U S Wealth Group, Llc. Portfolio Holdings

U S Wealth Group, Llc.

  • $153 Billion
  • Q3 2025

U S Wealth Group, Llc. has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $10.2B, Ishares Core U.S. Aggregate Bo with a value of $10.2B, Ishares Barclays with a value of $10.2B, Alphabet Inc. with a value of $9.54B, and Nvidia Corp with a value of $9.04B.

Examining the 13F form we can see an increase of $24.8B in the current position value, from $128B to 153B.

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 $153 Billion
ETFs: $36.6 Billion
Technology: $26.3 Billion
Communication Services: $18 Billion
Healthcare: $10.6 Billion
Industrials: $10.3 Billion
Consumer Cyclical: $10.2 Billion
Financial Services: $9.94 Billion
Consumer Defensive: $4.7 Billion
Other: $9.06 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$9.54 Billion 6.23% of portfolio
39,241
Q3 2025 Added 43.38%
$465B
$9.04 Billion 5.91% of portfolio
48,454
Q3 2025 Reduced 7.41%
$4.3T
$7.24 Billion 4.73% of portfolio
28,428
Q3 2025 Added 11.45%
$1.37T
$5.93 Billion 3.88% of portfolio
8,081
Q3 2025 Added 16.39%
$3.78T
$5.76 Billion 3.77% of portfolio
11,130
Q3 2025 Reduced 12.03%
$2.39T
$4.51 Billion 2.95% of portfolio
20,551
Q3 2025 Added 13.07%
$265B
$3.9 Billion 2.55% of portfolio
4,892
Q3 2025 Reduced 2.14%
$490B
$3.85 Billion 2.52% of portfolio
34,184
Q3 2025 Added 3.09%
$881B
$3.32 Billion 2.17% of portfolio
10,526
Q3 2025 Added 0.01%
$522B
$2.81 Billion 1.84% of portfolio
15,165
Q3 2025 Added 4.48%
$300B
$2.8 Billion 1.83% of portfolio
8,114
Q3 2025 Added 84.49%
$367B
$2.66 Billion 1.74% of portfolio
6,559
Q3 2025 Added 6.44%
$533B
$2.6 Billion 1.7% of portfolio
7,624
Q3 2025 Added 2.28%
$224B
$2.48 Billion 1.62% of portfolio
8,158
Q3 2025 Added 3.74%
$404B
$2.44 Billion 1.59% of portfolio
2,635
Q3 2025 Added 1.89%
$346B
$2.26 Billion 1.47% of portfolio
14,685
Q3 2025 Added 12.38%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $153 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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