U S WEALTH GROUP, LLC.
CIK 1554427 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- 86330710413.68%
- AGG6.05%
- IEF6.04%
- TLT5.99%
- AAPL5.37%
- NVDA4.69%
- SCHX3.96%
- MSFT3.89%
- AMZN3.62%
- GOOGL3.54%
Share classes counted separately56.83%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 863307104Streettracks Gold TRUSTCommon Stock View history and evidence | $18.09M | 13.68% | 74.72K shares | Prior unavailable — | — | ↗▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATECommon Stock View history and evidence | $8.01M | 6.05% | 82.62K shares | Prior unavailable — | — | ↗▾ |
| 03 | IEFISHARES 7-10 YEAR TREASURY BETF View history and evidence | $7.99M | 6.04% | 86.42K shares | Prior unavailable — | — | ↗▾ |
| 04 | TLTISHARES 20+ YEAR TREASURY BDETF View history and evidence | $7.92M | 5.99% | 90.70K shares | Prior unavailable — | — | ↗▾ |
| 05 | AAPLAPPLE INCCommon Stock View history and evidence | $7.10M | 5.37% | 28.34K shares | Prior unavailable — | — | ↗▾ |
| 06 | NVDANVIDIA CORPCommon Stock View history and evidence | $6.21M | 4.69% | 46.22K shares | Prior unavailable — | — | ↗▾ |
| 07 | SCHXSCHWAB US LARGE-CAP ETFETF View history and evidence | $5.24M | 3.96% | 226.01K shares | Prior unavailable — | — | ↗▾ |
| 08 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $5.14M | 3.89% | 12.20K shares | Prior unavailable — | — | ↗▾ |
| 09 | AMZNAMAZON.COM INCCommon Stock View history and evidence | $4.78M | 3.62% | 21.80K shares | Prior unavailable — | — | ↗▾ |
| 10 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $4.69M | 3.54% | 24.76K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1554427 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 132284131
}Research all 40 reported holdings.
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