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CIK 0001554427 • 4 13F filings • May 15, 2025 – Mar 17, 2026
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=jivedata("u-s-wealth-group-llc-0001554427-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| A D M Tronics Unltd Inc | Common Stock | $6K | 0.0% | 83,640 SH | |
| Adobe Systems Inc | Common Stock | $1.6M | 1.3% | 4,118 SH | |
| Air Prod & Chemicals | Common Stock | $2.4M | 1.9% | 8,133 SH | |
| Alphabet Inc. | Common Stock | $3.8M | 3.0% | 24,456 SH | |
| AMAZON | Common Stock | $3.5M | 2.8% | 18,461 SH | |
| Amgen Incorporated | Common Stock | $2.3M | 1.9% | 7,511 SH | |
| Apple Computer Inc | Common Stock | $6.0M | 4.7% | 26,917 SH | |
| Bankunited Inc | Common Stock | $220K | 0.2% | 6,381 SH | |
| Blackrock Inc | Common Stock | $2.3M | 1.8% | 2,407 SH | |
| Block Inc | Common Stock | $415K | 0.3% | 7,630 SH | |
| Costco Whsl Corp New | Common Stock | $2.6M | 2.1% | 2,750 SH | |
| Dell Inc | Common Stock | $503K | 0.4% | 5,523 SH | |
| Duke Energy Corp New | Common Stock | $2.5M | 1.9% | 20,159 SH | |
| Exxon Mobil Corporation | Common Stock | $2.8M | 2.2% | 23,348 SH | |
| Facebook Inc Class A | Common Stock | $3.9M | 3.1% | 6,849 SH | |
| Goldman Sachs Group Inc | Common Stock | $2.6M | 2.1% | 4,701 SH | |
| Home Depot Inc | Common Stock | $2.2M | 1.7% | 5,898 SH | |
| Honeywell International | Common Stock | $2.1M | 1.7% | 10,082 SH | |
| IEF | ETF | $8.1M | 6.4% | 84,690 SH | |
| Ishares Tr Lehman Bd Fd | Common Stock | $8.0M | 6.3% | 80,443 SH | |
| Johnson & Johnson | Common Stock | $2.3M | 1.8% | 13,682 SH | |
| Jpmorgan Chase & Co | Common Stock | $2.9M | 2.3% | 11,867 SH | |
| Lockheed Martin Corp | Common Stock | $1.9M | 1.5% | 4,201 SH | |
| Mc Donalds Corp | Common Stock | $2.4M | 1.9% | 7,725 SH | |
| Microsoft Corp | Common Stock | $4.5M | 3.6% | 11,944 SH | |
| Nvidia Corp | Common Stock | $5.0M | 3.9% | 45,711 SH | |
| Pfizer Incorporated | Common Stock | $2.0M | 1.6% | 78,902 SH | |
| Procter & Gamble | Common Stock | $2.1M | 1.7% | 12,598 SH | |
| Schwab US Large Cap Etf | ETF | $4.9M | 3.9% | 221,739 SH | |
| Simon Ppty Group New | Common Stock | $2.3M | 1.8% | 14,057 SH | |
| Sportsmans Whse Hldg | Common Stock | $51K | 0.0% | 51,800 SH | |
| Streettracks Gold TRUST | Common Stock | $19.9M | 15.8% | 69,027 SH | |
| Sunrun | Common Stock | $84K | 0.1% | 14,407 SH | |
| TLT | ETF | $8.1M | 6.4% | 89,073 SH | |
| United Rentals Inc | Common Stock | $2.3M | 1.8% | 3,700 SH | |
| Unitedhealth Group Inc | Common Stock | $2.1M | 1.6% | 3,929 SH | |
| Vanguard Total Stock Mkt | Common Stock | $368K | 0.3% | 2,749 SH | |
| Verizon Communications | Common Stock | $2.4M | 1.9% | 53,827 SH | |
| Visa Inc Cl A | Common Stock | $2.6M | 2.0% | 7,349 SH | |
| Waste Management Inc | Common Stock | $237K | 0.2% | 1,022 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 |