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
APP
App Lovin Corp

Technology
56
+ 6.67%
$335.1 - $718.54 $18.8K - $40.2K
895 $643K
VGLT
Vanguard Long Term Treasury Et

ETFs
2.69K
+ 1.02%
$54.21 - $57.41 $146K - $155K
266K $15.1M
VHT
Vanguard Health Care ETF

ETFs
1K
+ 13.07%
$239.12 - $259.95 $239K - $260K
8.66K $2.25M
CRPT
First Tr ETF Fd Viii Skybridge
15.5K
New
$19.92 - $25.22 $309K - $391K
15.5K $345K
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.01K
New
$56.32 - $68.81 $282K - $345K
5.01K $344K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.91K
+ 11.5%
$78.96 - $80.04 $309K - $313K
37.9K $3.03M
MNST
Monster Beverage Corp

Consumer Defensive
4.81K
New
$58.65 - $67.31 $282K - $324K
4.81K $324K
CRDO
Credo Technology Group Holding LTD

Technology
2.2K
New
$87.59 - $172.31 $193K - $379K
2.2K $320K
OHI
Omega Healthcare Investors Inc

Real Estate
1.37K
+ 2.94%
$36.29 - $43.34 $49.6K - $59.2K
47.8K $2.02M
RUN
Sunrun Inc.

Technology
7.51K
+ 37.54%
$8.99 - $18.18 $67.5K - $136K
27.5K $475K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.48K
+ 6.42%
$43.65 - $46.42 $152K - $161K
57.7K $2.68M
IWM
Ishares Russell 2000 ETF

ETFs
798
+ 18.65%
$214.92 - $244.84 $172K - $195K
5.08K $1.23M
SO
Southern CO

Utilities
2.09K
+ 6.27%
$90.83 - $96.0 $190K - $201K
35.5K $3.36M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
5.22K
+ 44.18%
$49.55 - $52.25 $258K - $273K
17K $889K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.74K
+ 1.25%
$42.43 - $45.05 $73.9K - $78.5K
141K $6.19M
URI
United Rentals, Inc.

Industrials
13
+ 0.94%
$774.14 - $975.23 $10.1K - $12.7K
1.4K $1.34M
PATH
Ui Path, Inc.

Technology
21.6K
New
$10.44 - $13.38 $226K - $289K
21.6K $289K
AXP
American Express CO

Financial Services
514
+ 5.71%
$294.27 - $342.31 $151K - $176K
9.51K $3.16M
PPTA
Perpetua Resources Corp.

Basic Materials
14K
New
$11.92 - $21.16 $167K - $296K
14K $285K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.42K
New
$71.86 - $87.45 $246K - $299K
3.42K $285K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.55K
New
$86.2 - $111.56 $220K - $284K
2.55K $284K
ATI
Allegheny Technologies Inc

Industrials
3.46K
New
$71.34 - $95.52 $247K - $331K
3.46K $281K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
4.28K
New
$40.33 - $66.97 $173K - $287K
4.28K $281K
UAL
United Airlines Holdings, Inc.

Industrials
2.85K
New
$80.05 - $109.36 $228K - $311K
2.85K $274K
VZ
Verizon Communications Inc

Communication Services
2.44K
+ 1.07%
$40.84 - $45.06 $99.7K - $110K
230K $10.1M
EEM
Ishares Msci Emerging Markets

ETFs
1.06K
+ 2.69%
$48.07 - $53.4 $51.1K - $56.7K
40.5K $2.16M
EPR
Epr Properties

Real Estate
4.48K
New
$52.58 - $61.21 $235K - $274K
4.48K $259K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
86
+ 1.24%
$567.09 - $607.37 $48.8K - $52.2K
7.02K $4.19M
GIS
General Mills Inc

Consumer Defensive
5.09K
+ 99.01%
$48.44 - $53.83 $247K - $274K
10.2K $516K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.97K
New
$57.15 - $62.12 $227K - $247K
3.97K $246K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.45K
New
$100.37 - $100.74 $246K - $247K
2.45K $246K
MDB
Mongo Db, Inc.

Technology
792
New
$201.0 - $334.87 $159K - $265K
792 $245K
AES
Aes Corp

Utilities
3.81K
+ 5.21%
$10.77 - $13.94 $41K - $53.1K
76.9K $1.01M
PEP
Pepsico Inc

Consumer Defensive
891
+ 6.41%
$133.81 - $152.16 $119K - $136K
14.8K $2.08M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.13K
New
$171.01 - $228.24 $194K - $258K
1.13K $241K
KMB
Kimberly Clark Corp

Consumer Defensive
1.94K
New
$121.72 - $136.77 $236K - $265K
1.94K $240K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.62K
New
$43.07 - $91.37 $113K - $239K
2.62K $238K
AAXJ
Ishares Msci All Country Asia

ETFs
2.58K
New
$82.05 - $91.87 $212K - $237K
2.58K $235K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
428
New
$473.44 - $553.71 $203K - $237K
428 $234K
XLI
Industrial Sector Spdr

ETFs
720
+ 4.01%
$147.94 - $154.99 $107K - $112K
18.7K $2.88M
NKE
Nike, Inc.

Consumer Cyclical
6.62K
+ 3.77%
$69.24 - $79.24 $458K - $524K
182K $12.7M
JLL
Jones Lang Lasalle Inc

Real Estate
777
New
$248.95 - $319.66 $193K - $248K
777 $231K
GLDM
World Gold Trust

ETFs
1.2K
+ 9.33%
$64.73 - $76.45 $77.5K - $91.6K
14K $1.07M
SNOW
Snowflake Inc.

Technology
1.01K
New
$191.73 - $241.0 $194K - $244K
1.01K $228K
OUNZ
Van Eck Merk Gold Trust

ETFs
6.1K
New
$31.49 - $37.19 $192K - $227K
6.1K $226K
SNPS
Synopsys Inc

Technology
458
New
$387.78 - $645.35 $178K - $296K
458 $225K
ELV
Elevance Health, Inc.

Healthcare
813
+ 138.03%
$274.66 - $395.76 $223K - $322K
1.4K $453K
DFAI
Dimensional ETF Tr

ETFs
19
+ 0.02%
$34.05 - $36.55 $647 - $694
125K $4.56M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.83K
+ 8.92%
$46.51 - $50.07 $411K - $442K
108K $5.06M
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
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email