U S Wealth Group

U S Wealth Group as of March 31, 2026

Portfolio Holdings for U S Wealth Group

U S Wealth Group holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ief Etf (IEF) 6.6 $9.7M 102k 95.44
Ishares Tr Lehman Bd Common Stock (AGG) 6.6 $9.7M 98k 99.27
TLT Etf (TLT) 6.5 $9.6M 111k 86.69
Alphabet Common Stock (GOOGL) 6.3 $9.3M 32k 287.56
Nvidia Corp Common Stock (NVDA) 5.7 $8.4M 48k 174.40
Streettracks Gold TRUST Common Stock 5.3 $7.8M 18k 430.29
Apple Computer Common Stock (AAPL) 4.8 $7.1M 28k 253.79
Exxon Mobil Corporation Common Stock (XOM) 3.9 $5.7M 34k 169.66
Schwab US Large Cap Etf Etf (SCHX) 3.7 $5.4M 212k 25.64
Facebook Inc Class A Common Stock (META) 3.1 $4.5M 7.9k 572.13
Amazon Common Stock (AMZN) 2.8 $4.2M 20k 208.27
Microsoft Corp Common Stock (MSFT) 2.7 $4.0M 11k 370.16
Goldman Sachs Group Common Stock (GS) 2.7 $4.0M 4.7k 857.14
Lockheed Martin Corp Common Stock (LMT) 2.7 $4.0M 6.6k 604.41
Johnson & Johnson Common Stock (JNJ) 2.5 $3.7M 15k 244.44
Honeywell International Common Stock 2.4 $3.6M 16k 226.03
Broadcom Common Stock 2.4 $3.5M 11k 309.51
Jpmorgan Chase & Co Common Stock (JPM) 2.0 $3.0M 10k 294.16
Verizon Communications Common Stock (VZ) 2.0 $3.0M 59k 50.20
Pfizer Incorporated Common Stock (PFE) 2.0 $2.9M 103k 28.08
Amgen Incorporated Common Stock (AMGN) 2.0 $2.9M 8.2k 351.85
Simon Ppty Group Common Stock (SPG) 1.9 $2.8M 15k 186.53
Duke Energy Corp Common Stock 1.8 $2.7M 21k 130.94
Costco Whsl Corp Common Stock (COST) 1.7 $2.5M 2.5k 996.43
Blackrock Common Stock (BLK) 1.7 $2.5M 2.6k 961.73
Mc Donalds Corp Common Stock (MCD) 1.7 $2.5M 8.0k 310.79
Air Prod & Chemicals Common Stock (APD) 1.7 $2.5M 8.4k 290.49
Visa Inc Cl A Common Stock (V) 1.5 $2.3M 7.5k 302.24
Unitedhealth Group Common Stock (UNH) 1.5 $2.2M 8.0k 270.59
Home Depot Common Stock (HD) 1.4 $2.1M 6.4k 328.90
Procter & Gamble Common Stock (PG) 1.4 $2.1M 14k 144.44
United Rentals Common Stock (URI) 1.2 $1.7M 2.3k 728.56
Adobe Systems Common Stock (ADBE) 1.1 $1.6M 6.5k 243.08
Proshares UltraShort Etf (SDS) 0.8 $1.3M 17k 75.25
Sunrun Common Stock (RUN) 0.7 $1.1M 78k 13.56
Dell Common Stock 0.6 $829k 5.1k 164.13
Vanguard Total Stock Mkt Common Stock (VTSAX) 0.3 $435k 2.8k 156.20
Telsa Motors Common Stock (TSLA) 0.2 $330k 887.00 371.77
Solstice Adv Matls Common Stock (SOLS) 0.2 $287k 3.8k 76.16
SPDR Trust Unit SR Etf (SPY) 0.2 $282k 13k 22.21
A D M Tronics Un Common Stock (ADMT) 0.0 $7.5k 84k 0.09