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, SPY, AAPL, MSFT, and represent 18.63% of U.S. Capital Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: WMT (+$11M), JEPI (+$6.5M), First Tr Exchng Traded Fd Vi (+$6.3M), DYNF (+$5.7M), SDVD (+$5.1M), SMIG (+$5.0M), GQI, CVE, JEPQ, JQUA.
- Started 60 new stock positions in INGR, TXT, RITM, DHI, CMA, IVE, M, First Tr Exchng Traded Fd Vi, CPT, LULU.
- Reduced shares in these 10 stocks: TLT (-$45M), PSX (-$14M), PVAL (-$13M), , JPM (-$7.9M), IXJ (-$5.8M), BK (-$5.4M), TFC (-$5.4M), GOOG (-$5.4M), SMCI.
- Sold out of its positions in ADM, BCSF, BK, BILL, RA, CCJ, CCL, CLF, CTSH, FNCL.
- U.S. Capital Wealth Advisors was a net seller of stock by $-93M.
- U.S. Capital Wealth Advisors has $2.6B in assets under management (AUM), dropping by 3.00%.
- Central Index Key (CIK): 0001808915
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Portfolio Holdings for U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors holds 675 positions in its portfolio as reported in the March 2024 quarterly 13F filing
U.S. Capital Wealth Advisors has 675 total positions. Only the first 250 positions are shown.
- Sign up to view all of the U.S. Capital Wealth Advisors March 31, 2024 positions
- Download the U.S. Capital Wealth Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Highpeak Energy (HPK) | 8.4 | $219M | 14M | 15.77 |
|
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| Etf Ser Solutions Clershs Piton In (PIFI) | 3.4 | $88M | +2% | 964k | 91.76 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $73M | 139k | 523.07 |
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| Apple (AAPL) | 2.1 | $54M | -3% | 317k | 171.48 |
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| Microsoft Corporation (MSFT) | 1.9 | $49M | -7% | 117k | 420.72 |
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| Enterprise Products Partners (EPD) | 1.9 | $49M | -2% | 1.7M | 29.18 |
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| Etf Ser Solutions Clearshs Ultra (OPER) | 1.8 | $47M | 469k | 100.14 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.7 | $45M | -49% | 480k | 94.62 |
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| Highpeak Energy *w Exp 08/21/202 (HPKEW) | 1.4 | $36M | 5.5M | 6.60 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $31M | 71k | 444.01 |
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| Chevron Corporation (CVX) | 1.2 | $31M | 196k | 157.74 |
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| NVIDIA Corporation (NVDA) | 1.1 | $30M | 33k | 903.57 |
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| Amazon (AMZN) | 1.1 | $29M | +5% | 161k | 180.38 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $29M | -21% | 142k | 200.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $25M | -17% | 161k | 152.26 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $24M | 210k | 116.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $24M | -12% | 58k | 420.52 |
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| Canadian Natural Resources (CNQ) | 0.9 | $24M | 310k | 76.32 |
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| Abbvie (ABBV) | 0.9 | $24M | -12% | 130k | 182.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $23M | 90k | 259.90 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $21M | +45% | 362k | 57.86 |
|
| EOG Resources (EOG) | 0.8 | $21M | 162k | 127.84 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $21M | -11% | 39k | 525.73 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $20M | -2% | 208k | 97.53 |
|
| Johnson & Johnson (JNJ) | 0.7 | $19M | -10% | 123k | 158.19 |
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| Southern Copper Corporation (SCCO) | 0.7 | $19M | +5% | 179k | 106.52 |
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| Cisco Systems (CSCO) | 0.7 | $18M | -5% | 362k | 49.91 |
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| Emerson Electric (EMR) | 0.7 | $18M | -5% | 155k | 113.42 |
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| Wal-Mart Stores (WMT) | 0.6 | $17M | +183% | 273k | 60.17 |
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| Select Sector Spdr Tr Energy (XLE) | 0.6 | $16M | -9% | 170k | 94.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $16M | -9% | 105k | 150.93 |
|
| Visa Com Cl A (V) | 0.6 | $16M | -7% | 57k | 279.08 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $15M | 966k | 15.73 |
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| United Parcel Service CL B (UPS) | 0.6 | $15M | +9% | 99k | 148.63 |
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| Dow (DOW) | 0.6 | $15M | 252k | 57.93 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $14M | 62k | 228.59 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.5 | $14M | -11% | 336k | 41.56 |
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| International Business Machines (IBM) | 0.5 | $14M | -4% | 72k | 190.96 |
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| Qualcomm (QCOM) | 0.5 | $14M | -14% | 81k | 169.30 |
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| Costco Wholesale Corporation (COST) | 0.5 | $14M | 19k | 732.65 |
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| Pfizer (PFE) | 0.5 | $13M | +20% | 477k | 27.75 |
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| Travelers Companies (TRV) | 0.5 | $13M | -4% | 57k | 230.14 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $13M | +6% | 27k | 480.71 |
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| American Electric Power Company (AEP) | 0.5 | $13M | -8% | 146k | 86.10 |
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| Altria (MO) | 0.5 | $13M | 288k | 43.62 |
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| Procter & Gamble Company (PG) | 0.5 | $12M | 77k | 162.25 |
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| AFLAC Incorporated (AFL) | 0.5 | $12M | +6% | 141k | 85.86 |
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| Target Corporation (TGT) | 0.5 | $12M | -3% | 69k | 177.21 |
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| McDonald's Corporation (MCD) | 0.5 | $12M | 42k | 281.95 |
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| ConocoPhillips (COP) | 0.5 | $12M | +8% | 92k | 127.28 |
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| At&t (T) | 0.5 | $12M | +6% | 665k | 17.60 |
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| Coca-Cola Company (KO) | 0.4 | $11M | 183k | 61.18 |
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| Genuine Parts Company (GPC) | 0.4 | $11M | +2% | 70k | 154.93 |
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| Meta Platforms Cl A (META) | 0.4 | $11M | -2% | 22k | 485.59 |
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| General Dynamics Corporation (GD) | 0.4 | $10M | 37k | 282.49 |
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| Freeport-mcmoran CL B (FCX) | 0.4 | $10M | +3% | 215k | 47.02 |
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| GSK Sponsored Adr (GSK) | 0.4 | $9.9M | 231k | 42.87 |
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| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.4 | $9.6M | 78k | 123.28 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $9.4M | 98k | 96.73 |
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| Newmont Mining Corporation (NEM) | 0.4 | $9.4M | 262k | 35.84 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $9.3M | +31% | 127k | 73.15 |
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| Alnylam Pharmaceuticals (ALNY) | 0.4 | $9.2M | 62k | 149.45 |
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| Diageo Spon Adr New (DEO) | 0.4 | $9.1M | +30% | 62k | 148.74 |
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| Paychex (PAYX) | 0.3 | $9.0M | +3% | 74k | 122.80 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $9.0M | -15% | 95k | 94.66 |
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| British Amern Tob Sponsored Adr (BTI) | 0.3 | $8.9M | +10% | 293k | 30.50 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $8.7M | +11% | 149k | 58.11 |
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| Home Depot (HD) | 0.3 | $8.4M | -5% | 22k | 383.60 |
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| Devon Energy Corporation (DVN) | 0.3 | $8.4M | +6% | 167k | 50.18 |
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| Bank of America Corporation (BAC) | 0.3 | $8.3M | -20% | 220k | 37.92 |
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.3 | $8.2M | -5% | 122k | 67.39 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $8.1M | -5% | 17k | 481.56 |
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| Kinder Morgan (KMI) | 0.3 | $8.0M | -9% | 435k | 18.34 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $8.0M | +13% | 252k | 31.62 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.3 | $7.8M | +4% | 220k | 35.61 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $7.7M | 184k | 42.13 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.3 | $7.7M | 210k | 36.54 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $7.6M | -24% | 136k | 56.17 |
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| Eversource Energy (ES) | 0.3 | $7.6M | +19% | 128k | 59.77 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $7.5M | +9% | 37k | 201.50 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.3 | $7.5M | -11% | 267k | 27.88 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $7.3M | 92k | 79.86 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $7.3M | +4% | 118k | 62.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $7.1M | -3% | 203k | 35.19 |
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| Encana Corporation (OVV) | 0.3 | $7.1M | +2% | 137k | 51.90 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.3 | $7.1M | +34% | 164k | 43.54 |
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| Medtronic SHS (MDT) | 0.3 | $7.1M | -12% | 81k | 87.15 |
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| Merck & Co (MRK) | 0.3 | $6.8M | -17% | 51k | 131.95 |
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| UnitedHealth (UNH) | 0.3 | $6.7M | -7% | 14k | 494.69 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $6.7M | -5% | 119k | 56.39 |
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| Shell Spon Ads (SHEL) | 0.3 | $6.6M | -4% | 99k | 67.04 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $6.6M | +16% | 39k | 169.37 |
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| CVS Caremark Corporation (CVS) | 0.2 | $6.5M | 81k | 79.76 |
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| Crown Castle Intl (CCI) | 0.2 | $6.4M | +4% | 61k | 105.83 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $6.4M | +8% | 31k | 208.27 |
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| Main Street Capital Corporation (MAIN) | 0.2 | $6.4M | 135k | 47.31 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $6.4M | +112% | 117k | 54.24 |
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| Intel Corporation (INTC) | 0.2 | $6.3M | -19% | 144k | 44.17 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E | 0.2 | $6.3M | NEW | 197k | 31.76 |
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| Amgen (AMGN) | 0.2 | $6.2M | +29% | 22k | 284.33 |
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| Schlumberger Com Stk (SLB) | 0.2 | $6.2M | +18% | 113k | 54.81 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $6.1M | +104% | 116k | 52.87 |
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| Eli Lilly & Co. (LLY) | 0.2 | $6.1M | +11% | 7.9k | 777.96 |
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| Cigna Corp (CI) | 0.2 | $6.1M | -14% | 17k | 363.19 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $6.1M | +14% | 106k | 57.69 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $6.0M | +43% | 50k | 120.99 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $6.0M | 29k | 205.72 |
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| Gilead Sciences (GILD) | 0.2 | $5.8M | -3% | 80k | 73.25 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.2 | $5.7M | NEW | 127k | 44.40 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $5.7M | -25% | 52k | 108.31 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $5.6M | 194k | 28.80 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $5.6M | -22% | 34k | 162.86 |
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| Kraft Heinz (KHC) | 0.2 | $5.5M | 149k | 36.90 |
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| Public Storage (PSA) | 0.2 | $5.5M | 19k | 290.06 |
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| Broadcom (AVGO) | 0.2 | $5.4M | -4% | 4.1k | 1325.34 |
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| Verizon Communications (VZ) | 0.2 | $5.4M | +5% | 129k | 41.96 |
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| Advanced Micro Devices (AMD) | 0.2 | $5.4M | -7% | 30k | 180.49 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $5.4M | +40% | 116k | 46.21 |
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| Goldman Sachs (GS) | 0.2 | $5.3M | -3% | 13k | 417.70 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $5.3M | 39k | 135.06 |
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| SYSCO Corporation (SYY) | 0.2 | $5.2M | 64k | 81.18 |
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| Barrick Gold Corp (GOLD) | 0.2 | $5.2M | +57% | 310k | 16.64 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $5.1M | +11% | 157k | 32.50 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $5.1M | -20% | 8.00 | 634440.00 |
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| First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) | 0.2 | $5.1M | NEW | 230k | 22.01 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $5.1M | -31% | 63k | 80.63 |
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| Etf Ser Solutions Aam Bahl & Gayn (SMIG) | 0.2 | $5.0M | NEW | 187k | 26.94 |
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| Sempra Energy (SRE) | 0.2 | $5.0M | 70k | 71.83 |
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| Lowe's Companies (LOW) | 0.2 | $4.9M | -5% | 19k | 254.73 |
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| Caterpillar (CAT) | 0.2 | $4.9M | 13k | 366.44 |
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| Enbridge (ENB) | 0.2 | $4.8M | 132k | 36.18 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $4.7M | 100k | 47.13 |
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| Eaton Corp SHS (ETN) | 0.2 | $4.7M | +9% | 15k | 312.68 |
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| Oneok (OKE) | 0.2 | $4.4M | 55k | 80.17 |
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| Cheniere Energy Com New (LNG) | 0.2 | $4.4M | -28% | 27k | 161.28 |
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| Natixis Etf Tr Gateway Quality (GQI) | 0.2 | $4.2M | NEW | 79k | 53.58 |
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| Bristol Myers Squibb (BMY) | 0.2 | $4.2M | +34% | 78k | 54.23 |
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| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $4.2M | +31% | 194k | 21.72 |
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| Cenovus Energy (CVE) | 0.2 | $4.1M | NEW | 207k | 19.99 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $4.1M | 235k | 17.56 |
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| Pioneer Natural Resources (PXD) | 0.2 | $4.0M | 15k | 262.50 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $4.0M | +87% | 24k | 164.35 |
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| Chubb (CB) | 0.2 | $4.0M | -13% | 15k | 259.12 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.9M | 11k | 346.60 |
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| Phillips 66 (PSX) | 0.2 | $3.9M | -77% | 24k | 163.34 |
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| Ishares Msci Gbl Etf New (PICK) | 0.1 | $3.9M | -21% | 93k | 41.70 |
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| Paypal Holdings (PYPL) | 0.1 | $3.9M | +96% | 58k | 66.99 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $3.8M | -7% | 26k | 147.73 |
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| Philip Morris International (PM) | 0.1 | $3.8M | 41k | 91.62 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $3.8M | +9% | 32k | 119.16 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.7M | 34k | 110.52 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $3.6M | -26% | 127k | 28.23 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $3.5M | -9% | 100k | 35.55 |
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| Unified Ser Tr Ballast Smlmd Cp (MGMT) | 0.1 | $3.5M | +72% | 93k | 37.92 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.5M | 6.3k | 556.36 |
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| Targa Res Corp (TRGP) | 0.1 | $3.4M | -28% | 31k | 111.99 |
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| Oracle Corporation (ORCL) | 0.1 | $3.4M | -28% | 27k | 125.61 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.4M | 9.8k | 344.20 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.4M | +2% | 19k | 174.21 |
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| Abbott Laboratories (ABT) | 0.1 | $3.4M | -9% | 30k | 113.66 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $3.3M | -21% | 7.4k | 454.88 |
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| Valero Energy Corporation (VLO) | 0.1 | $3.3M | 20k | 170.69 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $3.3M | -15% | 62k | 53.80 |
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| Ares Capital Corporation (ARCC) | 0.1 | $3.3M | -3% | 159k | 20.82 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $3.3M | 69k | 47.87 |
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| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $3.3M | 43k | 76.38 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $3.3M | +8% | 52k | 63.74 |
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| Prudential Financial (PRU) | 0.1 | $3.2M | -10% | 28k | 117.40 |
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| EQT Corporation (EQT) | 0.1 | $3.2M | +3% | 86k | 37.07 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $3.2M | +11% | 68k | 47.46 |
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| Netflix (NFLX) | 0.1 | $3.2M | 5.3k | 607.33 |
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| Cummins (CMI) | 0.1 | $3.1M | -24% | 11k | 294.65 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $3.0M | +4% | 6.0k | 504.60 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $3.0M | NEW | 31k | 98.40 |
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| Danaher Corporation (DHR) | 0.1 | $3.0M | 12k | 249.73 |
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| Nutrien (NTR) | 0.1 | $2.9M | +2% | 54k | 54.31 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $2.9M | 22k | 130.73 |
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| Sherwin-Williams Company (SHW) | 0.1 | $2.9M | -7% | 8.4k | 347.35 |
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| Honeywell International (HON) | 0.1 | $2.9M | +38% | 14k | 205.25 |
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| Omega Healthcare Investors (OHI) | 0.1 | $2.8M | 89k | 31.67 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $2.8M | +4% | 143k | 19.29 |
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| United Rentals (URI) | 0.1 | $2.8M | +2% | 3.8k | 721.11 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.1 | $2.8M | 131k | 20.95 |
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| Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $2.7M | -18% | 108k | 25.43 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $2.7M | +38% | 21k | 128.40 |
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| Alaska Air (ALK) | 0.1 | $2.7M | -9% | 63k | 42.99 |
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| Williams Companies (WMB) | 0.1 | $2.7M | -11% | 70k | 38.97 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.7M | +38% | 8.9k | 300.07 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.7M | -45% | 49k | 54.40 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $2.7M | +46% | 99k | 27.01 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $2.7M | +17% | 59k | 45.59 |
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| Oaktree Specialty Lending Corp (OCSL) | 0.1 | $2.6M | -2% | 135k | 19.66 |
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| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $2.6M | +5% | 119k | 21.96 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $2.6M | -21% | 59k | 43.35 |
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| Iron Mountain (IRM) | 0.1 | $2.6M | 32k | 80.21 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $2.6M | +2% | 85k | 30.22 |
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| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.1 | $2.5M | 111k | 22.77 |
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| Uber Technologies (UBER) | 0.1 | $2.5M | -4% | 33k | 76.99 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.5M | -3% | 19k | 131.37 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $2.5M | +7% | 50k | 49.16 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.5M | 4.4k | 555.79 |
|
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $2.4M | +216% | 39k | 62.62 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $2.4M | +9% | 56k | 43.36 |
|
| Prologis (PLD) | 0.1 | $2.4M | +240% | 19k | 130.22 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $2.4M | +2% | 209k | 11.46 |
|
| Kroger (KR) | 0.1 | $2.4M | 42k | 57.13 |
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|
| Toast Cl A (TOST) | 0.1 | $2.4M | -3% | 95k | 24.92 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $2.4M | 52k | 45.56 |
|
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.1 | $2.4M | NEW | 45k | 52.46 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.3M | -14% | 17k | 136.05 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.3M | 12k | 182.61 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $2.3M | 22k | 105.03 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $2.2M | +15% | 9.9k | 225.93 |
|
| Inmode SHS (INMD) | 0.1 | $2.2M | +9% | 103k | 21.61 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $2.2M | 44k | 50.10 |
|
|
| Dover Corporation (DOV) | 0.1 | $2.2M | 12k | 177.19 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $2.1M | -2% | 52k | 40.71 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $2.1M | 31k | 67.81 |
|
|
| salesforce (CRM) | 0.1 | $2.1M | 7.0k | 301.18 |
|
|
| American Financial (AFG) | 0.1 | $2.1M | 16k | 136.48 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.1M | -5% | 4.0k | 524.34 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $2.1M | -15% | 29k | 72.34 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.1M | 22k | 92.72 |
|
|
| First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) | 0.1 | $2.1M | +35% | 92k | 22.34 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $2.0M | +503% | 24k | 86.18 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $2.0M | NEW | 131k | 15.49 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.0M | +63% | 2.1k | 962.49 |
|
| NiSource (NI) | 0.1 | $2.0M | 73k | 27.66 |
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|
| Southern Company (SO) | 0.1 | $2.0M | -2% | 28k | 71.74 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.0M | +61% | 27k | 74.22 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.0M | +11% | 88k | 23.01 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.0M | -12% | 35k | 57.96 |
|
| Apollo Global Mgmt (APO) | 0.1 | $2.0M | -21% | 18k | 112.45 |
|
| Morgan Stanley Com New (MS) | 0.1 | $2.0M | 21k | 94.16 |
|
|
| Eaton Vance Mun Income 2028 SHS (ETX) | 0.1 | $2.0M | +6% | 112k | 17.84 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $2.0M | +268% | 28k | 72.36 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $2.0M | 163k | 12.19 |
|
|
| Darden Restaurants (DRI) | 0.1 | $2.0M | -4% | 12k | 167.15 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.0M | -7% | 18k | 107.60 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.9M | -19% | 39k | 50.17 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $1.9M | 37k | 52.16 |
|
|
| Edison International (EIX) | 0.1 | $1.9M | 27k | 70.73 |
|
|
| Organon & Co Common Stock (OGN) | 0.1 | $1.9M | -58% | 102k | 18.80 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $1.9M | 46k | 41.23 |
|
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $1.9M | +138% | 61k | 31.10 |
|
| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.1 | $1.9M | NEW | 61k | 30.92 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.9M | 7.4k | 250.05 |
|
|
| Fiserv (FI) | 0.1 | $1.8M | -27% | 12k | 159.82 |
|
| Walt Disney Company (DIS) | 0.1 | $1.8M | -5% | 15k | 122.36 |
|
| Super Micro Computer (SMCI) | 0.1 | $1.8M | -68% | 1.8k | 1010.03 |
|
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 2024 Q1 filed May 10, 2024
- U.S. Capital Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- U.S. Capital Wealth Advisors 2023 Q3 filed Oct. 19, 2023
- U.S. Capital Wealth Advisors 2023 Q2 filed Aug. 4, 2023
- U.S. Capital Wealth Advisors 2023 Q1 filed May 11, 2023
- U.S. Capital Wealth Advisors 2022 Q4 filed Feb. 3, 2023
- U.S. Capital Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- U.S. Capital Wealth Advisors 2022 Q2 filed Aug. 12, 2022
- U.S. Capital Wealth Advisors 2022 Q1 filed May 12, 2022
- U.S. Capital Wealth Advisors 2021 Q4 filed Jan. 21, 2022
- U.S. Capital Wealth Advisors 2021 Q3 filed Nov. 1, 2021