U S WEALTH GROUP, LLC. historic quarter change: USA Stocks, Reduced
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 URI; Country of operation United States; Class Common Stock; Shares before 3,700.
- Q4 2025: Stock GOOGL; Country of operation United States; Class Common Stock; Shares before 39,241.
- Q4 2025: Stock META; Country of operation United States; Class Common Stock; Shares before 8,081.
- Q4 2025: Stock AAPL; Country of operation United States; Class Common Stock; Shares before 28,428.
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 | URI
United Rentals Inc | United States | Common Stock | 3,700 | 2,349 | -1,351 | $3,532,242 | $1,901,093 | -$1,631,149 | 2026-03-17 |
|---|
| Q4 2025 | GOOGL
Alphabet Inc. | United States | Common Stock | 39,241 | 35,398 | -3,843 | $9,539,487 | $11,079,574 | +$1,540,087 | 2026-03-17 |
|---|
| Q4 2025 | META
Facebook Inc Class A | United States | Common Stock | 8,081 | 8,016 | -65 | $5,934,525 | $5,291,290 | -$643,235 | 2026-03-17 |
|---|
| Q4 2025 | AAPL
Apple Computer Inc | United States | Common Stock | 28,428 | 28,246 | -182 | $7,238,622 | $7,678,958 | +$440,336 | 2026-03-17 |
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| Q4 2025 | HD
Home Depot Inc | United States | Common Stock | 6,559 | 6,482 | -77 | $2,657,641 | $2,230,487 | -$427,154 | 2026-03-17 |
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| Q4 2025 | MSFT
Microsoft Corp | United States | Common Stock | 11,130 | 11,044 | -86 | $5,764,784 | $5,341,099 | -$423,685 | 2026-03-17 |
|---|
| Q4 2025 | GS
Goldman Sachs Group Inc | United States | Common Stock | 4,892 | 4,829 | -63 | $3,895,744 | $4,244,736 | +$348,992 | 2026-03-17 |
|---|
| Q4 2025 | AMGN
Amgen Incorporated | United States | Common Stock | 8,381 | 8,187 | -194 | $2,365,118 | $2,679,687 | +$314,569 | 2026-03-17 |
|---|
| Q4 2025 | JNJ
Johnson & Johnson | United States | Common Stock | 15,165 | 15,049 | -116 | $2,811,894 | $3,114,391 | +$302,497 | 2026-03-17 |
|---|
| Q4 2025 | BLK
Blackrock Inc | United States | Common Stock | 2,643 | 2,604 | -39 | $3,081,394 | $2,787,196 | -$294,198 | 2026-03-17 |
|---|
| Q4 2025 | HONZZZZ
Honeywell International | | Common Stock | 16,123 | 15,985 | -138 | $3,393,892 | $3,118,514 | -$275,378 | 2026-03-17 |
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| Q4 2025 | APD
Air Prod & Chemicals | United States | Common Stock | 8,649 | 8,547 | -102 | $2,358,755 | $2,111,280 | -$247,475 | 2026-03-17 |
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| Q4 2025 | XOMXXXX
Exxon Mobil Corporation | | Common Stock | 34,184 | 33,998 | -186 | $3,854,246 | $4,091,319 | +$237,073 | 2026-03-17 |
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| Q4 2025 | COST
Costco Whsl Corp New | United States | Common Stock | 2,635 | 2,592 | -43 | $2,439,035 | $2,235,185 | -$203,850 | 2026-03-17 |
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| Q4 2025 | VZ
Verizon Communications | United States | Common Stock | 57,695 | 57,384 | -311 | $2,535,695 | $2,337,250 | -$198,445 | 2026-03-17 |
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| Q4 2025 | AMZN
AMAZON | United States | Common Stock | 20,551 | 20,403 | -148 | $4,512,383 | $4,709,421 | +$197,038 | 2026-03-17 |
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| Q4 2025 | PG
Procter & Gamble | United States | Common Stock | 14,685 | 14,567 | -118 | $2,256,350 | $2,087,597 | -$168,753 | 2026-03-17 |
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| Q4 2025 | UNH
Unitedhealth Group Inc | United States | Common Stock | 8,114 | 8,033 | -81 | $2,801,764 | $2,651,774 | -$149,990 | 2026-03-17 |
|---|
| Q4 2025 | LMT
Lockheed Martin Corp | United States | Common Stock | 6,732 | 6,652 | -80 | $3,360,682 | $3,217,421 | -$143,261 | 2026-03-17 |
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| Q4 2025 | XYZ
Block Inc | United States | Common Stock | 14,049 | 13,515 | -534 | $1,015,321 | $879,691 | -$135,630 | 2026-03-17 |
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| Q4 2025 | PFE
Pfizer Incorporated | United States | Common Stock | 104,551 | 103,956 | -595 | $2,663,959 | $2,588,504 | -$75,455 | 2026-03-17 |
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| Q4 2025 | SPWH
Sportsmans Whse Hldg | United States | Common Stock | 48,300 | 44,300 | -4,000 | $133,791 | $64,678 | -$69,113 | 2026-03-17 |
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| Q4 2025 | SPG
Simon Ppty Group New | United States | Common Stock | 15,149 | 15,061 | -88 | $2,843,013 | $2,788,007 | -$55,006 | 2026-03-17 |
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| Q4 2025 | ADBE
Adobe Systems Inc | United States | Common Stock | 6,630 | 6,554 | -76 | $2,338,733 | $2,293,835 | -$44,898 | 2026-03-17 |
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| Q4 2025 | NVDA
Nvidia Corp | United States | Common Stock | 48,454 | 48,235 | -219 | $9,040,566 | $8,995,829 | -$44,737 | 2026-03-17 |
|---|
| Q4 2025 | V
Visa Inc Cl A | United States | Common Stock | 7,624 | 7,544 | -80 | $2,602,681 | $2,645,756 | +$43,075 | 2026-03-17 |
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| Q4 2025 | JPM
Jpmorgan Chase & Co | United States | Common Stock | 10,526 | 10,428 | -98 | $3,320,216 | $3,360,110 | +$39,894 | 2026-03-17 |
|---|
| Q4 2025 | MCD
Mc Donalds Corp | United States | Common Stock | 8,158 | 8,067 | -91 | $2,479,135 | $2,465,517 | -$13,618 | 2026-03-17 |
|---|
| Q3 2025 | NVDA
Nvidia Corp | United States | Common Stock | 52,333 | 48,454 | -3,879 | $8,268,106 | $9,040,566 | +$772,460 | 2025-11-18 |
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| Q3 2025 | MSFT
Microsoft Corp | United States | Common Stock | 12,652 | 11,130 | -1,522 | $6,293,231 | $5,764,784 | -$528,447 | 2025-11-18 |
|---|
| Q3 2025 | GS
Goldman Sachs Group Inc | United States | Common Stock | 4,999 | 4,892 | -107 | $3,538,042 | $3,895,744 | +$357,702 | 2025-11-18 |
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| Q3 2025 | SPWH
Sportsmans Whse Hldg | United States | Common Stock | 51,800 | 48,300 | -3,500 | $178,710 | $133,791 | -$44,919 | 2025-11-18 |
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| Q2 2025 | AAPL
Apple Computer Inc | United States | Common Stock | 26,917 | 25,507 | -1,410 | $5,979,078 | $5,233,271 | -$745,807 | 2025-08-15 |
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| Q2 2025 | AMZN
AMAZON | United States | Common Stock | 18,461 | 18,175 | -286 | $3,512,389 | $3,987,413 | +$475,024 | 2025-08-15 |
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| Q2 2025 | JPM
Jpmorgan Chase & Co | United States | Common Stock | 11,867 | 10,525 | -1,342 | $2,910,975 | $3,051,303 | +$140,328 | 2025-08-15 |
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| Q2 2025 | BKU
Bankunited Inc | United States | Common Stock | 6,381 | 3,243 | -3,138 | $219,761 | $115,418 | -$104,343 | 2025-08-15 |
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| Q2 2025 | COST
Costco Whsl Corp New | United States | Common Stock | 2,750 | 2,586 | -164 | $2,600,895 | $2,559,985 | -$40,910 | 2025-08-15 |
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| Q1 2025 | AMZN
AMAZON | United States | Common Stock | 21,800 | 18,461 | -3,339 | $4,782,702 | $3,512,389 | -$1,270,313 | 2025-05-15 |
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| Q1 2025 | NVDA
Nvidia Corp | United States | Common Stock | 46,216 | 45,711 | -505 | $6,206,358 | $4,954,168 | -$1,252,190 | 2025-05-15 |
|---|
| Q1 2025 | AAPL
Apple Computer Inc | United States | Common Stock | 28,345 | 26,917 | -1,428 | $7,098,160 | $5,979,078 | -$1,119,082 | 2025-05-15 |
|---|
| Q1 2025 | GOOGL
Alphabet Inc. | United States | Common Stock | 24,759 | 24,456 | -303 | $4,686,878 | $3,781,875 | -$905,003 | 2025-05-15 |
|---|
| Q1 2025 | HD
Home Depot Inc | United States | Common Stock | 7,634 | 5,898 | -1,736 | $2,969,569 | $2,161,579 | -$807,990 | 2025-05-15 |
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| Q1 2025 | MSFT
Microsoft Corp | United States | Common Stock | 12,202 | 11,944 | -258 | $5,143,148 | $4,483,663 | -$659,485 | 2025-05-15 |
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| Q1 2025 | BLK
Blackrock Inc | United States | Common Stock | 2,557 | 2,407 | -150 | $2,621,206 | $2,278,177 | -$343,029 | 2025-05-15 |
|---|
| Q1 2025 | ADBE
Adobe Systems Inc | United States | Common Stock | 4,317 | 4,118 | -199 | $1,919,683 | $1,579,376 | -$340,307 | 2025-05-15 |
|---|
| Q1 2025 | AMGN
Amgen Incorporated | United States | Common Stock | 7,739 | 7,511 | -228 | $2,017,092 | $2,340,052 | +$322,960 | 2025-05-15 |
|---|
| Q1 2025 | LMT
Lockheed Martin Corp | United States | Common Stock | 4,430 | 4,201 | -229 | $2,152,714 | $1,876,628 | -$276,086 | 2025-05-15 |
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| Q1 2025 | VZ
Verizon Communications | United States | Common Stock | 54,399 | 53,827 | -572 | $2,175,416 | $2,441,592 | +$266,176 | 2025-05-15 |
|---|
| Q1 2025 | JNJ
Johnson & Johnson | United States | Common Stock | 14,306 | 13,682 | -624 | $2,068,933 | $2,318,774 | +$249,841 | 2025-05-15 |
|---|
| Q1 2025 | GS
Goldman Sachs Group Inc | United States | Common Stock | 4,971 | 4,701 | -270 | $2,846,494 | $2,604,710 | -$241,784 | 2025-05-15 |
|---|
| Q1 2025 | XOMXXXX
Exxon Mobil Corporation | | Common Stock | 23,759 | 23,348 | -411 | $2,555,755 | $2,776,777 | +$221,022 | 2025-05-15 |
|---|
| Q1 2025 | HONZZZZ
Honeywell International | | Common Stock | 10,338 | 10,082 | -256 | $2,335,264 | $2,134,877 | -$200,387 | 2025-05-15 |
|---|
| Q1 2025 | META
Facebook Inc Class A | United States | Common Stock | 7,052 | 6,849 | -203 | $4,129,016 | $3,947,489 | -$181,527 | 2025-05-15 |
|---|
| Q1 2025 | V
Visa Inc Cl A | United States | Common Stock | 7,580 | 7,349 | -231 | $2,395,583 | $2,575,530 | +$179,947 | 2025-05-15 |
|---|
| Q1 2025 | SPG
Simon Ppty Group New | United States | Common Stock | 14,329 | 14,057 | -272 | $2,467,597 | $2,334,586 | -$133,011 | 2025-05-15 |
|---|
| Q1 2025 | PFE
Pfizer Incorporated | United States | Common Stock | 79,636 | 78,902 | -734 | $2,112,743 | $1,999,376 | -$113,367 | 2025-05-15 |
|---|
| Q1 2025 | MCD
Mc Donalds Corp | United States | Common Stock | 7,953 | 7,725 | -228 | $2,305,495 | $2,413,058 | +$107,563 | 2025-05-15 |
|---|
| Q1 2025 | COST
Costco Whsl Corp New | United States | Common Stock | 2,912 | 2,750 | -162 | $2,668,178 | $2,600,895 | -$67,283 | 2025-05-15 |
|---|
| Q1 2025 | APD
Air Prod & Chemicals | United States | Common Stock | 8,368 | 8,133 | -235 | $2,427,054 | $2,398,584 | -$28,470 | 2025-05-15 |
|---|
| Q1 2025 | UNH
Unitedhealth Group Inc | United States | Common Stock | 4,094 | 3,929 | -165 | $2,070,990 | $2,057,813 | -$13,177 | 2025-05-15 |
|---|
| Q1 2025 | PG
Procter & Gamble | United States | Common Stock | 12,858 | 12,598 | -260 | $2,155,643 | $2,146,951 | -$8,692 | 2025-05-15 |
|---|
| Q1 2025 | JPM
Jpmorgan Chase & Co | United States | Common Stock | 12,143 | 11,867 | -276 | $2,910,798 | $2,910,975 | +$177 | 2025-05-15 |
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