U S WEALTH GROUP, LLC. quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, U S WEALTH GROUP, LLC. opened 0 positions, added to 0, reduced 4, sold out of 0 and left 0 unchanged. The largest increase in value was SCHX (+$13,304); the largest decrease was TLT (-$366,917).
- TLT: Country of operation —; Class ETF; Shares 2025-09-30 114,508; Shares 2025-12-31 113,202.
- AGG: Country of operation —; Class Common Stock; Shares 2025-09-30 102,037; Shares 2025-12-31 100,485.
- IEF: Country of operation —; Class ETF; Shares 2025-09-30 106,018; Shares 2025-12-31 104,786.
- SCHX: Country of operation —; Class ETF; Shares 2025-09-30 226,247; Shares 2025-12-31 221,950.
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.
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