U S WEALTH GROUP, LLC. current holdings: USA Other Stocks
U S WEALTH GROUP, LLC. reported $0.01 billion in shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), 5 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are Streettracks Gold TRUST, Broadcom Ltd, Duke Energy Corp New.
- Streettracks Gold TRUST: Country of operation —; Class Common Stock; Shares 18,462; Value $7,316,675.
- Broadcom Ltd: Country of operation —; Class Common Stock; Shares 11,500; Value $3,980,162.
- Duke Energy Corp New: Country of operation —; Class Common Stock; Shares 21,321; Value $2,499,034.
- Dell Inc: Country of operation —; Class Common Stock; Shares 5,051; Value $635,820.
Form 13F-HR as filed (SEC CIK 1554427): quarter ended 2025-12-31, filed 2026-03-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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