U S WEALTH GROUP, LLC. - Portfolio overview

U S WEALTH GROUP, LLC. has 44 reported holdings in this dataset, with the latest filing dated 2026-03-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. GOOGL - Alphabet Inc., 6.74%
2. IEF - IEF, 6.13%
3. AGG - Ishares Tr Lehman Bd Fd, 6.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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