U.S. Capital Wealth Advisors, LLC Purchases in Q4 2024

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INFY
Infosys LTD

Technology
11.2K
New
$20.71 - $23.42 $232K - $262K
11.2K $245K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.94K
New
$123.8 - $167.8 $240K - $326K
1.94K $244K
TECK
Teck Resources LTD

Basic Materials
10.2K
+ 70.21%
$39.99 - $52.38 $409K - $535K
24.8K $1M
DLR
Digital Realty Trust, Inc.

Real Estate
346
+ 3.04%
$156.46 - $195.69 $54.1K - $67.7K
11.7K $2.08M
EXC
Exelon Corp

Utilities
6.25K
New
$36.22 - $40.97 $226K - $256K
6.25K $235K
BAR
Granite Shares Gold Trust

ETFs
9.35K
+ 8.08%
$25.3 - $27.51 $237K - $257K
125K $3.24M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
8.15K
New
$27.48 - $32.37 $224K - $264K
8.15K $234K
GEO
Geo Group Inc

Real Estate
8.3K
New
$12.83 - $29.2 $106K - $242K
8.3K $232K
IXC
Ishares Tr Global Energy ETF

ETFs
7.26K
+ 34.59%
$36.95 - $43.06 $268K - $313K
28.2K $1.08M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
912
New
$225.16 - $265.16 $205K - $242K
912 $226K
OCIO
ETF Ser Solutions Clearshares

ETFs
6.59K
New
$33.67 - $35.08 $222K - $231K
6.59K $223K
IYK
Ishares U.S. Consumer Staples

ETFs
3.36K
New
$65.32 - $70.92 $220K - $238K
3.36K $220K
FDN
First Tr Fd Dow Jones

ETFs
180
+ 3.31%
$210.5 - $257.24 $37.9K - $46.3K
5.62K $1.37M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.15K
New
$26.16 - $28.82 $213K - $235K
8.15K $213K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
4.5K
New
$46.18 - $48.09 $208K - $216K
4.5K $213K
AGNC
Agnc Investment Corp.

Real Estate
28K
+ 76.21%
$9.21 - $10.59 $258K - $296K
64.7K $595K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.42K
New
$47.07 - $48.75 $208K - $216K
4.42K $211K
AMP
Ameriprise Financial Inc

Financial Services
391
New
$473.15 - $574.01 $185K - $224K
391 $208K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.17K
+ 5.56%
$66.77 - $71.52 $145K - $155K
41.3K $2.84M
BALT
Innovator Etfs Tr
6.08K
+ 25.45%
$30.76 - $31.55 $187K - $192K
30K $941K
DOX
Amdocs LTD

Technology
2.42K
New
$82.94 - $92.86 $200K - $224K
2.42K $205K
ABC
Amerisourcebergen Corp

Healthcare
1.1K
+ 15.4%
N/A
8.25K $1.53M
APP
App Lovin Corp

Technology
629
New
$130.67 - $401.5 $82.2K - $253K
629 $203K
ORCC
Owl Rock Capital Corp

Financial Services
14.8K
+ 18.64%
N/A
94.2K $1.26M
SOFI
So Fi Technologies, Inc.

Financial Services
12.5K
New
$7.63 - $16.88 $95.3K - $211K
12.5K $192K
DFAU
Dimensional ETF Tr

ETFs
507
+ 0.24%
$39.27 - $42.38 $19.9K - $21.5K
214K $8.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.15K
+ 6.32%
$113.92 - $127.38 $245K - $274K
36.2K $4.17M
SYLD
Cambria Shareholder Yld ETF

ETFs
2.91K
+ 104.56%
$68.06 - $76.27 $198K - $222K
5.7K $390K
NEE
Nextera Energy Inc

Utilities
10.3K
+ 24.0%
$69.77 - $85.43 $717K - $878K
53.1K $3.81M
IYH
Ishares Tr

ETFs
4.6K
+ 36.91%
$57.53 - $65.24 $264K - $300K
17K $993K
IEMG
Ishares Inc

ETFs
3.35K
+ 32.34%
N/A
13.7K $734K
XLP
Consumer Staples Sector Spdr

ETFs
2.33K
+ 17.13%
N/A
15.9K $1.21M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
10.9K
+ 17.85%
$58.46 - $65.6 $636K - $714K
71.8K $4.2M
FTSD
Franklin ETF Tr Liberty Short

ETFs
2K
+ 50.89%
$89.95 - $90.89 $180K - $182K
5.93K $535K
DELL
Dell Technologies Inc.

Technology
2.15K
+ 9.61%
$111.96 - $144.21 $241K - $310K
24.6K $2.83M
C
Citigroup Inc

Financial Services
649
+ 3.95%
$61.31 - $72.5 $39.8K - $47.1K
17.1K $1.2M
SO
Southern CO

Utilities
4.72K
+ 17.09%
$81.5 - $94.15 $385K - $445K
32.4K $2.66M
NOCT
Innovator Growth 100 Power Buf

ETFs
3.03K
+ 39.17%
$49.49 - $52.11 $150K - $158K
10.8K $552K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.35K
+ 88.01%
$74.5 - $78.37 $175K - $184K
5.02K $374K
VAW
Vanguard Materials ETF

ETFs
977
+ 93.76%
$186.91 - $215.32 $183K - $210K
2.02K $379K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
13.5K
+ 15.65%
$26.65 - $29.34 $360K - $397K
100K $2.71M
SCHX
Schwab Strategic Tr Us Large C

ETFs
246K
+ 198.07%
$22.4 - $68.28 $5.5M - $16.8M
370K $8.57M
PG
Procter & Gamble CO

Consumer Defensive
3.48K
+ 4.34%
$161.05 - $179.7 $560K - $625K
83.6K $14M
DUK
Duke Energy Corp

Utilities
1.85K
+ 24.94%
$105.76 - $120.76 $196K - $223K
9.26K $997K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.19K
+ 34.38%
$26.16 - $29.13 $188K - $210K
28.1K $736K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
17.8K
New
$7.83 - $8.16 $139K - $145K
17.8K $139K
FTNT
Fortinet, Inc.

Technology
47
+ 0.59%
$76.49 - $99.21 $3.6K - $4.66K
8K $755K
RCAT
Red Cat Holdings, Inc.

Technology
10.8K
New
$2.69 - $14.09 $29.1K - $152K
10.8K $139K
UBS
Ubs Group Ag

Financial Services
4.68K
+ 49.31%
$29.78 - $33.08 $139K - $155K
14.2K $429K
Activity Summary
Buys All Purchases 536 New Holdings 146 Increased Positions 390 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 2 Puts 2
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