§ 13F · FUND PROFILE
U S WEALTH GROUP, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 40Turnover · — · Q1Filed · May 15, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 15, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | — | Streettracks Gold TRUST | 69K | $19.9T | 15.8% | — |
| 2 | TLT | TLT | 89K | $8.1T | 6.4% | — |
| 3 | IEF | IEF | 85K | $8.1T | 6.4% | — |
| 4 | AGG | Ishares Tr Lehman Bd Fd | 80K | $8.0T | 6.3% | — |
| 5 | AAPL | Apple Computer Inc | 27K | $6.0T | 4.7% | — |
| 6 | NVDA | Nvidia Corp | 46K | $5.0T | 3.9% | — |
| 7 | SCHX | Schwab US Large Cap Etf | 222K | $4.9T | 3.9% | — |
| 8 | MSFT | Microsoft Corp | 12K | $4.5T | 3.6% | — |
| 9 | META | Facebook Inc Class A | 7K | $3.9T | 3.1% | — |
| 10 | GOOGL | Alphabet Inc. | 24K | $3.8T | 3.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE U SIGNAL
AC read
U S WEALTH GROUP, LLC. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed