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
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.21K
+ 43.24%
$23.4 - $29.68 $122K - $154K
17.2K $511K
IXP
Ishares Global Comm Services E

ETFs
201
+ 1.81%
$88.17 - $112.32 $17.7K - $22.6K
11.3K $1.27M
BEP
Brookfield Renewable Partners L.P.

Utilities
4.25K
+ 17.28%
$20.16 - $26.41 $85.7K - $112K
28.9K $735K
VPU
Vanguard Utilities ETF

ETFs
658
+ 5.23%
$158.36 - $178.82 $104K - $118K
13.3K $2.34M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.71K
+ 18.81%
$37.08 - $42.26 $175K - $199K
29.8K $1.23M
DXC
Dxc Technology CO

Technology
12.1K
New
$14.03 - $17.63 $170K - $214K
12.1K $185K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
11.9K
New
$13.71 - $15.46 $164K - $184K
11.9K $184K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
12.3K
New
$13.77 - $16.67 $169K - $205K
12.3K $184K
PMM
Putnam Managed Municipal Income Trust

Financial Services
30.6K
New
$5.75 - $6.19 $176K - $189K
30.6K $183K
CMI
Cummins Inc

Industrials
177
+ 2.18%
$267.12 - $336.65 $47.3K - $59.6K
8.29K $2.71M
OEF
Ishares S&P 100 ETF

ETFs
626
+ 16.36%
N/A
4.45K $1.18M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.33K
+ 9.73%
$35.38 - $48.3 $47K - $64.1K
15K $720K
ABNB
Airbnb, Inc.

Consumer Cyclical
255
+ 2.53%
$105.69 - $140.64 $27K - $35.9K
10.4K $1.37M
VTV
Vanguard Value ETF

ETFs
191
+ 0.59%
$153.67 - $176.74 $29.4K - $33.8K
32.6K $5.76M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
906
+ 9.28%
$114.78 - $133.31 $104K - $121K
10.7K $1.42M
MBB
Ishares Tr

ETFs
1.72K
+ 30.05%
$91.41 - $94.22 $157K - $162K
7.44K $698K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
10K
New
$11.71 - $19.37 $117K - $194K
10K $160K
WSM
Williams Sonoma Inc

Consumer Cyclical
568
+ 4.51%
$137.62 - $174.44 $78.2K - $99.1K
13.2K $2.15M
SA
Seabridge Gold Inc

Basic Materials
11K
New
$9.75 - $14.93 $107K - $164K
11K $159K
XAR
Spdr S&P Aerospace & Defense E

ETFs
11
+ 0.35%
$144.94 - $210.94 $1.59K - $2.32K
3.13K $659K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
6.52K
+ 2.74%
$21.55 - $22.2 $141K - $145K
244K $5.4M
U
Unity Software Inc.

Technology
104
+ 0.31%
$16.75 - $26.24 $1.74K - $2.73K
33.4K $807K
IWR
Ishares Russell Mid Cap ETF

ETFs
109
+ 0.52%
$74.88 - $91.97 $8.16K - $10K
21.3K $1.95M
ISRG
Intuitive Surgical Inc

Healthcare
74
+ 3.25%
$451.58 - $565.94 $33.4K - $41.9K
2.35K $1.28M
BALT
Innovator Etfs Tr
2.9K
+ 3.58%
$30.33 - $32.1 $87.8K - $93K
83.7K $2.69M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
410
+ 2.61%
$62.73 - $78.42 $25.7K - $32.2K
16.1K $1.25M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1
+ 0.01%
$53.5 - $71.62 $53.5 - $71.6
16.5K $1.18M
HYLS
First Tr Tactical High Yield L

ETFs
2.6K
+ 5.56%
$39.8 - $41.84 $103K - $109K
49.3K $2.06M
PARA
Paramount Global

Communication Services
11.2K
New
$10.65 - $12.9 $119K - $145K
11.2K $144K
COPX
Global X Copper Miners ETF

ETFs
1.2K
+ 8.11%
$31.24 - $45.59 $37.5K - $54.7K
16K $719K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
12.6K
New
$9.85 - $11.67 $124K - $147K
12.6K $141K
STLA
Stellantis N.V.

Consumer Cyclical
14.1K
New
$8.53 - $11.27 $120K - $159K
14.1K $141K
AES
Aes Corp

Utilities
22.6K
+ 44.69%
$9.63 - $12.55 $217K - $283K
73.1K $768K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
10K
New
$13.63 - $14.4 $136K - $144K
10K $140K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.07K
+ 9.14%
$22.54 - $23.17 $137K - $141K
72.5K $1.67M
PJUN
Innovator U.S. Equity Power Bu

ETFs
2.83K
+ 29.36%
$34.48 - $39.76 $97.5K - $112K
12.5K $495K
VONE
Vanguard Russell 1000 ETF

ETFs
364
+ 30.08%
$225.48 - $280.86 $82.1K - $102K
1.57K $439K
OLO
Olo Inc.

Technology
13.5K
New
$5.84 - $9.7 $78.8K - $131K
13.5K $120K
GM
General Motors CO

Consumer Cyclical
1.72K
+ 10.45%
$42.48 - $50.46 $73K - $86.7K
18.2K $893K
AMCR
Amcor PLC

Consumer Cyclical
13.1K
New
$8.57 - $9.81 $112K - $128K
13.1K $120K
ABT
Abbott Laboratories

Healthcare
380
+ 1.89%
$123.95 - $138.08 $47.1K - $52.5K
20.5K $2.79M
IJK
Ishares S&P Midcap 400 Growth

ETFs
94
+ 0.66%
$73.7 - $90.98 $6.93K - $8.55K
14.3K $1.31M
CC
Chemours CO

Basic Materials
10.2K
New
$9.4 - $13.06 $95.8K - $133K
10.2K $116K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
91
+ 3.39%
$139.8 - $197.22 $12.7K - $17.9K
2.78K $547K
IXUS
Ishares Tr

ETFs
925
+ 17.25%
$62.37 - $77.63 $57.7K - $71.8K
6.29K $486K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
553
+ 6.11%
$60.34 - $74.89 $33.4K - $41.4K
9.61K $719K
AVEM
American Centy ETF Tr Avantis

ETFs
49
+ 0.41%
$53.08 - $68.54 $2.6K - $3.36K
12K $825K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
53
+ 0.48%
$108.87 - $133.04 $5.77K - $7.05K
11K $1.47M
SHOP
Shopify Inc.

Technology
166
+ 4.1%
$76.89 - $115.35 $12.8K - $19.1K
4.21K $485K
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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