Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
U S WEALTH GROUP, LLC. (CIK 1554427) reported $151.7M across 40 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: GOOGL ($11.1M, 7.30%), IEF ($10.1M, 6.64%), AGG ($10.0M, 6.61%), TLT ($9.9M, 6.50%), NVDA ($9.0M, 5.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | $11.1M | 7.30% | 35,398 | Trimmed |
| 2 | IEF | IEF | $10.1M | 6.64% | 104,786 | Trimmed |
| 3 | AGG | Ishares Tr Lehman Bd Fd | $10.0M | 6.61% | 100,485 | Trimmed |
| 4 | TLT | TLT | $9.9M | 6.50% | 113,202 | Trimmed |
| 5 | NVDA | Nvidia Corp | $9.0M | 5.93% | 48,235 | Trimmed |
| 6 | AAPL | Apple Computer Inc | $7.7M | 5.06% | 28,573 | Added |
| 7 | GLD | Streettracks Gold TRUST | $7.3M | 4.82% | 18,462 | Added |
| 8 | SCHX | Schwab US Large Cap Etf | $6.0M | 3.94% | 221,950 | Trimmed |
| 9 | MSFT | Microsoft Corp | $5.3M | 3.52% | 11,044 | Trimmed |
| 10 | META | Facebook Inc Class A | $5.3M | 3.49% | 8,016 | Trimmed |
| 11 | AMZN | AMAZON | $4.7M | 3.10% | 20,403 | Trimmed |
| 12 | GS | Goldman Sachs Group Inc | $4.2M | 2.80% | 4,829 | Trimmed |
| 13 | XOM | Exxon Mobil Corporation | $4.1M | 2.70% | 33,998 | Trimmed |
| 14 | AVGO | Broadcom Ltd | $4.0M | 2.62% | 11,500 | Trimmed |
| 15 | JPM | Jpmorgan Chase & Co | $3.4M | 2.21% | 10,428 | Trimmed |
| 16 | LMT | Lockheed Martin Corp | $3.2M | 2.12% | 6,652 | Trimmed |
| 17 | HON | Honeywell International | $3.1M | 2.06% | 15,985 | Trimmed |
| 18 | JNJ | Johnson & Johnson | $3.1M | 2.05% | 15,049 | Trimmed |
| 19 | SPG | Simon Ppty Group New | $2.8M | 1.84% | 15,061 | Trimmed |
| 20 | BLK | Blackrock Inc | $2.8M | 1.84% | 2,604 | Trimmed |
| 21 | AMGN | Amgen Incorporated | $2.7M | 1.77% | 8,187 | Trimmed |
| 22 | UNH | Unitedhealth Group Inc | $2.7M | 1.75% | 8,033 | Trimmed |
| 23 | V | Visa Inc Cl A | $2.6M | 1.74% | 7,544 | Trimmed |
| 24 | PFE | Pfizer Incorporated | $2.6M | 1.71% | 103,956 | Trimmed |
| 25 | DUK | Duke Energy Corp New | $2.5M | 1.65% | 21,321 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31