US
| |
U.S. Capital Wealth Advisors, LLC13F | |
| U.S. Capital Wealth Advisors, LLC | |
| Last update 2025-04-30 | 834 Stocks (101 new) |
| Value $3.27 Bil | Turnover 12 % |
U.S. Capital Wealth Advisors, ... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HPK | HighPeak Energy Inc | 13,885,172 | 175,786.3 | 0% | 5.380 | 0% | 11.010 | -9.69% | -30.11% | 1,285.9 | Oil & Gas | |
AAPL | Apple Inc | 412,924 | 91,722.8 | +2.99% | 2.810 | +0.08% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
PIFI |
ClearShares Piton Intermediate Fixed Income ETF
ClearShares Piton Intermediate Fixed Income ETF
| 926,883 | 86,984.0 | -2.46% | 2.660 | -0.07% | 85.820 | +0.56% | +3.44% | 99.5 | ||
EPD | Enterprise Products Partners LP | 2,143,807 | 73,189.6 | +13.76% | 2.240 | +0.27% | 0.100 | -4.19% | +3.89% | 68,342.1 | Oil & Gas | |
SPY | SPDR S&P 500 ETF Trust | 107,167 | 59,948.4 | -0.09% | 1.840 | 0% | 0.010 | +16.86% | +7.34% | 643,153.0 | ||
MSFT | Microsoft Corp | 132,228 | 49,637.0 | +7.66% | 1.520 | +0.11% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
NVDA | NVIDIA Corp | 449,674 | 48,735.7 | -6.84% | 1.490 | -0.14% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
TLT | iShares 20+ Year Treasury Bond ETF | 526,920 | 47,965.5 | -55.59% | 1.470 | -1.78% | 0.100 | -4.26% | +1.74% | 48,373.3 | ||
AMZN | Amazon.com Inc | 192,962 | 36,713.0 | +3.52% | 1.120 | +0.04% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
OPER |
ClearShares Ultra-Short Maturity ETF
ClearShares Ultra-Short Maturity ETF
| 355,937 | 35,668.4 | -5.41% | 1.090 | -0.06% | 24.550 | +1.15% | +2.23% | 137.8 |
U.S. Capital Wealth Advisors, LLC's Historical Top Holdings Breakdowns
U.S. Capital Wealth Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -1.78% | 85.29 ($89.02) 92.57 | $86.97 | -2.30% | Reduce -55.59% | 526,920 | -659,541 | |
BAC | Bank of America Corp | 2025-03-31 | Add Add | +0.59% | 39.61 ($44.56) 47.74 | $48.93 | 9.81% | Add 287.69% | 621,800 | 461,415 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-03-31 | Add Add | +0.46% | 44.72 ($45.57) 46.25 | $45.90 | 0.72% | Add 535.92% | 382,189 | 322,089 | |
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 2025-03-31 | New Buy New Buy | +0.46% | 53.99 ($56.33) 58.43 | $55.36 | -1.72% | New holding | 259,582 | 259,582 | |
KMI | Kinder Morgan Inc | 2025-03-31 | Add Add | +0.44% | 26.1 ($27.69) 31.22 | $28.41 | 2.60% | Add 127.19% | 901,204 | 504,528 | |
| DFS Unlock Delisted | Discover Financial Services | 2025-03-31 | New Buy New Buy | +0.43% | 152.99 ($182.9) 203.25 | $200.05 | 9.38% | New holding | 82,359 | 82,359 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Reduce Reduce | -0.35% | 217.4 ($244.61) 264.74 | $291.97 | 19.36% | Reduce -66.98% | 25,390 | -51,496 | |
SYF | Synchrony Financial | 2025-03-31 | New Buy New Buy | +0.35% | 51.9 ($61.84) 70.63 | $70.16 | 13.45% | New holding | 217,341 | 217,341 | |
BX | Blackstone Inc | 2025-03-31 | Add Add | +0.31% | 136.53 ($162.31) 186.74 | $155.13 | -4.42% | Add 286.62% | 97,246 | 72,093 | |
GD | General Dynamics Corp | 2025-03-31 | Add Add | +0.31% | 241.94 ($259.92) 272.58 | $294.76 | 13.40% | Add 111.57% | 69,457 | 36,627 |
U.S. Capital Wealth Advisors, LLC Total Holding History ($B)
U.S. Capital Wealth Advisors, LLC's Asset Allocation
U.S. Capital Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
U.S. Capital Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
U.S. Capital Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
U.S. Capital Wealth Advisors, LLC's Holdings Heat Map
Size field:
U.S. Capital Wealth Advisors, LLC's Holdings Bubble Chart
U.S. Capital Wealth Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers