U S WEALTH GROUP, LLC.
Q2 2025 13F Holdings
- Locationwoodbury, NY
- Num holdings
41
- Value ($000)
$128,266
- Date Filed08/15/2025
- Form type13F-HR
- CIK0001554427
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GLD Streettracks Gold TRUST | COMMON STOCK | 863307104 | $8.51M | 7 % | 27,910 | ||
NVDA Nvidia Corp | COMMON STOCK | 67066G104 | $8.27M | 6 % | 52,333 | ||
IEF IEF | ETF | 464287440 | $7.41M | 6 % | 77,340 | ||
AGG Ishares Tr Lehman Bd Fd | COMMON STOCK | 464287226 | $7.34M | 6 % | 73,958 | ||
TLT TLT | ETF | 464287432 | $7.15M | 6 % | 80,993 | ||
MSFT Microsoft Corp | COMMON STOCK | 594918104 | $6.29M | 5 % | 12,652 | ||
SCHX Schwab US Large Cap Etf | ETF | 808524201 | $5.48M | 4 % | 224,267 | ||
AAPL Apple Computer Inc | COMMON STOCK | 037833100 | $5.23M | 4 % | 25,507 | ||
META Facebook Inc Class A | COMMON STOCK | 30303M102 | $5.12M | 4 % | 6,943 | ||
GOOGL Alphabet Inc. | COMMON STOCK | 02079K305 | $4.82M | 4 % | 27,368 |
Rows Per Page
10
- 10
- 50
- 100