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U S WEALTH GROUP, LLC.
U S WEALTH GROUP, LLC. is an institution, managing $151.9M across 39 long positions as of Q3 2025 with 53% concentrated in top 10 holdings.
- Portfolio Value
- $151.9M
- Positions
- 39
- Top Holding
- TLT at 6.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in U S WEALTH GROUP, LLC.'s portfolio (53.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.2M | 6.74% | +$3.0M Bought | — 114.5K shares | |
ETF ETF | $10.2M | 6.74% | +$2.8M Bought | — 102.0K shares | |
ETF ETF | $10.2M | 6.73% | +$2.8M Bought | — 106.0K shares | |
Internet Content & Information Communication Services | $9.5M | 6.28% | +$2.9M Bought | 0.00% 39.2K shares | |
Semiconductors Technology | $9.0M | 5.95% | -$723.7K Sold | 0.00% 48.5K shares | |
Consumer Electronics Technology | $7.2M | 4.77% | +$743.8K Bought | 0.00% 28.4K shares | |
Unknown Unknown | $6.6M | 4.32% | -$3.4M Sold | — 18.4K shares | |
ETF ETF | $6.0M | 3.92% | +$52.2K Bought | — 226.2K shares | |
Internet Content & Information Communication Services | $5.9M | 3.91% | +$835.7K Bought | 0.00% 8.1K shares | |
Software - Infrastructure Technology | $5.8M | 3.80% | -$788.3K Sold | 0.00% 11.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in U S WEALTH GROUP, LLC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+147.89% | |
+84.49% | |
+49.07% | |
+48.09% | |
+43.38% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-33.92% | |
-12.03% | |
-9.95% | |
-7.41% | |
-6.76% |
Analytics
Portfolio insights and performance metrics for U S WEALTH GROUP, LLC.
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