U S WEALTH GROUP, LLC. quarter change: USA Stocks, Reduced
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).
- URI: Country of operation United States; Class Common Stock; Shares 2025-09-30 3,700; Shares 2025-12-31 2,349.
- GOOGL: Country of operation United States; Class Common Stock; Shares 2025-09-30 39,241; Shares 2025-12-31 35,398.
- META: Country of operation United States; Class Common Stock; Shares 2025-09-30 8,081; Shares 2025-12-31 8,016.
- AAPL: Country of operation United States; Class Common Stock; Shares 2025-09-30 28,428; Shares 2025-12-31 28,246.
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.
| Stock | Country of operation | Class | Shares 2025-09-30 | Shares 2025-12-31 | Share change | Value 2025-09-30 | Value 2025-12-31 | Value change |
|---|
URI
United Rentals Inc | United States | Common Stock | 3,700 | 2,349 | -1,351 | $3,532,242 | $1,901,093 | -$1,631,149 |
|---|
GOOGL
Alphabet Inc. | United States | Common Stock | 39,241 | 35,398 | -3,843 | $9,539,487 | $11,079,574 | +$1,540,087 |
|---|
META
Facebook Inc Class A | United States | Common Stock | 8,081 | 8,016 | -65 | $5,934,525 | $5,291,290 | -$643,235 |
|---|
AAPL
Apple Computer Inc | United States | Common Stock | 28,428 | 28,246 | -182 | $7,238,622 | $7,678,958 | +$440,336 |
|---|
HD
Home Depot Inc | United States | Common Stock | 6,559 | 6,482 | -77 | $2,657,641 | $2,230,487 | -$427,154 |
|---|
MSFT
Microsoft Corp | United States | Common Stock | 11,130 | 11,044 | -86 | $5,764,784 | $5,341,099 | -$423,685 |
|---|
GS
Goldman Sachs Group Inc | United States | Common Stock | 4,892 | 4,829 | -63 | $3,895,744 | $4,244,736 | +$348,992 |
|---|
AMGN
Amgen Incorporated | United States | Common Stock | 8,381 | 8,187 | -194 | $2,365,118 | $2,679,687 | +$314,569 |
|---|
JNJ
Johnson & Johnson | United States | Common Stock | 15,165 | 15,049 | -116 | $2,811,894 | $3,114,391 | +$302,497 |
|---|
BLK
Blackrock Inc | United States | Common Stock | 2,643 | 2,604 | -39 | $3,081,394 | $2,787,196 | -$294,198 |
|---|
HONZZZZ
Honeywell International | | Common Stock | 16,123 | 15,985 | -138 | $3,393,892 | $3,118,514 | -$275,378 |
|---|
APD
Air Prod & Chemicals | United States | Common Stock | 8,649 | 8,547 | -102 | $2,358,755 | $2,111,280 | -$247,475 |
|---|
XOMXXXX
Exxon Mobil Corporation | | Common Stock | 34,184 | 33,998 | -186 | $3,854,246 | $4,091,319 | +$237,073 |
|---|
COST
Costco Whsl Corp New | United States | Common Stock | 2,635 | 2,592 | -43 | $2,439,035 | $2,235,185 | -$203,850 |
|---|
VZ
Verizon Communications | United States | Common Stock | 57,695 | 57,384 | -311 | $2,535,695 | $2,337,250 | -$198,445 |
|---|
AMZN
AMAZON | United States | Common Stock | 20,551 | 20,403 | -148 | $4,512,383 | $4,709,421 | +$197,038 |
|---|
PG
Procter & Gamble | United States | Common Stock | 14,685 | 14,567 | -118 | $2,256,350 | $2,087,597 | -$168,753 |
|---|
UNH
Unitedhealth Group Inc | United States | Common Stock | 8,114 | 8,033 | -81 | $2,801,764 | $2,651,774 | -$149,990 |
|---|
LMT
Lockheed Martin Corp | United States | Common Stock | 6,732 | 6,652 | -80 | $3,360,682 | $3,217,421 | -$143,261 |
|---|
XYZ
Block Inc | United States | Common Stock | 14,049 | 13,515 | -534 | $1,015,321 | $879,691 | -$135,630 |
|---|
PFE
Pfizer Incorporated | United States | Common Stock | 104,551 | 103,956 | -595 | $2,663,959 | $2,588,504 | -$75,455 |
|---|
SPWH
Sportsmans Whse Hldg | United States | Common Stock | 48,300 | 44,300 | -4,000 | $133,791 | $64,678 | -$69,113 |
|---|
SPG
Simon Ppty Group New | United States | Common Stock | 15,149 | 15,061 | -88 | $2,843,013 | $2,788,007 | -$55,006 |
|---|
ADBE
Adobe Systems Inc | United States | Common Stock | 6,630 | 6,554 | -76 | $2,338,733 | $2,293,835 | -$44,898 |
|---|
NVDA
Nvidia Corp | United States | Common Stock | 48,454 | 48,235 | -219 | $9,040,566 | $8,995,829 | -$44,737 |
|---|
V
Visa Inc Cl A | United States | Common Stock | 7,624 | 7,544 | -80 | $2,602,681 | $2,645,756 | +$43,075 |
|---|
JPM
Jpmorgan Chase & Co | United States | Common Stock | 10,526 | 10,428 | -98 | $3,320,216 | $3,360,110 | +$39,894 |
|---|
MCD
Mc Donalds Corp | United States | Common Stock | 8,158 | 8,067 | -91 | $2,479,135 | $2,465,517 | -$13,618 |
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