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
NEE
Nextera Energy Inc

Utilities
8.06K
+ 15.41%
$64.11 - $75.0 $517K - $604K
60.3K $4.19M
OSCR
Oscar Health, Inc.

Healthcare
22.5K
New
$11.6 - $21.44 $261K - $482K
22.5K $482K
KLAC
Kla Corp

Technology
218
+ 16.72%
$576.53 - $902.94 $126K - $197K
1.52K $1.36M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.09K
+ 5.58%
$60.61 - $87.72 $65.9K - $95.4K
20.6K $1.75M
V
Visa Inc.

Financial Services
647
+ 1.23%
$308.27 - $373.31 $199K - $242K
53.4K $18.9M
VCR
Vanguard Consumer Discretionar

ETFs
1.1K
+ 62.59%
$290.42 - $364.35 $318K - $399K
2.85K $1.03M
O
Realty Income Corp

Real Estate
8.67K
+ 8.61%
$52.27 - $58.52 $453K - $507K
109K $6.3M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
7.37K
+ 23.94%
$55.57 - $62.73 $409K - $462K
38.1K $2.35M
TGT
Target Corp

Consumer Defensive
5.6K
+ 27.8%
$88.76 - $105.77 $497K - $592K
25.8K $2.54M
VAL
Valaris LTD

Energy
3.89K
+ 4.12%
$28.94 - $46.88 $113K - $182K
98.3K $4.14M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
163
+ 0.95%
$376.48 - $440.65 $61.4K - $71.8K
17.3K $7.62M
EEMV
Ishares Msci Emerging Markets

ETFs
5.18K
+ 22.89%
$54.12 - $62.8 $280K - $325K
27.8K $1.75M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.9K
+ 6.21%
$60.99 - $77.53 $116K - $147K
32.4K $2.51M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
350
+ 1.09%
$60.22 - $80.1 $21.1K - $28K
32.5K $2.6M
MU
Micron Technology Inc

Technology
783
+ 9.04%
$64.72 - $127.91 $50.7K - $100K
9.44K $1.16M
IAU
Ishares Gold Trust

ETFs
1.91K
+ 2.21%
$56.1 - $64.74 $107K - $123K
88K $5.49M
FSLR
First Solar, Inc.

Technology
2.47K
New
$120.38 - $192.98 $297K - $477K
2.47K $409K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
9.46K
+ 26.31%
$41.42 - $46.68 $392K - $441K
45.4K $2.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.79K
+ 5.84%
$72.96 - $90.39 $130K - $161K
32.4K $2.89M
FSK
Fs Kkr Capital Corp

Financial Services
18.7K
New
$17.95 - $21.5 $335K - $402K
18.7K $387K
SMR
Nuscale Power Corp

Industrials
9.65K
New
$12.6 - $43.24 $122K - $417K
9.65K $381K
PLD
Prologis, Inc.

Real Estate
5.05K
+ 21.97%
$89.76 - $112.34 $453K - $568K
28K $2.95M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.82K
+ 20.81%
$107.61 - $119.09 $304K - $336K
16.4K $1.94M
CGUS
Capital Group Core Equity ETF
8.3K
+ 57.26%
$29.93 - $36.93 $248K - $306K
22.8K $841K
IEFA
Ishares Tr

ETFs
1.76K
+ 6.73%
$67.83 - $84.09 $119K - $148K
27.9K $2.33M
CVLT
Commvault Systems Inc

Technology
2K
New
$139.35 - $190.99 $279K - $382K
2K $348K
BIDU
Baidu, Inc.

Communication Services
4.9K
+ 41.83%
$76.86 - $92.5 $377K - $453K
16.6K $1.42M
SAP
Sap Se

Technology
842
+ 34.61%
$237.53 - $309.8 $200K - $261K
3.28K $995K
MSTR
Microstrategy Inc

Technology
291
+ 15.28%
$237.95 - $421.61 $69.2K - $123K
2.2K $887K
DELL
Dell Technologies Inc.

Technology
1.08K
+ 16.83%
$71.63 - $125.98 $77K - $135K
7.46K $914K
AMAT
Applied Materials Inc

Technology
621
+ 10.8%
$126.95 - $183.52 $78.8K - $114K
6.37K $1.17M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.33K
New
$104.34 - $138.68 $243K - $323K
2.33K $323K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
171
+ 2.53%
$468.22 - $566.51 $80.1K - $96.9K
6.94K $3.93M
ENB
Enbridge Inc

Energy
3.08K
+ 1.77%
$41.09 - $47.16 $127K - $145K
177K $8.04M
TRIN
Trinity Capital Inc.

Financial Services
21K
New
$13.53 - $15.52 $284K - $326K
21K $295K
APP
App Lovin Corp

Technology
839
New
$219.37 - $417.89 $184K - $351K
839 $293K
FMC
Fmc Corp

Basic Materials
7.02K
New
$33.98 - $44.06 $239K - $309K
7.02K $293K
IVE
Ishares S&P 500 Value ETF

ETFs
1.35K
+ 22.99%
$168.34 - $195.42 $228K - $264K
7.23K $1.41M
KWEB
Kraneshares Tr Csi China Inter

ETFs
11.4K
+ 6.49%
$28.28 - $35.22 $322K - $401K
187K $6.41M
VDC
Vanguard Consumer Staples ETF

ETFs
1.31K
+ 17.68%
$204.89 - $224.73 $269K - $295K
8.73K $1.91M
IFRA
Ishares Tr

ETFs
2.24K
+ 5.25%
$40.97 - $49.19 $91.7K - $110K
44.9K $2.21M
TRV
Travelers Companies, Inc.

Financial Services
354
+ 0.57%
$233.83 - $276.34 $82.8K - $97.8K
62.2K $16.6M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
16.9K
+ 15.8%
$17.67 - $18.32 $299K - $310K
124K $2.24M
INTU
Intuit Inc

Technology
352
New
$544.07 - $787.63 $192K - $277K
352 $277K
SCHO
Schwab Short Term Us Treasury

ETFs
11.2K
New
$24.19 - $24.45 $272K - $275K
11.2K $273K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4164.15 - $5789.24 $192K - $266K
46 $266K
WFC
Wells Fargo & Company

Financial Services
270
+ 0.95%
$60.98 - $80.12 $16.5K - $21.6K
28.8K $2.31M
ASML
Asml Holding Nv

Technology
23
+ 1.33%
$595.37 - $815.24 $13.7K - $18.8K
1.76K $1.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.45K
+ 32.61%
$48.13 - $49.85 $262K - $271K
22.1K $1.09M
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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