 | $2,602,681 | -$43,862 | 2025-11-18 |
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| Q3 2025 | APD
Air Prod & Chemicals | United States | Common Stock | 8,398 | 8,649 | +251 | $2,368,740 | $2,358,755 | -$9,985 | 2025-11-18 |
|---|
| Q2 2025 | NVDA
Nvidia Corp | United States | Common Stock | 45,711 | 52,333 | +6,622 | $4,954,168 | $8,268,106 | +$3,313,938 | 2025-08-15 |
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| Q2 2025 | MSFT
Microsoft Corp | United States | Common Stock | 11,944 | 12,652 | +708 | $4,483,663 | $6,293,231 | +$1,809,568 | 2025-08-15 |
|---|
| Q2 2025 | META
Facebook Inc Class A | United States | Common Stock | 6,849 | 6,943 | +94 | $3,947,489 | $5,124,559 | +$1,177,070 | 2025-08-15 |
|---|
| Q2 2025 | GOOGL
Alphabet Inc. | United States | Common Stock | 24,456 | 27,368 | +2,912 | $3,781,875 | $4,823,063 | +$1,041,188 | 2025-08-15 |
|---|
| Q2 2025 | GS
Goldman Sachs Group Inc | United States | Common Stock | 4,701 | 4,999 | +298 | $2,604,710 | $3,538,042 | +$933,332 | 2025-08-15 |
|---|
| Q2 2025 | ADBE
Adobe Systems Inc | United States | Common Stock | 4,118 | 6,451 | +2,333 | $1,579,376 | $2,495,763 | +$916,387 | 2025-08-15 |
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| Q2 2025 | XOMXXXX
Exxon Mobil Corporation | | Common Stock | 23,348 | 33,160 | +9,812 | $2,776,777 | $3,574,648 | +$797,871 | 2025-08-15 |
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| Q2 2025 | UNH
Unitedhealth Group Inc | United States | Common Stock | 3,929 | 4,398 | +469 | $2,057,813 | $1,372,044 | -$685,769 | 2025-08-15 |
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| Q2 2025 | XYZ
Block Inc | United States | Common Stock | 7,630 | 13,602 | +5,972 | $414,537 | $923,984 | +$509,447 | 2025-08-15 |
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| Q2 2025 | PFE
Pfizer Incorporated | United States | Common Stock | 78,902 | 102,121 | +23,219 | $1,999,376 | $2,475,413 | +$476,037 | 2025-08-15 |
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| Q2 2025 | BLK
Blackrock Inc | United States | Common Stock | 2,407 | 2,580 | +173 | $2,278,177 | $2,707,065 | +$428,888 | 2025-08-15 |
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| Q2 2025 | HONZZZZ
Honeywell International | | Common Stock | 10,082 | 10,816 | +734 | $2,134,877 | $2,518,830 | +$383,953 | 2025-08-15 |
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| Q2 2025 | LMT
Lockheed Martin Corp | United States | Common Stock | 4,201 | 4,546 | +345 | $1,876,628 | $2,105,434 | +$228,806 | 2025-08-15 |
|---|
| Q2 2025 | AMGN
Amgen Incorporated | United States | Common Stock | 7,511 | 7,832 | +321 | $2,340,052 | $2,186,773 | -$153,279 | 2025-08-15 |
|---|
| Q2 2025 | MCD
Mc Donalds Corp | United States | Common Stock | 7,725 | 7,864 | +139 | $2,413,058 | $2,297,625 | -$115,433 | 2025-08-15 |
|---|
| Q2 2025 | JNJ
Johnson & Johnson | United States | Common Stock | 13,682 | 14,515 | +833 | $2,318,774 | $2,217,166 | -$101,608 | 2025-08-15 |
|---|
| Q2 2025 | HD
Home Depot Inc | United States | Common Stock | 5,898 | 6,162 | +264 | $2,161,579 | $2,259,236 | +$97,657 | 2025-08-15 |
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| Q2 2025 | RUN
Sunrun | United States | Common Stock | 14,407 | 20,807 | +6,400 | $84,425 | $170,201 | +$85,776 | 2025-08-15 |
|---|
| Q2 2025 | VZ
Verizon Communications | United States | Common Stock | 53,827 | 54,730 | +903 | $2,441,592 | $2,368,167 | -$73,425 | 2025-08-15 |
|---|
| Q2 2025 | V
Visa Inc Cl A | United States | Common Stock | 7,349 | 7,454 | +105 | $2,575,530 | $2,646,543 | +$71,013 | 2025-08-15 |
|---|
| Q2 2025 | PG
Procter & Gamble | United States | Common Stock | 12,598 | 13,067 | +469 | $2,146,951 | $2,081,834 | -$65,117 | 2025-08-15 |
|---|
| Q2 2025 | SPG
Simon Ppty Group New | United States | Common Stock | 14,057 | 14,883 | +826 | $2,334,586 | $2,392,591 | +$58,005 | 2025-08-15 |
|---|
| Q2 2025 | APD
Air Prod & Chemicals | United States | Common Stock | 8,133 | 8,398 | +265 | $2,398,584 | $2,368,740 | -$29,844 | 2025-08-15 |
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