U S Wealth Group

U S Wealth Group as of Dec. 31, 2025

Portfolio Holdings for U S Wealth Group

U S Wealth Group holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Common Stock (GOOGL) 7.3 $11M 35k 313.00
Ief Etf (IEF) 6.6 $10M 105k 96.16
Ishares Tr Lehman Bd Common Stock (AGG) 6.6 $10M 101k 99.88
TLT Etf (TLT) 6.5 $9.9M 113k 87.16
Nvidia Corp Common Stock (NVDA) 5.9 $9.0M 48k 186.50
Apple Computer Common Stock (AAPL) 5.1 $7.8M 29k 271.86
Streettracks Gold TRUST Common Stock 4.8 $7.3M 19k 396.31
Schwab US Large Cap Etf Etf (SCHX) 3.9 $6.0M 222k 26.91
Microsoft Corp Common Stock (MSFT) 3.5 $5.3M 11k 483.62
Facebook Inc Class A Common Stock (META) 3.5 $5.3M 8.0k 660.09
Amazon Common Stock (AMZN) 3.1 $4.7M 20k 230.82
Goldman Sachs Group Common Stock (GS) 2.8 $4.2M 4.8k 879.01
Exxon Mobil Corporation Common Stock (XOM) 2.7 $4.1M 34k 120.34
Broadcom Common Stock 2.6 $4.0M 12k 346.10
Jpmorgan Chase & Co Common Stock (JPM) 2.2 $3.4M 10k 322.22
Lockheed Martin Corp Common Stock (LMT) 2.1 $3.2M 6.7k 483.68
Honeywell International Common Stock (HON) 2.1 $3.1M 16k 195.09
Johnson & Johnson Common Stock (JNJ) 2.1 $3.1M 15k 206.95
Simon Ppty Group Common Stock (SPG) 1.8 $2.8M 15k 185.11
Blackrock Common Stock (BLK) 1.8 $2.8M 2.6k 1070.35
Amgen Incorporated Common Stock (AMGN) 1.8 $2.7M 8.2k 327.31
Unitedhealth Group Common Stock (UNH) 1.7 $2.7M 8.0k 330.11
Visa Inc Cl A Common Stock (V) 1.7 $2.6M 7.5k 350.71
Pfizer Incorporated Common Stock (PFE) 1.7 $2.6M 104k 24.90
Duke Energy Corp Common Stock 1.6 $2.5M 21k 117.21
Mc Donalds Corp Common Stock (MCD) 1.6 $2.5M 8.1k 305.63
Verizon Communications Common Stock (VZ) 1.5 $2.3M 57k 40.73
Adobe Systems Common Stock (ADBE) 1.5 $2.3M 6.6k 349.99
Costco Whsl Corp Common Stock (COST) 1.5 $2.2M 2.6k 862.34
Home Depot Common Stock (HD) 1.5 $2.2M 6.5k 344.10
Air Prod & Chemicals Common Stock (APD) 1.4 $2.1M 8.5k 247.02
Procter & Gamble Common Stock (PG) 1.4 $2.1M 15k 143.31
United Rentals Common Stock (URI) 1.3 $1.9M 2.3k 809.32
Sunrun Common Stock (RUN) 0.8 $1.2M 64k 18.40
Block Common Stock (XYZ) 0.6 $880k 14k 65.09
Dell Common Stock 0.4 $636k 5.1k 125.88
Vanguard Total Stock Mkt Common Stock (VTSAX) 0.3 $453k 2.8k 163.19
Telsa Motors Common Stock (TSLA) 0.3 $392k 872.00 449.75
Solstice Adv Matls Common Stock (SOLS) 0.1 $187k 3.9k 48.58
Bankunited Common Stock (BKU) 0.1 $145k 3.2k 44.57
Sportsmans Whse Hldg Common Stock (SPWH) 0.0 $65k 44k 1.46
A D M Tronics Un Common Stock (ADMT) 0.0 $8.4k 84k 0.10