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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 | $1.6M | 1.1%Prev: 1.3% | 6,480 SH | Decreased+2,362 SH |
| Air Prod & Chemicals | Common Stock | $2.5M | 1.7%Prev: 1.9% | 8,444 SH | Increased+311 SH |
| Alphabet Inc. | Common Stock | $9.3M | 6.3%Prev: 3.0% | 32,376 SH | Increased+7,920 SH |
| AMAZON | Common Stock | $4.2M | 2.8%Prev: 2.8% | 20,208 SH | Increased+1,747 SH |
| Amgen Incorporated | Common Stock | $2.9M | 2.0%Prev: 1.9% | 8,204 SH | Increased+693 SH |
| Apple Computer Inc | Common Stock | $7.1M | 4.8%Prev: 4.7% | 28,080 SH | Increased+1,163 SH |
| Blackrock Inc | Common Stock | $2.5M | 1.7%Prev: 1.8% | 2,575 SH | Increased+168 SH |
| Broadcom Ltd | Common Stock | $3.5M | 2.4% | 11,352 SH | New |
| Costco Whsl Corp New | Common Stock | $2.5M | 1.7%Prev: 2.1% | 2,546 SH | Decreased-204 SH |
| Dell Inc | Common Stock | $829K | 0.6%Prev: 0.4% | 5,051 SH | Increased-472 SH |
| Duke Energy Corp New | Common Stock | $2.7M | 1.8%Prev: 1.9% | 20,877 SH | Increased+718 SH |
| Exxon Mobil Corporation | Common Stock | $5.7M | 3.9%Prev: 2.2% | 33,788 SH | Increased+10,440 SH |
| Facebook Inc Class A | Common Stock | $4.5M | 3.1%Prev: 3.1% | 7,924 SH | Increased+1,075 SH |
| Goldman Sachs Group Inc | Common Stock | $4.0M | 2.7%Prev: 2.1% | 4,714 SH | Increased+13 SH |
| Home Depot Inc | Common Stock | $2.1M | 1.4%Prev: 1.7% | 6,383 SH | Decreased+485 SH |
| Honeywell International | Common Stock | $3.6M | 2.4%Prev: 1.7% | 15,794 SH | Increased+5,712 SH |
| IEF | ETF | $9.7M | 6.6%Prev: 6.4% | 101,840 SH | Increased+17,150 SH |
| Ishares Tr Lehman Bd Fd | Common Stock | $9.7M | 6.6%Prev: 6.3% | 97,628 SH | Increased+17,185 SH |
| Johnson & Johnson | Common Stock | $3.7M | 2.5%Prev: 1.8% | 14,993 SH | Increased+1,311 SH |
| Jpmorgan Chase & Co | Common Stock | $3.0M | 2.0%Prev: 2.3% | 10,250 SH | Increased-1,617 SH |
| Lockheed Martin Corp | Common Stock | $4.0M | 2.7%Prev: 1.5% | 6,582 SH | Increased+2,381 SH |
| Mc Donalds Corp | Common Stock | $2.5M | 1.7%Prev: 1.9% | 7,964 SH | Increased+239 SH |
| Microsoft Corp | Common Stock | $4.0M | 2.7%Prev: 3.6% | 10,928 SH | Decreased-1,016 SH |
| Nvidia Corp | Common Stock | $8.4M | 5.7%Prev: 3.9% | 47,986 SH | Increased+2,275 SH |
| Pfizer Incorporated | Common Stock | $2.9M | 2.0%Prev: 1.6% | 103,245 SH | Increased+24,343 SH |
| Procter & Gamble | Common Stock | $2.1M | 1.4%Prev: 1.7% | 14,415 SH | Decreased+1,817 SH |
| Proshares UltraShort | ETF | $1.3M | 0.8% | 16,665 SH | New |
| Schwab US Large Cap Etf | ETF | $5.4M | 3.7%Prev: 3.9% | 211,473 SH | Increased-10,266 SH |
| Simon Ppty Group New | Common Stock | $2.8M | 1.9%Prev: 1.8% | 14,948 SH | Increased+891 SH |
| Solstice Adv Matls | Common Stock | $287K | 0.2% | 3,764 SH | New |
| SPDR Trust Unit SR | ETF | $282K | 0.2% | 12,700 SH | New |
| Streettracks Gold TRUST | Common Stock | $7.8M | 5.3%Prev: 15.8% | 18,181 SH | Decreased-50,846 SH |
| Sunrun | Common Stock | $1.1M | 0.7%Prev: 0.1% | 77,940 SH | Increased+63,533 SH |
| Telsa Motors Inc | Common Stock | $330K | 0.2% | 887 SH | New |
| TLT | ETF | $9.6M | 6.5%Prev: 6.4% | 110,707 SH | Increased+21,634 SH |
| United Rentals Inc | Common Stock | $1.7M | 1.2%Prev: 1.8% | 2,349 SH | Decreased-1,351 SH |
| Unitedhealth Group Inc | Common Stock | $2.2M | 1.5%Prev: 1.6% | 7,964 SH | Increased+4,035 SH |
| Vanguard Total Stock Mkt | Common Stock | $435K | 0.3%Prev: 0.3% | 2,782 SH | Increased+33 SH |
| Verizon Communications | Common Stock | $3.0M | 2.0%Prev: 1.9% | 59,074 SH | Increased+5,247 SH |
| Visa Inc Cl A | Common Stock | $2.3M | 1.5%Prev: 2.0% | 7,467 SH | Decreased+118 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 |