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 QQQ, PIFI, HPK, OPER, SPY, and represent 20.23% of U.S. Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$88M), PIFI (+$53M), SPY (+$37M), TBF (+$11M), ADM (+$8.3M), DOW (+$8.1M), KHC (+$6.8M), HPQ (+$6.5M), MET (+$6.1M), VCR (+$6.1M).
- Started 61 new stock positions in FXI, XBI, XLRE, NUE, FMC, BKEPP, ESGU, MRNA, CEQP, ICHR.
- Reduced shares in these 10 stocks: OPER (-$29M), AGG (-$12M), VUG (-$11M), SPYG (-$11M), XLK (-$11M), ARKW (-$9.7M), CARG (-$9.3M), ARKK (-$9.0M), KO (-$8.1M), VGSH (-$7.3M).
- Sold out of its positions in ARKG, ARKW, AA, BABA, AWR, AQB, ACB, VXX, BTT, CARR.
- U.S. Capital Wealth Advisors was a net buyer of stock by $146M.
- U.S. Capital Wealth Advisors has $2.7B in assets under management (AUM), dropping by 8.25%.
- Central Index Key (CIK): 0001808915
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Portfolio Holdings for U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors holds 703 positions in its portfolio as reported in the March 2022 quarterly 13F filing
U.S. Capital Wealth Advisors has 703 total positions. Only the first 250 positions are shown.
- Sign up to view all of the U.S. Capital Wealth Advisors March 31, 2022 positions
- Download the U.S. Capital Wealth Advisors March 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.9 | $134M | +188% | 370k | 362.54 | |
Etf Ser Solutions Clershs Piton In (PIFI) | 4.6 | $126M | +73% | 1.3M | 94.87 | |
Highpeak Energy (HPK) | 4.0 | $111M | 5.0M | 22.20 | ||
Etf Ser Solutions Clearshs Ultra (OPER) | 3.8 | $103M | -22% | 1.0M | 100.10 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $81M | +85% | 179k | 451.64 | |
Highpeak Energy *w Exp 08/21/202 (HPKEW) | 2.5 | $67M | 5.5M | 12.25 | ||
Apple (AAPL) | 2.2 | $61M | -4% | 348k | 174.61 | |
Microsoft Corporation (MSFT) | 1.4 | $39M | 125k | 308.31 | ||
Abbvie (ABBV) | 1.4 | $38M | -2% | 236k | 162.11 | |
Amazon (AMZN) | 1.1 | $31M | +5% | 9.5k | 3259.99 | |
Enterprise Products Partners (EPD) | 1.1 | $31M | 1.2M | 25.81 | ||
Alphabet Cap Stk Cl C (GOOG) | 1.1 | $30M | -3% | 11k | 2793.04 | |
Pfizer (PFE) | 1.0 | $28M | -6% | 543k | 51.77 | |
Chevron Corporation (CVX) | 1.0 | $28M | -12% | 169k | 162.83 | |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $25M | -2% | 111k | 227.67 | |
Cisco Systems (CSCO) | 0.9 | $25M | +2% | 441k | 55.76 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $23M | +2% | 65k | 352.91 | |
Dow (DOW) | 0.8 | $22M | +59% | 344k | 63.72 | |
International Business Machines (IBM) | 0.7 | $20M | +23% | 153k | 130.02 | |
Johnson & Johnson (JNJ) | 0.7 | $20M | +4% | 111k | 177.23 | |
Intel Corporation (INTC) | 0.7 | $19M | +24% | 392k | 49.56 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $19M | +7% | 142k | 136.32 | |
Vanguard Index Fds Value Etf (VTV) | 0.7 | $19M | -4% | 129k | 147.78 | |
Verizon Communications (VZ) | 0.7 | $19M | +13% | 372k | 50.94 | |
Emerson Electric (EMR) | 0.7 | $19M | +15% | 190k | 98.05 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $18M | 6.6k | 2781.42 | ||
Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $18M | +3% | 86k | 212.52 | |
Select Sector Spdr Tr Energy (XLE) | 0.6 | $18M | +30% | 231k | 76.44 | |
Kinder Morgan (KMI) | 0.6 | $17M | +12% | 899k | 18.91 | |
EOG Resources (EOG) | 0.6 | $17M | +2% | 140k | 119.23 | |
Exxon Mobil Corporation (XOM) | 0.6 | $17M | -13% | 201k | 82.59 | |
Raytheon Technologies Corp (RTX) | 0.6 | $16M | +6% | 161k | 99.07 | |
McDonald's Corporation (MCD) | 0.5 | $15M | +13% | 61k | 247.28 | |
Travelers Companies (TRV) | 0.5 | $14M | +13% | 79k | 182.73 | |
Lockheed Martin Corporation (LMT) | 0.5 | $14M | +6% | 32k | 441.40 | |
Canadian Natural Resources (CNQ) | 0.5 | $14M | -6% | 221k | 61.98 | |
Costco Wholesale Corporation (COST) | 0.5 | $14M | +2% | 24k | 575.82 | |
AFLAC Incorporated (AFL) | 0.5 | $14M | +4% | 209k | 64.39 | |
Valero Energy Corporation (VLO) | 0.5 | $13M | -7% | 128k | 101.54 | |
Bank of America Corporation (BAC) | 0.5 | $13M | 313k | 41.22 | ||
Visa Com Cl A (V) | 0.4 | $12M | -2% | 55k | 221.77 | |
Eversource Energy (ES) | 0.4 | $12M | +15% | 136k | 88.19 | |
Citigroup Com New (C) | 0.4 | $12M | +19% | 223k | 53.40 | |
At&t (T) | 0.4 | $12M | +9% | 498k | 23.63 | |
Ishares Tr Cre U S Reit Etf (USRT) | 0.4 | $11M | -6% | 172k | 64.65 | |
Proshares Tr Shrt 20+yr Tre (TBF) | 0.4 | $11M | NEW | 609k | 17.69 | |
Qualcomm (QCOM) | 0.4 | $11M | +53% | 69k | 152.82 | |
UnitedHealth (UNH) | 0.4 | $11M | 21k | 509.93 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $10M | +7% | 23k | 453.67 | |
Southern Company (SO) | 0.4 | $10M | +11% | 140k | 72.51 | |
Glaxosmithkline Sponsored Adr (GSK) | 0.4 | $9.8M | +9% | 226k | 43.56 | |
CVS Caremark Corporation (CVS) | 0.4 | $9.7M | -18% | 96k | 101.21 | |
Procter & Gamble Company (PG) | 0.4 | $9.7M | -33% | 64k | 152.81 | |
NVIDIA Corporation (NVDA) | 0.4 | $9.6M | +19% | 35k | 272.86 | |
United Parcel Service CL B (UPS) | 0.3 | $9.5M | +13% | 44k | 214.46 | |
Coca-Cola Company (KO) | 0.3 | $9.5M | -46% | 153k | 62.00 | |
Novartis Sponsored Adr (NVS) | 0.3 | $9.5M | +19% | 108k | 87.75 | |
Hp (HPQ) | 0.3 | $9.5M | +218% | 261k | 36.30 | |
Morgan Stanley Com New (MS) | 0.3 | $9.5M | +155% | 108k | 87.40 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $9.4M | +2% | 245k | 38.35 | |
Activision Blizzard (ATVI) | 0.3 | $9.4M | +40% | 117k | 80.11 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $9.0M | -4% | 247k | 36.42 | |
Oracle Corporation (ORCL) | 0.3 | $8.8M | +10% | 107k | 82.73 | |
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $8.7M | 177k | 49.00 | ||
Philip Morris International (PM) | 0.3 | $8.6M | +19% | 91k | 93.95 | |
Archer Daniels Midland Company (ADM) | 0.3 | $8.3M | NEW | 92k | 90.26 | |
Wal-Mart Stores (WMT) | 0.3 | $8.2M | 55k | 148.91 | ||
Dominion Resources (D) | 0.3 | $8.0M | +5% | 95k | 84.97 | |
Home Depot (HD) | 0.3 | $8.0M | -28% | 27k | 299.34 | |
MetLife (MET) | 0.3 | $8.0M | +326% | 113k | 70.28 | |
Altria (MO) | 0.3 | $7.9M | -47% | 152k | 52.25 | |
Cargurus Com Cl A (CARG) | 0.3 | $7.8M | -54% | 185k | 42.46 | |
British Amern Tob Sponsored Adr (BTI) | 0.3 | $7.8M | +12% | 186k | 42.16 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $7.6M | -4% | 21k | 357.40 | |
General Dynamics Corporation (GD) | 0.3 | $7.6M | +11% | 32k | 241.19 | |
Merck & Co (MRK) | 0.3 | $7.6M | -29% | 92k | 82.05 | |
Diageo Spon Adr New (DEO) | 0.3 | $7.5M | +19% | 37k | 203.13 | |
American Electric Power Company (AEP) | 0.3 | $7.4M | +19% | 75k | 99.77 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $7.4M | 14.00 | 528928.57 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $7.3M | 44k | 165.98 | ||
Paychex (PAYX) | 0.3 | $7.2M | +14% | 53k | 136.46 | |
Target Corporation (TGT) | 0.3 | $7.1M | -5% | 33k | 212.23 | |
Kraft Heinz (KHC) | 0.3 | $7.1M | +2561% | 179k | 39.39 | |
Etf Managers Tr Prime Mobile Pay (IPAY) | 0.3 | $6.9M | +35% | 132k | 52.12 | |
Bristol Myers Squibb (BMY) | 0.2 | $6.8M | -2% | 94k | 73.03 | |
FedEx Corporation (FDX) | 0.2 | $6.8M | +148% | 29k | 231.40 | |
Newmont Mining Corporation (NEM) | 0.2 | $6.7M | +5% | 84k | 79.45 | |
Gilead Sciences (GILD) | 0.2 | $6.6M | 111k | 59.45 | ||
General Mills (GIS) | 0.2 | $6.5M | -25% | 96k | 67.72 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.2 | $6.4M | +1821% | 21k | 304.82 | |
Deere & Company (DE) | 0.2 | $6.4M | +297% | 15k | 415.47 | |
Prudential Financial (PRU) | 0.2 | $6.3M | -7% | 54k | 118.17 | |
Devon Energy Corporation (DVN) | 0.2 | $6.3M | +2% | 107k | 59.13 | |
Meta Platforms Cl A (META) | 0.2 | $6.3M | +30% | 28k | 222.36 | |
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $6.3M | +73% | 35k | 180.64 | |
Crown Castle Intl (CCI) | 0.2 | $6.3M | 34k | 184.59 | ||
Barrick Gold Corp (GOLD) | 0.2 | $6.2M | +3% | 253k | 24.53 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $6.0M | +51% | 99k | 60.71 | |
Enviva (EVA) | 0.2 | $6.0M | NEW | 76k | 79.15 | |
PNC Financial Services (PNC) | 0.2 | $5.9M | +18% | 32k | 184.44 | |
Walt Disney Company (DIS) | 0.2 | $5.8M | +6% | 42k | 137.16 | |
Main Street Capital Corporation (MAIN) | 0.2 | $5.8M | 136k | 42.64 | ||
Truist Financial Corp equities (TFC) | 0.2 | $5.8M | +29% | 102k | 56.70 | |
Thermo Fisher Scientific (TMO) | 0.2 | $5.7M | -2% | 9.7k | 590.63 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $5.7M | +9% | 510k | 11.19 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $5.7M | +13% | 114k | 49.63 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $5.6M | +71% | 71k | 78.89 | |
Bhp Group Sponsored Ads (BHP) | 0.2 | $5.4M | +10% | 70k | 77.25 | |
Palantir Technologies Cl A (PLTR) | 0.2 | $5.4M | +22% | 395k | 13.73 | |
Genuine Parts Company (GPC) | 0.2 | $5.3M | +24% | 42k | 126.03 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.3M | +15% | 72k | 73.60 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $5.3M | +6% | 33k | 157.72 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $5.2M | +12% | 105k | 49.74 | |
Livent Corp (LTHM) | 0.2 | $5.1M | +6% | 197k | 26.07 | |
Fmc Corp Com New (FMC) | 0.2 | $5.1M | NEW | 39k | 131.58 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $5.0M | 106k | 46.82 | ||
AmerisourceBergen (ABC) | 0.2 | $4.9M | NEW | 32k | 154.71 | |
Gladstone Ld (LAND) | 0.2 | $4.9M | 135k | 36.42 | ||
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $4.9M | +157% | 47k | 104.95 | |
Atmos Energy Corporation (ATO) | 0.2 | $4.9M | NEW | 41k | 119.50 | |
Boeing Company (BA) | 0.2 | $4.9M | +2% | 26k | 191.49 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $4.9M | 26k | 187.87 | ||
Nutrien (NTR) | 0.2 | $4.8M | +9% | 47k | 103.99 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $4.8M | +26% | 43k | 112.24 | |
Select Sector Spdr Tr Financial (XLF) | 0.2 | $4.8M | -25% | 124k | 38.32 | |
Anthem (ANTM) | 0.2 | $4.7M | +2% | 9.6k | 491.26 | |
Shell Spon Ads (SHEL) | 0.2 | $4.7M | NEW | 85k | 54.93 | |
Raymond James Financial (RJF) | 0.2 | $4.7M | +6% | 42k | 109.91 | |
ConocoPhillips (COP) | 0.2 | $4.7M | -9% | 47k | 100.00 | |
Honeywell International (HON) | 0.2 | $4.6M | 24k | 194.56 | ||
Texas Instruments Incorporated (TXN) | 0.2 | $4.5M | -51% | 25k | 183.48 | |
Lam Research Corporation (LRCX) | 0.2 | $4.4M | +273% | 8.2k | 537.60 | |
Southern Copper Corporation (SCCO) | 0.2 | $4.4M | +25% | 58k | 75.90 | |
Amgen (AMGN) | 0.2 | $4.4M | -39% | 18k | 241.80 | |
Caterpillar (CAT) | 0.2 | $4.4M | 20k | 222.80 | ||
Tapestry (TPR) | 0.2 | $4.3M | NEW | 116k | 37.15 | |
SEI Investments Company (SEIC) | 0.2 | $4.3M | NEW | 72k | 60.21 | |
Uber Technologies (UBER) | 0.2 | $4.3M | +22% | 120k | 35.68 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $4.3M | -4% | 16k | 260.99 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $4.3M | +55% | 31k | 136.99 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.2 | $4.3M | 15k | 289.12 | ||
Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $4.3M | +3% | 42k | 102.81 | |
Wheaton Precious Metals Corp (WPM) | 0.2 | $4.3M | +7% | 90k | 47.58 | |
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.2 | $4.3M | -10% | 60k | 70.52 | |
Schlumberger Com Stk (SLB) | 0.2 | $4.2M | +22% | 101k | 41.31 | |
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.2 | $4.2M | -3% | 55k | 75.96 | |
Kla Corp Com New (KLAC) | 0.1 | $4.1M | +7% | 11k | 366.08 | |
Skyworks Solutions (SWKS) | 0.1 | $4.0M | NEW | 30k | 133.28 | |
NetApp (NTAP) | 0.1 | $4.0M | +23% | 49k | 82.99 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $4.0M | 39k | 104.27 | ||
Marathon Petroleum Corp (MPC) | 0.1 | $3.9M | -8% | 46k | 85.51 | |
Omega Healthcare Investors (OHI) | 0.1 | $3.9M | +6% | 126k | 31.16 | |
Primerica (PRI) | 0.1 | $3.9M | +35% | 29k | 136.82 | |
Academy Sports & Outdoor (ASO) | 0.1 | $3.9M | +15% | 98k | 39.40 | |
Whitestone REIT (WSR) | 0.1 | $3.9M | +2% | 291k | 13.25 | |
Cigna Corp (CI) | 0.1 | $3.9M | -5% | 16k | 239.61 | |
Parker-Hannifin Corporation (PH) | 0.1 | $3.8M | NEW | 14k | 283.79 | |
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 0.1 | $3.8M | 101k | 38.04 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.8M | +2% | 11k | 337.19 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $3.8M | +2% | 62k | 60.96 | |
Phillips 66 (PSX) | 0.1 | $3.7M | +40% | 43k | 86.38 | |
Gabelli Dividend & Income Trust (GDV) | 0.1 | $3.7M | 150k | 24.64 | ||
Thor Industries (THO) | 0.1 | $3.7M | +65% | 47k | 78.71 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.7M | 29k | 126.94 | ||
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $3.7M | +309% | 28k | 132.08 | |
Paypal Holdings (PYPL) | 0.1 | $3.6M | +56% | 31k | 115.66 | |
Franco-Nevada Corporation (FNV) | 0.1 | $3.6M | +3% | 23k | 159.51 | |
Medical Properties Trust (MPW) | 0.1 | $3.6M | +8% | 170k | 21.14 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $3.6M | -11% | 7.9k | 455.58 | |
Cummins (CMI) | 0.1 | $3.5M | +3% | 17k | 205.11 | |
Ishares Tr Msci Usa Value (VLUE) | 0.1 | $3.5M | NEW | 34k | 104.55 | |
Anglogold Ashanti Sponsored Adr (AU) | 0.1 | $3.5M | -3% | 148k | 23.69 | |
Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $3.4M | +52% | 116k | 29.05 | |
Ford Motor Company (F) | 0.1 | $3.4M | +48% | 199k | 16.91 | |
First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $3.3M | +71% | 36k | 94.07 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $3.3M | +393% | 45k | 74.45 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $3.3M | -29% | 70k | 48.03 | |
EQT Corporation (EQT) | 0.1 | $3.3M | -5% | 96k | 34.41 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $3.3M | 339k | 9.71 | ||
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $3.3M | +13% | 104k | 31.52 | |
First Tr Exchange Traded Indxx Nextg Etf (NXTG) | 0.1 | $3.2M | 42k | 76.00 | ||
Wells Fargo & Company (WFC) | 0.1 | $3.2M | 66k | 48.45 | ||
Royal Caribbean Cruises (RCL) | 0.1 | $3.1M | -2% | 37k | 83.77 | |
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $3.1M | +3% | 62k | 49.07 | |
Cameco Corporation (CCJ) | 0.1 | $3.0M | +19% | 105k | 29.10 | |
Nextera Energy (NEE) | 0.1 | $3.0M | +3% | 36k | 84.71 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $3.0M | +232% | 55k | 53.85 | |
Lowe's Companies (LOW) | 0.1 | $3.0M | -58% | 15k | 202.21 | |
Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.1 | $2.9M | 274k | 10.73 | ||
Pioneer Natural Resources (PXD) | 0.1 | $2.9M | -15% | 12k | 250.00 | |
Golar Lng SHS (GLNG) | 0.1 | $2.9M | -13% | 116k | 24.78 | |
Cheniere Energy Com New (LNG) | 0.1 | $2.9M | +3% | 21k | 138.63 | |
Ishares Tr Expanded Tech (IGV) | 0.1 | $2.9M | +3% | 8.3k | 344.99 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $2.8M | +1174% | 38k | 75.89 | |
First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.1 | $2.8M | +2% | 31k | 91.56 | |
First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.1 | $2.8M | +92% | 110k | 25.34 | |
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $2.7M | 69k | 39.57 | ||
Nike CL B (NKE) | 0.1 | $2.7M | +3% | 20k | 134.56 | |
Rio Tinto Sponsored Adr (RIO) | 0.1 | $2.7M | +19% | 34k | 80.39 | |
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $2.7M | +8% | 71k | 37.71 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.6M | -5% | 16k | 161.42 | |
Tesla Motors (TSLA) | 0.1 | $2.6M | +19% | 2.4k | 1077.60 | |
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.1 | $2.6M | +163% | 177k | 14.40 | |
Zimmer Holdings (ZBH) | 0.1 | $2.5M | +24% | 20k | 127.89 | |
J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.1 | $2.5M | +280% | 41k | 61.41 | |
Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.1 | $2.5M | -24% | 97k | 25.62 | |
Adit Edtech Acquisition Corp Unit 99/99/9999 (ADEX.U) | 0.1 | $2.5M | 244k | 10.12 | ||
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.5M | 36k | 69.50 | ||
Air Products & Chemicals (APD) | 0.1 | $2.5M | +19% | 9.9k | 249.87 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $2.5M | 392k | 6.27 | ||
Simon Property (SPG) | 0.1 | $2.4M | +2% | 19k | 131.54 | |
Pacer Fds Tr Bnchmrk Infra (SRVR) | 0.1 | $2.4M | 63k | 39.03 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.4M | -82% | 8.5k | 287.60 | |
Williams Companies (WMB) | 0.1 | $2.4M | 73k | 33.41 | ||
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.4M | 28k | 86.04 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.4M | +3% | 15k | 162.18 | |
Sonos (SONO) | 0.1 | $2.4M | +65% | 85k | 28.22 | |
American Airls (AAL) | 0.1 | $2.4M | +3% | 131k | 18.25 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $2.4M | 72k | 33.18 | ||
salesforce (CRM) | 0.1 | $2.3M | -2% | 11k | 212.36 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $2.3M | -66% | 19k | 123.17 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.3M | 41k | 57.58 | ||
Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $2.3M | NEW | 73k | 31.97 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $2.3M | 42k | 55.58 | ||
Alaska Air (ALK) | 0.1 | $2.3M | 40k | 58.01 | ||
Bunge (BG) | 0.1 | $2.2M | +2% | 20k | 110.83 | |
Iron Mountain (IRM) | 0.1 | $2.2M | 40k | 55.40 | ||
General Electric Com New (GE) | 0.1 | $2.2M | +98% | 24k | 91.49 | |
Abbott Laboratories (ABT) | 0.1 | $2.2M | +2% | 19k | 118.36 | |
American Express Company (AXP) | 0.1 | $2.2M | +3% | 12k | 187.03 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.2M | -84% | 20k | 107.11 | |
Generac Holdings (GNRC) | 0.1 | $2.1M | -35% | 7.2k | 297.26 | |
Marvell Technology (MRVL) | 0.1 | $2.1M | 30k | 71.69 | ||
Unity Software (U) | 0.1 | $2.1M | +25% | 21k | 99.23 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.1M | -18% | 5.1k | 415.27 | |
Evgo Cl A Com (EVGO) | 0.1 | $2.1M | +30% | 164k | 12.86 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $2.1M | +11% | 100k | 20.97 | |
Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $2.1M | 83k | 25.22 | ||
Guggenheim Bld Amr Bds Mng D (GBAB) | 0.1 | $2.1M | -2% | 105k | 19.89 | |
Ishares Tr Core Total Usd (IUSB) | 0.1 | $2.1M | +4% | 42k | 49.64 | |
Goldman Sachs (GS) | 0.1 | $2.1M | 6.3k | 330.11 | ||
Etf Ser Solutions Defiance Htl Air (CRUZ) | 0.1 | $2.1M | NEW | 96k | 21.63 | |
Fiserv (FISV) | 0.1 | $2.1M | 20k | 101.41 | ||
Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $2.1M | 57k | 35.96 | ||
PG&E Corporation (PCG) | 0.1 | $2.1M | -5% | 173k | 11.94 | |
Apollo Global Mgmt (APO) | 0.1 | $2.1M | NEW | 33k | 61.98 | |
Pacer Fds Tr Bnchmrk Indstr (INDS) | 0.1 | $2.0M | -16% | 40k | 50.81 | |
PPL Corporation (PPL) | 0.1 | $2.0M | 71k | 28.56 | ||
Chubb (CB) | 0.1 | $2.0M | -4% | 9.5k | 213.86 | |
Broadcom (AVGO) | 0.1 | $2.0M | +6% | 3.2k | 629.66 |
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 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