U S Wealth Group, Llc. Reduced Holdings in Q1 2025

U S Wealth Group, Llc.

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-3.34K
- 15.32%
$190.26 - $242.06 $635K - $808K
18.5K $3.51B
NVDA
Nvidia Corp

Technology
-505
- 1.09%
$106.98 - $149.43 $54K - $75.5K
45.7K $4.95B
AAPL
Apple Inc.

Technology
-1.43K
- 5.04%
$209.68 - $247.1 $299K - $353K
26.9K $5.98B
GOOGL
Alphabet Inc.

Communication Services
-303
- 1.22%
$154.33 - $206.19 $46.8K - $62.5K
24.5K $3.78B
HD
Home Depot, Inc.

Consumer Cyclical
-1.74K
- 22.74%
$347.25 - $424.87 $603K - $738K
5.9K $2.16B
MSFT
Microsoft Corp

Technology
-258
- 2.11%
$375.39 - $447.2 $96.9K - $115K
11.9K $4.48B
Blackrock Inc
-150
- 5.87%
N/A
2.41K $2.28B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.27K
- 1.89%
$21.75 - $24.28 $92.9K - $104K
222K $4.9B
ADBE
Adobe Inc.

Technology
-199
- 4.61%
$377.84 - $464.11 $75.2K - $92.4K
4.12K $1.58B
LMT
Lockheed Martin Corp

Industrials
-229
- 5.17%
$423.19 - $506.29 $96.9K - $116K
4.2K $1.88B
HON
Honeywell International Inc

Industrials
-256
- 2.48%
$202.75 - $226.52 $51.9K - $58K
10.1K $2.13B
META
Meta Platforms, Inc.

Communication Services
-203
- 2.88%
$576.36 - $736.67 $117K - $150K
6.85K $3.95B
SPG
Simon Property Group Inc

Real Estate
-272
- 1.9%
$159.48 - $187.78 $43.4K - $51.1K
14.1K $2.33B
PFE
Pfizer Inc

Healthcare
-734
- 0.92%
$25.01 - $27.13 $18.4K - $19.9K
78.9K $2B
COST
Costco Wholesale Corp

Consumer Defensive
-162
- 5.56%
$890.62 - $1076.86 $144K - $174K
2.75K $2.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.17K
- 2.63%
$95.85 - $99.25 $208K - $216K
80.4K $7.96B
APD
Air Products & Chemicals, Inc.

Basic Materials
-235
- 2.81%
$283.24 - $338.07 $66.6K - $79.4K
8.13K $2.4B
UNH
Unitedhealth Group Inc

Healthcare
-165
- 4.03%
$461.52 - $548.18 $76.2K - $90.4K
3.93K $2.06B
PG
Procter & Gamble CO

Consumer Defensive
-260
- 2.02%
$158.56 - $176.26 $41.2K - $45.8K
12.6K $2.15B
JPM
Jpmorgan Chase & CO

Financial Services
-276
- 2.27%
$225.19 - $279.95 $62.2K - $77.3K
11.9K $2.91B
IEF
Ishares Barclays

ETFs
-1.73K
- 2.0%
$91.17 - $95.39 $157K - $165K
84.7K $8.08B
MCD
Mcdonalds Corp

Consumer Cyclical
-228
- 2.87%
$279.74 - $321.29 $63.8K - $73.3K
7.73K $2.41B
V
Visa Inc.

Financial Services
-231
- 3.05%
$306.92 - $362.71 $70.9K - $83.8K
7.35K $2.58B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.62K
- 1.79%
$85.29 - $92.57 $138K - $150K
89.1K $8.11B
Duke Energy Corp New
-634
- 3.05%
N/A
20.2K $2.46B
XOM
Exxon Mobil Corp

Energy
-411
- 1.73%
$105.44 - $118.93 $43.3K - $48.9K
23.3K $2.78B
JNJ
Johnson & Johnson

Healthcare
-624
- 4.36%
$142.06 - $167.7 $88.6K - $105K
13.7K $2.32B
VZ
Verizon Communications Inc

Communication Services
-572
- 1.05%
$37.81 - $46.49 $21.6K - $26.6K
53.8K $2.44B
AMGN
Amgen Inc

Healthcare
-228
- 2.95%
$258.59 - $327.36 $59K - $74.6K
7.51K $2.34B
Streettracks Gold Trust
-5.69K
- 7.62%
N/A
69K $19.9B
Activity Summary
Buys All Purchases 4 New Holdings 2 Increased Positions 2 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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