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Home > Institutional Investor > U S Wealth Group, Llc. > 13F Holdings

Instuitional Investor - U S Wealth Group, Llc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 114,508 $10,233,580 6.69%
2.
Ishares Trust
 IEF 102,037 $10,229,209 6.68%
3.
Ishares Trust
 IEF 106,018 $10,226,496 6.68%
4.
Alphabet Inc.
 GOOGL 39,241 $9,539,487 6.23%
5.
Nvidia Corp
 NVDA 48,454 $9,040,566 5.91%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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