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, AAPL, SPY, NVDA, and represent 13.21% of U.S. Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: COF (+$20M), T (+$11M), MO (+$8.3M), GILD (+$8.3M), SPY (+$7.9M), QQQM (+$7.6M), EBAY (+$7.5M), SBUX (+$6.5M), IBM (+$5.9M), UNH (+$5.6M).
- Started 102 new stock positions in ZIM, CDNS, CTVA, PMM, DXC, BCSF, TTEK, CONY, AXS, MMD.
- Reduced shares in these 10 stocks: ETN (-$19M), AVGO (-$19M), Discover Financial Services (-$14M), IRM (-$11M), BX (-$9.9M), ORCL (-$8.3M), TT (-$7.8M), CARR (-$7.5M), CAT (-$6.7M), COST (-$6.4M).
- Sold out of its positions in AAON, ALSN, BMI, GOLD, BIT, CSWC, CDE, FIX, DNP, Discover Financial Services.
- U.S. Capital Wealth Advisors was a net buyer of stock by $4.0M.
- U.S. Capital Wealth Advisors has $3.4B in assets under management (AUM), dropping by 5.04%.
- Central Index Key (CIK): 0001808915
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Portfolio Holdings for U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors holds 880 positions in its portfolio as reported in the June 2025 quarterly 13F filing
U.S. Capital Wealth Advisors has 880 total positions. Only the first 250 positions are shown.
- Sign up to view all of the U.S. Capital Wealth Advisors June 30, 2025 positions
- Download the U.S. Capital Wealth Advisors June 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Highpeak Energy (HPK) | 4.0 | $136M | 14M | 9.80 |
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| Etf Ser Solutions Clershs Piton In (PIFI) | 2.6 | $90M | 941k | 95.16 |
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| Apple (AAPL) | 2.4 | $82M | -3% | 399k | 205.17 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $74M | +11% | 120k | 617.85 |
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| NVIDIA Corporation (NVDA) | 2.1 | $72M | 453k | 157.99 |
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| Enterprise Products Partners (EPD) | 2.0 | $68M | 2.2M | 31.01 |
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| Microsoft Corporation (MSFT) | 1.8 | $61M | -7% | 123k | 497.41 |
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| Palantir Technologies Cl A (PLTR) | 1.5 | $51M | +7% | 374k | 136.32 |
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| Amazon (AMZN) | 1.3 | $43M | +2% | 198k | 219.39 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.2 | $43M | -7% | 485k | 88.25 |
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| Etf Ser Solutions Clearshs Ultra (OPER) | 1.1 | $37M | +2% | 365k | 100.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $35M | -14% | 63k | 551.64 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $33M | -4% | 53k | 620.90 |
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| At&t (T) | 0.9 | $33M | +51% | 1.1M | 28.94 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $32M | 297k | 107.80 |
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| Chevron Corporation (CVX) | 0.9 | $30M | +5% | 211k | 143.19 |
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| Bank of America Corporation (BAC) | 0.9 | $30M | +2% | 635k | 47.32 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $29M | +5% | 197k | 146.02 |
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| Wal-Mart Stores (WMT) | 0.8 | $29M | +15% | 293k | 97.78 |
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| Meta Platforms Cl A (META) | 0.8 | $27M | +7% | 37k | 738.09 |
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| Kinder Morgan (KMI) | 0.8 | $27M | 915k | 29.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $26M | 86k | 303.93 |
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| Cisco Systems (CSCO) | 0.8 | $26M | +7% | 372k | 69.38 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.7 | $25M | 494k | 51.51 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $25M | -4% | 85k | 289.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $25M | -6% | 139k | 177.39 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.7 | $23M | +8% | 1.3M | 18.13 |
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| AFLAC Incorporated (AFL) | 0.7 | $22M | +2% | 212k | 105.46 |
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| Emerson Electric (EMR) | 0.6 | $22M | 167k | 133.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $21M | -4% | 43k | 485.77 |
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| Capital One Financial (COF) | 0.6 | $21M | +6551% | 97k | 212.76 |
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| General Dynamics Corporation (GD) | 0.6 | $21M | 70k | 291.66 |
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| Canadian Natural Resources (CNQ) | 0.6 | $20M | 642k | 31.40 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.6 | $20M | +13% | 390k | 50.75 |
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| Johnson & Johnson (JNJ) | 0.6 | $20M | +3% | 128k | 152.75 |
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| Targa Res Corp (TRGP) | 0.6 | $19M | 110k | 174.08 |
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| Visa Com Cl A (V) | 0.6 | $19M | 53k | 355.05 |
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| ConocoPhillips (COP) | 0.5 | $18M | +5% | 203k | 89.74 |
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| Altria (MO) | 0.5 | $18M | +89% | 301k | 58.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $18M | 100k | 176.23 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.5 | $18M | +18% | 324k | 54.46 |
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| Ishares Tr Core Total Usd (IUSB) | 0.5 | $17M | -2% | 372k | 46.23 |
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| Alnylam Pharmaceuticals (ALNY) | 0.5 | $17M | -7% | 52k | 326.09 |
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| McDonald's Corporation (MCD) | 0.5 | $17M | +2% | 58k | 292.17 |
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| Travelers Companies (TRV) | 0.5 | $17M | 62k | 267.54 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $17M | 173k | 95.77 |
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| 3M Company (MMM) | 0.5 | $16M | -8% | 108k | 152.24 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.5 | $16M | +29% | 639k | 24.54 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $15M | -15% | 289k | 52.06 |
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| Kellogg Company (K) | 0.4 | $15M | 187k | 79.53 |
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| Synchrony Financial (SYF) | 0.4 | $15M | +2% | 222k | 66.74 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.4 | $15M | 263k | 56.12 |
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| Coca-Cola Company (KO) | 0.4 | $15M | +5% | 208k | 70.75 |
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| Broadcom (AVGO) | 0.4 | $14M | -57% | 51k | 275.65 |
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| British Amern Tob Sponsored Adr (BTI) | 0.4 | $14M | -2% | 294k | 47.33 |
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| International Business Machines (IBM) | 0.4 | $13M | +78% | 45k | 294.78 |
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| Qualcomm (QCOM) | 0.4 | $13M | +19% | 82k | 159.26 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $13M | -7% | 23k | 568.04 |
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| Boeing Company (BA) | 0.4 | $13M | +4% | 62k | 209.53 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $13M | +12% | 324k | 40.02 |
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| Abbvie (ABBV) | 0.4 | $13M | -20% | 69k | 185.62 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $13M | +3% | 50k | 253.23 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $13M | +16% | 112k | 113.41 |
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| Nike CL B (NKE) | 0.4 | $13M | +36% | 176k | 71.04 |
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| Southern Copper Corporation (SCCO) | 0.4 | $12M | -13% | 121k | 101.17 |
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| Philip Morris International (PM) | 0.3 | $12M | +59% | 65k | 182.13 |
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| Paychex (PAYX) | 0.3 | $12M | +3% | 80k | 145.46 |
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| EOG Resources (EOG) | 0.3 | $12M | -10% | 96k | 119.61 |
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| UnitedHealth (UNH) | 0.3 | $12M | +95% | 37k | 311.97 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $11M | +11% | 261k | 43.35 |
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| American Electric Power Company (AEP) | 0.3 | $11M | +12% | 109k | 103.76 |
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| Pfizer (PFE) | 0.3 | $11M | +15% | 462k | 24.24 |
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| Cme (CME) | 0.3 | $11M | +3% | 40k | 275.62 |
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| Howmet Aerospace (HWM) | 0.3 | $11M | -17% | 59k | 186.13 |
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| Newmont Mining Corporation (NEM) | 0.3 | $11M | -23% | 188k | 58.26 |
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| Williams Companies (WMB) | 0.3 | $11M | 174k | 62.81 |
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| Genuine Parts Company (GPC) | 0.3 | $11M | 89k | 121.31 |
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| Eversource Energy (ES) | 0.3 | $11M | +5% | 167k | 63.62 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $11M | +2% | 38k | 278.88 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $10M | -3% | 44k | 236.98 |
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| Cenovus Energy (CVE) | 0.3 | $10M | +14% | 752k | 13.60 |
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| Diageo Spon Adr New (DEO) | 0.3 | $10M | +12% | 101k | 100.84 |
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| Advanced Micro Devices (AMD) | 0.3 | $10M | -2% | 71k | 141.90 |
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| GSK Sponsored Adr (GSK) | 0.3 | $9.8M | +6% | 256k | 38.40 |
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| Verizon Communications (VZ) | 0.3 | $9.8M | +18% | 227k | 43.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $9.8M | +4% | 32k | 304.83 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $9.8M | +343% | 43k | 227.10 |
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| TJX Companies (TJX) | 0.3 | $9.7M | +12% | 79k | 123.49 |
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| Oneok (OKE) | 0.3 | $9.5M | +14% | 117k | 81.63 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $9.4M | 103k | 91.11 |
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| Eli Lilly & Co. (LLY) | 0.3 | $9.3M | +38% | 12k | 779.50 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $9.3M | -7% | 170k | 54.40 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.3 | $9.2M | 217k | 42.36 |
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| Ge Aerospace Com New (GE) | 0.3 | $9.1M | +129% | 36k | 257.39 |
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| United Parcel Service CL B (UPS) | 0.3 | $9.1M | +12% | 90k | 100.94 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $9.1M | -24% | 165k | 55.10 |
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| Netflix (NFLX) | 0.3 | $9.1M | -16% | 6.8k | 1339.04 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $9.1M | +3% | 111k | 81.66 |
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| Gilead Sciences (GILD) | 0.3 | $9.0M | +1220% | 81k | 110.87 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $9.0M | -2% | 367k | 24.44 |
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| Welltower Inc Com reit (WELL) | 0.3 | $9.0M | 58k | 153.73 |
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| Paypal Holdings (PYPL) | 0.3 | $8.9M | +10% | 120k | 74.32 |
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| Costco Wholesale Corporation (COST) | 0.3 | $8.9M | -41% | 9.0k | 989.96 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $8.9M | -13% | 93k | 95.32 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $8.6M | +10% | 17k | 509.31 |
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| Oracle Corporation (ORCL) | 0.2 | $8.6M | -49% | 39k | 218.63 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.2 | $8.4M | +2% | 164k | 51.45 |
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| Blackrock Etf Trust Ishares Advantag (BALI) | 0.2 | $8.4M | +7% | 278k | 30.11 |
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| Hartford Financial Services (HIG) | 0.2 | $8.4M | 66k | 126.87 |
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| Ishares Tr Expanded Tech (IGV) | 0.2 | $8.2M | 75k | 109.50 |
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| Main Street Capital Corporation (MAIN) | 0.2 | $8.2M | +8% | 140k | 59.10 |
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| Wp Carey (WPC) | 0.2 | $8.2M | +14% | 132k | 62.38 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $8.0M | 197k | 40.78 |
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| Enbridge (ENB) | 0.2 | $8.0M | 177k | 45.32 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $8.0M | 94k | 84.81 |
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| Dow (DOW) | 0.2 | $7.9M | +10% | 299k | 26.48 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $7.9M | +15% | 271k | 29.21 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $7.9M | -12% | 14k | 561.93 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.2 | $7.9M | +11% | 70k | 112.69 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $7.8M | +38% | 12k | 663.30 |
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| eBay (EBAY) | 0.2 | $7.8M | +2630% | 105k | 74.46 |
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| Goldman Sachs (GS) | 0.2 | $7.8M | +59% | 11k | 707.76 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $7.6M | 17k | 440.64 |
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| Equity Residential Sh Ben Int (EQR) | 0.2 | $7.5M | +29% | 112k | 67.49 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $7.5M | +6% | 190k | 39.49 |
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| Garmin SHS (GRMN) | 0.2 | $7.5M | 36k | 208.72 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.2 | $7.4M | 156k | 47.55 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $7.4M | +6% | 230k | 31.97 |
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| Progressive Corporation (PGR) | 0.2 | $7.3M | -11% | 28k | 266.86 |
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| Starbucks Corporation (SBUX) | 0.2 | $7.3M | +806% | 80k | 91.63 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $7.3M | -16% | 96k | 75.58 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $6.8M | +2% | 255k | 26.50 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $6.7M | +34% | 367k | 18.32 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.2 | $6.6M | +3% | 131k | 50.22 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.2 | $6.4M | +6% | 187k | 34.33 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $6.4M | +27% | 57k | 112.00 |
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| Realty Income (O) | 0.2 | $6.3M | +8% | 109k | 57.61 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.2 | $6.2M | 41k | 150.97 |
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| Kimbell Rty Partners Unit (KRP) | 0.2 | $6.2M | +14% | 442k | 13.96 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $5.9M | +174% | 19k | 320.12 |
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| EQT Corporation (EQT) | 0.2 | $5.9M | -2% | 101k | 58.32 |
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| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.2 | $5.9M | 139k | 42.44 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $5.8M | 33k | 176.74 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $5.7M | +13% | 25k | 226.49 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $5.7M | +14% | 31k | 181.74 |
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| Uber Technologies (UBER) | 0.2 | $5.7M | -15% | 61k | 93.30 |
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| Cardinal Health (CAH) | 0.2 | $5.6M | +457% | 33k | 168.00 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $5.5M | +21% | 7.9k | 698.47 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $5.5M | -32% | 88k | 62.74 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $5.5M | +2% | 88k | 62.36 |
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| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.2 | $5.4M | +2% | 244k | 22.10 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $5.4M | -15% | 92k | 58.78 |
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| Amgen (AMGN) | 0.2 | $5.3M | +7% | 19k | 279.21 |
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| Tesla Motors (TSLA) | 0.2 | $5.3M | +10% | 17k | 317.65 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $5.3M | -12% | 48k | 110.42 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $5.3M | +43% | 52k | 101.60 |
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| Deere & Company (DE) | 0.2 | $5.3M | +329% | 10k | 508.48 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $5.3M | -50% | 92k | 56.85 |
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| Procter & Gamble Company (PG) | 0.2 | $5.2M | -33% | 33k | 159.32 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $5.2M | +7% | 30k | 173.27 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $5.1M | +16% | 81k | 63.48 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $5.1M | -34% | 57k | 89.80 |
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| Lowe's Companies (LOW) | 0.1 | $5.0M | 23k | 221.87 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $4.9M | -7% | 36k | 134.79 |
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| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $4.9M | +5% | 150k | 32.64 |
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| Wynn Resorts (WYNN) | 0.1 | $4.9M | +16% | 52k | 93.67 |
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| Caterpillar (CAT) | 0.1 | $4.9M | -57% | 13k | 388.20 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $4.8M | +6% | 99k | 48.86 |
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| Etf Ser Solutions Bahl Gaynor Sml (SMIG) | 0.1 | $4.8M | 167k | 28.85 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $4.7M | +16% | 90k | 52.37 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $4.6M | +30% | 174k | 26.69 |
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| Ge Vernova (GEV) | 0.1 | $4.6M | -16% | 8.7k | 529.14 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.6M | -68% | 31k | 149.58 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $4.5M | 91k | 49.18 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.4M | +3% | 10k | 438.40 |
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| Honeywell International (HON) | 0.1 | $4.4M | -18% | 19k | 232.88 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.1 | $4.4M | +17% | 131k | 33.63 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $4.3M | +24% | 125k | 34.57 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $4.3M | +12% | 61k | 70.77 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $4.2M | -20% | 46k | 91.10 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $4.2M | +15% | 91k | 45.89 |
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| MercadoLibre (MELI) | 0.1 | $4.2M | +8% | 1.6k | 2613.63 |
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| Nextera Energy (NEE) | 0.1 | $4.2M | +15% | 60k | 69.42 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $4.2M | +2% | 79k | 52.84 |
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| SYSCO Corporation (SYY) | 0.1 | $4.2M | 55k | 75.74 |
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| Shell Spon Ads (SHEL) | 0.1 | $4.2M | -19% | 59k | 70.41 |
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| Home Depot (HD) | 0.1 | $4.2M | -27% | 11k | 366.63 |
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| Celanese Corporation (CE) | 0.1 | $4.2M | NEW | 75k | 55.33 |
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| Valaris Cl A (VAL) | 0.1 | $4.1M | +4% | 98k | 42.11 |
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| American Centy Etf Tr Diversified Mu (TAXF) | 0.1 | $4.1M | +34% | 84k | 48.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.1M | +2% | 72k | 57.01 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $4.0M | 18k | 217.32 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $4.0M | +16% | 121k | 32.81 |
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| Tapestry (TPR) | 0.1 | $3.9M | 45k | 87.81 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.9M | +2% | 6.9k | 566.51 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.9M | 19k | 207.62 |
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| Walt Disney Company (DIS) | 0.1 | $3.9M | -25% | 31k | 124.01 |
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| Natixis Etf Tr Gateway Quality (GQI) | 0.1 | $3.9M | 72k | 53.69 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $3.8M | +11% | 99k | 38.70 |
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| Devon Energy Corporation (DVN) | 0.1 | $3.8M | +10% | 119k | 31.81 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $3.8M | +40% | 41k | 93.63 |
|
| Entergy Corporation (ETR) | 0.1 | $3.7M | NEW | 45k | 83.12 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $3.7M | -10% | 22k | 166.11 |
|
| Franco-Nevada Corporation (FNV) | 0.1 | $3.7M | -5% | 23k | 163.92 |
|
| Metropcs Communications (TMUS) | 0.1 | $3.7M | +1110% | 15k | 238.26 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $3.6M | +3% | 13k | 276.94 |
|
| salesforce (CRM) | 0.1 | $3.6M | -28% | 13k | 272.69 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $3.5M | +164% | 76k | 46.29 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $3.5M | +66% | 67k | 52.10 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $3.5M | -37% | 102k | 33.80 |
|
| Brown & Brown (BRO) | 0.1 | $3.4M | NEW | 31k | 110.87 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $3.3M | +446% | 48k | 69.02 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $3.3M | 150k | 21.96 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $3.2M | -85% | 9.1k | 357.00 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $3.2M | NEW | 18k | 181.95 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.1 | $3.2M | NEW | 90k | 35.58 |
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $3.2M | NEW | 12k | 274.28 |
|
| Citigroup Com New (C) | 0.1 | $3.2M | +5% | 37k | 85.12 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $3.1M | +11% | 95k | 32.89 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $3.1M | +17% | 18k | 171.03 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $3.1M | +20% | 6.7k | 463.14 |
|
| Southern Company (SO) | 0.1 | $3.1M | +2% | 33k | 91.83 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $3.0M | +30% | 17k | 182.82 |
|
| Constellation Energy (CEG) | 0.1 | $3.0M | -59% | 9.2k | 322.74 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $3.0M | 53k | 56.56 |
|
|
| Lpl Financial Holdings (LPLA) | 0.1 | $3.0M | NEW | 7.9k | 374.97 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $3.0M | -8% | 8.4k | 351.00 |
|
| Prologis (PLD) | 0.1 | $2.9M | +21% | 28k | 105.12 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.9M | -2% | 6.9k | 424.58 |
|
| Cameco Corporation (CCJ) | 0.1 | $2.9M | 39k | 74.23 |
|
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $2.9M | -13% | 59k | 49.26 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $2.9M | +5% | 32k | 89.39 |
|
| American Express Company (AXP) | 0.1 | $2.9M | +2% | 9.0k | 318.98 |
|
| Equitable Holdings (EQH) | 0.1 | $2.8M | NEW | 51k | 56.10 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $2.8M | 148k | 18.97 |
|
|
| Merck & Co (MRK) | 0.1 | $2.8M | +7% | 35k | 79.16 |
|
| Darden Restaurants (DRI) | 0.1 | $2.8M | NEW | 13k | 217.97 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.8M | 21k | 136.01 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $2.7M | -12% | 24k | 113.21 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $2.7M | NEW | 53k | 51.09 |
|
| Cummins (CMI) | 0.1 | $2.7M | +2% | 8.3k | 327.50 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.7M | -16% | 34k | 79.50 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $2.7M | +3% | 84k | 32.08 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $2.7M | +26% | 31k | 86.87 |
|
| UGI Corporation (UGI) | 0.1 | $2.7M | NEW | 73k | 36.42 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $2.7M | +42% | 67k | 39.81 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $2.7M | +2% | 53k | 49.87 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $2.6M | +13% | 18k | 147.52 |
|
| Unilever Spon Adr New (UL) | 0.1 | $2.6M | +70% | 43k | 61.17 |
|
| Ishares Tr Cmbs Etf (CMBS) | 0.1 | $2.6M | -15% | 54k | 48.72 |
|
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 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
- U.S. Capital Wealth Advisors 2021 Q3 filed Nov. 1, 2021