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CIK: 0001554427
Total reported value
$151.7M
$151.7M
40 檔
32.4%
As reported in its official Q4 2024 Form 13F filing, U S Wealth Group, LLC.'s tracked investment portfolio stood at $151.7M with 40 total positions.
During Q4 2024, U S Wealth Group, LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Spdr Gold Shares | Stock-Other | 13.68% | +0.54% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.05% | -0.07% | — | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 6.04% | -0.04% | — | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.99% | -0.19% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.37% | +0.33% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.69% | +0.02% | — | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.96% | +0.05% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.89% | -0.25% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.62% | +0.15% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.54% | +1.07% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.12% | -0.39% | — | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.24% | -0.27% | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.20% | +0.04% | — | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.15% | +0.25% | — | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.02% | -0.12% | — | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.98% | -0.17% | — | |
| 17 | URI | United Rentals Inc | Stock-Industrials | 1.97% | -1.06% | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.93% | +0.18% | — | |
| 19 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.87% | -0.02% | — | |
| 20 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.83% | -0.15% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.81% | +0.04% | — | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.77% | -0.16% | — | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.74% | — | — | |
| 24 | ✓ | Duke Energy Corp New | Stock-Other | 1.69% | -0.09% | — | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.64% | -0.12% | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.63% | -0.09% | — | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.63% | -0.08% | — | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 1.60% | -0.03% | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.57% | -0.08% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.56% | +0.21% | — | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 1.52% | +0.22% | — | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.45% | -0.02% | — | |
| 33 | FTNT | Fortinet Inc | Stock-Tech | 0.54% | — | — | |
| 34 | XYZ | Block Inc | Stock-Financials | 0.49% | -0.08% | — | |
| 35 | DELL | Dell Technologies Inc. | Stock-Tech | 0.46% | -0.05% | — | |
| 36 | VTSAX | Vanguard Ttl Stk Mkt-adm | Stock-Other | 0.29% | +0.01% | — | |
| 37 | BKU | Bankunited Inc | Stock-Other | 0.18% | +0.02% | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | +0.01% | — | |
| 39 | SPWH | Sportsman's Warehouse Holdin | Stock-Other | 0.10% | -0.05% | — | |
| 40 | ADMT | Adm Tronics Unlimited Inc/de | Stock-Other | — | — | — |
According to official SEC Form 13F filings, U S Wealth Group, LLC. reported a total U.S. public equity portfolio value of $151.7M across 40 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including Spdr Gold Shares, AGG, IEF) accounted for 32.4% of total reported equity market value during Q4 2024.
During Q4 2024, U S Wealth Group, LLC.'s top holdings by market value included Spdr Gold Shares (13.7%)、AGG (6.0%)、IEF (6.0%). The largest single position, Spdr Gold Shares, represented 13.7% of total portfolio value.
In Q4 2024, U S Wealth Group, LLC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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