U S WEALTH GROUP, LLC.

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    woodbury, NY
  • CIK
    0001554427
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

41

$128.27M
GLD, NVDA, IEF, AGG
13F-HR
Aug 15, 2025
000155442725000003

40

$126.20M
GLD, TLT, IEF, AGG
13F-HR
May 15, 2025
000155442725000002

40

$132.28M
GLD, AGG, IEF, TLT
13F-HR
Feb 13, 2025
000155442725000001
U S Wealth Group, Llc. 13F Filings