U.S. Capital Wealth Advisors
Latest statistics and disclosures from U.S. Capital Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SPY, AAPL, HPK, PIFI, and represent 12.87% of U.S. Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$31M), AGG (+$15M), QQQ (+$12M), NVDA (+$9.9M), MRK (+$9.0M), CORO (+$8.4M), LLY (+$8.2M), DD (+$7.9M), JNJ (+$7.7M), TEL (+$7.5M).
- Started 109 new stock positions in MAS, AFMC, VPLS, FSCO, LAMR, ET.PI, INMU, MRSH, IPO, MPWR.
- Reduced shares in these 10 stocks: TLT (-$24M), AFL (-$17M), VGLT (-$14M), SYF (-$14M), MMM (-$13M), GS (-$9.6M), GSK (-$9.3M), TJX (-$9.0M), SCCO (-$8.9M), BK (-$8.5M).
- Sold out of its positions in FOLD, AWI, AstraZeneca, AXON, TECH, BITW, BLE, BLW, CLOA, MHD.
- U.S. Capital Wealth Advisors was a net buyer of stock by $74M.
- U.S. Capital Wealth Advisors has $3.9B in assets under management (AUM), dropping by 1.45%.
- Central Index Key (CIK): 0001808915
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Portfolio Holdings for U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors holds 1000 positions in its portfolio as reported in the March 2026 quarterly 13F filing
U.S. Capital Wealth Advisors has 1000 total positions. Only the first 250 positions are shown.
- Sign up to view all of the U.S. Capital Wealth Advisors March 31, 2026 positions
- Download the U.S. Capital Wealth Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 2.8 | $108M | +10% | 616k | 174.40 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.6 | $101M | +44% | 155k | 650.34 |
|
| Apple (AAPL) | 2.6 | $101M | +6% | 398k | 253.79 |
|
| Highpeak Energy (HPK) | 2.5 | $96M | 14M | 6.90 |
|
|
| Etf Ser Solutions Clershs Piton In (PIFI) | 2.4 | $95M | 1.0M | 94.18 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $51M | +12% | 138k | 370.17 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $50M | -3% | 296k | 169.66 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $49M | +32% | 85k | 577.18 |
|
| Amazon (AMZN) | 1.2 | $46M | +7% | 219k | 208.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $45M | +15% | 156k | 286.86 |
|
| Chevron Corporation (CVX) | 1.1 | $43M | -2% | 209k | 206.90 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $43M | +3% | 66k | 653.21 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $41M | +11% | 210k | 192.90 |
|
| Palantir Technologies Cl A (PLTR) | 1.0 | $40M | -2% | 275k | 146.28 |
|
| Johnson & Johnson (JNJ) | 1.0 | $38M | +25% | 157k | 244.44 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.8 | $33M | 578k | 57.07 |
|
|
| Bank of America Corporation (BAC) | 0.8 | $33M | 668k | 48.75 |
|
|
| Wal-Mart Stores (WMT) | 0.8 | $32M | -10% | 260k | 124.28 |
|
| Broadcom (AVGO) | 0.8 | $32M | +28% | 102k | 309.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $31M | +11% | 108k | 287.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $30M | +3% | 94k | 320.81 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.8 | $29M | -2% | 1.5M | 19.30 |
|
| Etf Ser Solutions Clearshs Ultra (OPER) | 0.8 | $29M | +9% | 294k | 100.08 |
|
| Freeport Mcmoran CL B (FCX) | 0.7 | $26M | +39% | 447k | 58.78 |
|
| At&t (T) | 0.6 | $25M | -20% | 866k | 28.99 |
|
| Canadian Natural Resources (CNQ) | 0.6 | $25M | -21% | 509k | 48.73 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.6 | $24M | -3% | 412k | 58.18 |
|
| Newmont Mining Corporation (NEM) | 0.6 | $24M | -7% | 221k | 108.25 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $24M | -6% | 81k | 294.16 |
|
| Meta Platforms Cl A (META) | 0.6 | $23M | -13% | 40k | 572.12 |
|
| UnitedHealth (UNH) | 0.6 | $22M | +6% | 82k | 270.59 |
|
| Emerson Electric (EMR) | 0.6 | $22M | 165k | 131.02 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $21M | +6% | 45k | 479.20 |
|
| Kinder Morgan (KMI) | 0.5 | $21M | -29% | 622k | 33.53 |
|
| Visa Com Cl A (V) | 0.5 | $20M | +28% | 67k | 302.24 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.5 | $20M | +16% | 428k | 46.19 |
|
| ConocoPhillips (COP) | 0.5 | $20M | -25% | 149k | 132.00 |
|
| McDonald's Corporation (MCD) | 0.5 | $20M | +3% | 63k | 310.79 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.5 | $20M | +15% | 399k | 48.93 |
|
| Travelers Companies (TRV) | 0.5 | $19M | +2% | 65k | 291.68 |
|
| Cenovus Energy (CVE) | 0.5 | $18M | -10% | 686k | 26.53 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.5 | $18M | +2% | 653k | 27.85 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $18M | +5% | 84k | 213.66 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $18M | +8% | 186k | 95.44 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.5 | $18M | +9% | 346k | 51.18 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $18M | +501% | 177k | 99.27 |
|
| Coca-Cola Company (KO) | 0.4 | $17M | +3% | 228k | 76.05 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $17M | -2% | 29k | 597.54 |
|
| Cisco Systems (CSCO) | 0.4 | $17M | 219k | 77.59 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $17M | 288k | 58.47 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $17M | +10% | 134k | 125.46 |
|
| Merck & Co (MRK) | 0.4 | $17M | +120% | 138k | 120.29 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $16M | -28% | 177k | 91.77 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $16M | +3% | 38k | 430.28 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $16M | +102% | 18k | 919.78 |
|
| Northern Lts Fd Tr Iii Counterpoint Qua (CPAI) | 0.4 | $15M | +72% | 362k | 41.79 |
|
| American Electric Power Company (AEP) | 0.4 | $15M | 115k | 131.08 |
|
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| General Dynamics Corporation (GD) | 0.4 | $15M | +5% | 44k | 343.22 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $15M | +18% | 38k | 383.40 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $14M | +99% | 386k | 36.75 |
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| Pfizer (PFE) | 0.4 | $14M | +2% | 500k | 28.08 |
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| Qualcomm (QCOM) | 0.3 | $13M | +19% | 104k | 128.78 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $13M | +69% | 119k | 110.39 |
|
| Cme (CME) | 0.3 | $13M | 44k | 295.35 |
|
|
| Nike CL B (NKE) | 0.3 | $13M | +11% | 244k | 52.82 |
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| Boeing Company (BA) | 0.3 | $13M | 65k | 199.03 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $13M | +2% | 62k | 203.43 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $13M | +13% | 32k | 391.76 |
|
| Eversource Energy (ES) | 0.3 | $12M | +2% | 179k | 69.28 |
|
| Caterpillar (CAT) | 0.3 | $12M | +10% | 17k | 708.48 |
|
| Paypal Holdings (PYPL) | 0.3 | $12M | +54% | 263k | 45.23 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $12M | +14% | 211k | 55.52 |
|
| Tesla Motors (TSLA) | 0.3 | $12M | +49% | 31k | 371.75 |
|
| Genuine Parts Company (GPC) | 0.3 | $12M | +17% | 108k | 105.75 |
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| Abbvie (ABBV) | 0.3 | $12M | +6% | 53k | 217.49 |
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| Altria (MO) | 0.3 | $11M | -40% | 172k | 65.99 |
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| Equity Residential Sh Ben Int (EQR) | 0.3 | $11M | +33% | 190k | 59.15 |
|
| Verizon Communications (VZ) | 0.3 | $11M | -5% | 221k | 50.20 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $11M | +5% | 242k | 45.89 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $11M | 176k | 61.26 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $11M | -5% | 41k | 261.92 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.3 | $11M | +29% | 110k | 97.66 |
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| Welltower Inc Com reit (WELL) | 0.3 | $11M | 54k | 197.71 |
|
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| Paychex (PAYX) | 0.3 | $11M | +23% | 115k | 92.12 |
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| Ge Vernova (GEV) | 0.3 | $11M | +8% | 12k | 872.93 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $10M | 44k | 237.62 |
|
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| Oneok (OKE) | 0.3 | $10M | 113k | 90.39 |
|
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $10M | +4% | 150k | 68.28 |
|
| Victory Portfolios Ii Core Plus Bd Etf (UBND) | 0.3 | $10M | +76% | 468k | 21.78 |
|
| Southern Copper Corporation (SCCO) | 0.3 | $10M | -46% | 59k | 172.06 |
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| Enbridge (ENB) | 0.3 | $10M | 185k | 54.14 |
|
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| Marvell Technology (MRVL) | 0.3 | $9.8M | +298% | 99k | 99.05 |
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| Devon Energy Corporation (DVN) | 0.2 | $9.7M | +64% | 193k | 50.32 |
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| Wp Carey (WPC) | 0.2 | $9.6M | +3% | 141k | 67.96 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $9.5M | 211k | 45.12 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.2 | $9.5M | +32% | 73k | 130.95 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.2 | $9.4M | +10% | 286k | 32.95 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $9.4M | -20% | 71k | 132.90 |
|
| Dupont De Nemours (DD) | 0.2 | $9.4M | +533% | 205k | 45.80 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $9.3M | +8% | 219k | 42.54 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.2 | $9.2M | +16% | 182k | 50.41 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $9.1M | 353k | 25.64 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.2 | $9.0M | +45% | 113k | 80.05 |
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| Goldman Sachs (GS) | 0.2 | $8.7M | -52% | 10k | 846.01 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $8.6M | 26k | 337.96 |
|
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.2 | $8.6M | +10% | 186k | 46.40 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $8.6M | +4% | 281k | 30.68 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $8.5M | 379k | 22.33 |
|
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| Targa Res Corp (TRGP) | 0.2 | $8.4M | 34k | 250.73 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.2 | $8.4M | 186k | 45.26 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $8.4M | +868% | 40k | 209.02 |
|
| Blackrock Etf Trust Ishares Intl Ctr (CORO) | 0.2 | $8.4M | NEW | 260k | 32.15 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $8.4M | 8.4k | 996.42 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $8.3M | +69% | 14k | 604.38 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $8.3M | -5% | 12k | 697.72 |
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| Alnylam Pharmaceuticals (ALNY) | 0.2 | $8.1M | -10% | 25k | 330.87 |
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| Rockwell Automation (ROK) | 0.2 | $8.1M | +749% | 23k | 358.87 |
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| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.2 | $8.1M | 262k | 30.81 |
|
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $8.1M | +3% | 242k | 33.37 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $7.9M | +23% | 271k | 29.13 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $7.9M | +28% | 149k | 52.64 |
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| Celanese Corporation (CE) | 0.2 | $7.8M | -22% | 118k | 65.77 |
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| Philip Morris International (PM) | 0.2 | $7.6M | -30% | 46k | 165.34 |
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| EOG Resources (EOG) | 0.2 | $7.6M | -42% | 53k | 144.57 |
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| Nextera Energy (NEE) | 0.2 | $7.6M | +8% | 82k | 92.88 |
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| Halliburton Company (HAL) | 0.2 | $7.5M | +197% | 192k | 38.99 |
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| Amgen (AMGN) | 0.2 | $7.4M | +4% | 21k | 351.84 |
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| Main Street Capital Corporation (MAIN) | 0.2 | $7.4M | 139k | 52.96 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.2 | $7.4M | +4% | 138k | 53.33 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $7.3M | -3% | 125k | 58.54 |
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| Realty Income (O) | 0.2 | $7.3M | +3% | 120k | 61.18 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $7.2M | +2% | 15k | 499.66 |
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| Oracle Corporation (ORCL) | 0.2 | $7.2M | +14% | 49k | 147.11 |
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| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.2 | $7.1M | -24% | 259k | 27.57 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $7.1M | +15% | 72k | 98.38 |
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| Cummins (CMI) | 0.2 | $7.1M | +21% | 13k | 538.04 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $7.1M | +2% | 18k | 390.41 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $7.0M | -8% | 15k | 463.18 |
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| John Hancock Exchange Traded Core Plus Bond (JHCP) | 0.2 | $7.0M | +104% | 279k | 25.15 |
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| Columbia Etf Tr I International Eq (INEQ) | 0.2 | $7.0M | NEW | 180k | 39.04 |
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| Columbia Etf Tr I Resh Enhnc Vlu (REVS) | 0.2 | $7.0M | +99% | 243k | 28.62 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.2 | $6.9M | +5% | 45k | 154.14 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.2 | $6.8M | +9% | 190k | 35.90 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $6.7M | +39% | 135k | 49.50 |
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| EQT Corporation (EQT) | 0.2 | $6.6M | 104k | 63.64 |
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| MercadoLibre (MELI) | 0.2 | $6.5M | +104% | 3.8k | 1729.02 |
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| Netflix (NFLX) | 0.2 | $6.5M | +8% | 67k | 96.15 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $6.4M | +16% | 35k | 181.42 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $6.3M | +69% | 102k | 62.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $6.3M | 32k | 196.20 |
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| Fair Isaac Corporation (FICO) | 0.2 | $6.3M | NEW | 5.9k | 1067.54 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $6.3M | -4% | 17k | 370.67 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.2 | $6.3M | +4% | 231k | 27.15 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $6.2M | -9% | 47k | 131.01 |
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| Delta Air Lines Com New (DAL) | 0.2 | $6.2M | -8% | 93k | 66.48 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.2 | $6.1M | +3% | 258k | 23.87 |
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| Sofi Technologies (SOFI) | 0.2 | $6.0M | +2787% | 381k | 15.88 |
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| Ge Aerospace Com New (GE) | 0.2 | $6.0M | -49% | 21k | 283.78 |
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| Williams Companies (WMB) | 0.2 | $6.0M | -50% | 83k | 72.78 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $6.0M | +3% | 41k | 146.61 |
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| Morgan Stanley Etf Trust Eaton Vance Mort (EVMO) | 0.2 | $5.9M | +12% | 118k | 50.32 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.9M | +36% | 14k | 436.79 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $5.8M | +4% | 141k | 41.17 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $5.8M | +2% | 30k | 191.92 |
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| American Centy Etf Tr Diversified Mu (TAXF) | 0.1 | $5.7M | +5% | 114k | 50.05 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $5.7M | -20% | 200k | 28.43 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $5.7M | +3% | 23k | 244.18 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $5.7M | -4% | 19k | 302.25 |
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| Lowe's Companies (LOW) | 0.1 | $5.6M | +2% | 24k | 236.28 |
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| Uber Technologies (UBER) | 0.1 | $5.5M | -10% | 77k | 71.93 |
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| Wynn Resorts (WYNN) | 0.1 | $5.5M | +18% | 54k | 101.55 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $5.5M | +8% | 111k | 49.37 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $5.4M | -22% | 108k | 50.37 |
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| AFLAC Incorporated (AFL) | 0.1 | $5.4M | -76% | 49k | 109.71 |
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| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $5.3M | -5% | 115k | 45.86 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $5.3M | -31% | 65k | 80.58 |
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| Micron Technology (MU) | 0.1 | $5.3M | +30% | 16k | 337.83 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $5.2M | 21k | 250.57 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $5.2M | -10% | 70k | 74.35 |
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| Shell Spon Ads (SHEL) | 0.1 | $5.2M | -4% | 56k | 93.00 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $5.1M | +4% | 46k | 110.47 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $5.1M | +19% | 129k | 39.68 |
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| Air Products & Chemicals (APD) | 0.1 | $5.1M | +11% | 18k | 290.50 |
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| Home Depot (HD) | 0.1 | $5.1M | +19% | 16k | 328.88 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $5.1M | +26% | 44k | 114.99 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $5.1M | -9% | 81k | 62.68 |
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| Citigroup Com New (C) | 0.1 | $5.0M | -9% | 45k | 113.41 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $5.0M | -44% | 57k | 88.16 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $5.0M | -3% | 20k | 247.06 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $4.9M | +2% | 127k | 38.96 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $4.9M | +132% | 58k | 84.84 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $4.9M | -3% | 77k | 64.08 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $4.9M | +11% | 87k | 56.68 |
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| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $4.9M | -22% | 106k | 46.13 |
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| Procter & Gamble Company (PG) | 0.1 | $4.9M | +8% | 34k | 144.44 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $4.9M | +949% | 98k | 49.81 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $4.8M | +227% | 211k | 22.91 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $4.8M | -7% | 93k | 51.93 |
|
| FedEx Corporation (FDX) | 0.1 | $4.8M | +342% | 14k | 356.17 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $4.8M | +7% | 44k | 108.98 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $4.7M | +8% | 62k | 75.74 |
|
| Corning Incorporated (GLW) | 0.1 | $4.7M | +73% | 35k | 135.97 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $4.7M | NEW | 365k | 12.80 |
|
| Honeywell International (HON) | 0.1 | $4.5M | 20k | 226.03 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $4.5M | +74% | 64k | 70.84 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $4.5M | -84% | 52k | 86.69 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $4.5M | +144% | 98k | 45.62 |
|
| Analog Devices (ADI) | 0.1 | $4.4M | +749% | 14k | 318.14 |
|
| International Business Machines (IBM) | 0.1 | $4.4M | -65% | 18k | 242.40 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $4.4M | +8% | 89k | 50.04 |
|
| Kla Corp Com New (KLAC) | 0.1 | $4.4M | +50% | 3.0k | 1472.36 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $4.4M | +1110% | 61k | 72.69 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $4.4M | +4% | 132k | 33.47 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $4.3M | NEW | 101k | 43.13 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.1 | $4.3M | +6% | 118k | 36.22 |
|
| Phillips 66 (PSX) | 0.1 | $4.2M | -9% | 23k | 182.18 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $4.2M | -40% | 62k | 68.14 |
|
| Nucor Corporation (NUE) | 0.1 | $4.2M | +1850% | 25k | 169.10 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $4.2M | +78% | 33k | 126.35 |
|
| Kimbell Rty Partners Unit (KRP) | 0.1 | $4.1M | 287k | 14.47 |
|
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.1 | $4.1M | -19% | 88k | 46.70 |
|
| Applied Materials (AMAT) | 0.1 | $4.0M | +40% | 12k | 341.79 |
|
| Constellation Energy (CEG) | 0.1 | $4.0M | +32% | 14k | 279.26 |
|
| Edison International (EIX) | 0.1 | $4.0M | NEW | 55k | 73.18 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $4.0M | +4% | 233k | 17.11 |
|
| Howmet Aerospace (HWM) | 0.1 | $4.0M | -67% | 17k | 230.47 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $3.9M | -3% | 20k | 194.14 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $3.9M | +39% | 20k | 198.14 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $3.9M | -25% | 88k | 44.80 |
|
| Southern Company (SO) | 0.1 | $3.8M | -11% | 40k | 96.52 |
|
| Walt Disney Company (DIS) | 0.1 | $3.8M | -6% | 39k | 96.38 |
|
| Intel Corporation (INTC) | 0.1 | $3.7M | +23% | 85k | 44.13 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $3.7M | +306% | 25k | 151.41 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $3.7M | 13k | 283.76 |
|
|
| Cardinal Health (CAH) | 0.1 | $3.6M | -53% | 17k | 211.31 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $3.6M | -62% | 37k | 97.91 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $3.6M | +10% | 22k | 161.73 |
|
| Etf Ser Solutions Bahl & Gaynor In (BGIG) | 0.1 | $3.6M | +2% | 109k | 33.26 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.1 | $3.5M | +3% | 69k | 50.75 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $3.5M | -47% | 32k | 111.37 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.1 | $3.5M | +3% | 317k | 11.02 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $3.5M | -19% | 5.7k | 616.75 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $3.4M | +3% | 64k | 52.78 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $3.4M | 57k | 59.19 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $3.4M | +2% | 35k | 97.13 |
|
| Eaton Corp SHS (ETN) | 0.1 | $3.3M | +2% | 9.3k | 357.68 |
|
| Prologis (PLD) | 0.1 | $3.3M | -22% | 25k | 132.18 |
|
| Target Corporation (TGT) | 0.1 | $3.3M | 27k | 121.20 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $3.3M | -2% | 18k | 179.84 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $3.3M | 2.5k | 1320.87 |
|
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 2026 Q1 filed April 7, 2026
- U.S. Capital Wealth Advisors 2025 Q4 filed Jan. 23, 2026
- U.S. Capital Wealth Advisors 2025 Q3 filed Oct. 9, 2025
- U.S. Capital Wealth Advisors 2025 Q2 filed July 14, 2025
- U.S. Capital Wealth Advisors 2025 Q1 filed April 29, 2025
- U.S. Capital Wealth Advisors 2024 Q4 filed Jan. 24, 2025
- U.S. Capital Wealth Advisors 2024 Q3 filed Oct. 22, 2024
- U.S. Capital Wealth Advisors 2024 Q2 filed July 11, 2024
- U.S. Capital Wealth Advisors 2024 Q1 filed May 10, 2024
- U.S. Capital Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- U.S. Capital Wealth Advisors 2023 Q3 filed Oct. 19, 2023
- U.S. Capital Wealth Advisors 2023 Q2 filed Aug. 4, 2023
- U.S. Capital Wealth Advisors 2023 Q1 filed May 11, 2023
- U.S. Capital Wealth Advisors 2022 Q4 filed Feb. 3, 2023
- U.S. Capital Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- U.S. Capital Wealth Advisors 2022 Q2 filed Aug. 12, 2022