U S WEALTH GROUP, LLC.
Q4 2024 13F Holdings
- Locationwoodbury, NY
- Num holdings
40
- Value ($000)
$132,284
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001554427
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GLD Streettracks Gold TRUST | COMMON STOCK | 863307104 | $18.09M | 14 % | 74,721 | ||
AGG Ishares Tr Lehman Bd Fd | COMMON STOCK | 464287226 | $8.01M | 6 % | 82,617 | ||
IEF IEF | ETF | 464287440 | $7.99M | 6 % | 86,416 | ||
TLT TLT | ETF | 464287432 | $7.92M | 6 % | 90,696 | ||
AAPL Apple Computer Inc | COMMON STOCK | 037833100 | $7.10M | 5 % | 28,345 | ||
NVDA Nvidia Corp | COMMON STOCK | 67066G104 | $6.21M | 5 % | 46,216 | ||
SCHX Schwab US Large Cap Etf | ETF | 808524201 | $5.24M | 4 % | 226,012 | ||
MSFT Microsoft Corp | COMMON STOCK | 594918104 | $5.14M | 4 % | 12,202 | ||
AMZN AMAZON | COMMON STOCK | 023135106 | $4.78M | 4 % | 21,800 | ||
GOOGL Alphabet Inc. | COMMON STOCK | 02079K305 | $4.69M | 4 % | 24,759 |
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