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CIK 0001554427 • 4 13F filings • May 15, 2025 – Mar 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| A D M Tronics Unltd Inc | Common Stock | $8K | 0.0%Prev: 0.0% | 83,640 SH | Increased |
| Adobe Systems Inc | Common Stock | $2.3M | 1.5%Prev: 1.5% | 6,554 SH | Decreased-76 SH |
| Air Prod & Chemicals | Common Stock | $2.1M | 1.4%Prev: 1.5% | 8,547 SH | Decreased-102 SH |
| Alphabet Inc. | Common Stock | $11.1M | 7.3%Prev: 6.2% | 35,398 SH | Increased-3,843 SH |
| AMAZON | Common Stock | $4.7M | 3.1%Prev: 2.9% | 20,403 SH | Increased-148 SH |
| Amgen Incorporated | Common Stock | $2.7M | 1.8%Prev: 1.5% | 8,187 SH | Increased-194 SH |
| Apple Computer Inc | Common Stock | $7.7M | 5.1%Prev: 4.7% | 28,573 SH | Increased+145 SH |
| Bankunited Inc | Common Stock | $145K | 0.1%Prev: 0.1% | 3,243 SH | Increased |
| Blackrock Inc | Common Stock | $2.8M | 1.8%Prev: 2.0% | 2,604 SH | Decreased-39 SH |
| Block Inc | Common Stock | $880K | 0.6%Prev: 0.7% | 13,515 SH | Decreased-534 SH |
| Broadcom Ltd | Common Stock | $4.0M | 2.6%Prev: 2.5% | 11,500 SH | Increased-112 SH |
| Costco Whsl Corp New | Common Stock | $2.2M | 1.5%Prev: 1.6% | 2,592 SH | Decreased-43 SH |
| Dell Inc | Common Stock | $636K | 0.4%Prev: 0.5% | 5,051 SH | Decreased-28 SH |
| Duke Energy Corp New | Common Stock | $2.5M | 1.6%Prev: 1.7% | 21,321 SH | Decreased-169 SH |
| Exxon Mobil Corporation | Common Stock | $4.1M | 2.7%Prev: 2.5% | 33,998 SH | Increased-186 SH |
| Facebook Inc Class A | Common Stock | $5.3M | 3.5%Prev: 3.9% | 8,016 SH | Decreased-65 SH |
| Goldman Sachs Group Inc | Common Stock | $4.2M | 2.8%Prev: 2.5% | 4,829 SH | Increased-63 SH |
| Home Depot Inc | Common Stock | $2.2M | 1.5%Prev: 1.7% | 6,482 SH | Decreased-77 SH |
| Honeywell International | Common Stock | $3.1M | 2.1%Prev: 2.2% | 15,985 SH | Decreased-138 SH |
| IEF | ETF | $10.1M | 6.6%Prev: 6.7% | 104,786 SH | Decreased-1,232 SH |
| Ishares Tr Lehman Bd Fd | Common Stock | $10.0M | 6.6%Prev: 6.7% | 100,485 SH | Decreased-1,552 SH |
| Johnson & Johnson | Common Stock | $3.1M | 2.0%Prev: 1.8% | 15,049 SH | Increased-116 SH |
| Jpmorgan Chase & Co | Common Stock | $3.4M | 2.2%Prev: 2.2% | 10,428 SH | Increased-98 SH |
| Lockheed Martin Corp | Common Stock | $3.2M | 2.1%Prev: 2.2% | 6,652 SH | Decreased-80 SH |
| Mc Donalds Corp | Common Stock | $2.5M | 1.6%Prev: 1.6% | 8,067 SH | Decreased-91 SH |
| Microsoft Corp | Common Stock | $5.3M | 3.5%Prev: 3.8% | 11,044 SH | Decreased-86 SH |
| Nvidia Corp | Common Stock | $9.0M | 5.9%Prev: 5.9% | 48,235 SH | Decreased-219 SH |
| Pfizer Incorporated | Common Stock | $2.6M | 1.7%Prev: 1.7% | 103,956 SH | Decreased-595 SH |
| Procter & Gamble | Common Stock | $2.1M | 1.4%Prev: 1.5% | 14,567 SH | Decreased-118 SH |
| Schwab US Large Cap Etf | ETF | $6.0M | 3.9%Prev: 3.9% | 221,950 SH | Increased-4,297 SH |
| Simon Ppty Group New | Common Stock | $2.8M | 1.8%Prev: 1.9% | 15,061 SH | Decreased-88 SH |
| Solstice Adv Matls | Common Stock | $187K | 0.1% | 3,853 SH | New |
| Sportsmans Whse Hldg | Common Stock | $65K | 0.0%Prev: 0.1% | 44,300 SH | Decreased-4,000 SH |
| Streettracks Gold TRUST | Common Stock | $7.3M | 4.8%Prev: 4.3% | 18,462 SH | Increased+18 SH |
| Sunrun | Common Stock | $1.2M | 0.8%Prev: 0.6% | 63,736 SH | Increased+12,157 SH |
| Telsa Motors Inc | Common Stock | $392K | 0.3%Prev: 0.3% | 872 SH | Increased |
| TLT | ETF | $9.9M | 6.5%Prev: 6.7% | 113,202 SH | Decreased-1,306 SH |
| United Rentals Inc | Common Stock | $1.9M | 1.3%Prev: 2.3% | 2,349 SH | Decreased-1,351 SH |
| Unitedhealth Group Inc | Common Stock | $2.7M | 1.7%Prev: 1.8% | 8,033 SH | Decreased-81 SH |
| Vanguard Total Stock Mkt | Common Stock | $453K | 0.3%Prev: 0.3% | 2,773 SH | Increased+8 SH |
| Verizon Communications | Common Stock | $2.3M | 1.5%Prev: 1.7% | 57,384 SH | Decreased-311 SH |
| Visa Inc Cl A | Common Stock | $2.6M | 1.7%Prev: 1.7% | 7,544 SH | Increased-80 SH |
| 13F-HR |
| 0001554427-26-000007 |
| $167.0M |
| View |
| Aug 15, 2025 | Q2 2025 | 13F-HR | 0001554427-25-000003 | $128.3M | View |
| Sep 10, 2026 | Q1 2026 | 13F-HR | 0001554427-26-000006 | $147.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001554427-25-000002 | $126.2M | View |