U.S. Capital Wealth Advisors, LLC Incresed Positions in Q3 2024

U.S. Capital Wealth Advisors, LLC

  • $2.65 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
275K
+ 29.98%
$89.91 - $101.33 $24.7M - $27.9M
1.19M $117M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
33.3K
+ 1103.48%
$386.81 - $423.12 $12.9M - $14.1M
36.4K $15.4M
AAPL
Apple Inc.

Technology
28.9K
+ 8.86%
$207.23 - $234.82 $5.99M - $6.78M
355K $82.7M
VTI
Vanguard Total Stock Market Et

ETFs
28.9K
+ 30.63%
$255.18 - $283.2 $7.37M - $8.18M
123K $34.9M
IWN
Ishares Russell2000 Val ETF

ETFs
49K
+ 2477.23%
$150.05 - $171.34 $7.34M - $8.39M
50.9K $8.5M
MPLX
Mplx LP

Energy
119K
+ 34.34%
$40.44 - $45.07 $4.8M - $5.35M
464K $20.6M
XOM
Exxon Mobil Corp

Energy
43.5K
+ 18.09%
$109.72 - $119.0 $4.77M - $5.18M
284K $33.3M
EPD
Enterprise Products Partners L.P.

Energy
177K
+ 10.43%
$27.88 - $30.0 $4.93M - $5.31M
1.87M $54.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.49K
+ 1.07%
$517.38 - $573.86 $769K - $853K
140K $80.3M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
96.1K
+ 190.46%
$39.95 - $45.86 $3.84M - $4.41M
147K $6.69M
NEM
Newmont Corp

Basic Materials
1.61K
+ 0.57%
$41.65 - $55.85 $66.9K - $89.8K
282K $15.1M
MCD
Mcdonalds Corp

Consumer Cyclical
3K
+ 6.49%
$245.82 - $304.51 $737K - $913K
49.2K $15M
EQT
Eqt Corp

Energy
82.2K
+ 91.37%
$30.21 - $37.21 $2.48M - $3.06M
172K $6.31M
T
At&T Inc.

Communication Services
22.3K
+ 3.19%
$18.21 - $22.28 $406K - $496K
720K $15.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
20.2K
+ 7.07%
$33.89 - $41.64 $685K - $842K
306K $12.2M
ENB
Enbridge Inc

Energy
38.2K
+ 29.53%
$35.27 - $41.18 $1.35M - $1.57M
168K $6.81M
FNDF
Schwab Fundamental Intl Large

ETFs
44.7K
+ 20.52%
$33.67 - $37.71 $1.5M - $1.68M
262K $9.8M
FNDX
Schwab Fundamental U S Large C

ETFs
21.8K
+ 17.61%
$65.36 - $71.76 $1.43M - $1.57M
146K $10.5M
DEO
Diageo PLC

Consumer Defensive
8.43K
+ 13.54%
$120.02 - $140.77 $1.01M - $1.19M
70.7K $9.93M
KRP
Kimbell Royalty Partners, LP

Energy
130K
+ 205.69%
$15.11 - $17.05 $1.96M - $2.21M
193K $3.1M
TRV
Travelers Companies, Inc.

Financial Services
298
+ 0.48%
$201.87 - $242.35 $60.2K - $72.2K
62.6K $14.7M
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.37K
+ 1.39%
$31.07 - $39.36 $136K - $172K
319K $11.7M
CME
Cme Group Inc.

Financial Services
4.85K
+ 14.42%
$193.43 - $220.62 $938K - $1.07M
38.5K $8.49M
BX
Blackstone Inc.

Financial Services
8.75K
+ 47.73%
$120.77 - $159.66 $1.06M - $1.4M
27.1K $4.15M
BMY
Bristol Myers Squibb CO

Healthcare
29.5K
+ 97.86%
$39.66 - $51.75 $1.17M - $1.53M
59.7K $3.09M
VPU
Vanguard Utilities ETF

ETFs
9.19K
+ 166.47%
$146.64 - $174.54 $1.35M - $1.6M
14.7K $2.56M
PYPL
Pay Pal Holdings, Inc.

Financial Services
78
+ 0.09%
$57.22 - $80.08 $4.46K - $6.25K
86.4K $6.74M
ES
Eversource Energy

Utilities
1.62K
+ 1.13%
$56.52 - $68.38 $91.6K - $111K
145K $9.84M
XLU
Utilities Sector Spdr

ETFs
3.97K
+ 3.9%
$67.67 - $80.78 $269K - $321K
106K $8.55M
CRM
Salesforce, Inc.

Technology
5.3K
+ 74.37%
$238.42 - $276.53 $1.26M - $1.47M
12.4K $3.4M
UPS
United Parcel Service Inc

Industrials
11.8K
+ 11.3%
$123.32 - $147.38 $1.46M - $1.74M
116K $15.9M
CCI
Crown Castle International Corp

Real Estate
1.19K
+ 1.9%
$95.29 - $120.24 $114K - $143K
63.8K $7.57M
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 0.24%
$333.64 - $405.2 $18K - $21.9K
22.7K $9.2M
SCCO
Southern Copper Corp

Basic Materials
395
+ 0.24%
$94.1 - $120.43 $37.2K - $47.6K
165K $19M
PG
Procter & Gamble CO

Consumer Defensive
3.59K
+ 4.69%
$160.76 - $177.82 $577K - $638K
80.1K $13.9M
NEE
Nextera Energy Inc

Utilities
8.74K
+ 25.64%
$69.9 - $84.97 $611K - $742K
42.8K $3.62M
EFV
Msci Eafe Value ETF

ETFs
16K
+ 26.98%
$51.72 - $57.96 $827K - $927K
75.2K $4.33M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.1K
+ 113.47%
$71.45 - $75.64 $1.08M - $1.14M
28.4K $2.14M
AVUV
American Centy ETF Tr Avantis

ETFs
10.1K
+ 40.25%
$88.24 - $99.7 $890K - $1.01M
35.2K $3.37M
CB
Chubb LTD

Financial Services
2.1K
+ 14.46%
$252.51 - $292.2 $531K - $614K
16.6K $4.8M
FDX
Fedex Corp

Industrials
4.14K
+ 234.5%
$254.64 - $313.52 $1.05M - $1.3M
5.9K $1.62M
IEF
Ishares Barclays

ETFs
3K
+ 1.71%
$92.67 - $99.14 $278K - $297K
179K $17.5M
DAL
Delta Air Lines, Inc.

Industrials
16.7K
+ 24.22%
$37.32 - $51.8 $623K - $864K
85.6K $4.35M
VKTX
Viking Therapeutics, Inc.

Healthcare
15.8K
+ 218.96%
$49.84 - $70.47 $788K - $1.11M
23K $1.46M
GOLD
Barrick Gold Corp

Basic Materials
370
+ 0.12%
$16.56 - $21.01 $6.13K - $7.77K
317K $6.31M
LOW
Lowes Companies Inc

Consumer Cyclical
119
+ 0.61%
$213.3 - $270.78 $25.4K - $32.2K
19.6K $5.3M
ORCL
Oracle Corp

Technology
1.74K
+ 7.08%
$125.9 - $170.35 $218K - $296K
26.3K $4.47M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
12K
+ 24.47%
$60.25 - $66.85 $722K - $801K
60.9K $4.02M
GLD
Spdr Gold Trust

ETFs
581
+ 2.01%
$215.56 - $246.98 $125K - $143K
29.5K $7.17M
Activity Summary
Buys All Purchases 320 New Holdings 63 Increased Positions 257 Sells All Sells 298 Reductions 298 Sold out 0 Options Calls 3 Puts 1
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