Advertisement
Screener

U S WEALTH GROUP, LLC. Last Quarter Change: USA Stocks, Added

U S WEALTH GROUP, LLC. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, U S WEALTH GROUP, LLC. opened 1 positions, added to 1, reduced 28, sold out of 0 and left 2 unchanged. The largest increase in value was GOOGL (+$1,540,087); the largest decrease was URI (-$1,631,149).

  • RUN: Country of operation United States; Class Common Stock; Shares 2025-09-30 51,579; Shares 2025-12-31 63,736.

Two Form 13F-HR filings compared (SEC CIK 1554427): 2025-09-30 (filed 2025-11-18) and 2025-12-31 (filed 2026-03-17). 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; share change is the position change.

StockCountry of operationClassShares 2025-09-30Shares 2025-12-31Share changeValue 2025-09-30Value 2025-12-31Value change
RUN
Sunrun
United StatesCommon Stock51,57963,736+12,157$891,801$1,172,742+$280,941

Similar Firms

Firm NameCountry13F ValueHoldings
Antonelli Financial Advisors, LLCUnited States$0.152B44
Piedmont Capital Management, LLC/NCUnited States$0.152B115
LEIGH BALDWIN & CO., LLCUnited States$0.152B162
ALBERT D MASON INCUnited States$0.152B139
Foundation Wealth Management, LLCUnited States$0.152B43
Terra Nova Asset Management LLCUnited States$0.152B83
TRAVELERS COMPANIES, INC.United States$0.152B3
Wilson & Boucher Capital Management, LLCUnited States$0.152B114
BARINGTON COMPANIES MANAGEMENT, LLCUnited States$0.152B11
Paradigm, Strategies in Wealth Management, LLCUnited States$0.152B49