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 HPK, TLT, PIFI, AAPL, EPD, and represent 19.54% of U.S. Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: TLT (+$27M), TMF (+$14M), DIA (+$14M), ZROZ (+$13M), VTI (+$8.2M), IWN (+$8.2M), AAPL (+$6.7M), AVGO (+$6.5M), MPLX (+$5.3M), EPD (+$5.1M).
- Started 62 new stock positions in JMUB, GPIQ, HRI, MSTR, XAR, DFIC, BIV, CGSD, VHT, SPIB.
- Reduced shares in these 10 stocks: XLG (-$8.1M), SPYG (-$6.9M), QQQ (-$5.3M), JEPI, BRK.B, IYW, RSPT, XLK, BRK.A, SHW.
- Sold out of its positions in ARKK, AA, BRK.A, CBOE, TNA, FDL, QQEW, HBAN, APRQ, INTU.
- U.S. Capital Wealth Advisors was a net buyer of stock by $75M.
- U.S. Capital Wealth Advisors has $2.8B in assets under management (AUM), dropping by 4.58%.
- Central Index Key (CIK): 0001808915
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Portfolio Holdings for U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors holds 697 positions in its portfolio as reported in the September 2024 quarterly 13F filing
U.S. Capital Wealth Advisors has 697 total positions. Only the first 250 positions are shown.
- Sign up to view all of the U.S. Capital Wealth Advisors Sept. 30, 2024 positions
- Download the U.S. Capital Wealth Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Highpeak Energy (HPK) | 7.0 | $193M | 14M | 13.88 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.2 | $117M | +29% | 1.2M | 98.10 |
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| Etf Ser Solutions Clershs Piton In (PIFI) | 3.3 | $92M | +3% | 970k | 94.98 |
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| Apple (AAPL) | 3.0 | $83M | +8% | 355k | 233.00 |
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| Enterprise Products Partners (EPD) | 2.0 | $55M | +10% | 1.9M | 29.11 |
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| NVIDIA Corporation (NVDA) | 1.7 | $48M | 397k | 121.44 |
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| Microsoft Corporation (MSFT) | 1.7 | $47M | -3% | 109k | 430.30 |
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| Etf Ser Solutions Clearshs Ultra (OPER) | 1.4 | $39M | 392k | 100.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $35M | +30% | 123k | 283.16 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $33M | +18% | 284k | 117.22 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $32M | -14% | 66k | 488.07 |
|
| Amazon (AMZN) | 1.1 | $31M | +3% | 166k | 186.33 |
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| Chevron Corporation (CVX) | 1.0 | $26M | -6% | 179k | 147.27 |
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| Abbvie (ABBV) | 0.9 | $25M | 128k | 197.48 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $23M | 40k | 576.82 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $23M | -2% | 189k | 121.16 |
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| Highpeak Energy *w Exp 08/21/202 (HPKEW) | 0.8 | $22M | 5.5M | 4.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $21M | -10% | 125k | 167.19 |
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| Wal-Mart Stores (WMT) | 0.8 | $21M | 257k | 80.75 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.7 | $21M | +34% | 464k | 44.46 |
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| Canadian Natural Resources (CNQ) | 0.7 | $20M | 614k | 33.21 |
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| Johnson & Johnson (JNJ) | 0.7 | $19M | -4% | 120k | 162.06 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $19M | -19% | 42k | 460.25 |
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| Southern Copper Corporation (SCCO) | 0.7 | $19M | 165k | 115.67 |
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| Cisco Systems (CSCO) | 0.7 | $19M | -2% | 349k | 53.22 |
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| Emerson Electric (EMR) | 0.6 | $18M | +4% | 162k | 109.37 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $18M | 179k | 98.12 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $18M | -21% | 294k | 59.51 |
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| Alnylam Pharmaceuticals (ALNY) | 0.6 | $17M | 62k | 275.03 |
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| International Business Machines (IBM) | 0.6 | $17M | 75k | 221.08 |
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| Costco Wholesale Corporation (COST) | 0.6 | $16M | 18k | 886.53 |
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| American Electric Power Company (AEP) | 0.6 | $16M | -7% | 158k | 102.60 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $16M | +2% | 992k | 16.05 |
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| United Parcel Service CL B (UPS) | 0.6 | $16M | +11% | 116k | 136.34 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $16M | -7% | 75k | 210.86 |
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| At&t (T) | 0.6 | $16M | +3% | 720k | 22.00 |
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| ConocoPhillips (COP) | 0.6 | $16M | +7% | 150k | 105.28 |
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| EOG Resources (EOG) | 0.6 | $16M | -12% | 126k | 122.93 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $16M | -5% | 93k | 165.85 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $15M | +1103% | 36k | 423.12 |
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| AFLAC Incorporated (AFL) | 0.6 | $15M | -4% | 136k | 111.80 |
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| Newmont Mining Corporation (NEM) | 0.5 | $15M | 282k | 53.45 |
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| McDonald's Corporation (MCD) | 0.5 | $15M | +6% | 49k | 304.51 |
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| Visa Com Cl A (V) | 0.5 | $15M | -3% | 54k | 274.95 |
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| Travelers Companies (TRV) | 0.5 | $15M | 63k | 234.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $15M | 28k | 527.66 |
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| Select Sector Spdr Tr Energy (XLE) | 0.5 | $15M | 166k | 87.80 |
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| Direxion Shs Etf Tr Daily 20+ Year T (TMF) | 0.5 | $14M | NEW | 249k | 57.76 |
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| Dow (DOW) | 0.5 | $14M | 258k | 54.63 |
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| Altria (MO) | 0.5 | $14M | -4% | 273k | 51.04 |
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| Procter & Gamble Company (PG) | 0.5 | $14M | +4% | 80k | 173.20 |
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| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.5 | $13M | NEW | 156k | 82.42 |
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| Pfizer (PFE) | 0.5 | $13M | 440k | 28.94 |
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| Coca-Cola Company (KO) | 0.5 | $13M | -5% | 176k | 71.86 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $12M | +7% | 306k | 39.82 |
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| British Amern Tob Sponsored Adr (BTI) | 0.4 | $12M | 319k | 36.58 |
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| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.4 | $12M | 88k | 131.44 |
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| Meta Platforms Cl A (META) | 0.4 | $12M | -11% | 20k | 572.43 |
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| General Dynamics Corporation (GD) | 0.4 | $12M | +3% | 38k | 302.20 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $12M | -8% | 48k | 237.21 |
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| Genuine Parts Company (GPC) | 0.4 | $11M | +6% | 81k | 139.68 |
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| Freeport-mcmoran CL B (FCX) | 0.4 | $11M | -3% | 220k | 49.92 |
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| Qualcomm (QCOM) | 0.4 | $11M | -8% | 64k | 170.05 |
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| Target Corporation (TGT) | 0.4 | $11M | 68k | 155.86 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.4 | $11M | +17% | 146k | 71.76 |
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| Paychex (PAYX) | 0.4 | $10M | -3% | 75k | 134.19 |
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| GSK Sponsored Adr (GSK) | 0.4 | $9.9M | 243k | 40.88 |
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| Diageo Spon Adr New (DEO) | 0.4 | $9.9M | +13% | 71k | 140.34 |
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| Eversource Energy (ES) | 0.4 | $9.8M | 145k | 68.05 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $9.8M | +20% | 262k | 37.37 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $9.4M | 162k | 57.83 |
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| Home Depot (HD) | 0.3 | $9.2M | 23k | 405.21 |
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| Kinder Morgan (KMI) | 0.3 | $9.0M | -2% | 408k | 22.09 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $8.5M | +3% | 106k | 80.78 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $8.5M | +2477% | 51k | 166.82 |
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| Cme (CME) | 0.3 | $8.5M | +14% | 39k | 220.65 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.3 | $8.5M | 213k | 39.69 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $8.4M | +2% | 124k | 67.85 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $7.7M | -2% | 131k | 59.21 |
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| Eli Lilly & Co. (LLY) | 0.3 | $7.6M | +7% | 8.6k | 885.90 |
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| Crown Castle Intl (CCI) | 0.3 | $7.6M | 64k | 118.63 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $7.5M | -2% | 15k | 493.81 |
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| Cenovus Energy (CVE) | 0.3 | $7.3M | +27% | 438k | 16.73 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.3 | $7.2M | 146k | 49.47 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.3 | $7.2M | -4% | 155k | 46.56 |
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| Broadcom (AVGO) | 0.3 | $7.2M | +898% | 42k | 172.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $7.2M | +2% | 30k | 243.06 |
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| UnitedHealth (UNH) | 0.3 | $7.1M | -14% | 12k | 584.68 |
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| Amgen (AMGN) | 0.3 | $7.1M | 22k | 322.21 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $7.1M | -49% | 85k | 82.94 |
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| Public Storage (PSA) | 0.2 | $6.9M | 19k | 363.87 |
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| Enbridge (ENB) | 0.2 | $6.8M | +29% | 168k | 40.61 |
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| Main Street Capital Corporation (MAIN) | 0.2 | $6.8M | 136k | 50.14 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $6.8M | 28k | 245.45 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN) | 0.2 | $6.8M | +2% | 204k | 33.18 |
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| Paypal Holdings (PYPL) | 0.2 | $6.7M | 86k | 78.03 |
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| Medtronic SHS (MDT) | 0.2 | $6.7M | -3% | 75k | 90.03 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $6.7M | +190% | 147k | 45.65 |
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| Bank of America Corporation (BAC) | 0.2 | $6.7M | -8% | 168k | 39.68 |
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| Verizon Communications (VZ) | 0.2 | $6.4M | +6% | 144k | 44.91 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $6.4M | 268k | 23.95 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $6.4M | -2% | 116k | 54.93 |
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| Barrick Gold Corp (GOLD) | 0.2 | $6.3M | 317k | 19.89 |
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| EQT Corporation (EQT) | 0.2 | $6.3M | +91% | 172k | 36.64 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $6.2M | +3% | 109k | 56.57 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $6.2M | 169k | 36.44 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $6.1M | 201k | 30.15 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $6.0M | -3% | 162k | 37.20 |
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| Gilead Sciences (GILD) | 0.2 | $6.0M | -5% | 71k | 83.84 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $5.8M | -16% | 94k | 62.11 |
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| Sempra Energy (SRE) | 0.2 | $5.8M | 70k | 83.63 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $5.8M | 95k | 61.08 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.2 | $5.8M | +4% | 47k | 123.53 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $5.6M | -20% | 95k | 59.23 |
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| Shell Spon Ads (SHEL) | 0.2 | $5.6M | -6% | 85k | 65.95 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $5.4M | +258% | 19k | 280.47 |
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| Caterpillar (CAT) | 0.2 | $5.4M | 14k | 391.11 |
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| Eaton Corp SHS (ETN) | 0.2 | $5.3M | +2% | 16k | 331.44 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $5.3M | -2% | 30k | 174.57 |
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| Lowe's Companies (LOW) | 0.2 | $5.3M | 20k | 270.86 |
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| Etf Ser Solutions Bahl Gaynor Sml (SMIG) | 0.2 | $5.2M | 177k | 29.26 |
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| Kraft Heinz (KHC) | 0.2 | $5.2M | 147k | 35.11 |
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| Schlumberger Com Stk (SLB) | 0.2 | $5.2M | +9% | 123k | 41.95 |
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| Encana Corporation (OVV) | 0.2 | $5.1M | -2% | 134k | 38.31 |
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| CVS Caremark Corporation (CVS) | 0.2 | $5.1M | 81k | 62.88 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $5.1M | -5% | 60k | 84.53 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $5.1M | -4% | 48k | 106.12 |
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| Devon Energy Corporation (DVN) | 0.2 | $5.0M | -18% | 127k | 39.12 |
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| SYSCO Corporation (SYY) | 0.2 | $5.0M | 64k | 78.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.9M | -30% | 28k | 179.16 |
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| Chubb (CB) | 0.2 | $4.8M | +14% | 17k | 288.39 |
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| Cigna Corp (CI) | 0.2 | $4.8M | -10% | 14k | 346.45 |
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| Merck & Co (MRK) | 0.2 | $4.7M | +9% | 41k | 113.56 |
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| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $4.6M | 206k | 22.53 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $4.6M | 264k | 17.37 |
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| First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) | 0.2 | $4.5M | -7% | 205k | 22.06 |
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| Oneok (OKE) | 0.2 | $4.5M | -7% | 50k | 91.13 |
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| Oracle Corporation (ORCL) | 0.2 | $4.5M | +7% | 26k | 170.40 |
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| Goldman Sachs (GS) | 0.2 | $4.5M | 9.0k | 495.09 |
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| Netflix (NFLX) | 0.2 | $4.5M | 6.3k | 709.27 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $4.4M | 27k | 162.91 |
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| Equity Residential Sh Ben Int (EQR) | 0.2 | $4.4M | +5% | 60k | 74.46 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $4.3M | +24% | 86k | 50.79 |
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| Honeywell International (HON) | 0.2 | $4.3M | +13% | 21k | 206.71 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $4.3M | +26% | 75k | 57.53 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $4.1M | +47% | 27k | 153.13 |
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| Natixis Etf Tr Gateway Quality (GQI) | 0.2 | $4.1M | 76k | 54.32 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.1 | $4.1M | +2% | 178k | 22.83 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $4.1M | -14% | 37k | 109.04 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $4.0M | +24% | 61k | 66.03 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $4.0M | +11% | 37k | 107.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.0M | 34k | 116.96 |
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| Targa Res Corp (TRGP) | 0.1 | $4.0M | -9% | 27k | 148.01 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.9M | -6% | 10k | 383.93 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.9M | 19k | 206.57 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.7M | -9% | 11k | 353.48 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $3.7M | 52k | 71.17 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $3.7M | -3% | 30k | 124.25 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.6M | -25% | 22k | 164.08 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $3.6M | +5% | 77k | 47.13 |
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| Nextera Energy (NEE) | 0.1 | $3.6M | +25% | 43k | 84.53 |
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| Omega Healthcare Investors (OHI) | 0.1 | $3.6M | 88k | 40.70 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.6M | -2% | 6.3k | 569.64 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $3.5M | -54% | 92k | 37.70 |
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| Philip Morris International (PM) | 0.1 | $3.4M | -11% | 28k | 121.40 |
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| salesforce (CRM) | 0.1 | $3.4M | +74% | 12k | 273.71 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $3.4M | -5% | 5.8k | 584.56 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $3.4M | +40% | 35k | 95.95 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $3.3M | +14% | 71k | 47.12 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $3.3M | +13% | 103k | 31.78 |
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| Danaher Corporation (DHR) | 0.1 | $3.2M | 12k | 278.02 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $3.2M | +2% | 117k | 27.46 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $3.2M | -32% | 18k | 179.30 |
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| Williams Companies (WMB) | 0.1 | $3.1M | 69k | 45.65 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.1M | 18k | 173.67 |
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| United Rentals (URI) | 0.1 | $3.1M | 3.8k | 809.73 |
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| Kimbell Rty Partners Unit (KRP) | 0.1 | $3.1M | +205% | 193k | 16.09 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $3.1M | -57% | 14k | 225.76 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.1 | $3.1M | +18% | 58k | 53.53 |
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| Bristol Myers Squibb (BMY) | 0.1 | $3.1M | +97% | 60k | 51.74 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $3.0M | 148k | 20.27 |
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| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $3.0M | -3% | 116k | 25.97 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $3.0M | -2% | 21k | 139.49 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $3.0M | -2% | 91k | 32.67 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $3.0M | +27% | 11k | 267.37 |
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| Ares Capital Corporation (ARCC) | 0.1 | $3.0M | -4% | 141k | 20.94 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $2.9M | -4% | 48k | 61.57 |
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| Uber Technologies (UBER) | 0.1 | $2.9M | -5% | 39k | 75.16 |
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| Prudential Financial (PRU) | 0.1 | $2.9M | 24k | 121.10 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.9M | -9% | 15k | 197.17 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $2.9M | -4% | 75k | 38.26 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.9M | -4% | 8.8k | 326.71 |
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| American Centy Etf Tr Diversified Mu (TAXF) | 0.1 | $2.8M | +6% | 55k | 51.42 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.8M | 4.4k | 631.82 |
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| Cummins (CMI) | 0.1 | $2.8M | -5% | 8.6k | 323.80 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.1 | $2.7M | +6% | 88k | 30.72 |
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| Dell Technologies CL C (DELL) | 0.1 | $2.7M | +45% | 22k | 118.54 |
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| Nutrien (NTR) | 0.1 | $2.6M | 55k | 48.06 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.6M | 39k | 67.51 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.6M | +3% | 21k | 128.20 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $2.6M | +2% | 57k | 46.52 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $2.6M | +7% | 56k | 46.39 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.6M | 5.0k | 517.78 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.6M | +4% | 13k | 198.06 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.6M | +19% | 49k | 52.81 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $2.6M | 24k | 109.33 |
|
|
| Cheniere Energy Com New (LNG) | 0.1 | $2.6M | -48% | 14k | 179.84 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $2.6M | -24% | 56k | 45.89 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $2.6M | +166% | 15k | 174.06 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $2.6M | -14% | 86k | 29.53 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.1 | $2.5M | -26% | 59k | 43.21 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.5M | -2% | 4.3k | 586.52 |
|
| Southern Company (SO) | 0.1 | $2.5M | -7% | 28k | 90.18 |
|
| NiSource (NI) | 0.1 | $2.5M | 72k | 34.65 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.5M | -5% | 16k | 154.02 |
|
| D.R. Horton (DHI) | 0.1 | $2.5M | 13k | 190.77 |
|
|
| Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $2.4M | -8% | 85k | 28.27 |
|
| Toast Cl A (TOST) | 0.1 | $2.4M | -7% | 84k | 28.31 |
|
| Intel Corporation (INTC) | 0.1 | $2.4M | +35% | 101k | 23.46 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $2.4M | +2% | 45k | 52.86 |
|
| Kroger (KR) | 0.1 | $2.3M | 41k | 57.30 |
|
|
| Dover Corporation (DOV) | 0.1 | $2.3M | 12k | 191.74 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $2.3M | -3% | 17k | 135.03 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.3M | 22k | 104.18 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.3M | 49k | 46.97 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $2.3M | +2% | 22k | 104.24 |
|
| Edison International (EIX) | 0.1 | $2.3M | 26k | 87.09 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.3M | 2.2k | 1051.24 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.3M | NEW | 37k | 62.69 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.3M | -19% | 21k | 108.63 |
|
| Peabody Energy (BTU) | 0.1 | $2.2M | NEW | 82k | 26.54 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.2M | +2% | 28k | 78.05 |
|
| Unified Ser Tr Ballast Smlmd Cp (MGMT) | 0.1 | $2.2M | -38% | 56k | 38.51 |
|
| Alaska Air (ALK) | 0.1 | $2.2M | -20% | 48k | 45.21 |
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $2.1M | -6% | 62k | 34.89 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.1M | +113% | 28k | 75.11 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $2.1M | -2% | 30k | 72.17 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $2.1M | +12% | 26k | 82.53 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $2.1M | 7.5k | 281.35 |
|
|
| Eaton Vance Mun Income 2028 SHS (ETX) | 0.1 | $2.1M | 111k | 18.88 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $2.1M | -2% | 11k | 188.58 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $2.1M | -12% | 22k | 95.75 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $2.1M | +4% | 49k | 41.96 |
|
| Tesla Motors (TSLA) | 0.1 | $2.1M | -3% | 7.9k | 261.63 |
|
| American Financial (AFG) | 0.1 | $2.0M | 15k | 134.60 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $2.0M | +7% | 20k | 99.49 |
|
| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.1 | $2.0M | -9% | 82k | 24.36 |
|
| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.1 | $2.0M | 61k | 32.83 |
|
|
| Canadian Pacific Kansas City (CP) | 0.1 | $2.0M | +10% | 23k | 85.54 |
|
| Ge Vernova (GEV) | 0.1 | $2.0M | +459% | 7.7k | 254.97 |
|
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 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
- U.S. Capital Wealth Advisors 2021 Q3 filed Nov. 1, 2021