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, PIFI, HPKEW, OPER, AAPL, and represent 23.36% of U.S. Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: WMT (+$6.5M), EPD, JEPI, SYY, DVN, V, MPW, SHEL, EMR, FTSL.
- Started 20 new stock positions in PSCE, GEHC, RONI, CRK, EAGG, DHS, LDUR, PFEB, HTZWW, SUSC. Prospect Capital Corporation note, DFGR, America Movil Sab De Cv, EJAN, JQUA, SPHB, FRGE, IJAN, PRF, Linde.
- Reduced shares in these 10 stocks: SDS (-$18M), OPER (-$11M), PFF, VUSB, IPAY, SHV, , MSFT, CARG, C.
- Sold out of its positions in ADT, AFCG, AES, RDOG, ARKG, ARKW, ARKF, SGOL, ADX, ADUS.
- U.S. Capital Wealth Advisors was a net seller of stock by $-72M.
- U.S. Capital Wealth Advisors has $2.2B in assets under management (AUM), dropping by 0.07%.
- 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

Portfolio Holdings for U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors holds 633 positions in its portfolio as reported in the March 2023 quarterly 13F filing
U.S. Capital Wealth Advisors has 633 total positions. Only the first 250 positions are shown.
- Sign up to view all of the U.S. Capital Wealth Advisors March 31, 2023 positions
- Download the U.S. Capital Wealth Advisors March 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Highpeak Energy (HPK) | 7.8 | $168M | 7.3M | 23.00 |
|
|
Etf Ser Solutions Clershs Piton In (PIFI) | 5.7 | $124M | 1.3M | 92.19 |
|
|
Highpeak Energy *w Exp 08/21/202 (HPKEW) | 3.9 | $83M | 5.5M | 15.14 |
|
|
Etf Ser Solutions Clearshs Ultra (OPER) | 3.6 | $77M | -12% | 771k | 100.12 |
|
Apple (AAPL) | 2.4 | $52M | -2% | 314k | 164.90 |
|
Enterprise Products Partners (EPD) | 1.8 | $39M | +10% | 1.5M | 25.90 |
|
Microsoft Corporation (MSFT) | 1.7 | $36M | -7% | 126k | 288.30 |
|
Abbvie (ABBV) | 1.5 | $33M | +2% | 209k | 159.37 |
|
Chevron Corporation (CVX) | 1.3 | $29M | 175k | 163.16 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 1.0 | $22M | -2% | 213k | 104.00 |
|
Exxon Mobil Corporation (XOM) | 1.0 | $22M | 201k | 109.66 |
|
|
JPMorgan Chase & Co. (JPM) | 1.0 | $21M | 164k | 130.31 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $20M | 66k | 308.77 |
|
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $20M | -8% | 49k | 409.39 |
|
Setup an alertU.S. Capital Wealth Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $19M | -7% | 95k | 204.10 |
|
International Business Machines (IBM) | 0.9 | $19M | +2% | 147k | 131.09 |
|
Cisco Systems (CSCO) | 0.9 | $19M | +2% | 366k | 52.28 |
|
Johnson & Johnson (JNJ) | 0.9 | $19M | +4% | 122k | 155.00 |
|
EOG Resources (EOG) | 0.9 | $19M | +6% | 164k | 114.63 |
|
Amazon (AMZN) | 0.8 | $17M | +11% | 161k | 103.29 |
|
Raytheon Technologies Corp (RTX) | 0.8 | $17M | +3% | 168k | 97.93 |
|
Canadian Natural Resources (CNQ) | 0.7 | $16M | +6% | 291k | 55.35 |
|
Pfizer (PFE) | 0.7 | $16M | +4% | 380k | 40.80 |
|
Select Sector Spdr Tr Energy (XLE) | 0.7 | $15M | -13% | 185k | 82.83 |
|
Wal-Mart Stores (WMT) | 0.7 | $14M | +83% | 97k | 147.45 |
|
Emerson Electric (EMR) | 0.6 | $14M | +16% | 161k | 87.14 |
|
Visa Com Cl A (V) | 0.6 | $14M | +19% | 61k | 225.46 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $13M | 69k | 189.56 |
|
|
Dow (DOW) | 0.6 | $13M | +8% | 239k | 54.82 |
|
Southern Copper Corporation (SCCO) | 0.6 | $13M | +7% | 168k | 76.25 |
|
Activision Blizzard (ATVI) | 0.6 | $13M | -12% | 147k | 85.59 |
|
Putnam Etf Trust Focused Lar Cap (PVAL) | 0.6 | $12M | 440k | 27.76 |
|
|
McDonald's Corporation (MCD) | 0.5 | $11M | +7% | 41k | 279.61 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $11M | 109k | 103.73 |
|
|
Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $11M | 27k | 411.08 |
|
|
Phillips 66 (PSX) | 0.5 | $11M | +14% | 110k | 101.38 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $11M | +5% | 34k | 320.93 |
|
Oracle Corporation (ORCL) | 0.5 | $11M | -2% | 116k | 92.92 |
|
United Parcel Service CL B (UPS) | 0.5 | $11M | +7% | 54k | 193.99 |
|
Procter & Gamble Company (PG) | 0.5 | $11M | +5% | 70k | 148.69 |
|
At&t (T) | 0.5 | $10M | +7% | 537k | 19.25 |
|
Coca-Cola Company (KO) | 0.5 | $10M | +8% | 166k | 62.03 |
|
Verizon Communications (VZ) | 0.5 | $10M | +3% | 261k | 38.89 |
|
Kinder Morgan (KMI) | 0.5 | $10M | 575k | 17.51 |
|
|
Costco Wholesale Corporation (COST) | 0.4 | $9.4M | -6% | 19k | 496.87 |
|
Intel Corporation (INTC) | 0.4 | $9.3M | +22% | 284k | 32.67 |
|
Novartis Sponsored Adr (NVS) | 0.4 | $9.2M | +5% | 100k | 92.00 |
|
Bank of America Corporation (BAC) | 0.4 | $9.1M | +19% | 318k | 28.60 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $9.1M | +67% | 167k | 54.60 |
|
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.4 | $9.1M | +12% | 167k | 54.26 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $8.9M | +8% | 716k | 12.47 |
|
Freeport-mcmoran CL B (FCX) | 0.4 | $8.8M | +13% | 215k | 40.91 |
|
Travelers Companies (TRV) | 0.4 | $8.7M | +15% | 51k | 171.41 |
|
Qualcomm (QCOM) | 0.4 | $8.5M | -8% | 66k | 127.58 |
|
NVIDIA Corporation (NVDA) | 0.4 | $8.4M | 30k | 277.77 |
|
|
Diageo Spon Adr New (DEO) | 0.4 | $8.3M | +7% | 46k | 181.18 |
|
MPLX Com Unit Rep Ltd (MPLX) | 0.4 | $8.2M | +18% | 239k | 34.45 |
|
AFLAC Incorporated (AFL) | 0.4 | $8.2M | +5% | 127k | 64.52 |
|
Devon Energy Corporation (DVN) | 0.4 | $8.0M | +47% | 157k | 50.61 |
|
Eversource Energy (ES) | 0.4 | $7.9M | +9% | 101k | 78.26 |
|
Philip Morris International (PM) | 0.4 | $7.8M | +6% | 81k | 97.25 |
|
Altria (MO) | 0.4 | $7.8M | 175k | 44.62 |
|
|
Paychex (PAYX) | 0.4 | $7.8M | +9% | 68k | 114.59 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $7.8M | +25% | 54k | 144.62 |
|
Bristol Myers Squibb (BMY) | 0.4 | $7.7M | +2% | 111k | 69.31 |
|
Merck & Co (MRK) | 0.3 | $7.6M | -20% | 71k | 106.39 |
|
British Amern Tob Sponsored Adr (BTI) | 0.3 | $7.4M | +5% | 211k | 35.12 |
|
Cabot Oil & Gas Corporation (CTRA) | 0.3 | $7.4M | +20% | 301k | 24.54 |
|
Genuine Parts Company (GPC) | 0.3 | $7.4M | +5% | 44k | 167.31 |
|
Ishares Tr Msci Usa Value (VLUE) | 0.3 | $7.3M | 79k | 92.59 |
|
|
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $7.3M | +2% | 40k | 183.22 |
|
First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.3 | $7.1M | +2% | 76k | 93.04 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $7.0M | +23% | 217k | 32.35 |
|
Mastercard Incorporated Cl A (MA) | 0.3 | $6.9M | 19k | 363.41 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $6.7M | 44k | 152.26 |
|
|
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $6.7M | -2% | 149k | 44.87 |
|
Shell Spon Ads (SHEL) | 0.3 | $6.6M | +45% | 114k | 57.54 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $6.5M | +30% | 90k | 71.52 |
|
Home Depot (HD) | 0.3 | $6.4M | 22k | 295.12 |
|
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $6.4M | +24% | 137k | 46.95 |
|
Newmont Mining Corporation (NEM) | 0.3 | $6.3M | -4% | 129k | 49.02 |
|
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.3 | $6.1M | +6% | 211k | 28.77 |
|
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $6.1M | -7% | 13.00 | 465600.00 |
|
GSK Sponsored Adr (GSK) | 0.3 | $5.9M | 166k | 35.58 |
|
|
Marathon Petroleum Corp (MPC) | 0.3 | $5.9M | 43k | 134.83 |
|
|
Meta Platforms Cl A (META) | 0.3 | $5.8M | +4% | 27k | 211.94 |
|
Vanguard Index Fds Value Etf (VTV) | 0.3 | $5.8M | -8% | 42k | 138.11 |
|
Duke Energy Corp Com New (DUK) | 0.3 | $5.7M | -6% | 59k | 96.47 |
|
Bhp Group Sponsored Ads (BHP) | 0.3 | $5.6M | 89k | 63.41 |
|
|
UnitedHealth (UNH) | 0.3 | $5.6M | +3% | 12k | 472.61 |
|
Enbridge (ENB) | 0.2 | $5.4M | 141k | 38.15 |
|
|
Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $5.3M | +4% | 106k | 50.40 |
|
Main Street Capital Corporation (MAIN) | 0.2 | $5.2M | 132k | 39.46 |
|
|
Ishares Tr Glob Hlthcre Etf (IXJ) | 0.2 | $5.2M | 62k | 83.36 |
|
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $5.1M | -9% | 120k | 42.75 |
|
Lockheed Martin Corporation (LMT) | 0.2 | $5.0M | 11k | 472.71 |
|
|
Target Corporation (TGT) | 0.2 | $5.0M | +10% | 30k | 165.63 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $5.0M | +3% | 11k | 444.68 |
|
Amgen (AMGN) | 0.2 | $4.9M | +3% | 20k | 241.75 |
|
Dominion Resources (D) | 0.2 | $4.8M | +33% | 86k | 55.91 |
|
Texas Instruments Incorporated (TXN) | 0.2 | $4.8M | +4% | 26k | 186.01 |
|
ConocoPhillips (COP) | 0.2 | $4.8M | +4% | 49k | 99.21 |
|
Wheaton Precious Metals Corp (WPM) | 0.2 | $4.8M | +3% | 100k | 48.16 |
|
MetLife (MET) | 0.2 | $4.8M | -2% | 83k | 57.94 |
|
Thermo Fisher Scientific (TMO) | 0.2 | $4.8M | -6% | 8.3k | 576.37 |
|
Livent Corp (LTHM) | 0.2 | $4.7M | +4% | 218k | 21.72 |
|
Pioneer Natural Resources (PXD) | 0.2 | $4.7M | +9% | 23k | 204.24 |
|
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $4.7M | +2% | 203k | 23.06 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $4.6M | 36k | 129.46 |
|
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $4.5M | 14k | 315.07 |
|
|
Schlumberger Com Stk (SLB) | 0.2 | $4.5M | +3% | 92k | 49.10 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $4.3M | -9% | 12k | 376.08 |
|
Uber Technologies (UBER) | 0.2 | $4.1M | -3% | 130k | 31.70 |
|
Cummins (CMI) | 0.2 | $4.1M | 17k | 238.88 |
|
|
EQT Corporation (EQT) | 0.2 | $4.0M | -5% | 125k | 31.91 |
|
American Electric Power Company (AEP) | 0.2 | $4.0M | -2% | 44k | 90.99 |
|
Encana Corporation (OVV) | 0.2 | $3.9M | +41% | 107k | 36.08 |
|
Cigna Corp (CI) | 0.2 | $3.8M | -9% | 15k | 255.53 |
|
Valero Energy Corporation (VLO) | 0.2 | $3.8M | -15% | 27k | 139.60 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $3.8M | +3% | 79k | 48.37 |
|
Ishares Msci Gbl Etf New (PICK) | 0.2 | $3.7M | +8% | 87k | 42.72 |
|
Medtronic SHS (MDT) | 0.2 | $3.7M | +34% | 46k | 80.62 |
|
Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $3.6M | +6% | 147k | 24.79 |
|
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.2 | $3.5M | 13k | 275.99 |
|
|
Walt Disney Company (DIS) | 0.2 | $3.5M | -7% | 35k | 100.13 |
|
Barrick Gold Corp (GOLD) | 0.2 | $3.5M | +6% | 187k | 18.57 |
|
First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $3.4M | +117% | 75k | 45.24 |
|
Crown Castle Intl (CCI) | 0.2 | $3.3M | -9% | 25k | 133.84 |
|
Cheniere Energy Com New (LNG) | 0.2 | $3.3M | +2% | 21k | 157.60 |
|
Nutrien (NTR) | 0.2 | $3.3M | 45k | 73.85 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.3M | +3% | 12k | 285.81 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $3.3M | -29% | 45k | 73.16 |
|
Prudential Financial (PRU) | 0.2 | $3.3M | +3% | 39k | 82.74 |
|
Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $3.2M | +8% | 130k | 24.94 |
|
Franco-Nevada Corporation (FNV) | 0.1 | $3.2M | 22k | 145.80 |
|
|
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $3.2M | +12% | 67k | 47.75 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $3.2M | -42% | 66k | 48.53 |
|
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $3.2M | +15% | 70k | 45.09 |
|
Citigroup Com New (C) | 0.1 | $3.1M | -46% | 67k | 46.89 |
|
Deere & Company (DE) | 0.1 | $3.1M | 7.5k | 412.86 |
|
|
Nextera Energy (NEE) | 0.1 | $3.1M | +2% | 40k | 77.08 |
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $3.0M | 42k | 71.51 |
|
|
Comcast Corp Cl A (CMCSA) | 0.1 | $3.0M | -9% | 79k | 37.91 |
|
Omega Healthcare Investors (OHI) | 0.1 | $3.0M | -16% | 108k | 27.41 |
|
Rio Tinto Sponsored Adr (RIO) | 0.1 | $2.9M | 43k | 68.60 |
|
|
SYSCO Corporation (SYY) | 0.1 | $2.9M | +10591% | 38k | 77.23 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $2.9M | -14% | 27k | 106.37 |
|
Medical Properties Trust (MPW) | 0.1 | $2.9M | +310% | 348k | 8.22 |
|
First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.1 | $2.9M | +3% | 35k | 80.60 |
|
Lowe's Companies (LOW) | 0.1 | $2.9M | 14k | 199.96 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.8M | +20% | 12k | 244.33 |
|
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $2.8M | +4% | 43k | 66.40 |
|
Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $2.8M | -41% | 30k | 93.89 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.8M | +32% | 70k | 39.46 |
|
Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.8M | +21% | 32k | 87.84 |
|
Pimco Dynamic Income SHS (PDI) | 0.1 | $2.7M | -11% | 152k | 18.02 |
|
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $2.7M | 25k | 109.94 |
|
|
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $2.7M | +22% | 218k | 12.47 |
|
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $2.7M | +39% | 87k | 31.27 |
|
First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.1 | $2.7M | +142% | 122k | 22.11 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.7M | +6% | 40k | 66.85 |
|
Ares Capital Corporation (ARCC) | 0.1 | $2.7M | +13% | 146k | 18.28 |
|
Morgan Stanley Com New (MS) | 0.1 | $2.6M | +78% | 30k | 87.80 |
|
CVS Caremark Corporation (CVS) | 0.1 | $2.6M | +21% | 35k | 74.31 |
|
Honeywell International (HON) | 0.1 | $2.6M | 14k | 191.12 |
|
|
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $2.6M | +10% | 68k | 38.00 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.6M | +3% | 21k | 123.71 |
|
Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.1 | $2.6M | 132k | 19.32 |
|
|
Cameco Corporation (CCJ) | 0.1 | $2.5M | -5% | 97k | 26.17 |
|
Targa Res Corp (TRGP) | 0.1 | $2.5M | +26% | 35k | 72.95 |
|
Air Products & Chemicals (APD) | 0.1 | $2.5M | -2% | 8.8k | 287.21 |
|
Parker-Hannifin Corporation (PH) | 0.1 | $2.5M | 7.4k | 336.11 |
|
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.5M | -32% | 55k | 45.17 |
|
Caterpillar (CAT) | 0.1 | $2.5M | +39% | 11k | 228.85 |
|
Eli Lilly & Co. (LLY) | 0.1 | $2.4M | +2% | 7.1k | 343.40 |
|
Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $2.4M | 210k | 11.53 |
|
|
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $2.4M | 69k | 34.92 |
|
|
Kla Corp Com New (KLAC) | 0.1 | $2.4M | 6.0k | 399.17 |
|
|
Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $2.4M | +68% | 113k | 20.93 |
|
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $2.4M | +8% | 87k | 26.95 |
|
Gladstone Ld (LAND) | 0.1 | $2.3M | 141k | 16.65 |
|
|
Freyr Battery SHS (FREY) | 0.1 | $2.3M | +91% | 264k | 8.89 |
|
Williams Companies (WMB) | 0.1 | $2.3M | +2% | 77k | 29.86 |
|
Enviva (EVA) | 0.1 | $2.3M | +2% | 79k | 28.88 |
|
Wells Fargo & Company (WFC) | 0.1 | $2.3M | -3% | 61k | 37.38 |
|
J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $2.3M | +57% | 49k | 45.77 |
|
AmerisourceBergen (ABC) | 0.1 | $2.3M | 14k | 160.11 |
|
|
Fmc Corp Com New (FMC) | 0.1 | $2.2M | 18k | 122.13 |
|
|
General Dynamics Corporation (GD) | 0.1 | $2.2M | +15% | 9.8k | 228.21 |
|
Palantir Technologies Cl A (PLTR) | 0.1 | $2.2M | 263k | 8.45 |
|
|
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $2.2M | +68% | 69k | 31.63 |
|
Iron Mountain (IRM) | 0.1 | $2.2M | +2% | 41k | 52.91 |
|
Bunge (BG) | 0.1 | $2.2M | +12% | 23k | 95.52 |
|
Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $2.1M | 81k | 26.37 |
|
|
Gilead Sciences (GILD) | 0.1 | $2.1M | -2% | 26k | 82.97 |
|
Usa Compression Partners Comunit Ltdpar (USAC) | 0.1 | $2.1M | 100k | 21.13 |
|
|
Vale S A Sponsored Ads (VALE) | 0.1 | $2.1M | 134k | 15.78 |
|
|
Blue Owl Capital Com Cl A (OWL) | 0.1 | $2.1M | +18% | 191k | 11.08 |
|
Anthem (ELV) | 0.1 | $2.1M | +6% | 4.6k | 459.81 |
|
Eaton Corp SHS (ETN) | 0.1 | $2.1M | 12k | 171.34 |
|
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.1M | -41% | 20k | 105.50 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $2.1M | +28% | 21k | 99.12 |
|
Boeing Company (BA) | 0.1 | $2.0M | +3% | 9.6k | 212.42 |
|
Advanced Micro Devices (AMD) | 0.1 | $2.0M | +100% | 21k | 98.01 |
|
Hp (HPQ) | 0.1 | $2.0M | -2% | 70k | 29.35 |
|
Paypal Holdings (PYPL) | 0.1 | $2.0M | -5% | 27k | 75.94 |
|
Pepsi (PEP) | 0.1 | $2.0M | 11k | 182.30 |
|
|
PG&E Corporation (PCG) | 0.1 | $2.0M | -7% | 125k | 16.17 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.0M | +6% | 13k | 154.01 |
|
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $2.0M | -21% | 132k | 15.10 |
|
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.1 | $2.0M | +49% | 36k | 54.92 |
|
Goldman Sachs (GS) | 0.1 | $2.0M | -2% | 6.0k | 327.10 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $2.0M | 49k | 40.72 |
|
|
Adobe Systems Incorporated (ADBE) | 0.1 | $2.0M | +2% | 5.1k | 385.37 |
|
Fiserv (FISV) | 0.1 | $2.0M | -2% | 17k | 113.03 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.9M | -37% | 7.7k | 249.44 |
|
Starbucks Corporation (SBUX) | 0.1 | $1.9M | +15% | 18k | 104.13 |
|
Charles Schwab Corporation (SCHW) | 0.1 | $1.9M | +136% | 37k | 52.38 |
|
Abbott Laboratories (ABT) | 0.1 | $1.9M | +2% | 19k | 101.26 |
|
NetApp (NTAP) | 0.1 | $1.9M | 29k | 63.85 |
|
|
Keurig Dr Pepper (KDP) | 0.1 | $1.8M | +5% | 52k | 35.28 |
|
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $1.8M | +21% | 42k | 43.89 |
|
Eaton Vance Mun Income 2028 SHS (ETX) | 0.1 | $1.8M | +3% | 99k | 17.79 |
|
Guggenheim Bld Amr Bds Mng D (GBAB) | 0.1 | $1.8M | -10% | 103k | 17.04 |
|
Apollo Global Mgmt (APO) | 0.1 | $1.8M | -3% | 28k | 63.16 |
|
Broadcom (AVGO) | 0.1 | $1.7M | +10% | 2.7k | 641.46 |
|
Crossamerica Partners Ut Ltd Ptn Int (CAPL) | 0.1 | $1.7M | 80k | 21.49 |
|
|
Dex (DXCM) | 0.1 | $1.7M | 15k | 116.18 |
|
|
Zoetis Cl A (ZTS) | 0.1 | $1.7M | 10k | 166.45 |
|
|
American Express Company (AXP) | 0.1 | $1.7M | 10k | 164.94 |
|
|
Raymond James Financial (RJF) | 0.1 | $1.7M | 18k | 93.27 |
|
|
Chubb (CB) | 0.1 | $1.7M | -5% | 8.7k | 194.17 |
|
Guggenheim Active Alloc Common Stock (GUG) | 0.1 | $1.7M | 120k | 14.04 |
|
|
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $1.6M | -18% | 47k | 35.20 |
|
salesforce (CRM) | 0.1 | $1.6M | +12% | 8.1k | 199.78 |
|
3M Company (MMM) | 0.1 | $1.6M | -5% | 15k | 105.11 |
|
First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.6M | -6% | 40k | 40.16 |
|
Tesla Motors (TSLA) | 0.1 | $1.6M | +27% | 7.7k | 207.46 |
|
Sun Communities (SUI) | 0.1 | $1.6M | +2% | 11k | 140.88 |
|
Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.6M | +3% | 8.1k | 191.30 |
|
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.1 | $1.5M | 124k | 12.40 |
|
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.5M | 4.6k | 332.61 |
|
|
Littelfuse (LFUS) | 0.1 | $1.5M | 5.7k | 268.09 |
|
|
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $1.5M | +3% | 12k | 127.59 |
|
United Rentals (URI) | 0.1 | $1.5M | 3.9k | 395.76 |
|
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.5M | +30% | 4.0k | 385.48 |
|
eBay (EBAY) | 0.1 | $1.5M | -10% | 34k | 44.37 |
|
Ishares Tr National Mun Etf (MUB) | 0.1 | $1.5M | +3% | 14k | 107.74 |
|
Diamondback Energy (FANG) | 0.1 | $1.5M | -8% | 11k | 135.17 |
|
Haleon Spon Ads (HLN) | 0.1 | $1.5M | -15% | 182k | 8.14 |
|
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 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