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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 | $5K | 0.0%Prev: 0.0% | 83,640 SH | Decreased |
| Adobe Systems Inc | Common Stock | $2.5M | 1.9%Prev: 1.1% | 6,451 SH | Increased-29 SH |
| Air Prod & Chemicals | Common Stock | $2.4M | 1.8%Prev: 1.7% | 8,398 SH | Decreased-46 SH |
| Alphabet Inc. | Common Stock | $4.8M | 3.8%Prev: 6.3% | 27,368 SH | Decreased-5,008 SH |
| AMAZON | Common Stock | $4.0M | 3.1%Prev: 2.8% | 18,175 SH | Decreased-2,033 SH |
| Amgen Incorporated | Common Stock | $2.2M | 1.7%Prev: 2.0% | 7,832 SH | Decreased-372 SH |
| Apple Computer Inc | Common Stock | $5.2M | 4.1%Prev: 4.8% | 25,507 SH | Decreased-2,573 SH |
| Bankunited Inc | Common Stock | $115K | 0.1% | 3,243 SH | New |
| Blackrock Inc | Common Stock | $2.7M | 2.1%Prev: 1.7% | 2,580 SH | Increased+5 SH |
| Block Inc | Common Stock | $924K | 0.7% | 13,602 SH | New |
| Broadcom Ltd | Common Stock | $3.6M | 2.8%Prev: 2.4% | 12,895 SH | Increased+1,543 SH |
| Costco Whsl Corp New | Common Stock | $2.6M | 2.0%Prev: 1.7% | 2,586 SH | Increased+40 SH |
| Dell Inc | Common Stock | $619K | 0.5%Prev: 0.6% | 5,048 SH | Decreased-3 SH |
| Duke Energy Corp New | Common Stock | $2.4M | 1.9%Prev: 1.8% | 20,760 SH | Decreased-117 SH |
| Exxon Mobil Corporation | Common Stock | $3.6M | 2.8%Prev: 3.9% | 33,160 SH | Decreased-628 SH |
| Facebook Inc Class A | Common Stock | $5.1M | 4.0%Prev: 3.1% | 6,943 SH | Increased-981 SH |
| Goldman Sachs Group Inc | Common Stock | $3.5M | 2.8%Prev: 2.7% | 4,999 SH | Decreased+285 SH |
| Home Depot Inc | Common Stock | $2.3M | 1.8%Prev: 1.4% | 6,162 SH | Increased-221 SH |
| Honeywell International | Common Stock | $2.5M | 2.0%Prev: 2.4% | 10,816 SH | Decreased-4,978 SH |
| IEF | ETF | $7.4M | 5.8%Prev: 6.6% | 77,340 SH | Decreased-24,500 SH |
| Ishares Tr Lehman Bd Fd | Common Stock | $7.3M | 5.7%Prev: 6.6% | 73,958 SH | Decreased-23,670 SH |
| Johnson & Johnson | Common Stock | $2.2M | 1.7%Prev: 2.5% | 14,515 SH | Decreased-478 SH |
| Jpmorgan Chase & Co | Common Stock | $3.1M | 2.4%Prev: 2.0% | 10,525 SH | Increased+275 SH |
| Lockheed Martin Corp | Common Stock | $2.1M | 1.6%Prev: 2.7% | 4,546 SH | Decreased-2,036 SH |
| Mc Donalds Corp | Common Stock | $2.3M | 1.8%Prev: 1.7% | 7,864 SH | Decreased-100 SH |
| Microsoft Corp | Common Stock | $6.3M | 4.9%Prev: 2.7% | 12,652 SH | Increased+1,724 SH |
| Nvidia Corp | Common Stock | $8.3M | 6.4%Prev: 5.7% | 52,333 SH | Decreased+4,347 SH |
| Pfizer Incorporated | Common Stock | $2.5M | 1.9%Prev: 2.0% | 102,121 SH | Decreased-1,124 SH |
| Procter & Gamble | Common Stock | $2.1M | 1.6%Prev: 1.4% | 13,067 SH | Decreased-1,348 SH |
| Schwab US Large Cap Etf | ETF | $5.5M | 4.3%Prev: 3.7% | 224,267 SH | Increased+12,794 SH |
| Simon Ppty Group New | Common Stock | $2.4M | 1.9%Prev: 1.9% | 14,883 SH | Decreased-65 SH |
| Sportsmans Whse Hldg | Common Stock | $179K | 0.1% | 51,800 SH | New |
| Streettracks Gold TRUST | Common Stock | $8.5M | 6.6%Prev: 5.3% | 27,910 SH | Increased+9,729 SH |
| Sunrun | Common Stock | $170K | 0.1%Prev: 0.7% | 20,807 SH | Decreased-57,133 SH |
| Telsa Motors Inc | Common Stock | $227K | 0.2%Prev: 0.2% | 872 SH | Decreased-15 SH |
| TLT | ETF | $7.1M | 5.6%Prev: 6.5% | 80,993 SH | Decreased-29,714 SH |
| United Rentals Inc | Common Stock | $2.8M | 2.2%Prev: 1.2% | 3,700 SH | Increased+1,351 SH |
| Unitedhealth Group Inc | Common Stock | $1.4M | 1.1%Prev: 1.5% | 4,398 SH | Decreased-3,566 SH |
| Vanguard Total Stock Mkt | Common Stock | $408K | 0.3%Prev: 0.3% | 5,757 SH | Decreased+2,975 SH |
| Verizon Communications | Common Stock | $2.4M | 1.8%Prev: 2.0% | 54,730 SH | Decreased-4,344 SH |
| Visa Inc Cl A | Common Stock | $2.6M | 2.1%Prev: 1.5% | 7,454 SH | Increased-13 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 |