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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.12B
$244 Million 0.18% of portfolio
6,381
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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