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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 145,874 $12,606,414 7.55%
2.
Ishares Trust
 IEF 125,476 $12,419,634 7.44%
3.
Ishares Trust
 IEF 131,067 $12,394,982 7.42%
4.
Nvidia Corp
 NVDA 44,331 $8,870,245 5.31%
5.
Apple Inc.
 AAPL 27,148 $7,855,575 4.7%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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