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
ORCC
Owl Rock Capital Corp

Financial Services
3.41K
+ 3.52%
N/A
100K $1.34M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.81K
+ 27.23%
$53.23 - $70.65 $203K - $269K
17.8K $1.03M
DOV
Dover Corp

Industrials
190
+ 15.04%
$151.14 - $186.7 $28.7K - $35.5K
1.45K $266K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
548
+ 14.11%
$77.74 - $78.78 $42.6K - $43.2K
4.43K $348K
CVS
Cvs Health Corp

Healthcare
400
+ 3.14%
$60.04 - $70.18 $24K - $28.1K
13.2K $907K
EVGO
E Vgo Inc.

Consumer Cyclical
7.5K
+ 50.0%
$2.41 - $4.61 $18.1K - $34.6K
22.5K $82K
WY
Weyerhaeuser CO

Real Estate
3.86K
+ 24.63%
$24.69 - $29.48 $95.4K - $114K
19.5K $501K
SONY
Sony Group Corp

Technology
1.25K
+ 8.42%
$21.24 - $26.88 $26.5K - $33.5K
16.1K $418K
VOD
Vodafone Group Public LTD CO

Communication Services
1.7K
+ 9.5%
$8.19 - $10.66 $13.9K - $18.1K
19.6K $208K
VICI
Vici Properties Inc.

Real Estate
1.23K
+ 6.45%
$29.41 - $32.97 $36.1K - $40.4K
20.2K $659K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
359
+ 5.13%
$96.84 - $99.46 $34.8K - $35.7K
7.36K $730K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
51
+ 0.64%
$103.88 - $123.68 $5.3K - $6.31K
7.96K $984K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.46K
+ 10.1%
$22.43 - $23.23 $32.7K - $33.8K
15.9K $368K
DFIC
Dimensional ETF Tr Dimensional

ETFs
222
+ 2.61%
$24.94 - $31.15 $5.54K - $6.92K
8.74K $271K
ICE
Intercontinental Exchange, Inc.

Financial Services
70
+ 3.43%
$151.62 - $183.47 $10.6K - $12.8K
2.11K $387K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
16.2K
+ 16.89%
$99.37 - $134.05 $1.61M - $2.18M
112K $12.7M
MUB
Ishares National Muni Bond ETF

ETFs
514
+ 2.35%
$102.31 - $105.8 $52.6K - $54.4K
22.4K $2.34M
TTE
Total Energies Se

Energy
450
+ 5.97%
N/A
7.99K $548K
TM
Toyota Motor Corp

Consumer Cyclical
206
+ 16.02%
$158.63 - $195.39 $32.7K - $40.3K
1.49K $257K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
100
+ 0.73%
$33.11 - $37.79 $3.31K - $3.78K
13.7K $517K
ADSK
Autodesk, Inc.

Technology
120
+ 10.42%
N/A
1.27K $312K
IJS
Ishares S&P Smallcap 600 Value

ETFs
79
+ 0.72%
$83.54 - $100.04 $6.6K - $7.9K
11K $1.1M
IYH
Ishares Tr

ETFs
1.89K
+ 10.64%
$53.97 - $60.17 $102K - $114K
19.7K $1.11M
QPFF
American Centy ETF Tr Quality
792
+ 10.82%
$33.63 - $35.38 $26.6K - $28K
8.11K $287K
AMP
Ameriprise Financial Inc

Financial Services
6
+ 1.2%
$422.19 - $533.73 $2.53K - $3.2K
506 $270K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
11
+ 0.23%
$49.48 - $61.22 $544 - $673
4.81K $293K
HYG
Ishares Tr

ETFs
260
+ 7.65%
$75.75 - $80.65 $19.7K - $21K
3.66K $295K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
235
+ 1.57%
$36.25 - $42.28 $8.52K - $9.94K
15.2K $642K
D
Dominion Energy, Inc

Utilities
361
+ 4.05%
$49.66 - $58.0 $17.9K - $20.9K
9.28K $524K
CI
Cigna Corp

Healthcare
44
+ 0.69%
$301.89 - $340.04 $13.3K - $15K
6.39K $2.11M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
88
+ 1.84%
$39.44 - $49.12 $3.47K - $4.32K
4.86K $235K
INGR
Ingredion Inc

Consumer Defensive
179
+ 9.28%
$123.22 - $140.95 $22.1K - $25.2K
2.11K $285K
ESS
Essex Property Trust, Inc.

Real Estate
83
+ 11.13%
N/A
829 $226K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
3.54K
+ 34.34%
$13.55 - $16.25 $48K - $57.5K
13.9K $189K
FTCS
First Trust Capital Strength E

ETFs
193
+ 4.5%
$81.6 - $92.39 $15.7K - $17.8K
4.49K $407K
VCIT
Vanguard Intermediate Term Cor

ETFs
206
+ 3.95%
$79.56 - $82.92 $16.4K - $17.1K
5.42K $449K
RSG
Republic Services, Inc.

Industrials
65
+ 7.46%
$227.2 - $258.07 $14.8K - $16.8K
936 $230K
VOYA
Voya Financial, Inc.

Financial Services
11
+ 0.19%
$54.27 - $71.0 $597 - $781
5.7K $404K
BND
Vanguard Bd Index Fd Inc Total

ETFs
231
+ 2.5%
$72.02 - $73.82 $16.6K - $17.1K
9.49K $698K
INTC
Intel Corp

Technology
1.62K
+ 2.82%
$18.13 - $22.69 $29.4K - $36.8K
59.1K $1.32M
BR
Broadridge Financial Solutions, Inc.

Technology
68
+ 3.87%
$217.22 - $246.25 $14.8K - $16.7K
1.82K $443K
DVY
Ishares Tr

ETFs
200
+ 3.24%
$118.37 - $134.86 $23.7K - $27K
6.37K $845K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
29
+ 0.31%
$26.18 - $30.91 $759 - $896
9.48K $285K
SLI
Standard Lithium Ltd.

Basic Materials
1.5K
+ 7.5%
$1.11 - $1.96 $1.67K - $2.94K
21.5K $42K
OCIO
ETF Ser Solutions Clearshares

ETFs
69
+ 0.99%
$30.61 - $35.23 $2.11K - $2.43K
7.03K $247K
MET
Metlife Inc

Financial Services
166
+ 1.85%
$68.42 - $82.49 $11.4K - $13.7K
9.13K $734K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.02%
$23.55 - $27.67 $70.7 - $83
13.8K $382K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
213
+ 2.57%
$46.41 - $47.7 $9.89K - $10.2K
8.5K $403K
ZION
Zions Bancorporation, National Association

Financial Services
10
+ 0.22%
$41.39 - $51.94 $414 - $519
4.66K $241K
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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