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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.6B
$2.79 Billion 2.17% of portfolio
3,700
Q4 2024 New
$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%
$182B
$2.37 Billion 1.85% of portfolio
54,730
Q2 2025 Added 1.68%
$64.2B
$2.37 Billion 1.85% of portfolio
8,398
Q2 2025 Added 3.26%
$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%
$30.3B
$924 Million 0.72% of portfolio
13,602
Q2 2025 Added 78.27%

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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