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
PJUL
Innovator U.S. Equity Power Bu

ETFs
844
+ 6.11%
$43.83 - $45.64 $37K - $38.5K
14.7K $668K
EVGO
E Vgo Inc.

Consumer Cyclical
8.3K
+ 36.89%
$3.3 - $4.74 $27.4K - $39.3K
30.8K $145K
IYH
Ishares Tr

ETFs
277
+ 1.41%
$54.36 - $58.96 $15.1K - $16.3K
20K $1.17M
ICE
Intercontinental Exchange, Inc.

Financial Services
539
+ 25.52%
$167.28 - $188.45 $90.2K - $102K
2.65K $446K
PPA
Invesco Exchange Traded Fd Tr

ETFs
100
+ 3.27%
$139.82 - $155.45 $14K - $15.5K
3.16K $490K
DGRO
Ishares Core Dividend Growth E

ETFs
52
+ 0.41%
$64.12 - $68.08 $3.33K - $3.54K
12.8K $868K
VRT
Vertiv Holdings CO

Industrials
630
+ 3.38%
N/A
19.2K $1.67M
D
Dominion Energy, Inc

Utilities
186
+ 2.0%
$56.32 - $62.1 $10.5K - $11.6K
9.46K $578K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
102
+ 0.38%
$29.97 - $32.38 $3.06K - $3.3K
27.1K $863K
FANG
Diamondback Energy, Inc.

Energy
224
+ 5.88%
$134.53 - $152.5 $30.1K - $34.2K
4.03K $576K
ROK
Rockwell Automation, Inc

Industrials
104
+ 11.11%
$328.67 - $358.52 $34.2K - $37.3K
1.04K $363K
NTAP
Net App, Inc.

Technology
70
+ 1.93%
$101.1 - $126.36 $7.08K - $8.85K
3.71K $439K
TTE
Total Energies Se

Energy
758
+ 9.49%
N/A
8.75K $600K
CGCP
Capital Group Core Plus Income

ETFs
1.97K
+ 8.47%
$22.27 - $22.95 $43.8K - $45.2K
25.2K $572K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
97
+ 1.73%
$121.81 - $137.24 $11.8K - $13.3K
5.7K $753K
PKG
Packaging Corp Of America

Consumer Cyclical
23
+ 1.55%
$191.41 - $220.25 $4.4K - $5.07K
1.51K $329K
IEMG
Ishares Inc

ETFs
868
+ 4.63%
N/A
19.6K $1.05M
DG
Dollar General Corp

Consumer Defensive
679
+ 32.68%
$101.86 - $116.32 $69.2K - $79K
2.76K $284K
BDX
Becton Dickinson & CO

Healthcare
117
+ 7.13%
$172.41 - $199.66 $20.2K - $23.4K
1.76K $329K
TXT
Textron Inc

Industrials
388
+ 11.0%
$77.02 - $87.21 $29.9K - $33.8K
3.92K $330K
FENY
Fidelity Covington Tr Msci Ene

ETFs
487
+ 1.79%
$23.27 - $25.46 $11.3K - $12.4K
27.7K $684K
IWN
Ishares Russell2000 Val ETF

ETFs
76
+ 4.4%
$157.1 - $178.94 $11.9K - $13.6K
1.8K $318K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
185
+ 6.91%
$110.74 - $122.12 $20.5K - $22.6K
2.86K $346K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.06K
+ 8.69%
$13.29 - $16.05 $14.1K - $17K
13.2K $211K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
559
+ 14.07%
$57.5 - $61.94 $32.1K - $34.6K
4.53K $280K
ESS
Essex Property Trust, Inc.

Real Estate
164
+ 19.78%
N/A
993 $270K
NET
Cloudflare, Inc.

Technology
108
+ 10.24%
$181.39 - $228.28 $19.6K - $24.7K
1.16K $249K
IYJ
Ishares Tr

ETFs
198
+ 4.98%
$142.42 - $148.18 $28.2K - $29.3K
4.18K $609K
MBB
Ishares Tr

ETFs
336
+ 4.51%
$92.46 - $95.73 $31.1K - $32.2K
7.78K $740K
IDV
Ishares Tr

ETFs
320
+ 2.13%
$34.54 - $37.28 $11.1K - $11.9K
15.4K $561K
WLKP
Westlake Chemical Partners LP

Basic Materials
2.5K
+ 25.0%
$20.7 - $22.56 $51.8K - $56.4K
12.5K $262K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.21K
+ 3.41%
$22.9 - $23.58 $27.8K - $28.6K
36.8K $863K
TM
Toyota Motor Corp

Consumer Cyclical
66
+ 4.42%
$167.86 - $202.79 $11.1K - $13.4K
1.56K $297K
ADM
Archer Daniels Midland CO

Consumer Defensive
97
+ 1.99%
$53.54 - $64.21 $5.19K - $6.23K
4.97K $297K
SLI
Standard Lithium Ltd.

Basic Materials
2K
+ 9.3%
$2.03 - $3.78 $4.06K - $7.56K
23.5K $79K
PBA
Pembina Pipeline Corp

Energy
518
+ 9.33%
$35.5 - $40.58 $18.4K - $21K
6.07K $245K
CVLT
Commvault Systems Inc

Technology
42
+ 2.1%
$163.43 - $195.41 $6.86K - $8.21K
2.04K $385K
BR
Broadridge Financial Solutions, Inc.

Technology
193
+ 10.58%
$233.75 - $266.89 $45.1K - $51.5K
2.02K $480K
NJUL
Innovator Growth 100 Power Buf

Technology
308
+ 7.96%
$67.81 - $71.18 $20.9K - $21.9K
4.18K $297K
IXUS
Ishares Tr

ETFs
17
+ 0.27%
$76.35 - $82.58 $1.3K - $1.4K
6.3K $520K
FMC
Fmc Corp

Basic Materials
2.68K
+ 38.18%
$33.15 - $44.45 $88.9K - $119K
9.71K $326K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
28
+ 6.1%
$534.91 - $598.71 $15K - $16.8K
487 $273K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.75K
+ 25.68%
$7.98 - $8.29 $29.9K - $31.1K
18.4K $150K
MET
Metlife Inc

Financial Services
180
+ 1.97%
$73.82 - $82.37 $13.3K - $14.8K
9.31K $766K
TRP
Tc Energy Corp

Energy
59
+ 1.12%
$46.58 - $54.41 $2.75K - $3.21K
5.31K $288K
PSA
Public Storage

Real Estate
121
+ 11.25%
$271.94 - $298.09 $32.9K - $36.1K
1.2K $345K
MSTR
Microstrategy Inc

Technology
649
+ 29.57%
$300.7 - $455.9 $195K - $296K
2.84K $916K
BEP
Brookfield Renewable Partners L.P.

Utilities
750
+ 2.6%
$24.32 - $27.58 $18.2K - $20.7K
29.6K $763K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
16
+ 0.76%
$301.44 - $365.84 $4.82K - $5.85K
2.11K $683K
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
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