• 13F History

U S WEALTH GROUP, LLC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$132M
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 40 stock holdings with total value $132M as of Q4 2024. Top holdings included AGG, IEF, TLT, AAPL, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 40 $132M $0 $0 AGG, IEF, TLT, AAPL, NVDA 13F-HR 2/13/2025, 10:12 AM