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
MGK
Vanguard Mega Cap Growth ETF

ETFs
33
+ 1.73%
$316.94 - $357.88 $10.5K - $11.8K
1.94K $666K
NIO
Nio Inc.

Consumer Cyclical
12.1K
New
$4.31 - $7.21 $52.1K - $87.2K
12.1K $52K
XEL
Xcel Energy Inc

Utilities
522
+ 7.01%
$62.16 - $72.92 $32.4K - $38.1K
7.97K $537K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
10.6K
New
$4.35 - $5.09 $46K - $53.8K
10.6K $48K
ARRY
Array Technologies, Inc.

Technology
10K
+ 40.1%
$5.16 - $7.63 $51.7K - $76.5K
35K $211K
INGR
Ingredion Inc

Consumer Defensive
315
+ 17.59%
$132.76 - $154.86 $41.8K - $48.8K
2.11K $289K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
410
+ 2.0%
$126.68 - $134.74 $51.9K - $55.2K
21K $2.67M
JCI
Johnson Controls International PLC

Industrials
409
+ 7.74%
$74.23 - $86.6 $30.4K - $35.4K
5.7K $449K
HRI
Herc Holdings Inc

Industrials
1
+ 0.08%
$155.15 - $239.28 $155 - $239
1.27K $239K
VGIT
Vanguard Intermediate Term Tre

ETFs
836
+ 17.1%
$57.78 - $60.4 $48.3K - $50.5K
5.73K $332K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
11K
+ 8.51%
$11.1 - $12.03 $122K - $133K
140K $1.58M
USXF
Ishares Esg Advanced Msci Usa

Technology
606
+ 8.71%
$48.45 - $52.57 $29.4K - $31.9K
7.56K $375K
CSQ
Calamos Strategic Total Return Fund

Financial Services
62
+ 0.07%
$17.14 - $18.44 $1.06K - $1.14K
87.8K $1.56M
PHYS
Sprott Physical Gold Trust

Financial Services
2.04K
+ 7.6%
$19.66 - $21.66 $40.1K - $44.2K
28.9K $581K
WM
Waste Management Inc

Industrials
353
+ 5.25%
$201.79 - $228.46 $71.2K - $80.6K
7.08K $1.43M
ADI
Analog Devices Inc

Technology
277
+ 17.84%
$206.35 - $236.48 $57.2K - $65.5K
1.83K $388K
EMB
Ishares Tr

ETFs
599
+ 12.25%
$88.94 - $93.46 $53.3K - $56K
5.49K $488K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.7K
+ 141.72%
$18.41 - $40.87 $215K - $478K
20K $369K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
470
+ 12.35%
$51.33 - $58.78 $24.1K - $27.6K
4.28K $230K
SLI
Standard Lithium Ltd.

Basic Materials
20K
New
$1.36 - $2.51 $27.2K - $50.2K
20K $29K
HYLS
First Tr Tactical High Yield L

ETFs
1.41K
+ 2.86%
$41.29 - $42.03 $58.1K - $59.1K
50.6K $2.09M
FFIN
First Financial Bankshares Inc

Financial Services
1K
+ 11.42%
$35.49 - $43.05 $35.5K - $43.1K
9.76K $351K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
197
+ 7.14%
$76.53 - $94.19 $15.1K - $18.6K
2.96K $252K
IBB
Ishares Biotechnology ETF

ETFs
344
+ 23.69%
$131.21 - $148.85 $45.1K - $51.2K
1.8K $237K
HDV
Ishares Core High Dividend ETF

ETFs
419
+ 10.07%
$110.82 - $121.28 $46.4K - $50.8K
4.58K $514K
SPMD
Spdr Portfolio

ETFs
450
+ 6.06%
$54.13 - $59.56 $24.4K - $26.8K
7.87K $430K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
30
+ 0.31%
$73.49 - $86.09 $2.2K - $2.58K
9.73K $749K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.17K
+ 15.95%
$55.45 - $61.08 $65K - $71.6K
8.52K $472K
DE
Deere & CO

Industrials
11
+ 0.47%
$389.45 - $466.0 $4.28K - $5.13K
2.33K $986K
SPG
Simon Property Group Inc

Real Estate
87
+ 6.01%
$167.23 - $183.84 $14.5K - $16K
1.53K $264K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.67K
+ 13.89%
$15.05 - $16.03 $25.1K - $26.7K
13.7K $208K
BDX
Becton Dickinson & CO

Healthcare
153
+ 14.29%
$220.02 - $243.75 $33.7K - $37.3K
1.22K $277K
BEP
Brookfield Renewable Partners L.P.

Utilities
5K
+ 27.78%
$22.59 - $28.9 $113K - $145K
23K $524K
AZN
Astrazeneca PLC

Healthcare
1.01K
+ 25.68%
$63.2 - $79.58 $63.7K - $80.2K
4.93K $323K
EQR
Equity Residential

Real Estate
2.48K
+ 4.16%
$69.12 - $77.48 $171K - $192K
62K $4.45M
DSTL
ETF Ser Solution Distillate Us

ETFs
550
+ 6.95%
$54.74 - $58.88 $30.1K - $32.4K
8.46K $464K
ADSK
Autodesk, Inc.

Technology
63
+ 5.76%
N/A
1.16K $284K
SYK
Stryker Corp

Healthcare
51
+ 1.45%
$345.14 - $392.15 $17.6K - $20K
3.57K $1.29M
HFRO
Highland Income Fund\Ma

Financial Services
5K
+ 37.98%
$5.16 - $6.21 $25.8K - $31.1K
18.2K $94K
MET
Metlife Inc

Financial Services
220
+ 3.22%
$78.15 - $88.25 $17.2K - $19.4K
7.05K $576K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
531
+ 17.26%
$64.62 - $71.43 $34.3K - $37.9K
3.61K $233K
DBL
Double Line Opportunistic Credit Fund

Financial Services
1.67K
+ 3.62%
$15.17 - $15.89 $25.3K - $26.5K
47.8K $741K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
988
+ 12.29%
$58.88 - $64.8 $58.2K - $64K
9.03K $532K
PB
Prosperity Bancshares Inc

Financial Services
9
+ 0.28%
$70.04 - $85.07 $630 - $766
3.17K $238K
NRZ
New Residential Investment Corp.

Real Estate
1.48K
+ 5.21%
N/A
29.8K $215K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
138
+ 1.73%
N/A
8.14K $527K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
177
+ 6.75%
$91.94 - $100.02 $16.3K - $17.7K
2.8K $259K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
6.81K
+ 100.0%
$27.45 - $55.56 $187K - $378K
13.6K $385K
SCI
Service Corp International

Consumer Cyclical
70
+ 2.69%
$73.36 - $88.6 $5.14K - $6.2K
2.67K $213K
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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