13F Filings History of U S WEALTH GROUP, LLC.

Latest 13F report
Q3 2025 - 18 Nov 2025
Value $
$153,040,279
Signature - Title
Robert J Santarpia Jr - President/CEO
Location
Woodbury, NY
Summary
This page shows a list of all the recent 13F filings made by U S WEALTH GROUP, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. U S WEALTH GROUP, LLC. reported 41 stock holdings with total value $153,040,279 as of Q3 2025. Top holdings included TLT, AGG, IEF, GOOGL, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 41 $153,040,279 +$19,207,345 -$5,395,123 +$13,812,222 TLT, AGG, IEF, GOOGL, NVDA 13F-HR 17 Nov 2025, 19:20
Q2 2025 41 $127,857,850 +$10,458,690 -$15,903,950 -$5,445,260 Streettracks Gold TRUST, NVDA, IEF, AGG, TLT 13F-HR 15 Aug 2025, 13:24
Q1 2025 40 $126,198,437 +$348,808 -$6,600,050 -$6,251,242 Streettracks Gold TRUST, TLT, IEF, AGG, AAPL 13F-HR 15 May 2025, 14:15
Q4 2024 40 $132,284,131 $0 $0 $0 Streettracks Gold TRUST, AGG, IEF, TLT, AAPL 13F-HR 13 Feb 2025, 10:12