U.S. Capital Wealth Advisors »

Independent Bank shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Independent Bank shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Independent Bank

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0011.014644M1.0146445M1.014645M1.0146455M1.014646M16.723k16.7235k16.724k16.7245k16.725k
Value ($)Share countHistorical Independent Bank position of U.S. Capital Wealth … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Independent Bank held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Independent Bank by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 17k 60.67

More positions owned by U.S. Capital Wealth Advisors

Highpeak Energy (HPK)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Etf Ser Solutions Clershs Piton In (PIFI)
NVIDIA Corporation (NVDA)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Palantir Technologies Cl A (PLTR)
Etf Ser Solutions Clearshs Ultra (OPER)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl C (GOOG)

View all positions for U.S. Capital Wealth Advisors

Top funds holding Independent Bank

BlackRock
Vanguard Group
FMR
Dimensional Fund Advisors
State Street Corporation
Capital Research Global Investors
Capital Research and Management Company - Division 3
Macquarie Group
Geode Capital Management
Invesco
Goldman Sachs Group
Morgan Stanley
Charles Schwab Investment Management
American Century Companies
UBS Group

View all funds holding Independent Bank