U.S. Capital Wealth Advisors, LLC Purchases in Q3 2025

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
23.4K
+ 7.22%
$39.84 - $43.15 $931K - $1.01M
347K $14.9M
ZION
Zions Bancorporation, National Association

Financial Services
34K
+ 729.35%
$51.2 - $59.15 $1.74M - $2.01M
38.6K $2.19M
PULS
Pgim ETF Tr

ETFs
38.7K
+ 117.83%
$49.58 - $49.83 $1.92M - $1.93M
71.5K $3.56M
NVO
Novo Nordisk A S

Healthcare
44.7K
+ 93.16%
$45.38 - $71.7 $2.03M - $3.21M
92.7K $5.14M
WMT
Walmart Inc.

Consumer Defensive
2.67K
+ 0.91%
$94.4 - $104.27 $252K - $279K
296K $30.5M
DELL
Dell Technologies Inc.

Technology
11.7K
+ 156.95%
$120.96 - $141.77 $1.42M - $1.66M
19.2K $2.72M
ET
Energy Transfer LP

Energy
173K
+ 13.74%
$17.11 - $18.16 $2.96M - $3.14M
1.43M $24.5M
GPC
Genuine Parts CO

Consumer Cyclical
944
+ 1.06%
$122.23 - $142.77 $115K - $135K
90.2K $12.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.21K
+ 4.79%
$224.68 - $282.71 $271K - $341K
26.4K $7.37M
EQIX
Equinix Inc

Real Estate
2.11K
New
$756.7 - $811.13 $1.6M - $1.71M
2.11K $1.65M
DUK
Duke Energy Corp

Utilities
12.6K
+ 161.36%
$116.31 - $125.93 $1.46M - $1.58M
20.4K $2.52M
KWEB
Kraneshares Tr Csi China Inter

ETFs
3.9K
+ 2.09%
$33.63 - $42.59 $131K - $166K
191K $8M
SLV
I Shares Silver Trust

ETFs
10.2K
+ 8.42%
$32.73 - $42.5 $334K - $434K
131K $5.57M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
906
+ 0.28%
$54.35 - $59.32 $49.2K - $53.7K
324K $19.2M
PHG
Koninklijke Philips Nv

Healthcare
55.5K
+ 646.29%
$23.84 - $28.62 $1.32M - $1.59M
64.1K $1.75M
FTSL
First Trust Senior Ln Fund

ETFs
33K
+ 36.05%
$45.81 - $46.18 $1.51M - $1.52M
124K $5.7M
MEAR
Blackrock Short Maturity Munic

ETFs
29.8K
New
$50.17 - $50.56 $1.49M - $1.51M
29.8K $1.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
41.6K
+ 547.62%
$38.58 - $58.24 $1.61M - $2.42M
49.2K $1.93M
AFL
Aflac Inc

Financial Services
1.27K
+ 0.6%
$98.09 - $111.7 $125K - $142K
213K $23.8M
INTC
Intel Corp

Technology
21.7K
+ 36.7%
$19.31 - $35.5 $419K - $769K
80.7K $2.71M
VB
Vanguard Small Cap ETF

ETFs
2.43K
+ 5.53%
$237.58 - $259.17 $577K - $629K
46.3K $11.8M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
36K
New
$37.14 - $37.85 $1.34M - $1.36M
36K $1.36M
DLR
Digital Realty Trust, Inc.

Real Estate
7.71K
+ 86.79%
$161.21 - $180.02 $1.24M - $1.39M
16.6K $2.87M
ES
Eversource Energy

Utilities
943
+ 0.57%
$62.86 - $71.14 $59.3K - $67.1K
168K $11.9M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
14.5K
New
$83.41 - $89.78 $1.21M - $1.3M
14.5K $1.3M
AEP
American Electric Power CO Inc

Utilities
3.02K
+ 2.79%
$103.26 - $115.0 $312K - $348K
112K $12.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
24K
+ 44.99%
$50.85 - $51.35 $1.22M - $1.23M
77.2K $3.96M
VONG
Vanguard Russell 1000 Growth E

ETFs
10.1K
New
$108.08 - $121.73 $1.09M - $1.23M
10.1K $1.22M
CAT
Caterpillar Inc

Industrials
147
+ 1.17%
$390.92 - $477.15 $57.5K - $70.1K
12.7K $6.05M
COP
Conocophillips

Energy
2.02K
+ 1.0%
$91.0 - $98.99 $184K - $200K
205K $19.4M
MCD
Mcdonalds Corp

Consumer Cyclical
1.59K
+ 2.75%
$291.67 - $316.99 $463K - $504K
59.3K $18M
EQR
Equity Residential

Real Estate
21.9K
+ 19.57%
$62.3 - $68.34 $1.36M - $1.49M
134K $8.64M
ASML
Asml Holding Nv

Technology
841
+ 47.92%
$689.63 - $968.09 $580K - $814K
2.6K $2.51M
ENB
Enbridge Inc

Energy
3.86K
+ 2.18%
$43.79 - $50.46 $169K - $195K
181K $9.15M
XLU
Utilities Sector Spdr

ETFs
5.16K
+ 4.65%
$81.14 - $87.32 $419K - $451K
116K $10.1M
VGT
Vanguard Information Technolog

ETFs
94
+ 0.8%
$656.44 - $753.15 $61.7K - $70.8K
11.9K $8.85M
AVDE
American Centy ETF Tr Avantis

ETFs
13.3K
New
$73.24 - $79.04 $972K - $1.05M
13.3K $1.05M
TAXF
American Centy ETF Tr Diversif

ETFs
18.6K
+ 22.24%
$48.42 - $50.27 $901K - $935K
102K $5.14M
WDC
Western Digital Corp

Technology
8.51K
New
$63.84 - $120.06 $543K - $1.02M
8.51K $1.02M
TRV
Travelers Companies, Inc.

Financial Services
981
+ 1.58%
$250.62 - $279.43 $246K - $274K
63.2K $17.6M
VGSH
Vanguard

ETFs
15.9K
+ 17.31%
$58.43 - $58.88 $927K - $934K
107K $6.32M
DIS
Walt Disney CO

Communication Services
10.8K
+ 34.54%
$112.25 - $124.0 $1.21M - $1.34M
41.9K $4.8M
SHV
Ishares Tr

ETFs
8.36K
+ 17.47%
$110.06 - $110.49 $920K - $923K
56.2K $6.21M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
198
+ 0.46%
$225.11 - $247.9 $44.6K - $49.1K
43.1K $10.7M
WPC
W. P. Carey Inc.

Real Estate
2.96K
+ 2.24%
$61.29 - $68.7 $181K - $203K
135K $9.12M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.14K
New
$91.44 - $91.77 $836K - $839K
9.14K $838K
BAR
Granite Shares Gold Trust

ETFs
646
+ 0.43%
$32.23 - $38.06 $20.8K - $24.6K
151K $5.73M
PFE
Pfizer Inc

Healthcare
9.26K
+ 2.0%
$23.29 - $25.88 $216K - $240K
471K $12M
AMZN
Amazon Com Inc

Consumer Cyclical
3.45K
+ 1.74%
$211.65 - $238.24 $731K - $823K
201K $44.2M
Activity Summary
Buys All Purchases 511 New Holdings 88 Increased Positions 423 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 4 Puts 3
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