U S Wealth Group, Llc. Portfolio Holdings

U S Wealth Group, Llc.

  • $132 Billion
  • Q4 2024

U S Wealth Group, Llc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Streettracks Gold Trust with a value of $18.1B, Ishares Core U.S. Aggregate Bo with a value of $8.01B, Ishares Barclays with a value of $7.99B, Ishares Barclays 20+ Year Trea with a value of $7.92B, and Apple Inc. with a value of $7.1B.

Examining the 13F form we can see an increase of $132B in the current position value.

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 $132 Billion
ETFs: $29.2 Billion
Technology: $21.7 Billion
Communication Services: $11 Billion
Consumer Cyclical: $10.4 Billion
Financial Services: $8.4 Billion
Healthcare: $8.27 Billion
Industrials: $7.09 Billion
Consumer Defensive: $4.82 Billion
Other: $7.45 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$7.1 Billion 5.37% of portfolio
28,345
Q4 2024 New
$327B
$6.21 Billion 4.69% of portfolio
46,216
Q4 2024 New
$3.05T
$5.14 Billion 3.89% of portfolio
12,202
Q4 2024 New
$2.33T
$4.78 Billion 3.62% of portfolio
21,800
Q4 2024 New
$1.1T
$4.69 Billion 3.54% of portfolio
24,759
Q4 2024 New
$1.64T
$4.13 Billion 3.12% of portfolio
7,052
Q4 2024 New
$417B
$2.97 Billion 2.24% of portfolio
7,634
Q4 2024 New
$808B
$2.91 Billion 2.2% of portfolio
12,143
Q4 2024 New
$222B
$2.85 Billion 2.15% of portfolio
4,971
Q4 2024 New
$471B
$2.67 Billion 2.02% of portfolio
2,912
Q4 2024 New
$50.9B
$2.61 Billion 1.97% of portfolio
3,700
Q4 2024 New
$447B
$2.56 Billion 1.93% of portfolio
23,759
Q4 2024 New
$60.2B
$2.47 Billion 1.87% of portfolio
14,329
Q4 2024 New
$68.8B
$2.43 Billion 1.83% of portfolio
8,368
Q4 2024 New
$575B
$2.4 Billion 1.81% of portfolio
7,580
Q4 2024 New
$138B
$2.34 Billion 1.77% of portfolio
10,338
Q4 2024 New
$170B
$2.18 Billion 1.64% of portfolio
54,399
Q4 2024 New
$116B
$2.15 Billion 1.63% of portfolio
4,430
Q4 2024 New
$402B
$2.16 Billion 1.63% of portfolio
12,858
Q4 2024 New
$143B
$2.11 Billion 1.6% of portfolio
79,636
Q4 2024 New
$493B
$2.07 Billion 1.57% of portfolio
4,094
Q4 2024 New
$405B
$2.07 Billion 1.56% of portfolio
14,306
Q4 2024 New
$158B
$2.02 Billion 1.52% of portfolio
7,739
Q4 2024 New
$215B
$1.92 Billion 1.45% of portfolio
4,317
Q4 2024 New
$84.9B
$712 Million 0.54% of portfolio
7,534
Q4 2024 New
$43.9B
$648 Million 0.49% of portfolio
7,630
Q4 2024 New
$3.12B
$244 Million 0.18% of portfolio
6,381
Q4 2024 New
$1.06T
$231 Million 0.17% of portfolio
573
Q4 2024 New
$70.4M
$138 Million 0.1% of portfolio
51,800
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $132 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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