U S Wealth Group, Llc. Portfolio Holdings

U S Wealth Group, Llc.

  • $128 Billion
  • Q2 2025

U S Wealth Group, Llc. has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Streettracks Gold Trust with a value of $8.51B, Nvidia Corp with a value of $8.27B, Ishares Barclays with a value of $7.41B, Ishares Core U.S. Aggregate Bo with a value of $7.34B, and Ishares Barclays 20+ Year Trea with a value of $7.15B.

Examining the 13F form we can see an increase of $2.07B in the current position value, from $126B to 128B.

U S Wealth Group, Llc. is based out at Woodbury, NY

Below you can find more details about U S Wealth Group, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $27.4 Billion
Technology: $23.4 Billion
Communication Services: $12.3 Billion
Financial Services: $9.35 Billion
Consumer Cyclical: $8.95 Billion
Healthcare: $8.25 Billion
Industrials: $7.41 Billion
Consumer Defensive: $4.64 Billion
Other: $8.34 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$8.27 Billion 6.45% of portfolio
52,333
Q2 2025 Added 14.49%
$3.95T
$6.29 Billion 4.91% of portfolio
12,652
Q2 2025 Added 5.93%
$3.69T
$5.23 Billion 4.08% of portfolio
25,507
Q2 2025 Reduced 5.24%
$1.78T
$5.12 Billion 4.0% of portfolio
6,943
Q2 2025 Added 1.37%
$1.21T
$4.82 Billion 3.76% of portfolio
27,368
Q2 2025 Added 11.91%
$2.26T
$3.99 Billion 3.11% of portfolio
18,175
Q2 2025 Reduced 1.55%
$442B
$3.57 Billion 2.79% of portfolio
33,160
Q2 2025 Added 42.03%
$254B
$3.54 Billion 2.76% of portfolio
4,999
Q2 2025 Added 6.34%
$859B
$3.05 Billion 2.38% of portfolio
10,525
Q2 2025 Reduced 11.31%
$63.6B
$2.79 Billion 2.17% of portfolio
3,700
Q4 2024 New
$551B
$2.65 Billion 2.06% of portfolio
7,454
Q2 2025 Added 1.43%
$439B
$2.56 Billion 2.0% of portfolio
2,586
Q2 2025 Reduced 5.96%
$146B
$2.52 Billion 1.96% of portfolio
10,816
Q2 2025 Added 7.28%
$157B
$2.5 Billion 1.95% of portfolio
6,451
Q2 2025 Added 56.65%
$138B
$2.48 Billion 1.93% of portfolio
102,121
Q2 2025 Added 29.43%
$55.4B
$2.39 Billion 1.87% of portfolio
14,883
Q2 2025 Added 5.88%
$64.2B
$2.37 Billion 1.85% of portfolio
8,398
Q2 2025 Added 3.26%
$222B
$2.3 Billion 1.79% of portfolio
7,864
Q2 2025 Added 1.8%
$405B
$2.26 Billion 1.76% of portfolio
6,162
Q2 2025 Added 4.48%
$452B
$2.22 Billion 1.73% of portfolio
14,515
Q2 2025 Added 6.09%
$152B
$2.19 Billion 1.7% of portfolio
7,832
Q2 2025 Added 4.27%
$113B
$2.11 Billion 1.64% of portfolio
4,546
Q2 2025 Added 8.21%
$368B
$2.08 Billion 1.62% of portfolio
13,067
Q2 2025 Added 3.72%
$245B
$1.37 Billion 1.07% of portfolio
4,398
Q2 2025 Added 11.94%
$30.3B
$924 Million 0.72% of portfolio
13,602
Q2 2025 Added 78.27%
$1.08T
$227 Million 0.18% of portfolio
872
Q2 2025 New
$122M
$179 Million 0.14% of portfolio
51,800
Q4 2024 New
$2.43B
$170 Million 0.13% of portfolio
20,807
Q2 2025 Added 44.42%
$2.89B
$115 Million 0.09% of portfolio
3,243
Q2 2025 Reduced 49.18%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $128 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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