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, OPER, HPKEW, AAPL, and represent 22.31% of U.S. Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: HPK (+$53M), SDS (+$18M), MSFT, SOXX, CTRA, EFV, SO, VUSB, VLUE, VOO.
- Started 990 new stock positions in UA, ANET, VGZ, OIH, MKL, TD, CMC, ANSS, PGEN, PENN.
- Reduced shares in these 10 stocks: OPER (-$21M), SPY (-$12M), VCR (-$7.6M), GILD (-$7.3M), DUK (-$7.2M), VZ (-$6.2M), IBM, MET, PM, LMT.
- Sold out of its positions in ADEX, AQN, Alleghany Corporation, APP, Archaea Energy, Brookfield Asset Management, ENLC, FMAY, Fortress Trans Infrst Invs L, GDV. QYLD, ITT, BNOV, DBA, Prospect Capital Corporation note, Shell Midstream Prtnrs master ltd part, SKYH, VMBS, CXSE, RPRX.
- U.S. Capital Wealth Advisors was a net buyer of stock by $25M.
- U.S. Capital Wealth Advisors has $2.2B in assets under management (AUM), dropping by 9.24%.
- Central Index Key (CIK): 0001808915
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Portfolio Holdings for U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors holds 1605 positions in its portfolio as reported in the December 2022 quarterly 13F filing
U.S. Capital Wealth Advisors has 1605 total positions. Only the first 250 positions are shown.
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- Download the U.S. Capital Wealth Advisors December 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Highpeak Energy (HPK) | 7.7 | $167M | +46% | 7.3M | 22.87 | |
Etf Ser Solutions Clershs Piton In (PIFI) | 5.6 | $122M | 1.3M | 90.43 | ||
Etf Ser Solutions Clearshs Ultra (OPER) | 4.1 | $88M | -19% | 883k | 100.11 | |
Highpeak Energy *w Exp 08/21/202 (HPKEW) | 2.9 | $62M | 5.5M | 11.34 | ||
Apple (AAPL) | 1.9 | $42M | 321k | 129.93 | ||
Enterprise Products Partners (EPD) | 1.5 | $33M | +6% | 1.4M | 24.12 | |
Abbvie (ABBV) | 1.5 | $33M | -9% | 203k | 161.61 | |
Microsoft Corporation (MSFT) | 1.5 | $33M | +9% | 137k | 239.82 | |
Chevron Corporation (CVX) | 1.4 | $31M | 172k | 179.49 | ||
Exxon Mobil Corporation (XOM) | 1.0 | $22M | +3% | 200k | 110.30 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $22M | +2% | 162k | 134.10 | |
Johnson & Johnson (JNJ) | 1.0 | $21M | 117k | 176.65 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $21M | -36% | 54k | 382.43 | |
International Business Machines (IBM) | 0.9 | $20M | -19% | 144k | 140.89 | |
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EOG Resources (EOG) | 0.9 | $20M | 154k | 129.52 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $20M | -6% | 65k | 308.90 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $20M | 102k | 191.19 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.9 | $19M | 219k | 88.73 | ||
Select Sector Spdr Tr Energy (XLE) | 0.9 | $19M | -12% | 214k | 87.47 | |
Pfizer (PFE) | 0.9 | $19M | -13% | 362k | 51.24 | |
Proshares Tr Ultrashrt S&p500 (SDS) | 0.8 | $18M | NEW | 390k | 45.97 | |
Cisco Systems (CSCO) | 0.8 | $17M | 358k | 47.64 | ||
Raytheon Technologies Corp (RTX) | 0.8 | $16M | 162k | 100.92 | ||
Canadian Natural Resources (CNQ) | 0.7 | $15M | +7% | 274k | 55.53 | |
Emerson Electric (EMR) | 0.6 | $13M | +4% | 138k | 96.06 | |
Activision Blizzard (ATVI) | 0.6 | $13M | 168k | 76.55 | ||
Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $13M | -4% | 69k | 183.54 | |
Amazon (AMZN) | 0.6 | $12M | -11% | 144k | 84.00 | |
Putnam Etf Trust Focused Lar Cap (PVAL) | 0.6 | $12M | 447k | 27.02 | ||
Dow (DOW) | 0.5 | $11M | 221k | 50.39 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $11M | +4% | 28k | 384.21 | |
Visa Com Cl A (V) | 0.5 | $11M | 51k | 207.76 | ||
Kinder Morgan (KMI) | 0.5 | $10M | +24% | 571k | 18.08 | |
Procter & Gamble Company (PG) | 0.5 | $10M | 66k | 151.56 | ||
McDonald's Corporation (MCD) | 0.5 | $10M | +4% | 38k | 263.53 | |
Phillips 66 (PSX) | 0.5 | $10M | 96k | 104.08 | ||
Verizon Communications (VZ) | 0.5 | $10M | -38% | 253k | 39.40 | |
Merck & Co (MRK) | 0.5 | $10M | -3% | 90k | 110.95 | |
Coca-Cola Company (KO) | 0.5 | $9.8M | 153k | 63.61 | ||
Oracle Corporation (ORCL) | 0.4 | $9.7M | 118k | 81.74 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $9.6M | +3% | 109k | 88.23 | |
Southern Copper Corporation (SCCO) | 0.4 | $9.5M | +7% | 157k | 60.39 | |
Costco Wholesale Corporation (COST) | 0.4 | $9.3M | +5% | 20k | 456.51 | |
At&t (T) | 0.4 | $9.2M | -3% | 499k | 18.41 | |
Bank of America Corporation (BAC) | 0.4 | $8.8M | -6% | 266k | 33.12 | |
United Parcel Service CL B (UPS) | 0.4 | $8.7M | 50k | 173.84 | ||
AFLAC Incorporated (AFL) | 0.4 | $8.6M | 120k | 71.94 | ||
Novartis Sponsored Adr (NVS) | 0.4 | $8.6M | -16% | 95k | 90.72 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $8.5M | +21% | 32k | 266.28 | |
Travelers Companies (TRV) | 0.4 | $8.3M | -2% | 44k | 187.49 | |
Altria (MO) | 0.4 | $8.0M | -11% | 175k | 45.71 | |
British Amern Tob Sponsored Adr (BTI) | 0.4 | $8.0M | 200k | 39.98 | ||
Qualcomm (QCOM) | 0.4 | $7.9M | +2% | 72k | 109.94 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $7.8M | +2% | 659k | 11.87 | |
Bristol Myers Squibb (BMY) | 0.4 | $7.8M | 108k | 71.95 | ||
Eversource Energy (ES) | 0.4 | $7.8M | +2% | 93k | 83.84 | |
Philip Morris International (PM) | 0.4 | $7.6M | -35% | 76k | 101.21 | |
Diageo Spon Adr New (DEO) | 0.4 | $7.6M | +7% | 43k | 178.19 | |
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.3 | $7.5M | +38% | 149k | 50.21 | |
Wal-Mart Stores (WMT) | 0.3 | $7.5M | 53k | 141.79 | ||
Genuine Parts Company (GPC) | 0.3 | $7.3M | -2% | 42k | 173.51 | |
Ishares Tr Msci Usa Value (VLUE) | 0.3 | $7.2M | +45% | 80k | 91.14 | |
Paychex (PAYX) | 0.3 | $7.2M | +6% | 62k | 115.56 | |
Freeport-mcmoran CL B (FCX) | 0.3 | $7.2M | +7% | 189k | 38.00 | |
Home Depot (HD) | 0.3 | $6.9M | -12% | 22k | 315.86 | |
First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.3 | $6.8M | 74k | 91.42 | ||
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $6.7M | 152k | 43.92 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $6.7M | +9% | 44k | 151.65 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.3 | $6.6M | +45% | 201k | 32.84 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $6.6M | -7% | 19k | 347.74 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $6.6M | 14.00 | 468710.93 | ||
Devon Energy Corporation (DVN) | 0.3 | $6.5M | 106k | 61.51 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $6.5M | -22% | 39k | 169.64 | |
Duke Energy Corp Com New (DUK) | 0.3 | $6.4M | -52% | 63k | 102.99 | |
Vanguard Index Fds Value Etf (VTV) | 0.3 | $6.4M | +7% | 46k | 140.37 | |
Newmont Mining Corporation (NEM) | 0.3 | $6.4M | +37% | 136k | 47.20 | |
Cabot Oil & Gas Corporation (CTRA) | 0.3 | $6.2M | +80% | 250k | 24.57 | |
MetLife (MET) | 0.3 | $6.1M | -41% | 85k | 72.37 | |
Intel Corporation (INTC) | 0.3 | $6.1M | -25% | 232k | 26.43 | |
UnitedHealth (UNH) | 0.3 | $6.1M | +4% | 11k | 530.19 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $6.0M | +37% | 43k | 141.25 | |
GSK Sponsored Adr (GSK) | 0.3 | $5.9M | -20% | 167k | 35.14 | |
Citigroup Com New (C) | 0.3 | $5.7M | -5% | 125k | 45.23 | |
Enbridge (ENB) | 0.3 | $5.6M | +56% | 144k | 39.10 | |
Cigna Corp (CI) | 0.3 | $5.5M | -3% | 17k | 331.34 | |
ConocoPhillips (COP) | 0.3 | $5.5M | 46k | 118.00 | ||
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $5.4M | +23% | 100k | 54.49 | |
Bhp Group Sponsored Ads (BHP) | 0.2 | $5.4M | +2% | 87k | 62.05 | |
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $5.3M | +45% | 198k | 27.02 | |
Ishares Tr Eafe Value Etf (EFV) | 0.2 | $5.3M | +101% | 115k | 45.88 | |
Lockheed Martin Corporation (LMT) | 0.2 | $5.3M | -41% | 11k | 486.50 | |
Ishares Tr Glob Hlthcre Etf (IXJ) | 0.2 | $5.3M | 62k | 84.88 | ||
Amgen (AMGN) | 0.2 | $5.2M | 20k | 262.64 | ||
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $5.1M | +2% | 132k | 38.71 | |
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $5.1M | +2% | 110k | 46.25 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $5.1M | -27% | 177k | 28.66 | |
Marathon Petroleum Corp (MPC) | 0.2 | $5.0M | 43k | 116.39 | ||
Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $5.0M | -25% | 101k | 49.45 | |
Thermo Fisher Scientific (TMO) | 0.2 | $4.9M | +7% | 8.9k | 550.69 | |
Main Street Capital Corporation (MAIN) | 0.2 | $4.9M | -3% | 132k | 36.95 | |
Pioneer Natural Resources (PXD) | 0.2 | $4.8M | +27% | 21k | 228.39 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $4.8M | +9% | 35k | 135.85 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $4.8M | 63k | 75.54 | ||
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $4.8M | -18% | 156k | 30.53 | |
Schlumberger Com Stk (SLB) | 0.2 | $4.7M | +3% | 88k | 53.46 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.6M | -5% | 69k | 65.64 | |
NVIDIA Corporation (NVDA) | 0.2 | $4.5M | +11% | 31k | 146.14 | |
Shell Spon Ads (SHEL) | 0.2 | $4.5M | 78k | 56.95 | ||
EQT Corporation (EQT) | 0.2 | $4.5M | +14% | 132k | 33.83 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $4.4M | +100% | 13k | 351.34 | |
American Electric Power Company (AEP) | 0.2 | $4.3M | -43% | 45k | 94.95 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $4.3M | +6% | 51k | 83.03 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $4.2M | -3% | 15k | 288.78 | |
Cummins (CMI) | 0.2 | $4.2M | 17k | 242.30 | ||
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $4.2M | +7% | 198k | 21.01 | |
Livent Corp (LTHM) | 0.2 | $4.2M | +2% | 210k | 19.87 | |
Valero Energy Corporation (VLO) | 0.2 | $4.1M | -3% | 32k | 126.86 | |
Texas Instruments Incorporated (TXN) | 0.2 | $4.1M | 25k | 165.22 | ||
Target Corporation (TGT) | 0.2 | $4.1M | -16% | 27k | 149.04 | |
Enviva (EVA) | 0.2 | $4.0M | 77k | 52.97 | ||
Dominion Resources (D) | 0.2 | $4.0M | -27% | 65k | 61.32 | |
Encana Corporation (OVV) | 0.2 | $3.8M | +25% | 76k | 50.71 | |
Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $3.8M | +154% | 78k | 49.00 | |
Prudential Financial (PRU) | 0.2 | $3.8M | -26% | 38k | 99.46 | |
Wheaton Precious Metals Corp (WPM) | 0.2 | $3.8M | -2% | 97k | 39.08 | |
Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $3.7M | +298% | 11k | 347.96 | |
Crown Castle Intl (CCI) | 0.2 | $3.7M | -13% | 28k | 135.64 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.6M | -6% | 34k | 108.21 | |
Omega Healthcare Investors (OHI) | 0.2 | $3.6M | 128k | 27.95 | ||
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $3.5M | +10% | 77k | 45.15 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $3.4M | +14% | 81k | 41.97 | |
Uber Technologies (UBER) | 0.2 | $3.3M | +23% | 134k | 24.73 | |
Ishares Msci Gbl Etf New (PICK) | 0.2 | $3.3M | +35% | 81k | 41.00 | |
Etf Managers Tr Prime Mobile Pay (IPAY) | 0.2 | $3.3M | -34% | 84k | 39.26 | |
Ishares Tr Short Treas Bd (SHV) | 0.2 | $3.3M | +182% | 30k | 109.92 | |
Nutrien (NTR) | 0.2 | $3.3M | +2% | 45k | 73.03 | |
Walt Disney Company (DIS) | 0.2 | $3.3M | +13% | 38k | 86.88 | |
Nextera Energy (NEE) | 0.1 | $3.2M | +10% | 39k | 83.60 | |
Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $3.2M | +26% | 139k | 23.17 | |
Deere & Company (DE) | 0.1 | $3.2M | 7.5k | 428.78 | ||
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $3.2M | +167% | 55k | 57.82 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $3.2M | -26% | 32k | 99.56 | |
Pimco Dynamic Income SHS (PDI) | 0.1 | $3.2M | +4% | 171k | 18.48 | |
Meta Platforms Cl A (META) | 0.1 | $3.2M | -11% | 26k | 120.34 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.1 | $3.1M | -3% | 13k | 242.98 | |
Cheniere Energy Com New (LNG) | 0.1 | $3.1M | 21k | 149.96 | ||
Franco-Nevada Corporation (FNV) | 0.1 | $3.1M | -11% | 23k | 136.48 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.0M | +15% | 31k | 96.99 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $3.0M | -31% | 86k | 34.97 | |
Rio Tinto Sponsored Adr (RIO) | 0.1 | $3.0M | 42k | 71.20 | ||
Barrick Gold Corp (GOLD) | 0.1 | $3.0M | -35% | 175k | 17.18 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $3.0M | 11k | 266.84 | ||
Honeywell International (HON) | 0.1 | $2.9M | -27% | 14k | 214.31 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.9M | -2% | 42k | 68.30 | |
Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $2.8M | +223% | 120k | 23.59 | |
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $2.8M | 60k | 47.40 | ||
Lowe's Companies (LOW) | 0.1 | $2.8M | 14k | 199.24 | ||
Air Products & Chemicals (APD) | 0.1 | $2.8M | 9.0k | 308.27 | ||
CVS Caremark Corporation (CVS) | 0.1 | $2.7M | +3% | 29k | 93.19 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $2.7M | -2% | 25k | 108.07 | |
First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.1 | $2.7M | +11% | 34k | 78.45 | |
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $2.7M | -4% | 41k | 65.81 | |
Medtronic SHS (MDT) | 0.1 | $2.7M | +16% | 34k | 77.72 | |
Southern Company (SO) | 0.1 | $2.6M | NEW | 37k | 71.41 | |
Gladstone Ld (LAND) | 0.1 | $2.6M | +3% | 142k | 18.35 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.6M | +45% | 12k | 213.11 | |
Wells Fargo & Company (WFC) | 0.1 | $2.6M | 63k | 41.29 | ||
Cargurus Com Cl A (CARG) | 0.1 | $2.6M | 185k | 14.01 | ||
Eli Lilly & Co. (LLY) | 0.1 | $2.5M | +14% | 6.9k | 365.82 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.5M | 20k | 125.11 | ||
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $2.5M | +51% | 61k | 40.80 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $2.5M | +11% | 210k | 11.80 | |
Williams Companies (WMB) | 0.1 | $2.5M | +4% | 75k | 32.90 | |
Golar Lng SHS (GLNG) | 0.1 | $2.4M | 107k | 22.79 | ||
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $2.4M | +40% | 62k | 39.58 | |
Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.1 | $2.4M | +46% | 134k | 18.14 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $2.4M | +47% | 33k | 72.10 | |
Ares Capital Corporation (ARCC) | 0.1 | $2.4M | +2% | 129k | 18.47 | |
AmerisourceBergen (ABC) | 0.1 | $2.4M | 14k | 165.71 | ||
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.3M | +7% | 38k | 61.64 | |
Cameco Corporation (CCJ) | 0.1 | $2.3M | +2% | 103k | 22.67 | |
Ishares Tr Core Total Usd (IUSB) | 0.1 | $2.3M | +9% | 52k | 44.93 | |
Fmc Corp Com New (FMC) | 0.1 | $2.3M | 19k | 124.80 | ||
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $2.3M | 70k | 32.86 | ||
Vale S A Sponsored Ads (VALE) | 0.1 | $2.3M | +63% | 135k | 16.97 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $2.3M | +158% | 31k | 74.55 | |
Kla Corp Com New (KLAC) | 0.1 | $2.3M | 6.0k | 377.03 | ||
Gilead Sciences (GILD) | 0.1 | $2.3M | -76% | 26k | 85.85 | |
PG&E Corporation (PCG) | 0.1 | $2.2M | -5% | 135k | 16.26 | |
Anthem (ELV) | 0.1 | $2.2M | 4.3k | 512.97 | ||
Parker-Hannifin Corporation (PH) | 0.1 | $2.2M | 7.5k | 291.00 | ||
Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $2.2M | 81k | 26.85 | ||
Goldman Sachs (GS) | 0.1 | $2.1M | -21% | 6.2k | 343.36 | |
Proshares Tr Shrt Hgh Yield (SJB) | 0.1 | $2.1M | -39% | 112k | 19.00 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.1M | 30k | 71.84 | ||
General Dynamics Corporation (GD) | 0.1 | $2.1M | +378% | 8.5k | 248.11 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $2.1M | -3% | 178k | 11.76 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.1M | +27% | 9.6k | 214.24 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.1M | -2% | 41k | 50.14 | |
Chubb (CB) | 0.1 | $2.0M | 9.3k | 220.59 | ||
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $2.0M | +18% | 81k | 25.04 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $2.0M | 43k | 47.29 | ||
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.0M | +23% | 53k | 37.90 | |
Targa Res Corp (TRGP) | 0.1 | $2.0M | +146% | 27k | 73.50 | |
Paypal Holdings (PYPL) | 0.1 | $2.0M | +7% | 28k | 71.22 | |
Iron Mountain (IRM) | 0.1 | $2.0M | 40k | 49.85 | ||
Bunge (BG) | 0.1 | $2.0M | -8% | 20k | 99.77 | |
Abbott Laboratories (ABT) | 0.1 | $2.0M | -4% | 18k | 109.79 | |
Pepsi (PEP) | 0.1 | $2.0M | -2% | 11k | 180.65 | |
Raymond James Financial (RJF) | 0.1 | $2.0M | 18k | 106.85 | ||
Usa Compression Partners Comunit Ltdpar (USAC) | 0.1 | $2.0M | 100k | 19.53 | ||
3M Company (MMM) | 0.1 | $1.9M | 16k | 119.92 | ||
Hp (HPQ) | 0.1 | $1.9M | -6% | 71k | 26.87 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.9M | -2% | 26k | 74.19 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $1.9M | +7% | 49k | 38.89 | |
Guggenheim Bld Amr Bds Mng D (GBAB) | 0.1 | $1.9M | +5% | 116k | 16.36 | |
Eaton Corp SHS (ETN) | 0.1 | $1.9M | 12k | 156.95 | ||
Nuveen Intermediate (NID) | 0.1 | $1.9M | +4% | 143k | 13.12 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.9M | -4% | 12k | 151.85 | |
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $1.9M | +10% | 58k | 32.23 | |
Caterpillar (CAT) | 0.1 | $1.8M | -12% | 7.7k | 239.57 | |
Apollo Global Mgmt (APO) | 0.1 | $1.8M | -6% | 29k | 63.79 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $1.8M | +12% | 62k | 29.07 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.8M | +2% | 7.4k | 241.89 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.8M | -11% | 23k | 77.51 | |
Fiserv (FISV) | 0.1 | $1.8M | -8% | 18k | 101.07 | |
NetApp (NTAP) | 0.1 | $1.8M | 30k | 60.06 | ||
Boeing Company (BA) | 0.1 | $1.8M | -52% | 9.3k | 190.49 | |
Keurig Dr Pepper (KDP) | 0.1 | $1.8M | 49k | 35.66 | ||
Halliburton Company (HAL) | 0.1 | $1.7M | -2% | 44k | 39.35 | |
Haleon Spon Ads (HLN) | 0.1 | $1.7M | -18% | 216k | 8.00 | |
Eaton Vance Mun Income 2028 SHS (ETX) | 0.1 | $1.7M | +11% | 96k | 17.83 | |
Blue Owl Capital Com Cl A (OWL) | 0.1 | $1.7M | NEW | 161k | 10.60 | |
First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.7M | +457% | 43k | 39.91 | |
American Airls (AAL) | 0.1 | $1.7M | 134k | 12.72 | ||
Adobe Systems Incorporated (ADBE) | 0.1 | $1.7M | -12% | 5.0k | 336.53 | |
Alaska Air (ALK) | 0.1 | $1.7M | +2% | 39k | 42.94 | |
Palantir Technologies Cl A (PLTR) | 0.1 | $1.7M | -5% | 261k | 6.42 | |
Dex (DXCM) | 0.1 | $1.7M | 15k | 113.24 | ||
Diamondback Energy (FANG) | 0.1 | $1.7M | +3% | 12k | 136.78 | |
Dcp Midstream Com Ut Ltd Ptn (DCP) | 0.1 | $1.6M | 43k | 38.79 | ||
Guggenheim Active Alloc Common Stock (GUG) | 0.1 | $1.6M | -5% | 121k | 13.45 | |
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $1.6M | +12% | 169k | 9.48 | |
Crossamerica Partners Ut Ltd Ptn Int (CAPL) | 0.1 | $1.6M | 80k | 19.83 | ||
eBay (EBAY) | 0.1 | $1.6M | -11% | 38k | 41.47 | |
Starbucks Corporation (SBUX) | 0.1 | $1.6M | +34% | 16k | 99.20 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $1.6M | -50% | 196k | 8.02 | |
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $1.6M | 12k | 135.88 | ||
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.1 | $1.6M | +31% | 123k | 12.77 | |
Sun Communities (SUI) | 0.1 | $1.6M | 11k | 143.00 |
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 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