US
| |
U S WEALTH GROUP, LLC.13F | |
| U S WEALTH GROUP, LLC. | |
| Last update 2025-05-15 | 37 Stocks (2 new) |
| Value $103.00 Mil | Turnover 0 % |
U S WEALTH GROUP, LLC. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLT | iShares 20+ Year Treasury Bond ETF | 89,073 | 8,108.3 | -1.79% | 7.840 | -0.13% | 0.020 | -1.53% | -0.28% | 47,103.6 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 84,690 | 8,076.9 | -2.00% | 7.810 | -0.14% | 0.020 | +0.68% | +4.07% | 34,824.0 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 80,443 | 7,957.4 | -2.63% | 7.690 | -0.19% | 0.010 | +1.23% | +3.24% | 127,979.5 | ||
AAPL | Apple Inc | 26,917 | 5,979.1 | -5.04% | 5.780 | -0.32% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 45,711 | 4,954.2 | -1.09% | 4.790 | -0.06% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
SCHX | Schwab U.S. Large-Cap ETF | 221,739 | 4,896.0 | -1.89% | 4.730 | -0.09% | 0.010 | +19.93% | +7.89% | 56,889.6 | ||
MSFT | Microsoft Corp | 11,944 | 4,483.7 | -2.11% | 4.330 | -0.10% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
META | Meta Platforms Inc | 6,849 | 3,947.5 | -2.88% | 3.810 | -0.11% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
GOOGL | Alphabet Inc | 24,456 | 3,781.9 | -1.22% | 3.650 | -0.05% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
AMZN | Amazon.com Inc | 18,461 | 3,512.4 | -15.32% | 3.390 | -0.66% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical |
U S WEALTH GROUP, LLC.'s Historical Top Holdings Breakdowns
U S WEALTH GROUP, LLC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.66% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Reduce -15.32% | 18,461 | -3,339 | |
FTNT | Fortinet Inc | 2025-03-31 | Sold Out Sold Out | -0.64% | 92.49 ($101.38) 114.57 | $105.42 | 3.99% | Sold Out | 0 | -7,534 | |
HD | The Home Depot Inc | 2025-03-31 | Reduce Reduce | -0.60% | 347.25 ($389.72) 424.87 | $359.40 | -7.78% | Reduce -22.74% | 5,898 | -1,736 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.32% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -5.04% | 26,917 | -1,428 | |
WM | Waste Management Inc | 2025-03-31 | New Buy New Buy | +0.23% | 200.54 ($221.47) 233.78 | $227.32 | 2.64% | New holding | 1,022 | 1,022 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.21% | 222.15 ($333.26) 428.22 | $329.65 | -1.08% | Sold Out | 0 | -573 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.19% | 95.85 ($97.76) 99.25 | $98.11 | 0.36% | Reduce -2.63% | 80,443 | -2,174 | |
BLK | BlackRock Inc | 2025-03-31 | Reduce Reduce | -0.14% | 900.46 ($980.1) 1075.5 | $1,103.59 | 12.60% | Reduce -5.87% | 2,407 | -150 | |
GS | The Goldman Sachs Group Inc | 2025-03-31 | Reduce Reduce | -0.14% | 524.81 ($601.74) 672.19 | $708.26 | 17.70% | Reduce -5.43% | 4,701 | -270 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.14% | 91.17 ($93.56) 95.39 | $94.40 | 0.90% | Reduce -2% | 84,690 | -1,726 |
U S WEALTH GROUP, LLC. Total Holding History ($B)
U S WEALTH GROUP, LLC.'s Asset Allocation
U S WEALTH GROUP, LLC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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U S WEALTH GROUP, LLC.'s Hypothetical Growth since 2025-03-31
U S WEALTH GROUP, LLC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
U S WEALTH GROUP, LLC.'s Holdings Heat Map
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U S WEALTH GROUP, LLC.'s Holdings Bubble Chart
U S WEALTH GROUP, LLC. News
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