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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: 1.6% | 6,630 SH | Decreased-6,211 SH |
| Air Prod & Chemicals | Common Stock | $2.4M | 1.5%Prev: 1.8% | 8,649 SH | Decreased-1,408 SH |
| Alphabet Inc. | Common Stock | $9.5M | 6.2%Prev: 4.7% | 39,241 SH | Increased+18,583 SH |
| AMAZON | Common Stock | $4.5M | 2.9%Prev: 3.1% | 20,551 SH | Decreased-1,219 SH |
| Amgen Incorporated | Common Stock | $2.4M | 1.5%Prev: 2.0% | 8,381 SH | Decreased-841 SH |
| Apple Computer Inc | Common Stock | $7.2M | 4.7%Prev: 4.7% | 28,428 SH | Decreased+1,280 SH |
| Bankunited Inc | Common Stock | $124K | 0.1% | 3,243 SH | New |
| Blackrock Inc | Common Stock | $3.1M | 2.0%Prev: 1.9% | 2,643 SH | Decreased-617 SH |
| Block Inc | Common Stock | $1.0M | 0.7% | 14,049 SH | New |
| Broadcom Ltd | Common Stock | $3.8M | 2.5%Prev: 1.9% | 11,612 SH | Increased+3,351 SH |
| Costco Whsl Corp New | Common Stock | $2.4M | 1.6%Prev: 1.7% | 2,635 SH | Decreased-360 SH |
| Dell Inc | Common Stock | $720K | 0.5% | 5,079 SH | New |
| Duke Energy Corp New | Common Stock | $2.7M | 1.7%Prev: 1.8% | 21,490 SH | Decreased-2,370 SH |
| Exxon Mobil Corporation | Common Stock | $3.9M | 2.5%Prev: 2.7% | 34,184 SH | Decreased+751 SH |
| Facebook Inc Class A | Common Stock | $5.9M | 3.9%Prev: 4.1% | 8,081 SH | Decreased-3,995 SH |
| Goldman Sachs Group Inc | Common Stock | $3.9M | 2.5%Prev: 2.8% | 4,892 SH | Decreased+288 SH |
| Home Depot Inc | Common Stock | $2.7M | 1.7%Prev: 2.0% | 6,559 SH | Decreased-3,017 SH |
| Honeywell International | Common Stock | $3.4M | 2.2%Prev: 1.5% | 16,123 SH | Increased+4,771 SH |
| IEF | ETF | $10.2M | 6.7%Prev: 7.4% | 106,018 SH | Decreased-25,049 SH |
| Ishares Tr Lehman Bd Fd | Common Stock | $10.2M | 6.7%Prev: 7.4% | 102,037 SH | Decreased-23,439 SH |
| Johnson & Johnson | Common Stock | $2.8M | 1.8%Prev: 0.8% | 15,165 SH | Increased-2,094 SH |
| Jpmorgan Chase & Co | Common Stock | $3.3M | 2.2%Prev: 2.2% | 10,526 SH | Decreased-928 SH |
| Lockheed Martin Corp | Common Stock | $3.4M | 2.2%Prev: 2.3% | 6,732 SH | Decreased-823 SH |
| Mc Donalds Corp | Common Stock | $2.5M | 1.6%Prev: 1.7% | 8,158 SH | Decreased-2,256 SH |
| Microsoft Corp | Common Stock | $5.8M | 3.8%Prev: 3.4% | 11,130 SH | Increased-4,090 SH |
| Nvidia Corp | Common Stock | $9.0M | 5.9%Prev: 5.3% | 48,454 SH | Increased+4,123 SH |
| Pfizer Incorporated | Common Stock | $2.7M | 1.7%Prev: 1.7% | 104,551 SH | Decreased-12,210 SH |
| Procter & Gamble | Common Stock | $2.3M | 1.5%Prev: 1.9% | 14,685 SH | Decreased-6,589 SH |
| Schwab US Large Cap Etf | ETF | $6.0M | 3.9%Prev: 2.5% | 226,247 SH | Increased+82,571 SH |
| Simon Ppty Group New | Common Stock | $2.8M | 1.9%Prev: 2.2% | 15,149 SH | Decreased-1,257 SH |
| Sportsmans Whse Hldg | Common Stock | $134K | 0.1% | 48,300 SH | New |
| Streettracks Gold TRUST | Common Stock | $6.6M | 4.3%Prev: 3.8% | 18,444 SH | Increased+1,348 SH |
| Sunrun | Common Stock | $892K | 0.6%Prev: 0.8% | 51,579 SH | Decreased-44,367 SH |
| Telsa Motors Inc | Common Stock | $388K | 0.3%Prev: 0.1% | 872 SH | Increased+285 SH |
| TLT | ETF | $10.2M | 6.7%Prev: 7.5% | 114,508 SH | Decreased-31,366 SH |
| United Rentals Inc | Common Stock | $3.5M | 2.3%Prev: 1.6% | 3,700 SH | Increased+1,351 SH |
| Unitedhealth Group Inc | Common Stock | $2.8M | 1.8%Prev: 2.2% | 8,114 SH | Decreased-787 SH |
| Vanguard Total Stock Mkt | Common Stock | $442K | 0.3%Prev: 0.2% | 2,765 SH | Increased+541 SH |
| Verizon Communications | Common Stock | $2.5M | 1.7%Prev: 1.6% | 57,695 SH | Decreased-7,167 SH |
| Visa Inc Cl A | Common Stock | $2.6M | 1.7%Prev: 1.8% | 7,624 SH | Decreased-1,242 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 |