Filer Name: U S WEALTH GROUP, LLC.
CIK: 1554427
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 40
Portfolio Value: $0.13B

U S Wealth Group, Llc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
863307104 - SPDR GOLD SHARES 74,721 $18M 13.68% - -
AGG US ISHARES CORE U.S. AGGREGATE 82,617 $8M 6.05% - -
IEF US ISHARES 7-10 YEAR TREASURY B 86,416 $8M 6.04% - -
TLT US ISHARES 20+ YEAR TREASURY BD 90,696 $8M 5.99% - -
AAPL US APPLE INC 28,345 $7M 5.37% - -
NVDA US NVIDIA CORP 46,216 $6M 4.69% - -
SCHX US SCHWAB US LARGE-CAP ETF 226,012 $5M 3.96% - -
MSFT US MICROSOFT CORP 12,202 $5M 3.89% - -
AMZN US AMAZON.COM INC 21,800 $5M 3.62% - -
GOOGL US ALPHABET INC-CL A 24,759 $5M 3.54% - -
META US META PLATFORMS INC-CLASS A 7,052 $4M 3.12% - -
HD US HOME DEPOT INC 7,634 $3M 2.24% - -
JPM US JPMORGAN CHASE & CO 12,143 $3M 2.20% - -
GS US GOLDMAN SACHS GROUP INC 4,971 $3M 2.15% - -
COST US COSTCO WHOLESALE CORP 2,912 $3M 2.02% - -
BLK US BLACKROCK INC 2,557 $3M 1.98% - -
URI US UNITED RENTALS INC 3,700 $3M 1.97% - -
XOM US EXXON MOBIL CORP 23,759 $3M 1.93% - -
SPG US SIMON PROPERTY GROUP INC 14,329 $2M 1.87% - -
APD US AIR PRODUCTS & CHEMICALS INC 8,368 $2M 1.83% - -
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