Long-term investor
U S Wealth Group, Llc. @uswealthgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001554427).
Record
- Tracked since 2025-06-30 (448 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days +4.9% · 6 months n/a · 1 year +13.8% · all +13.8%
- Max drawdown n/a · win rate 60% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287432 · 7.5% · long · since 2025-06-30
- 464287226 · 7.4% · long · since 2025-06-30
- 464287440 · 7.4% · long · since 2025-06-30
- NVDA · 5.3% · long · since 2025-06-30
- 037833100 · 4.7% · long · since 2025-06-30
- GOOGL · 4.7% · long · since 2025-06-30
- 30303M102 · 4.1% · long · since 2025-06-30
- 863307104 · 3.8% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- AMZN · 3.1% · long · since 2025-06-30
- GS · 2.8% · long · since 2025-06-30
- XOM · 2.7% · long · since 2025-06-30