Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, PIFI, SPY, EPD, and represent 11.70% of U.S. Capital Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: XLK (+$6.6M), DYNF (+$6.2M), META (+$6.1M), NFLX (+$5.2M), PVAL (+$5.2M), NVO (+$5.1M), OAKM, XLU, CPAI, UBND.
Started 108 new stock positions in TER, XBI, FXI, SPLV, CRCL, SOLS, GPIX, JBHT, DIHP, IVZ.
Reduced shares in these 10 stocks: PLTR (-$14M), SPY (-$13M), K (-$12M), AAPL (-$8.8M), DEO (-$6.8M), VTV, GSK, XLG, IAUM, SMIG.
Sold out of its positions in ALGN, KNTK, ABEV, AMP, ARIS, ARM, BMNR, BBN, BKIE, CVLT.
U.S. Capital Wealth Advisors was a net buyer of stock by $79M.
U.S. Capital Wealth Advisors has $3.8B in assets under management (AUM), dropping by 2.48%.
Central Index Key (CIK): 0001808915

Tip: Access up to 7 years of quarterly data

Positions held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for U.S. Capital Wealth Advisors

U.S. Capital Wealth Advisors holds 973 positions in its portfolio as reported in the December 2025 quarterly 13F filing

U.S. Capital Wealth Advisors has 973 total positions. Only the first 250 positions are shown.

Sign up to view all of the U.S. Capital Wealth Advisors Dec. 31, 2025 positions
Download the U.S. Capital Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	2.7	$104M		559k	186.50	View chart
Apple (AAPL)	2.6	$101M	-8%	372k	271.86	View chart
Etf Ser Solutions Clershs Piton In (PIFI)	2.5	$96M		1.0M	94.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$73M	-15%	108k	681.92	View chart
Enterprise Products Partners (EPD)	1.9	$73M		2.3M	32.06	View chart
Highpeak Energy (HPK)	1.7	$66M		14M	4.74	View chart
Microsoft Corporation (MSFT)	1.5	$59M		123k	483.62	View chart
Palantir Technologies Cl A (PLTR)	1.3	$50M	-21%	281k	177.75	View chart
Amazon (AMZN)	1.2	$47M		204k	230.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$44M	+7%	64k	684.94	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$43M		136k	313.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$40M		64k	614.31	View chart
Bank of America Corporation (BAC)	1.0	$37M		673k	55.00	View chart
Exxon Mobil Corporation (XOM)	1.0	$37M		307k	120.34	View chart
Raytheon Technologies Corp (RTX)	0.9	$35M		188k	183.40	View chart
Chevron Corporation (CVX)	0.8	$33M		213k	152.41	View chart
Wal-Mart Stores (WMT)	0.8	$32M		291k	111.41	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.8	$31M		578k	53.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$31M	+2%	92k	335.27	View chart
Meta Platforms Cl A (META)	0.8	$31M	+24%	46k	660.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$30M	-4%	97k	313.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$29M		332k	87.16	View chart
JPMorgan Chase & Co. (JPM)	0.7	$28M	+2%	86k	322.22	View chart
Broadcom (AVGO)	0.7	$27M	+3%	79k	346.10	View chart
At&t (T)	0.7	$27M		1.1M	24.84	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.7	$27M	+5%	268k	100.03	View chart
Johnson & Johnson (JNJ)	0.7	$26M		126k	206.95	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$26M	+31%	426k	60.81	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.7	$26M	+9%	1.6M	16.49	View chart
UnitedHealth (UNH)	0.7	$25M	+7%	76k	330.11	View chart
Kinder Morgan (KMI)	0.6	$24M	-4%	877k	27.49	View chart
Newmont Mining Corporation (NEM)	0.6	$24M	-5%	238k	99.85	View chart
AFLAC Incorporated (AFL)	0.6	$23M	-2%	207k	110.27	View chart
Canadian Natural Resources (CNQ)	0.6	$22M		648k	33.85	View chart
Emerson Electric (EMR)	0.6	$22M	+2%	163k	132.72	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$21M	-4%	248k	85.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$21M		42k	502.65	View chart
Goldman Sachs (GS)	0.5	$19M	+2%	22k	878.99	View chart
ConocoPhillips (COP)	0.5	$19M	-2%	199k	93.61	View chart
McDonald's Corporation (MCD)	0.5	$19M	+2%	61k	305.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$18M	+4%	29k	627.13	View chart
Travelers Companies (TRV)	0.5	$18M		63k	290.06	View chart
Visa Com Cl A (V)	0.5	$18M		52k	350.71	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.5	$18M	+4%	121k	146.58	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$17M		635k	27.21	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$17M		367k	46.54	View chart
Synchrony Financial (SYF)	0.4	$17M	-5%	204k	83.43	View chart
Cisco Systems (CSCO)	0.4	$17M		220k	77.03	View chart
Altria (MO)	0.4	$17M	-4%	288k	57.66	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$17M		172k	96.16	View chart
British Amern Tob Sponsored Adr (BTI)	0.4	$16M		289k	56.62	View chart
Freeport-mcmoran CL B (FCX)	0.4	$16M	+9%	319k	50.79	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.4	$16M	+5%	316k	51.26	View chart
Southern Copper Corporation (SCCO)	0.4	$16M	-9%	111k	143.47	View chart
International Business Machines (IBM)	0.4	$16M	-4%	53k	296.21	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$16M		345k	45.21	View chart
Coca-Cola Company (KO)	0.4	$15M	+5%	221k	69.91	View chart
3M Company (MMM)	0.4	$15M	-11%	93k	160.10	View chart
Qualcomm (QCOM)	0.4	$15M	+4%	87k	171.05	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$15M		263k	55.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$14M		36k	396.30	View chart
Boeing Company (BA)	0.4	$14M	+2%	64k	217.12	View chart
Nike CL B (NKE)	0.4	$14M	+19%	218k	63.71	View chart
General Dynamics Corporation (GD)	0.4	$14M	-2%	41k	336.66	View chart
Lam Research Corp Com New (LRCX)	0.4	$14M	+2%	80k	171.18	View chart
American Electric Power Company (AEP)	0.3	$13M		113k	115.31	View chart
Cenovus Energy (CVE)	0.3	$13M		770k	16.92	View chart
Ge Aerospace Com New (GE)	0.3	$13M	-6%	42k	308.03	View chart
Advanced Micro Devices (AMD)	0.3	$13M	-2%	61k	214.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$13M	+107%	89k	143.97	View chart
Capital One Financial (COF)	0.3	$13M	-18%	52k	242.36	View chart
Pfizer (PFE)	0.3	$12M	+3%	487k	24.90	View chart
Cme (CME)	0.3	$12M	+6%	44k	273.08	View chart
Eversource Energy (ES)	0.3	$12M	+4%	174k	67.33	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$11M	-14%	32k	360.13	View chart
Genuine Parts Company (GPC)	0.3	$11M	+2%	92k	122.96	View chart
Bank of New York Mellon Corporation (BK)	0.3	$11M		97k	116.09	View chart
Abbvie (ABBV)	0.3	$11M	+3%	49k	228.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$11M	-6%	44k	257.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$11M		44k	252.92	View chart
Howmet Aerospace (HWM)	0.3	$11M	-7%	53k	205.02	View chart
Alnylam Pharmaceuticals (ALNY)	0.3	$11M		27k	397.65	View chart
TJX Companies (TJX)	0.3	$11M	-9%	70k	153.61	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$11M	+6%	184k	58.12	View chart
Philip Morris International (PM)	0.3	$11M		66k	160.40	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$11M	+9%	99k	106.70	View chart
Paychex (PAYX)	0.3	$10M	+12%	93k	112.18	View chart
Williams Companies (WMB)	0.3	$10M	-4%	166k	60.11	View chart
Paypal Holdings (PYPL)	0.3	$10M	+37%	171k	58.38	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$10M	+24%	143k	69.47	View chart
Welltower Inc Com reit (WELL)	0.3	$9.9M	-4%	54k	185.61	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$9.9M		212k	46.80	View chart
Novo-nordisk A S Adr (NVO)	0.3	$9.9M	+109%	194k	50.88	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$9.8M	+98%	230k	42.69	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.3	$9.7M	+101%	344k	28.36	View chart
Verizon Communications (VZ)	0.3	$9.6M	+2%	235k	40.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$9.6M		356k	26.91	View chart
EOG Resources (EOG)	0.2	$9.5M	-3%	91k	105.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$9.5M	+6%	13k	753.78	View chart
Tesla Motors (TSLA)	0.2	$9.4M	+2%	21k	449.72	View chart
Camden Ppty Tr Sh Ben Int (CPT)	0.2	$9.3M	+9%	84k	110.08	View chart
Eli Lilly & Co. (LLY)	0.2	$9.3M	-6%	8.6k	1074.67	View chart
Equity Residential Sh Ben Int (EQR)	0.2	$8.9M	+6%	142k	63.04	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$8.8M	+3%	203k	43.64	View chart
Caterpillar (CAT)	0.2	$8.8M	+21%	15k	572.87	View chart
Wp Carey (WPC)	0.2	$8.8M		137k	64.36	View chart
Enbridge (ENB)	0.2	$8.8M		183k	47.83	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$8.6M	+90%	260k	33.30	View chart
GSK Sponsored Adr (GSK)	0.2	$8.6M	-32%	175k	49.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$8.6M		188k	45.51	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.2	$8.5M	+31%	251k	34.05	View chart
Oneok (OKE)	0.2	$8.4M	+7%	115k	73.50	View chart
Northern Lts Fd Tr Iii Counterpoint Qua (CPAI)	0.2	$8.4M	+124%	210k	40.10	View chart
Main Street Capital Corporation (MAIN)	0.2	$8.4M		139k	60.39	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$8.3M		103k	81.17	View chart
Oracle Corporation (ORCL)	0.2	$8.3M	+15%	43k	194.91	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$8.3M	+5%	18k	468.76	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.2	$8.3M	+4%	261k	31.68	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$8.2M	+3%	77k	105.69	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$8.1M		234k	34.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$8.1M		157k	51.75	View chart
Mastercard Incorporated Cl A (MA)	0.2	$8.1M		14k	570.89	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$8.0M		17k	480.56	View chart
Hartford Financial Services (HIG)	0.2	$8.0M	-10%	58k	137.80	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$7.9M	+91%	176k	44.71	View chart
eBay (EBAY)	0.2	$7.9M	-10%	90k	87.10	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$7.8M	+9%	29k	275.39	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$7.7M	+24%	70k	110.15	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$7.7M	-4%	25k	303.90	View chart
Cardinal Health (CAH)	0.2	$7.7M	+12%	37k	205.50	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$7.6M	+209%	167k	45.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$7.6M	+20%	129k	58.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$7.4M		269k	27.43	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$7.4M	+30%	96k	77.02	View chart
Ge Vernova (GEV)	0.2	$7.3M	+22%	11k	653.59	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$7.3M		132k	55.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$7.1M	-12%	219k	32.62	View chart
Costco Wholesale Corporation (COST)	0.2	$7.1M	-9%	8.2k	862.39	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$7.0M	-14%	139k	50.58	View chart
Delta Air Lines Inc Del Com New (DAL)	0.2	$7.0M	+10%	101k	69.40	View chart
Uber Technologies (UBER)	0.2	$7.0M	+36%	85k	81.71	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$6.9M	+4%	18k	386.84	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$6.8M	+3%	60k	113.92	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.2	$6.8M	+2%	42k	159.88	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$6.7M	+2%	375k	17.96	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$6.7M	-21%	104k	64.42	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$6.6M	-9%	55k	119.75	View chart
Amgen (AMGN)	0.2	$6.6M	+3%	20k	327.32	View chart
Merck & Co (MRK)	0.2	$6.6M	+60%	62k	105.26	View chart
Realty Income (O)	0.2	$6.5M		115k	56.37	View chart
Garmin SHS (GRMN)	0.2	$6.5M	-10%	32k	202.85	View chart
Celanese Corporation (CE)	0.2	$6.4M	+113%	152k	42.28	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$6.4M		89k	71.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$6.3M	-43%	33k	190.99	View chart
Parker-Hannifin Corporation (PH)	0.2	$6.2M	-9%	7.1k	878.96	View chart
United Parcel Service CL B (UPS)	0.2	$6.2M	+21%	63k	99.19	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$6.2M	+4%	173k	35.64	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$6.2M	+10%	40k	154.80	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$6.1M		248k	24.76	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$6.1M	-4%	52k	117.52	View chart
Targa Res Corp (TRGP)	0.2	$6.1M	+9%	33k	184.50	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$6.0M	+5%	30k	199.68	View chart
Nextera Energy (NEE)	0.2	$6.0M	+22%	75k	80.28	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$6.0M	+5%	220k	27.38	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$6.0M		139k	43.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$5.9M	+34%	20k	302.12	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	0.2	$5.8M	+244%	265k	22.00	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.2	$5.8M	-9%	137k	42.49	View chart
Netflix (NFLX)	0.2	$5.8M	+877%	62k	93.76	View chart
Citigroup Com New (C)	0.1	$5.7M	+26%	49k	116.69	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$5.7M	-40%	96k	59.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.6M		29k	191.56	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$5.6M		121k	46.22	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$5.6M	+7%	102k	54.77	View chart
EQT Corporation (EQT)	0.1	$5.6M		104k	53.60	View chart
Lowe's Companies (LOW)	0.1	$5.6M	+2%	23k	241.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$5.6M		78k	71.41	View chart
Cummins (CMI)	0.1	$5.6M	+32%	11k	510.47	View chart
Wynn Resorts (WYNN)	0.1	$5.5M		46k	120.33	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$5.5M	+8%	117k	47.02	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$5.5M	+6%	109k	50.38	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$5.4M	+12%	53k	102.54	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$5.4M	-6%	117k	45.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$5.4M	+13%	35k	154.14	View chart
Morgan Stanley Etf Trust Eaton Vance Mort (EVMO)	0.1	$5.3M	+265%	105k	50.73	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$5.3M	+7%	101k	52.77	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$5.3M	+21%	134k	39.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$5.0M	+6%	80k	62.47	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$4.9M	+116%	41k	119.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$4.8M	-2%	9.9k	487.86	View chart
Valaris Cl A (VAL)	0.1	$4.8M		96k	50.40	View chart
Tapestry (TPR)	0.1	$4.8M	-11%	38k	127.77	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$4.8M	+35%	97k	49.59	View chart
Walt Disney Company (DIS)	0.1	$4.8M		42k	113.77	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$4.7M		124k	38.11	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$4.7M	-41%	108k	42.99	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$4.7M	+7%	41k	113.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.5M		44k	101.98	View chart
Procter & Gamble Company (PG)	0.1	$4.5M		31k	143.31	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.5M	-5%	78k	57.24	View chart
Home Depot (HD)	0.1	$4.5M	+13%	13k	344.10	View chart
Shell Spon Ads (SHEL)	0.1	$4.3M	-2%	59k	73.48	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$4.3M	+30%	57k	74.88	View chart
Devon Energy Corporation (DVN)	0.1	$4.3M		117k	36.63	View chart
Franco-Nevada Corporation (FNV)	0.1	$4.3M	-2%	21k	207.28	View chart
Deere & Company (DE)	0.1	$4.3M	-10%	9.2k	465.57	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$4.3M	-10%	111k	38.56	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$4.2M		7.0k	603.24	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$4.2M	+45%	126k	33.51	View chart
Prologis (PLD)	0.1	$4.2M		33k	127.66	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$4.1M	+24%	108k	38.05	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$4.1M	+5%	81k	50.01	View chart
Comfort Systems USA (FIX)	0.1	$4.0M	-12%	4.3k	933.29	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$4.0M	+5%	78k	50.94	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$4.0M	+36%	223k	17.71	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$4.0M	+1047%	307k	12.88	View chart
Honeywell International (HON)	0.1	$3.9M	+9%	20k	195.09	View chart
Southern Company (SO)	0.1	$3.9M	+26%	45k	87.20	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.9M	+26%	8.1k	483.68	View chart
Ishares Tr Cmbs Etf (CMBS)	0.1	$3.9M	+24%	79k	49.08	View chart
Air Products & Chemicals (APD)	0.1	$3.9M	+131%	16k	247.02	View chart
Constellation Energy (CEG)	0.1	$3.8M		11k	353.28	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$3.8M	-3%	11k	353.61	View chart
Vistra Energy (VST)	0.1	$3.8M	-5%	24k	161.33	View chart
MercadoLibre (MELI)	0.1	$3.7M	+9%	1.8k	2014.26	View chart
Entergy Corporation (ETR)	0.1	$3.7M	-11%	40k	92.43	View chart
Natixis Etf Trust Ii Natixis Loomis (LSGR)	0.1	$3.7M	-3%	82k	44.76	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$3.7M	+81%	32k	115.10	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$3.7M	+7%	19k	193.63	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.6M	+4%	22k	162.63	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.6M	+15%	21k	173.49	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$3.6M	-40%	60k	60.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.6M	+19%	45k	79.73	View chart
American Express Company (AXP)	0.1	$3.6M		9.7k	369.96	View chart
John Hancock Exchange Traded Core Plus Bond (JHCP)	0.1	$3.5M	NEW	136k	25.34	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$3.5M	NEW	67k	51.50	View chart
Columbia Etf Tr I Resh Enhnc Vlu (REVS)	0.1	$3.4M	NEW	122k	28.28	View chart
Etf Ser Solutions Bahl & Gaynor In (BGIG)	0.1	$3.4M	NEW	106k	32.35	View chart
Micron Technology (MU)	0.1	$3.4M	+18%	12k	285.42	View chart
Progressive Corporation (PGR)	0.1	$3.4M	-13%	15k	227.72	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$3.4M	+8%	21k	162.01	View chart
Kimbell Rty Partners Unit (KRP)	0.1	$3.4M	-37%	287k	11.76	View chart
Phillips 66 (PSX)	0.1	$3.3M	+36%	26k	129.04	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$3.3M	-9%	13k	258.79	View chart
Microchip Technology (MCHP)	0.1	$3.3M	-10%	51k	63.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.2M	+3%	34k	96.03	View chart
Tko Group Holdings Cl A (TKO)	0.1	$3.2M	-9%	15k	209.00	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$3.2M	+6%	56k	56.96	View chart
Dell Technologies CL C (DELL)	0.1	$3.2M	+31%	25k	125.88	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.2M	-4%	16k	198.62	View chart

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 Q4 filed Jan. 23, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z