U.S. Capital Wealth Advisors, LLC Purchases in Q2 2025

U.S. Capital Wealth Advisors, LLC

  • $3.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
3.34K
+ 38.66%
$713.71 - $898.95 $2.39M - $3M
12K $9.34M
AXS
Axis Capital Holdings LTD

Financial Services
19.9K
New
$87.23 - $106.93 $1.73M - $2.13M
19.9K $2.06M
SCHG
Schwab Strategic Tr Us Large C

ETFs
36.1K
+ 15.39%
$22.27 - $29.21 $805K - $1.06M
271K $7.92M
UNM
Unum Group

Financial Services
25K
New
$70.48 - $82.91 $1.76M - $2.07M
25K $2.02M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.93K
+ 13.14%
$141.37 - $228.57 $414K - $669K
25.2K $5.7M
EFG
Msci Eafe Growth ETF

ETFs
12.3K
+ 27.51%
$89.8 - $112.0 $1.1M - $1.38M
56.9K $6.37M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.8K
+ 10.89%
$57.41 - $74.81 $679K - $884K
120K $8.94M
YUM
Yum Brands Inc

Consumer Cyclical
12.5K
New
$138.36 - $161.45 $1.73M - $2.02M
12.5K $1.86M
BMY
Bristol Myers Squibb CO

Healthcare
47.2K
+ 164.25%
$44.12 - $59.6 $2.08M - $2.81M
75.9K $3.51M
UNH
Unitedhealth Group Inc

Healthcare
18K
+ 95.8%
$274.35 - $599.47 $4.93M - $10.8M
36.7K $11.5M
IGV
Ishares Expanded Tech Software

ETFs
910
+ 1.22%
$80.15 - $109.5 $72.9K - $99.6K
75.3K $8.24M
GD
General Dynamics Corp

Industrials
959
+ 1.38%
$247.68 - $291.66 $238K - $280K
70.4K $20.5M
PH
Parker Hannifin Corp

Industrials
1.4K
+ 21.45%
$517.23 - $700.54 $723K - $979K
7.91K $5.53M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
15.7K
+ 43.36%
$97.29 - $105.63 $1.53M - $1.66M
51.9K $5.28M
TSLA
Tesla, Inc.

Consumer Cyclical
1.63K
+ 10.85%
$221.86 - $362.89 $362K - $593K
16.7K $5.3M
EQR
Equity Residential

Real Estate
25.5K
+ 29.57%
$61.82 - $71.72 $1.58M - $1.83M
112K $7.54M
APH
Amphenol Corp

Technology
12.5K
+ 342.36%
$59.09 - $98.75 $737K - $1.23M
16.1K $1.59M
MELI
Mercadolibre Inc

Consumer Cyclical
131
+ 8.89%
$1794.73 - $2613.63 $235K - $342K
1.61K $4.19M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
25.3K
New
$50.52 - $50.92 $1.28M - $1.29M
25.3K $1.29M
ET
Energy Transfer LP

Energy
99.8K
+ 8.62%
$15.65 - $18.93 $1.56M - $1.89M
1.26M $22.8M
IYW
Ishares Dj Us Tech ETF

ETFs
2.02K
+ 7.17%
$122.57 - $173.27 $247K - $350K
30.2K $5.23M
VHT
Vanguard Health Care ETF

ETFs
5.26K
+ 219.3%
$236.71 - $261.92 $1.25M - $1.38M
7.66K $1.9M
PAA
Plains All American Pipeline LP

Energy
94.1K
+ 34.54%
$16.03 - $20.28 $1.51M - $1.91M
367K $6.72M
NOW
Service Now, Inc.

Technology
995
+ 97.07%
$721.65 - $1040.18 $718K - $1.03M
2.02K $2.08M
CGGO
Capital Group Global Growth Eq

ETFs
13.5K
+ 6.22%
$25.31 - $32.17 $341K - $433K
230K $7.36M
KMI
Kinder Morgan, Inc.

Energy
13.8K
+ 1.53%
$25.21 - $29.4 $348K - $405K
915K $26.9M
DFAI
Dimensional ETF Tr

ETFs
24.6K
+ 24.42%
$28.02 - $34.71 $689K - $854K
125K $4.33M
TJX
Tjx Companies Inc

Consumer Cyclical
8.58K
+ 12.21%
$119.13 - $135.03 $1.02M - $1.16M
78.8K $9.74M
CGDV
Capital Group Divid Value ETF

ETFs
11.8K
+ 6.64%
$31.93 - $39.49 $378K - $467K
190K $7.51M
WYNN
Wynn Resorts LTD

Consumer Cyclical
7.36K
+ 16.43%
$66.1 - $97.75 $486K - $719K
52.2K $4.89M
UL
Unilever PLC

Consumer Defensive
17.9K
+ 70.98%
$57.9 - $65.43 $1.03M - $1.17M
43.1K $2.63M
VZ
Verizon Communications Inc

Communication Services
35.5K
+ 18.48%
$41.67 - $45.62 $1.48M - $1.62M
227K $9.84M
ATO
Atmos Energy Corp

Utilities
7.35K
New
$145.06 - $162.66 $1.07M - $1.2M
7.35K $1.13M
CVE
Cenovus Energy Inc.

Energy
97.1K
+ 14.82%
$10.58 - $14.83 $1.03M - $1.44M
752K $10.2M
PFE
Pfizer Inc

Healthcare
62K
+ 15.5%
$21.59 - $24.84 $1.34M - $1.54M
462K $11.2M
EFV
Msci Eafe Value ETF

ETFs
11.4K
+ 16.39%
$52.4 - $64.65 $598K - $738K
81K $5.14M
TAXF
American Centy ETF Tr Diversif

ETFs
21.6K
+ 34.78%
$47.8 - $49.79 $1.03M - $1.07M
83.6K $4.09M
MAIN
Main Street Capital Corp

Financial Services
10.9K
+ 8.44%
$49.15 - $59.32 $533K - $644K
139K $8.24M
DFAU
Dimensional ETF Tr

ETFs
2.55K
+ 1.19%
$34.04 - $42.36 $86.9K - $108K
217K $9.19M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.51K
+ 110.59%
$248.61 - $294.96 $873K - $1.04M
6.68K $1.89M
WPC
W. P. Carey Inc.

Real Estate
16.5K
+ 14.25%
$56.12 - $64.53 $924K - $1.06M
132K $8.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.9K
+ 14.31%
$152.93 - $181.74 $597K - $709K
31.2K $5.67M
CNI
Canadian National Railway CO

Industrials
8.44K
+ 114.5%
$92.66 - $108.13 $782K - $912K
15.8K $1.64M
OPER
ETF Ser Solutions Clearshares

ETFs
9.27K
+ 2.6%
$100.08 - $100.44 $928K - $931K
365K $36.6M
GLD
Spdr Gold Trust

ETFs
1.3K
+ 4.22%
$273.71 - $316.29 $357K - $412K
32.2K $9.81M
TROW
Price T Rowe Group Inc

Financial Services
9.42K
New
$80.27 - $98.06 $756K - $924K
9.42K $908K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
19.8K
+ 42.29%
$32.0 - $39.87 $635K - $791K
66.8K $2.66M
MKC
Mccormick & CO Inc

Consumer Defensive
11.9K
New
$71.11 - $82.25 $843K - $975K
11.9K $898K
XLF
Financial Sector Spdr

ETFs
12.9K
+ 16.59%
$43.92 - $52.37 $565K - $674K
90.4K $4.74M
Activity Summary
Buys All Purchases 524 New Holdings 102 Increased Positions 422 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 3 Puts 1
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