U S Wealth Group, Llc. Purchases in Q3 2025

U S Wealth Group, Llc.

  • $153 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
11.9K
+ 43.38%
$174.36 - $254.72 $2.07M - $3.02M
39.2K $9.54B
TLT
Ishares Barclays 20+ Year Trea

ETFs
33.5K
+ 41.38%
$85.01 - $90.35 $2.85M - $3.03M
115K $10.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28.1K
+ 37.97%
$97.75 - $100.75 $2.74M - $2.83M
102K $10.2B
IEF
Ishares Barclays

ETFs
28.7K
+ 37.08%
$93.91 - $97.26 $2.69M - $2.79M
106K $10.2B
AAPL
Apple Inc.

Technology
2.92K
+ 11.45%
$202.38 - $256.87 $591K - $750K
28.4K $7.24B
UNH
Unitedhealth Group Inc

Healthcare
3.72K
+ 84.49%
$237.77 - $353.61 $884K - $1.31M
8.11K $2.8B
LMT
Lockheed Martin Corp

Industrials
2.19K
+ 48.09%
$410.74 - $499.21 $898K - $1.09M
6.73K $3.36B
HON
Honeywell International Inc

Industrials
5.31K
+ 49.07%
$207.7 - $240.4 $1.1M - $1.28M
16.1K $3.39B
META
Meta Platforms, Inc.

Communication Services
1.14K
+ 16.39%
$695.21 - $791.73 $791K - $901K
8.08K $5.93B
RUN
Sunrun Inc.

Technology
30.8K
+ 147.89%
$8.99 - $18.18 $277K - $559K
51.6K $892M
AMZN
Amazon Com Inc

Consumer Cyclical
2.38K
+ 13.07%
$211.65 - $238.24 $503K - $566K
20.6K $4.51B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.98K
+ 0.88%
$24.46 - $26.5 $48.4K - $52.5K
226K $5.96B
SPG
Simon Property Group Inc

Real Estate
266
+ 1.79%
$159.93 - $187.67 $42.5K - $49.9K
15.1K $2.84B
HD
Home Depot, Inc.

Consumer Cyclical
397
+ 6.44%
$357.4 - $423.42 $142K - $168K
6.56K $2.66B
Blackrock Inc
63
+ 2.44%
N/A
2.64K $3.08B
XOM
Exxon Mobil Corp

Energy
1.02K
+ 3.09%
$105.83 - $117.22 $108K - $120K
34.2K $3.85B
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$282.78 - $316.06 $283 - $316
10.5K $3.32B
Duke Energy Corp New
730
+ 3.52%
N/A
21.5K $2.66B
PFE
Pfizer Inc

Healthcare
2.43K
+ 2.38%
$23.29 - $25.88 $56.6K - $62.9K
105K $2.66B
MCD
Mcdonalds Corp

Consumer Cyclical
294
+ 3.74%
$291.67 - $316.99 $85.8K - $93.2K
8.16K $2.48B
AMGN
Amgen Inc

Healthcare
549
+ 7.01%
$271.18 - $309.22 $149K - $170K
8.38K $2.37B
PG
Procter & Gamble CO

Consumer Defensive
1.62K
+ 12.38%
$150.47 - $161.22 $243K - $261K
14.7K $2.26B
VZ
Verizon Communications Inc

Communication Services
2.97K
+ 5.42%
$40.84 - $45.06 $121K - $134K
57.7K $2.54B
Dell Inc
31
+ 0.61%
N/A
5.08K $720M
SQ
Block, Inc.

Technology
447
+ 3.29%
N/A
14K $1.02B
APD
Air Products & Chemicals, Inc.

Basic Materials
251
+ 2.99%
$265.78 - $299.3 $66.7K - $75.1K
8.65K $2.36B
V
Visa Inc.

Financial Services
170
+ 2.28%
$332.09 - $358.86 $56.5K - $61K
7.62K $2.6B
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 1.89%
$915.95 - $994.57 $44.9K - $48.7K
2.64K $2.44B
ADBE
Adobe Inc.

Technology
179
+ 2.77%
$333.65 - $392.1 $59.7K - $70.2K
6.63K $2.34B
Activity Summary
Buys All Purchases 30 New Holdings 0 Increased Positions 30 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track U S Wealth Group, Llc. Portfolio

Follow U S Wealth Group, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U S Wealth Group, Llc., based on Form 13F filings with the SEC.

News

Stay updated on U S Wealth Group, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email