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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 | $4K | 0.0%Prev: 0.0% | 83,640 SH | Decreased |
| Adobe Systems Inc | Common Stock | $2.6M | 1.6%Prev: 1.9% | 12,841 SH | Increased+6,390 SH |
| Air Prod & Chemicals | Common Stock | $2.9M | 1.8%Prev: 1.8% | 10,057 SH | Increased+1,659 SH |
| Alphabet Inc. | Common Stock | $7.8M | 4.7%Prev: 3.8% | 20,658 SH | Increased-6,710 SH |
| AMAZON | Common Stock | $5.2M | 3.1%Prev: 3.1% | 21,770 SH | Increased+3,595 SH |
| Amgen Incorporated | Common Stock | $3.3M | 2.0%Prev: 1.7% | 9,222 SH | Increased+1,390 SH |
| Apple Computer Inc | Common Stock | $7.9M | 4.7%Prev: 4.1% | 27,148 SH | Increased+1,641 SH |
| Blackrock Inc | Common Stock | $3.1M | 1.9%Prev: 2.1% | 3,260 SH | Increased+680 SH |
| Broadcom Ltd | Common Stock | $3.1M | 1.9%Prev: 2.8% | 8,261 SH | Decreased-4,634 SH |
| Caterpillar Inc | Common Stock | $1.1M | 0.6% | 1,003 SH | New |
| Costco Whsl Corp New | Common Stock | $2.8M | 1.7%Prev: 2.0% | 2,995 SH | Increased+409 SH |
| Duke Energy Corp New | Common Stock | $3.0M | 1.8%Prev: 1.9% | 23,860 SH | Increased+3,100 SH |
| Exxon Mobil Corporation | Common Stock | $4.6M | 2.7%Prev: 2.8% | 33,433 SH | Increased+273 SH |
| Facebook Inc Class A | Common Stock | $6.8M | 4.1%Prev: 4.0% | 12,076 SH | Increased+5,133 SH |
| Freeport Mcmorn | Common Stock | $681K | 0.4% | 10,823 SH | New |
| Ge Vernova Inc | Common Stock | $667K | 0.4% | 568 SH | New |
| Goldman Sachs Group Inc | Common Stock | $4.7M | 2.8%Prev: 2.8% | 4,604 SH | Increased-395 SH |
| Home Depot Inc | Common Stock | $3.4M | 2.0%Prev: 1.8% | 9,576 SH | Increased+3,414 SH |
| Honeywell International | Common Stock | $2.5M | 1.5%Prev: 2.0% | 11,352 SH | Increased+536 SH |
| IEF | ETF | $12.4M | 7.4%Prev: 5.8% | 131,067 SH | Increased+53,727 SH |
| Intel Corp | Common Stock | $662K | 0.4% | 4,742 SH | New |
| Ishares Tr Lehman Bd Fd | Common Stock | $12.4M | 7.4%Prev: 5.7% | 125,476 SH | Increased+51,518 SH |
| Johnson & Johnson | Common Stock | $1.4M | 0.8%Prev: 1.7% | 17,259 SH | Decreased+2,744 SH |
| Jpmorgan Chase & Co | Common Stock | $3.7M | 2.2%Prev: 2.4% | 11,454 SH | Increased+929 SH |
| Lam Research Co | Common Stock | $758K | 0.5% | 1,750 SH | New |
| Lockheed Martin Corp | Common Stock | $3.8M | 2.3%Prev: 1.6% | 7,555 SH | Increased+3,009 SH |
| Mc Donalds Corp | Common Stock | $2.8M | 1.7%Prev: 1.8% | 10,414 SH | Increased+2,550 SH |
| Merck & Co Inc | Common Stock | $205K | 0.1% | 1,596 SH | New |
| Microsoft Corp | Common Stock | $5.7M | 3.4%Prev: 4.9% | 15,220 SH | Decreased+2,568 SH |
| Nvidia Corp | Common Stock | $8.9M | 5.3%Prev: 6.4% | 44,331 SH | Increased-8,002 SH |
| Pfizer Incorporated | Common Stock | $2.8M | 1.7%Prev: 1.9% | 116,761 SH | Increased+14,640 SH |
| Procter & Gamble | Common Stock | $3.1M | 1.9%Prev: 1.6% | 21,274 SH | Increased+8,207 SH |
| Proshares UltraShort | ETF | $237K | 0.1% | 3,518 SH | New |
| Schlumberger Ltd | Common Stock | $367K | 0.2% | 7,887 SH | New |
| Schwab US Large Cap Etf | ETF | $4.2M | 2.5%Prev: 4.3% | 143,676 SH | Decreased-80,591 SH |
| Simon Ppty Group New | Common Stock | $3.7M | 2.2%Prev: 1.9% | 16,406 SH | Increased+1,523 SH |
| SPDR Trust Unit SR | ETF | $254K | 0.2% | 340 SH | New |
| Streettracks Gold TRUST | Common Stock | $6.3M | 3.8%Prev: 6.6% | 17,096 SH | Decreased-10,814 SH |
| Sunrun | Common Stock | $1.3M | 0.8%Prev: 0.1% | 95,946 SH | Increased+75,139 SH |
| Telsa Motors Inc | Common Stock | $247K | 0.1%Prev: 0.2% | 587 SH | Increased-285 SH |
| TLT | ETF | $12.6M | 7.5%Prev: 5.6% | 145,874 SH | Increased+64,881 SH |
| United Rentals Inc | Common Stock | $2.7M | 1.6%Prev: 2.2% | 2,349 SH | Decreased-1,351 SH |
| Unitedhealth Group Inc | Common Stock | $3.7M | 2.2%Prev: 1.1% | 8,901 SH | Increased+4,503 SH |
| Vanguard Total Stock Mkt | Common Stock | $401K | 0.2%Prev: 0.3% | 2,224 SH | Decreased-3,533 SH |
| Verizon Communications | Common Stock | $2.7M | 1.6%Prev: 1.8% | 64,862 SH | Increased+10,132 SH |
| Visa Inc Cl A | Common Stock | $3.0M | 1.8%Prev: 2.1% | 8,866 SH | Increased+1,412 SH |
| Williams Companies | Common Stock | $264K | 0.2% | 3,547 SH | New |
| 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 |