U.S. Capital Wealth Advisors
Latest statistics and disclosures from U.S. Capital Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, HPK, PIFI, SPY, and represent 13.05% of U.S. Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$21M), UNH (+$12M), LRCX (+$9.6M), AVGO (+$8.6M), GS (+$8.0M), PIFI (+$7.5M), PAAA (+$7.0M), IAUM (+$6.8M), STX (+$6.2M), JCI (+$5.9M).
- Started 90 new stock positions in PDD, ACV, LZ, SHLD, PNC, RY, BMNR, SWKS, FMDE, EQIX.
- Reduced shares in these 10 stocks: TLT (-$14M), TRGP (-$13M), JAAA (-$12M), OPER (-$11M), ALNY (-$11M), CSCO (-$10M), GD (-$9.6M), GILD (-$8.2M), COF (-$7.1M), SBUX (-$5.8M).
- Sold out of its positions in ALK, American Centy Etf Tr, AWK, NLY, CLOA, CP, CGGR, CC, COKE, STZ.
- U.S. Capital Wealth Advisors was a net buyer of stock by $111M.
- U.S. Capital Wealth Advisors has $3.7B in assets under management (AUM), dropping by 8.89%.
- Central Index Key (CIK): 0001808915
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Portfolio Holdings for U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors holds 933 positions in its portfolio as reported in the September 2025 quarterly 13F filing
U.S. Capital Wealth Advisors has 933 total positions. Only the first 250 positions are shown.
- Sign up to view all of the U.S. Capital Wealth Advisors Sept. 30, 2025 positions
- Download the U.S. Capital Wealth Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 2.8 | $105M | +24% | 564k | 186.58 |
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| Apple (AAPL) | 2.8 | $103M | 404k | 254.63 |
|
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| Highpeak Energy (HPK) | 2.6 | $98M | 14M | 7.07 |
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| Etf Ser Solutions Clershs Piton In (PIFI) | 2.6 | $97M | +8% | 1.0M | 94.67 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $85M | +6% | 127k | 666.18 |
|
| Enterprise Products Partners (EPD) | 1.9 | $71M | +3% | 2.3M | 31.27 |
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| Palantir Technologies Cl A (PLTR) | 1.8 | $66M | -3% | 360k | 182.42 |
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| Microsoft Corporation (MSFT) | 1.7 | $63M | 121k | 517.95 |
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| Amazon (AMZN) | 1.2 | $44M | 201k | 219.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $40M | +12% | 59k | 669.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $38M | 64k | 600.37 |
|
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| Bank of America Corporation (BAC) | 0.9 | $35M | +5% | 673k | 51.59 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $35M | +3% | 307k | 112.75 |
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| Chevron Corporation (CVX) | 0.9 | $33M | 212k | 155.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $33M | -3% | 134k | 243.55 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $32M | -3% | 191k | 167.33 |
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| At&t (T) | 0.8 | $31M | -3% | 1.1M | 28.24 |
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| Wal-Mart Stores (WMT) | 0.8 | $31M | 296k | 103.06 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $30M | -31% | 334k | 89.37 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $29M | +4% | 90k | 328.17 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.8 | $29M | +17% | 578k | 49.95 |
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| Meta Platforms Cl A (META) | 0.7 | $27M | 37k | 734.38 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $27M | 84k | 315.43 |
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| Kinder Morgan (KMI) | 0.7 | $26M | 916k | 28.31 |
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| Etf Ser Solutions Clearshs Ultra (OPER) | 0.7 | $25M | -30% | 254k | 100.04 |
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| Broadcom (AVGO) | 0.7 | $25M | +51% | 77k | 329.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $25M | 101k | 243.10 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.7 | $25M | +13% | 1.4M | 17.16 |
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| UnitedHealth (UNH) | 0.7 | $25M | +93% | 71k | 345.30 |
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| AFLAC Incorporated (AFL) | 0.6 | $24M | 213k | 111.70 |
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| Johnson & Johnson (JNJ) | 0.6 | $23M | 126k | 185.42 |
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| Newmont Mining Corporation (NEM) | 0.6 | $21M | +34% | 253k | 84.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $21M | 42k | 502.74 |
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| Emerson Electric (EMR) | 0.6 | $21M | -4% | 160k | 131.18 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $21M | +2% | 116k | 178.73 |
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| Canadian Natural Resources (CNQ) | 0.6 | $21M | 644k | 31.96 |
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| Altria (MO) | 0.5 | $20M | 303k | 66.06 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $20M | -10% | 259k | 76.40 |
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| ConocoPhillips (COP) | 0.5 | $19M | 205k | 94.59 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.5 | $19M | 324k | 59.20 |
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| McDonald's Corporation (MCD) | 0.5 | $18M | +2% | 59k | 303.89 |
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| Visa Com Cl A (V) | 0.5 | $18M | 53k | 341.38 |
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| Travelers Companies (TRV) | 0.5 | $18M | 63k | 279.22 |
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| Ishares Tr Core Total Usd (IUSB) | 0.5 | $17M | 371k | 46.71 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $17M | +20% | 28k | 612.38 |
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| Goldman Sachs (GS) | 0.4 | $17M | +92% | 21k | 796.35 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $17M | 174k | 96.46 |
|
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.4 | $16M | -2% | 624k | 26.30 |
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| 3M Company (MMM) | 0.4 | $16M | -2% | 106k | 155.18 |
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| International Business Machines (IBM) | 0.4 | $16M | +22% | 55k | 282.16 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.4 | $15M | +83% | 300k | 51.50 |
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| Synchrony Financial (SYF) | 0.4 | $15M | -2% | 216k | 71.05 |
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| Cisco Systems (CSCO) | 0.4 | $15M | -39% | 224k | 68.42 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.4 | $15M | 266k | 56.86 |
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| British Amern Tob Sponsored Adr (BTI) | 0.4 | $15M | -3% | 285k | 53.08 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $15M | +7% | 347k | 42.96 |
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| Southern Copper Corporation (SCCO) | 0.4 | $15M | 122k | 121.36 |
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| General Dynamics Corporation (GD) | 0.4 | $14M | -40% | 42k | 341.00 |
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| Coca-Cola Company (KO) | 0.4 | $14M | 210k | 66.32 |
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| Qualcomm (QCOM) | 0.4 | $14M | 83k | 166.36 |
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| Ge Aerospace Com New (GE) | 0.4 | $14M | +27% | 45k | 300.82 |
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| Boeing Company (BA) | 0.4 | $14M | 63k | 215.83 |
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| Capital One Financial (COF) | 0.4 | $14M | -34% | 63k | 212.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $13M | +14% | 37k | 355.47 |
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| Cenovus Energy (CVE) | 0.3 | $13M | 765k | 16.99 |
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| Nike CL B (NKE) | 0.3 | $13M | +3% | 182k | 69.73 |
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| Alnylam Pharmaceuticals (ALNY) | 0.3 | $13M | -47% | 28k | 456.00 |
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| American Electric Power Company (AEP) | 0.3 | $13M | +2% | 112k | 112.50 |
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| Genuine Parts Company (GPC) | 0.3 | $13M | 90k | 138.60 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $12M | 37k | 326.36 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $12M | -14% | 43k | 281.86 |
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| Kellogg Company (K) | 0.3 | $12M | -21% | 147k | 82.02 |
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| Pfizer (PFE) | 0.3 | $12M | +2% | 471k | 25.48 |
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| Eversource Energy (ES) | 0.3 | $12M | 168k | 71.14 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $12M | +5% | 46k | 254.28 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $11M | +11% | 291k | 39.22 |
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| Howmet Aerospace (HWM) | 0.3 | $11M | -2% | 58k | 196.23 |
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| GSK Sponsored Adr (GSK) | 0.3 | $11M | 259k | 43.16 |
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| TJX Companies (TJX) | 0.3 | $11M | -2% | 77k | 144.54 |
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| Cme (CME) | 0.3 | $11M | 41k | 270.19 |
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| Abbvie (ABBV) | 0.3 | $11M | -30% | 48k | 231.54 |
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| Williams Companies (WMB) | 0.3 | $11M | 173k | 63.35 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $11M | +78% | 58k | 186.49 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $11M | -3% | 99k | 108.96 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $11M | 43k | 247.12 |
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| Philip Morris International (PM) | 0.3 | $11M | 66k | 162.20 |
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| EOG Resources (EOG) | 0.3 | $11M | -2% | 94k | 112.12 |
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| Paychex (PAYX) | 0.3 | $11M | +3% | 83k | 126.76 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $10M | +1178% | 78k | 133.90 |
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| Oracle Corporation (ORCL) | 0.3 | $10M | -5% | 37k | 281.24 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $10M | +4% | 116k | 87.21 |
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| Verizon Communications (VZ) | 0.3 | $10M | 230k | 43.95 |
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| Advanced Micro Devices (AMD) | 0.3 | $10M | -12% | 62k | 161.79 |
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| Welltower Inc Com reit (WELL) | 0.3 | $10M | -3% | 56k | 178.14 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $9.9M | 172k | 57.52 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.3 | $9.8M | 215k | 45.76 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $9.4M | -3% | 90k | 104.51 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $9.4M | -3% | 355k | 26.34 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $9.3M | +143% | 162k | 57.52 |
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| eBay (EBAY) | 0.2 | $9.2M | -3% | 101k | 90.95 |
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| Enbridge (ENB) | 0.2 | $9.1M | +2% | 181k | 50.46 |
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| Wp Carey (WPC) | 0.2 | $9.1M | +2% | 135k | 67.57 |
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| Tesla Motors (TSLA) | 0.2 | $9.1M | +22% | 20k | 444.72 |
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| Diageo Spon Adr New (DEO) | 0.2 | $8.9M | -7% | 94k | 95.43 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $8.9M | 12k | 746.63 |
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| Main Street Capital Corporation (MAIN) | 0.2 | $8.8M | 139k | 63.59 |
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| Garmin SHS (GRMN) | 0.2 | $8.7M | 36k | 246.22 |
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| Equity Residential Sh Ben Int (EQR) | 0.2 | $8.6M | +19% | 134k | 64.73 |
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| Ishares Tr Expanded Tech (IGV) | 0.2 | $8.6M | 75k | 115.01 |
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| Hartford Financial Services (HIG) | 0.2 | $8.6M | -2% | 65k | 133.39 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $8.5M | -3% | 190k | 44.58 |
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| Costco Wholesale Corporation (COST) | 0.2 | $8.5M | 9.1k | 925.67 |
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| Paypal Holdings (PYPL) | 0.2 | $8.3M | +3% | 124k | 67.06 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $8.2M | -58% | 162k | 50.78 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $8.2M | +3% | 196k | 42.03 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.2 | $8.2M | +10% | 77k | 106.78 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $8.2M | -2% | 92k | 89.34 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $8.2M | 17k | 490.38 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $8.0M | +2% | 235k | 34.17 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $8.0M | -7% | 251k | 31.91 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.2 | $8.0M | +2% | 191k | 42.01 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $8.0M | 14k | 568.81 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.2 | $7.9M | 158k | 50.15 |
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| Blackrock Etf Trust Ishares Advantag (BALI) | 0.2 | $7.9M | -10% | 250k | 31.74 |
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| Oneok (OKE) | 0.2 | $7.8M | -8% | 107k | 72.97 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $7.8M | +31% | 116k | 67.26 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $7.7M | -4% | 17k | 463.73 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $7.6M | +18% | 104k | 72.77 |
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| Netflix (NFLX) | 0.2 | $7.6M | -6% | 6.3k | 1198.83 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $7.4M | +4% | 26k | 279.29 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $7.3M | +4% | 266k | 27.30 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.2 | $7.1M | +2395% | 184k | 38.50 |
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| Eli Lilly & Co. (LLY) | 0.2 | $7.0M | -23% | 9.2k | 762.99 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.2 | $7.0M | 131k | 53.02 |
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| Realty Income (O) | 0.2 | $6.9M | +3% | 114k | 60.79 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $6.8M | -6% | 90k | 76.01 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $6.7M | +799% | 61k | 109.95 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.2 | $6.7M | 42k | 160.66 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $6.6M | 58k | 113.88 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $6.5M | +101% | 17k | 378.94 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $6.3M | +17% | 108k | 58.85 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $6.3M | 367k | 17.06 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $6.2M | +17% | 56k | 110.49 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.2 | $6.2M | +553% | 248k | 24.99 |
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| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.2 | $6.2M | 141k | 44.00 |
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| Kimbell Rty Partners Unit (KRP) | 0.2 | $6.2M | +3% | 458k | 13.49 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $6.2M | NEW | 26k | 236.06 |
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| Uber Technologies (UBER) | 0.2 | $6.1M | +3% | 63k | 97.97 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $6.1M | -5% | 54k | 111.84 |
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| Caterpillar (CAT) | 0.2 | $6.1M | 13k | 477.13 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $5.9M | 7.8k | 758.15 |
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| Wynn Resorts (WYNN) | 0.2 | $5.8M | -13% | 45k | 128.27 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $5.7M | -39% | 100k | 57.47 |
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| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.2 | $5.7M | 151k | 38.06 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.2 | $5.7M | +25% | 165k | 34.65 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.2 | $5.7M | +20% | 209k | 27.29 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $5.7M | +36% | 124k | 45.84 |
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| Lowe's Companies (LOW) | 0.2 | $5.7M | 23k | 251.31 |
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| EQT Corporation (EQT) | 0.2 | $5.7M | +2% | 104k | 54.43 |
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| Ge Vernova (GEV) | 0.2 | $5.7M | +5% | 9.2k | 614.90 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $5.6M | -4% | 29k | 195.86 |
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| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $5.6M | +2628% | 120k | 46.63 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $5.6M | +8% | 132k | 42.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $5.5M | -6% | 29k | 189.70 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $5.5M | +508% | 73k | 75.11 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $5.5M | -5% | 38k | 143.18 |
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| Amgen (AMGN) | 0.1 | $5.5M | 19k | 282.21 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $5.4M | -2% | 79k | 67.83 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $5.3M | 31k | 170.85 |
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| Cardinal Health (CAH) | 0.1 | $5.2M | 33k | 156.96 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $5.2M | 91k | 56.75 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $5.1M | +93% | 93k | 55.49 |
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| American Centy Etf Tr Diversified Mu (TAXF) | 0.1 | $5.1M | +22% | 102k | 50.23 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $5.1M | +5% | 95k | 53.87 |
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| Targa Res Corp (TRGP) | 0.1 | $5.1M | -72% | 30k | 167.54 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $5.1M | +8% | 108k | 46.93 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $5.0M | 36k | 139.17 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $5.0M | +18% | 94k | 53.24 |
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| Vistra Energy (VST) | 0.1 | $4.9M | +869% | 25k | 195.92 |
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| Procter & Gamble Company (PG) | 0.1 | $4.9M | -3% | 32k | 153.65 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.9M | 10k | 479.61 |
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| Tapestry (TPR) | 0.1 | $4.8M | -5% | 43k | 113.22 |
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| Walt Disney Company (DIS) | 0.1 | $4.8M | +34% | 42k | 114.50 |
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| Deere & Company (DE) | 0.1 | $4.7M | 10k | 457.26 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $4.7M | -6% | 21k | 222.91 |
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| Valaris Cl A (VAL) | 0.1 | $4.7M | 96k | 48.77 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $4.7M | +1713% | 47k | 99.95 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $4.7M | -11% | 82k | 57.10 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.1 | $4.7M | +37% | 123k | 37.86 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $4.7M | +80% | 136k | 34.16 |
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| Nextera Energy (NEE) | 0.1 | $4.6M | 61k | 75.49 |
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| Home Depot (HD) | 0.1 | $4.6M | 11k | 405.19 |
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| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.1 | $4.6M | NEW | 171k | 26.78 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $4.6M | 125k | 36.35 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $4.5M | +2% | 19k | 239.63 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.5M | +4% | 75k | 59.92 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $4.5M | -3% | 45k | 99.53 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $4.3M | -24% | 14k | 309.74 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $4.3M | +11% | 110k | 39.29 |
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| United Parcel Service CL B (UPS) | 0.1 | $4.3M | -42% | 52k | 83.53 |
|
| Shell Spon Ads (SHEL) | 0.1 | $4.3M | 60k | 71.53 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $4.3M | +12% | 15k | 297.63 |
|
| Progressive Corporation (PGR) | 0.1 | $4.2M | -37% | 17k | 246.95 |
|
| Entergy Corporation (ETR) | 0.1 | $4.2M | 45k | 93.19 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.2M | 7.0k | 596.03 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $4.2M | -3% | 22k | 192.74 |
|
| Devon Energy Corporation (DVN) | 0.1 | $4.1M | 118k | 35.06 |
|
|
| Comfort Systems USA (FIX) | 0.1 | $4.1M | NEW | 4.9k | 825.18 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $4.0M | +44% | 77k | 51.23 |
|
| MercadoLibre (MELI) | 0.1 | $3.9M | +4% | 1.7k | 2336.94 |
|
| Citigroup Com New (C) | 0.1 | $3.9M | +3% | 39k | 101.50 |
|
| Honeywell International (HON) | 0.1 | $3.9M | -3% | 18k | 210.50 |
|
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $3.8M | NEW | 86k | 44.41 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $3.8M | +193% | 74k | 51.04 |
|
| Microchip Technology (MCHP) | 0.1 | $3.7M | NEW | 58k | 64.22 |
|
| Northern Lts Fd Tr Iii Counterpoint Qua (CPAI) | 0.1 | $3.7M | +49% | 94k | 39.49 |
|
| Prologis (PLD) | 0.1 | $3.7M | +14% | 32k | 114.52 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $3.6M | +117% | 72k | 49.83 |
|
| Constellation Energy (CEG) | 0.1 | $3.5M | +15% | 11k | 329.06 |
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $3.5M | -2% | 11k | 313.56 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $3.5M | +19% | 71k | 49.79 |
|
| Cummins (CMI) | 0.1 | $3.5M | 8.3k | 422.36 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $3.4M | -4% | 17k | 201.96 |
|
| Southern Company (SO) | 0.1 | $3.4M | +6% | 36k | 94.77 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $3.4M | -2% | 18k | 183.73 |
|
| Eaton Corp SHS (ETN) | 0.1 | $3.3M | -2% | 8.8k | 374.27 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $3.3M | -3% | 18k | 187.73 |
|
| Merck & Co (MRK) | 0.1 | $3.2M | +9% | 39k | 83.93 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $3.2M | +10% | 164k | 19.80 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $3.2M | 17k | 194.50 |
|
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $3.2M | -28% | 44k | 73.54 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $3.2M | -4% | 6.4k | 499.21 |
|
| American Express Company (AXP) | 0.1 | $3.2M | +5% | 9.5k | 332.16 |
|
| Jabil Circuit (JBL) | 0.1 | $3.2M | +440% | 15k | 217.17 |
|
| Nrg Energy Com New (NRG) | 0.1 | $3.1M | +563% | 19k | 161.95 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $3.1M | +17% | 63k | 49.99 |
|
| Curtiss-Wright (CW) | 0.1 | $3.1M | NEW | 5.8k | 542.94 |
|
| Ishares Tr Cmbs Etf (CMBS) | 0.1 | $3.1M | +17% | 64k | 49.07 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $3.1M | -8% | 87k | 35.48 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $3.1M | 52k | 58.72 |
|
|
| Ares Capital Corporation (ARCC) | 0.1 | $3.1M | 151k | 20.41 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $3.1M | NEW | 67k | 46.12 |
|
| Etf Ser Solutions Bahl Gaynor Sml (SMIG) | 0.1 | $3.1M | -37% | 104k | 29.62 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $3.0M | +11% | 38k | 79.93 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $3.0M | 33k | 93.37 |
|
|
| Celanese Corporation (CE) | 0.1 | $3.0M | -4% | 72k | 42.08 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.0M | +306% | 30k | 100.25 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $3.0M | +1112% | 12k | 256.46 |
|
| Brown & Brown (BRO) | 0.1 | $2.9M | 31k | 93.79 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $2.9M | +3% | 19k | 150.86 |
|
Past Filings by U.S. Capital Wealth Advisors
SEC 13F filings are viewable for U.S. Capital Wealth Advisors going back to 2021
- U.S. Capital Wealth Advisors 2025 Q3 filed Oct. 9, 2025
- U.S. Capital Wealth Advisors 2025 Q2 filed July 14, 2025
- U.S. Capital Wealth Advisors 2025 Q1 filed April 29, 2025
- U.S. Capital Wealth Advisors 2024 Q4 filed Jan. 24, 2025
- U.S. Capital Wealth Advisors 2024 Q3 filed Oct. 22, 2024
- U.S. Capital Wealth Advisors 2024 Q2 filed July 11, 2024
- U.S. Capital Wealth Advisors 2024 Q1 filed May 10, 2024
- U.S. Capital Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- U.S. Capital Wealth Advisors 2023 Q3 filed Oct. 19, 2023
- U.S. Capital Wealth Advisors 2023 Q2 filed Aug. 4, 2023
- U.S. Capital Wealth Advisors 2023 Q1 filed May 11, 2023
- U.S. Capital Wealth Advisors 2022 Q4 filed Feb. 3, 2023
- U.S. Capital Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- U.S. Capital Wealth Advisors 2022 Q2 filed Aug. 12, 2022
- U.S. Capital Wealth Advisors 2022 Q1 filed May 12, 2022
- U.S. Capital Wealth Advisors 2021 Q4 filed Jan. 21, 2022