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U.S. Bancorp shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 8.0k 48.33
2025-06-30 $475k 11k 45.25
2025-03-31 $448k 11k 42.22

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private Wealth Management

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
Geode Capital Management
Morgan Stanley
Reed Conner & Birdwell
Davis Selected Advisers
Royal Bank of Canada
Grantham, Mayo, Van Otterloo & Co
Northern Trust
Invesco
Goldman Sachs Group

View all funds holding U.S. Bancorp