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
ARES
Ares Management Corp

Financial Services
212
+ 9.07%
$118.04 - $175.83 $25K - $37.3K
2.55K $441K
FTNT
Fortinet, Inc.

Technology
206
+ 2.56%
$84.71 - $108.69 $17.5K - $22.4K
8.24K $871K
EXI
Ishares Global Industrials ETF

ETFs
52
+ 1.17%
$129.37 - $165.38 $6.73K - $8.6K
4.51K $744K
IDNA
Ishares Tr Genomics Immunology

ETFs
4.55K
+ 18.09%
$17.92 - $21.5 $81.6K - $97.9K
29.7K $609K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
201
+ 0.97%
$32.66 - $40.75 $6.56K - $8.19K
20.8K $843K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
902
+ 2.7%
$29.52 - $35.31 $26.6K - $31.8K
34.4K $1.21M
TFC
Truist Financial Corp

Financial Services
1.32K
+ 7.24%
$34.79 - $42.99 $45.9K - $56.7K
19.5K $840K
UBS
Ubs Group Ag

Financial Services
975
+ 5.51%
$26.12 - $33.82 $25.5K - $33K
18.7K $631K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
10K
+ 27.3%
$10.66 - $11.83 $107K - $118K
46.6K $517K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
1.87K
+ 9.68%
$24.69 - $31.78 $46.2K - $59.5K
21.2K $648K
NMR
Nomura Holdings Inc

Financial Services
11.9K
New
$4.95 - $6.6 $59K - $78.7K
11.9K $78K
MUR
Murphy Oil Corp

Energy
6.06K
+ 60.55%
$19.62 - $29.21 $119K - $177K
16.1K $361K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
302
+ 2.11%
$39.89 - $49.46 $12K - $14.9K
14.6K $723K
RUN
Sunrun Inc.

Technology
5K
+ 33.33%
$5.67 - $12.85 $28.4K - $64.3K
20K $163K
IWD
Ishares Russell 1000 Val ETF

ETFs
59
+ 0.58%
$166.82 - $194.23 $9.84K - $11.5K
10.2K $1.97M
SO
Southern CO

Utilities
824
+ 2.53%
$84.91 - $92.56 $70K - $76.3K
33.4K $3.07M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
10K
+ 7.28%
$10.29 - $11.24 $103K - $112K
147K $1.61M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.71K
+ 22.89%
$10.8 - $16.92 $40.1K - $62.8K
19.9K $273K
EXC
Exelon Corp

Utilities
1.92K
+ 43.61%
$42.2 - $47.37 $81.2K - $91.1K
6.33K $274K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.09K
+ 2.05%
$38.18 - $45.52 $41.5K - $49.5K
54.2K $2.37M
NSC
Norfolk Southern Corp

Industrials
137
+ 7.33%
$206.34 - $257.46 $28.3K - $35.3K
2.01K $513K
ROK
Rockwell Automation, Inc

Industrials
7
+ 0.75%
$218.97 - $332.17 $1.53K - $2.33K
936 $310K
LQD
Ishares Iboxx $ Investment Gra

ETFs
614
+ 18.83%
$105.23 - $109.61 $64.6K - $67.3K
3.87K $424K
ALGN
Align Technology Inc

Healthcare
25
+ 1.2%
$144.32 - $190.42 $3.61K - $4.76K
2.1K $398K
LUV
Southwest Airlines CO

Industrials
2.87K
+ 13.07%
$24.04 - $34.36 $68.9K - $98.4K
24.8K $804K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
440
+ 11.75%
$50.5 - $71.23 $22.2K - $31.3K
4.19K $282K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
6.79K
+ 47.66%
$10.83 - $11.78 $73.6K - $80K
21K $235K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.4K
+ 24.56%
$35.95 - $42.85 $50.3K - $60K
7.1K $299K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
7.56K
+ 9.26%
$10.78 - $11.57 $81.5K - $87.5K
89.2K $1.01M
BSX
Boston Scientific Corp

Healthcare
326
+ 7.76%
$89.7 - $107.41 $29.2K - $35K
4.53K $486K
CGCP
Capital Group Core Plus Income

ETFs
2.68K
+ 13.02%
$21.92 - $22.56 $58.7K - $60.4K
23.2K $522K
APO
Apollo Global Management, Inc.

Financial Services
21
+ 0.18%
$108.68 - $145.07 $2.28K - $3.05K
11.8K $1.67M
EMB
Ishares Tr

ETFs
516
+ 8.81%
$86.54 - $92.62 $44.7K - $47.8K
6.37K $590K
NOCT
Innovator Growth 100 Power Buf

ETFs
160
+ 1.48%
$46.13 - $54.5 $7.38K - $8.72K
11K $599K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
90
+ 1.12%
$53.69 - $67.27 $4.83K - $6.05K
8.16K $548K
TDG
Trans Digm Group Inc

Industrials
22
+ 11.64%
$1231.75 - $1520.64 $27.1K - $33.5K
211 $320K
IYK
Ishares U.S. Consumer Staples

ETFs
874
+ 25.22%
$67.29 - $72.42 $58.8K - $63.3K
4.34K $305K
IHE
Ishares Tr

ETFs
1.3K
+ 24.13%
$61.0 - $68.22 $79.1K - $88.4K
6.67K $437K
BOTZ
Global X Fds

ETFs
69
+ 0.52%
$24.51 - $32.65 $1.69K - $2.25K
13.3K $434K
IHDG
Wisdomtree Tr

ETFs
1K
+ 14.81%
$38.54 - $46.0 $38.5K - $46K
7.75K $349K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
7.6K
+ 23.18%
$5.76 - $7.37 $43.8K - $56K
40.4K $283K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.38K
+ 5.53%
$19.44 - $19.88 $46.3K - $47.3K
45.5K $901K
GSIT
Gsi Technology Inc

Technology
16.3K
New
$1.8 - $3.68 $29.4K - $60.1K
16.3K $54K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1K
+ 8.69%
$50.36 - $50.68 $50.4K - $50.7K
12.5K $634K
FTLS
First Tr Long/Short Equity ETF

ETFs
68
+ 0.32%
$60.06 - $66.28 $4.08K - $4.51K
21.6K $1.43M
AG
First Majestic Silver Corp

Basic Materials
2K
+ 9.22%
$5.24 - $8.55 $10.5K - $17.1K
23.7K $196K
SPGI
S&P Global Inc.

Financial Services
42
+ 2.83%
$438.31 - $527.29 $18.4K - $22.1K
1.53K $804K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1.19K
+ 8.24%
N/A
15.6K $631K
CPK
Chesapeake Utilities Corp

Utilities
600
+ 20.0%
$116.0 - $135.5 $69.6K - $81.3K
3.6K $432K
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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