U.S. Capital Wealth Advisors
Latest statistics and disclosures from U.S. Capital Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HPK, TLT, PIFI, SPY, AAPL, and represent 20.19% of U.S. Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: TLT (+$93M), SPY (+$42M), QQQ (+$12M), ZROZ (+$9.5M), IEF (+$8.6M), TGT (+$7.4M), XLG (+$6.9M), CVS (+$5.5M), BK (+$5.4M), TFC (+$5.3M).
- Started 76 new stock positions in ZROZ, TFC, FTSD, CGCB, VONG, USXF, FLEX, VNQ, DRI, CGGR.
- Reduced shares in these 10 stocks: IBM (-$8.3M), ABBV (-$7.0M), VTI (-$6.7M), IWD (-$5.3M), VZ (-$5.1M), MET, , OPER, PM, BMY.
- Sold out of its positions in Activision Blizzard, Adit Edtech Acquisition Corp, AA, COR, BUD, ELV, ARES, ARIS, ARM, OWL.
- U.S. Capital Wealth Advisors was a net buyer of stock by $229M.
- U.S. Capital Wealth Advisors has $2.5B in assets under management (AUM), dropping by 13.50%.
- Central Index Key (CIK): 0001808915
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Portfolio Holdings for U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors holds 657 positions in its portfolio as reported in the December 2023 quarterly 13F filing
U.S. Capital Wealth Advisors has 657 total positions. Only the first 250 positions are shown.
- Sign up to view all of the U.S. Capital Wealth Advisors Dec. 31, 2023 positions
- Download the U.S. Capital Wealth Advisors December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Highpeak Energy (HPK) | 7.8 | $198M | 14M | 14.24 |
|
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.8 | $95M | +5860% | 960k | 98.88 |
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| Etf Ser Solutions Clershs Piton In (PIFI) | 3.5 | $87M | 942k | 92.42 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.6 | $66M | +176% | 139k | 475.31 |
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| Apple (AAPL) | 2.5 | $63M | -3% | 329k | 192.53 |
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| Microsoft Corporation (MSFT) | 1.9 | $48M | -3% | 126k | 376.04 |
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| Etf Ser Solutions Clearshs Ultra (OPER) | 1.8 | $46M | -7% | 461k | 100.06 |
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| Enterprise Products Partners (EPD) | 1.8 | $46M | -3% | 1.7M | 26.35 |
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| Highpeak Energy *w Exp 08/21/202 (HPKEW) | 1.4 | $36M | 5.5M | 6.53 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $31M | +5% | 182k | 170.10 |
|
| Chevron Corporation (CVX) | 1.2 | $29M | +2% | 196k | 149.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $29M | +71% | 70k | 409.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $28M | -7% | 197k | 140.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $23M | 66k | 356.66 |
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| Amazon (AMZN) | 0.9 | $23M | -2% | 152k | 151.94 |
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| Abbvie (ABBV) | 0.9 | $23M | -23% | 148k | 154.97 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $22M | -23% | 91k | 237.22 |
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| Johnson & Johnson (JNJ) | 0.9 | $22M | 137k | 156.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $21M | +21% | 44k | 477.63 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $21M | 208k | 99.98 |
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| Canadian Natural Resources (CNQ) | 0.8 | $20M | +2% | 306k | 65.52 |
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| EOG Resources (EOG) | 0.8 | $20M | +2% | 164k | 120.95 |
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| Cisco Systems (CSCO) | 0.8 | $19M | 385k | 50.52 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $18M | +22% | 213k | 84.14 |
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| NVIDIA Corporation (NVDA) | 0.7 | $17M | +5% | 34k | 495.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $16M | +3% | 117k | 139.69 |
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| Emerson Electric (EMR) | 0.6 | $16M | +3% | 165k | 97.33 |
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| Visa Com Cl A (V) | 0.6 | $16M | -5% | 61k | 260.35 |
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| Select Sector Spdr Tr Energy (XLE) | 0.6 | $16M | 187k | 83.84 |
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| Wal-Mart Stores (WMT) | 0.6 | $15M | 97k | 157.65 |
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| Southern Copper Corporation (SCCO) | 0.6 | $15M | 169k | 86.07 |
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| Phillips 66 (PSX) | 0.6 | $15M | 109k | 133.14 |
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| United Parcel Service CL B (UPS) | 0.6 | $14M | +48% | 91k | 157.23 |
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| Dow (DOW) | 0.6 | $14M | 256k | 54.84 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.6 | $14M | 379k | 36.72 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $14M | 249k | 54.98 |
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| Qualcomm (QCOM) | 0.5 | $14M | -14% | 95k | 144.63 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $13M | 63k | 213.33 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $13M | +10% | 965k | 13.80 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.5 | $13M | 420k | 31.54 |
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| American Electric Power Company (AEP) | 0.5 | $13M | +68% | 159k | 81.22 |
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| McDonald's Corporation (MCD) | 0.5 | $13M | 42k | 296.51 |
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| International Business Machines (IBM) | 0.5 | $12M | -40% | 76k | 163.55 |
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| Costco Wholesale Corporation (COST) | 0.5 | $12M | 18k | 660.08 |
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| Alnylam Pharmaceuticals (ALNY) | 0.5 | $12M | 62k | 191.41 |
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| Pfizer (PFE) | 0.5 | $11M | -21% | 397k | 28.79 |
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| Procter & Gamble Company (PG) | 0.5 | $11M | +6% | 78k | 146.54 |
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| Altria (MO) | 0.5 | $11M | +63% | 283k | 40.34 |
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| Travelers Companies (TRV) | 0.4 | $11M | +4% | 59k | 190.49 |
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| AFLAC Incorporated (AFL) | 0.4 | $11M | +2% | 133k | 82.50 |
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| Newmont Mining Corporation (NEM) | 0.4 | $11M | +28% | 264k | 41.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $11M | 25k | 436.81 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $11M | +394% | 112k | 96.39 |
|
| Coca-Cola Company (KO) | 0.4 | $11M | +6% | 181k | 58.93 |
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| At&t (T) | 0.4 | $11M | -4% | 624k | 16.78 |
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| Target Corporation (TGT) | 0.4 | $10M | +278% | 71k | 142.42 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $10M | +2% | 99k | 100.97 |
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| ConocoPhillips (COP) | 0.4 | $9.9M | +3% | 85k | 116.07 |
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| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.4 | $9.5M | NEW | 112k | 85.33 |
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| General Dynamics Corporation (GD) | 0.4 | $9.5M | +41% | 37k | 259.67 |
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| Genuine Parts Company (GPC) | 0.4 | $9.5M | +41% | 68k | 138.50 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.4 | $9.3M | 181k | 51.67 |
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| Bank of America Corporation (BAC) | 0.4 | $9.3M | -16% | 275k | 33.67 |
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| Intel Corporation (INTC) | 0.4 | $9.0M | -7% | 179k | 50.25 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $8.8M | -10% | 207k | 42.57 |
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| GSK Sponsored Adr (GSK) | 0.3 | $8.7M | +5% | 234k | 37.06 |
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| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.3 | $8.6M | 79k | 109.56 |
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| Kinder Morgan (KMI) | 0.3 | $8.5M | +7% | 482k | 17.64 |
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| Paychex (PAYX) | 0.3 | $8.5M | +2% | 71k | 119.11 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.3 | $8.0M | +150% | 130k | 61.94 |
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| Meta Platforms Cl A (META) | 0.3 | $8.0M | -11% | 23k | 353.96 |
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| Home Depot (HD) | 0.3 | $8.0M | 23k | 346.55 |
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| British Amern Tob Sponsored Adr (BTI) | 0.3 | $7.8M | -7% | 266k | 29.29 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.3 | $7.7M | +2% | 303k | 25.52 |
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| UnitedHealth (UNH) | 0.3 | $7.7M | +27% | 15k | 526.48 |
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| Medtronic SHS (MDT) | 0.3 | $7.6M | +43% | 93k | 82.38 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $7.6M | -2% | 18k | 426.52 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.3 | $7.1M | +31% | 211k | 33.73 |
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| Devon Energy Corporation (DVN) | 0.3 | $7.1M | +8% | 156k | 45.30 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.3 | $7.1M | -3% | 70k | 101.16 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $7.0M | 134k | 51.99 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $6.9M | +44% | 91k | 76.13 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $6.9M | NEW | 184k | 37.72 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.3 | $6.9M | +3% | 208k | 33.25 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $6.9M | 91k | 75.35 |
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| Diageo Spon Adr New (DEO) | 0.3 | $6.9M | -4% | 47k | 145.66 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $6.9M | +23% | 221k | 31.01 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $6.8M | +85% | 210k | 32.64 |
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| Shell Spon Ads (SHEL) | 0.3 | $6.8M | -3% | 103k | 65.80 |
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| Merck & Co (MRK) | 0.3 | $6.8M | 62k | 109.02 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $6.7M | -2% | 125k | 53.84 |
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| Gilead Sciences (GILD) | 0.3 | $6.7M | +314% | 83k | 81.01 |
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| Crown Castle Intl (CCI) | 0.3 | $6.7M | +214% | 58k | 115.19 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $6.6M | -6% | 44k | 149.50 |
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| Eversource Energy (ES) | 0.3 | $6.6M | -7% | 107k | 61.72 |
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| Cheniere Energy Com New (LNG) | 0.3 | $6.5M | +18% | 38k | 170.71 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $6.4M | +5% | 113k | 56.40 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $6.3M | +682% | 80k | 78.96 |
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| Bhp Group Sponsored Ads (BHP) | 0.3 | $6.3M | 92k | 68.31 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $6.3M | +560% | 96k | 65.06 |
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| Cigna Corp (CI) | 0.2 | $5.9M | +33% | 20k | 299.45 |
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| Encana Corporation (OVV) | 0.2 | $5.9M | +4% | 134k | 43.92 |
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| Main Street Capital Corporation (MAIN) | 0.2 | $5.9M | 136k | 43.23 |
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| Public Storage (PSA) | 0.2 | $5.8M | +897% | 19k | 305.01 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.2 | $5.8M | 67k | 86.72 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $5.6M | -6% | 29k | 191.17 |
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| Kraft Heinz (KHC) | 0.2 | $5.5M | +2147% | 150k | 36.98 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $5.5M | +215% | 28k | 192.48 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $5.4M | NEW | 104k | 52.05 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $5.4M | -23% | 10.00 | 542625.00 |
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| Truist Financial Corp equities (TFC) | 0.2 | $5.3M | NEW | 145k | 36.92 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $5.3M | -11% | 34k | 157.80 |
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| Sempra Energy (SRE) | 0.2 | $5.2M | NEW | 69k | 74.73 |
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| Ishares Msci Gbl Etf New (PICK) | 0.2 | $5.1M | -2% | 119k | 43.07 |
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| Goldman Sachs (GS) | 0.2 | $5.1M | +58% | 13k | 385.78 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $5.1M | 197k | 25.73 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $5.0M | 34k | 148.36 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $5.0M | -11% | 8.6k | 576.10 |
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| Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) | 0.2 | $5.0M | +102% | 121k | 40.86 |
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| Schlumberger Com Stk (SLB) | 0.2 | $4.9M | +6% | 95k | 52.04 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $4.9M | 100k | 49.34 |
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| Enbridge (ENB) | 0.2 | $4.8M | +371% | 134k | 36.02 |
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| Amgen (AMGN) | 0.2 | $4.8M | -18% | 17k | 288.02 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $4.8M | +291% | 39k | 122.75 |
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| Broadcom (AVGO) | 0.2 | $4.8M | 4.3k | 1116.33 |
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| Advanced Micro Devices (AMD) | 0.2 | $4.8M | +4% | 32k | 147.41 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $4.7M | +9% | 90k | 52.10 |
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| SYSCO Corporation (SYY) | 0.2 | $4.7M | +67% | 64k | 73.13 |
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| Verizon Communications (VZ) | 0.2 | $4.6M | -52% | 121k | 37.70 |
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| Lowe's Companies (LOW) | 0.2 | $4.6M | 21k | 222.55 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $4.6M | +2% | 172k | 26.51 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $4.2M | -12% | 9.3k | 453.22 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $4.2M | +4% | 141k | 29.84 |
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| Boeing Company (BA) | 0.2 | $4.1M | +41% | 16k | 260.66 |
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| Eli Lilly & Co. (LLY) | 0.2 | $4.1M | -6% | 7.0k | 582.89 |
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| Chubb (CB) | 0.2 | $4.0M | +95% | 18k | 226.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $4.0M | 11k | 350.92 |
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| Oracle Corporation (ORCL) | 0.2 | $4.0M | -12% | 38k | 105.43 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $4.0M | -21% | 73k | 54.29 |
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| Caterpillar (CAT) | 0.2 | $3.9M | -4% | 13k | 295.66 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.9M | -14% | 35k | 111.63 |
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| Oneok (OKE) | 0.2 | $3.9M | -11% | 55k | 70.22 |
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| Philip Morris International (PM) | 0.2 | $3.8M | -47% | 41k | 94.08 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $3.8M | +33% | 83k | 46.07 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $3.8M | -3% | 28k | 136.38 |
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| Targa Res Corp (TRGP) | 0.1 | $3.7M | 43k | 86.87 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $3.7M | -19% | 6.9k | 530.79 |
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| Abbott Laboratories (ABT) | 0.1 | $3.6M | +69% | 33k | 110.07 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.6M | +70% | 33k | 108.25 |
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| Organon & Co Common Stock (OGN) | 0.1 | $3.6M | +42% | 248k | 14.42 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $3.6M | 48k | 74.46 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $3.6M | -16% | 235k | 15.15 |
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| Barrick Gold Corp (GOLD) | 0.1 | $3.6M | 196k | 18.09 |
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| Pioneer Natural Resources (PXD) | 0.1 | $3.5M | -30% | 16k | 224.89 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $3.4M | +7% | 5.8k | 596.60 |
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| Cummins (CMI) | 0.1 | $3.4M | -14% | 14k | 239.56 |
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| Eaton Corp SHS (ETN) | 0.1 | $3.3M | +5% | 14k | 240.82 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $3.3M | 42k | 79.22 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $3.3M | -6% | 75k | 43.85 |
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| Ares Capital Corporation (ARCC) | 0.1 | $3.3M | -2% | 165k | 20.03 |
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| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $3.3M | +45% | 148k | 22.07 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.2M | -28% | 19k | 170.46 |
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| EQT Corporation (EQT) | 0.1 | $3.2M | 83k | 38.66 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $3.2M | 110k | 29.26 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $3.2M | +25% | 29k | 110.81 |
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| Prudential Financial (PRU) | 0.1 | $3.2M | 31k | 103.71 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.2M | +72% | 6.2k | 507.40 |
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| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $3.1M | 44k | 70.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.1M | +20% | 9.9k | 310.88 |
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| Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $3.1M | -9% | 132k | 23.09 |
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| Nutrien (NTR) | 0.1 | $3.0M | +6% | 53k | 56.33 |
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| Bristol Myers Squibb (BMY) | 0.1 | $3.0M | -53% | 58k | 51.31 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $2.9M | -48% | 30k | 97.04 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $2.9M | -3% | 58k | 50.47 |
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| Sherwin-Williams Company (SHW) | 0.1 | $2.8M | +25% | 9.1k | 311.89 |
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| Oaktree Specialty Lending Corp (OCSL) | 0.1 | $2.8M | 138k | 20.42 |
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| Danaher Corporation (DHR) | 0.1 | $2.8M | +686% | 12k | 231.34 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $2.8M | 22k | 125.14 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $2.8M | 69k | 40.23 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $2.8M | +30% | 55k | 49.93 |
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| Omega Healthcare Investors (OHI) | 0.1 | $2.8M | 90k | 30.66 |
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| Williams Companies (WMB) | 0.1 | $2.7M | 79k | 34.83 |
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| Alaska Air (ALK) | 0.1 | $2.7M | +3% | 70k | 39.07 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $2.7M | +113% | 57k | 47.86 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.1 | $2.7M | -5% | 131k | 20.71 |
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| Vale S A Sponsored Ads (VALE) | 0.1 | $2.6M | -4% | 165k | 15.86 |
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| Tesla Motors (TSLA) | 0.1 | $2.6M | -33% | 11k | 248.48 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.6M | 20k | 130.92 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.6M | +26% | 60k | 42.52 |
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| Netflix (NFLX) | 0.1 | $2.5M | +33% | 5.2k | 486.88 |
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| Valero Energy Corporation (VLO) | 0.1 | $2.5M | 20k | 130.00 |
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| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.1 | $2.5M | -20% | 111k | 22.26 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $2.5M | -2% | 138k | 17.95 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $2.4M | +4% | 83k | 28.64 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $2.4M | 34k | 68.80 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $2.3M | -3% | 205k | 11.45 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $2.3M | 51k | 45.61 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $2.3M | +33% | 21k | 108.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.3M | +4% | 48k | 47.90 |
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| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $2.3M | +33% | 113k | 20.39 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $2.3M | +33% | 50k | 46.07 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $2.2M | -5% | 47k | 48.03 |
|
| Iron Mountain (IRM) | 0.1 | $2.2M | 32k | 69.98 |
|
|
| 3M Company (MMM) | 0.1 | $2.2M | +115% | 20k | 109.32 |
|
| Livent Corp | 0.1 | $2.2M | -14% | 122k | 17.98 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.2M | -18% | 17k | 124.97 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.2M | -20% | 13k | 170.40 |
|
| United Rentals (URI) | 0.1 | $2.1M | -2% | 3.7k | 573.42 |
|
| Honeywell International (HON) | 0.1 | $2.1M | -19% | 10k | 209.71 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.1M | +5% | 20k | 108.41 |
|
| Fiserv (FI) | 0.1 | $2.1M | -4% | 16k | 132.84 |
|
| Apollo Global Mgmt (APO) | 0.1 | $2.1M | -11% | 23k | 93.19 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $2.1M | -11% | 54k | 39.19 |
|
| Pepsi (PEP) | 0.1 | $2.1M | -2% | 12k | 169.84 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.1M | -6% | 6.9k | 303.17 |
|
| Uber Technologies (UBER) | 0.1 | $2.1M | -9% | 34k | 61.57 |
|
| Inmode SHS (INMD) | 0.1 | $2.1M | NEW | 94k | 22.24 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.1M | +23% | 19k | 110.66 |
|
| Unity Software (U) | 0.1 | $2.1M | +128% | 51k | 40.89 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $2.1M | 44k | 46.63 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.1M | NEW | 20k | 104.00 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $2.1M | -4% | 4.3k | 484.00 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.0M | 51k | 40.27 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.0M | -41% | 4.4k | 460.70 |
|
| Southern Company (SO) | 0.1 | $2.0M | NEW | 29k | 70.12 |
|
| Darden Restaurants (DRI) | 0.1 | $2.0M | NEW | 12k | 164.30 |
|
| Morgan Stanley Com New (MS) | 0.1 | $2.0M | -43% | 22k | 93.25 |
|
| Unified Ser Tr Ballast Smlmd Cp (MGMT) | 0.1 | $2.0M | +61% | 54k | 37.01 |
|
| Deere & Company (DE) | 0.1 | $2.0M | -49% | 5.0k | 399.89 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.0M | -30% | 40k | 49.22 |
|
| Zoetis Cl A (ZTS) | 0.1 | $2.0M | 9.9k | 197.38 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $1.9M | +7% | 37k | 52.20 |
|
| Edison International (EIX) | 0.1 | $1.9M | NEW | 27k | 71.49 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $1.9M | +90% | 27k | 72.22 |
|
| NiSource (NI) | 0.1 | $1.9M | NEW | 73k | 26.55 |
|
| Gladstone Ld (LAND) | 0.1 | $1.9M | 134k | 14.45 |
|
|
| Kroger (KR) | 0.1 | $1.9M | NEW | 42k | 45.71 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $1.9M | 46k | 41.57 |
|
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $1.9M | -5% | 31k | 61.23 |
|
| Dover Corporation (DOV) | 0.1 | $1.9M | NEW | 13k | 153.82 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.9M | +4% | 13k | 147.14 |
|
| salesforce (CRM) | 0.1 | $1.9M | -15% | 7.1k | 263.14 |
|
| PG&E Corporation (PCG) | 0.1 | $1.9M | -9% | 104k | 18.03 |
|
| American Financial (AFG) | 0.1 | $1.9M | NEW | 16k | 118.89 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $1.8M | +379% | 68k | 27.08 |
|
| Eaton Vance Mun Income 2028 SHS (ETX) | 0.1 | $1.8M | -4% | 105k | 17.34 |
|
| Crossamerica Partners Ut Ltd Ptn Int (CAPL) | 0.1 | $1.8M | 80k | 22.80 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.8M | 22k | 82.96 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.8M | -74% | 11k | 165.25 |
|
| Toast Cl A (TOST) | 0.1 | $1.8M | 99k | 18.26 |
|
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 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