U.S. Capital Wealth Advisors, LLC Incresed Positions in Q1 2025

U.S. Capital Wealth Advisors, LLC

  • $3.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
7.23K
+ 4.76%
$50.81 - $60.02 $367K - $434K
159K $9.54M
BALT
Innovator Etfs Tr
50.9K
+ 169.73%
$31.31 - $31.89 $1.59M - $1.62M
80.8K $2.54M
AWK
American Water Works Company, Inc.

Utilities
9.54K
+ 174.31%
$121.01 - $149.31 $1.15M - $1.42M
15K $2.21M
MELI
Mercadolibre Inc

Consumer Cyclical
649
+ 78.67%
$1739.0 - $2260.0 $1.13M - $1.47M
1.47K $2.88M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.2K
+ 57.18%
$97.25 - $104.79 $1.28M - $1.38M
36.2K $3.76M
XLK
Technology Sector Spdr

ETFs
11.7K
+ 31.67%
$206.38 - $242.18 $2.4M - $2.82M
48.5K $10M
PAGP
Plains Gp Holdings LP

Energy
61.1K
+ 170.6%
$18.52 - $22.13 $1.13M - $1.35M
96.8K $2.07M
PGR
Progressive Corp

Financial Services
209
+ 0.68%
$235.61 - $291.22 $49.2K - $60.9K
31K $8.78M
ES
Eversource Energy

Utilities
11.3K
+ 7.72%
$55.63 - $63.8 $630K - $722K
158K $9.81M
PAYX
Paychex Inc

Industrials
2.13K
+ 2.84%
$136.06 - $154.52 $289K - $329K
76.9K $11.9M
SLB
Schlumberger Limited

Energy
19.9K
+ 13.8%
$38.4 - $43.74 $765K - $871K
164K $6.86M
C
Citigroup Inc

Financial Services
18.2K
+ 106.41%
$67.23 - $84.63 $1.22M - $1.54M
35.3K $2.5M
AMGN
Amgen Inc

Healthcare
1.29K
+ 7.83%
$258.59 - $327.36 $334K - $423K
17.8K $5.54M
FNDF
Schwab Fundamental Intl Large

ETFs
10.6K
+ 3.79%
$32.9 - $37.45 $347K - $395K
289K $10.4M
META
Meta Platforms, Inc.

Communication Services
2.81K
+ 8.9%
$576.36 - $736.67 $1.62M - $2.07M
34.4K $19.8M
BAR
Granite Shares Gold Trust

ETFs
17.7K
+ 14.16%
$26.01 - $30.84 $460K - $546K
143K $4.4M
VEA
Vanguard Ftse Developed Market

ETFs
19.6K
+ 38.58%
$47.4 - $52.99 $927K - $1.04M
70.2K $3.57M
UPS
United Parcel Service Inc

Industrials
19.3K
+ 31.64%
$109.66 - $136.26 $2.12M - $2.63M
80.4K $8.84M
UL
Unilever PLC

Consumer Defensive
18.1K
+ 257.81%
$54.72 - $60.29 $993K - $1.09M
25.2K $1.5M
KRP
Kimbell Royalty Partners, LP

Energy
120K
+ 44.89%
$13.35 - $16.45 $1.6M - $1.97M
387K $5.42M
AMD
Advanced Micro Devices Inc

Technology
19.7K
+ 37.52%
$96.63 - $129.55 $1.9M - $2.55M
72.2K $7.42M
PLD
Prologis, Inc.

Real Estate
8.78K
+ 61.76%
$103.59 - $124.04 $909K - $1.09M
23K $2.57M
PAA
Plains All American Pipeline LP

Energy
14.8K
+ 5.74%
$17.32 - $20.96 $256K - $310K
273K $5.45M
OXY
Occidental Petroleum Corp

Energy
20.8K
+ 170.81%
$45.45 - $52.7 $946K - $1.1M
33K $1.63M
GS
Goldman Sachs Group Inc

Financial Services
2.1K
+ 43.93%
$524.81 - $672.19 $1.1M - $1.41M
6.87K $3.75M
XLE
Energy Sector Spdr

ETFs
3.4K
+ 3.79%
$85.7 - $93.96 $292K - $320K
93.3K $8.72M
VRT
Vertiv Holdings CO

Industrials
11.5K
+ 22.5%
N/A
62.5K $5.41M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
23.3K
+ 11.98%
$53.6 - $58.97 $1.25M - $1.37M
218K $11.9M
CMBS
Ishares Cmbs ETF

ETFs
18.1K
+ 39.8%
$47.16 - $48.21 $854K - $873K
63.6K $3.05M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
17.4K
+ 34.34%
$48.31 - $49.23 $841K - $857K
68.1K $3.35M
VGSH
Vanguard

ETFs
13.3K
+ 14.1%
$58.07 - $58.69 $774K - $782K
108K $6.33M
AZN
Astrazeneca PLC

Healthcare
10.6K
+ 213.89%
$65.37 - $77.96 $690K - $823K
15.5K $1.14M
WES
Western Midstream Partners, LP

Energy
15.3K
+ 20.92%
$37.87 - $42.89 $580K - $657K
88.5K $3.63M
PSX
Phillips 66

Energy
5.45K
+ 37.21%
$113.93 - $131.55 $620K - $716K
20.1K $2.48M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.61K
+ 166.87%
$128.74 - $138.67 $722K - $777K
8.96K $1.22M
AGNC
Agnc Investment Corp.

Real Estate
77.5K
+ 119.87%
$9.12 - $10.54 $707K - $817K
142K $1.36M
DIS
Walt Disney CO

Communication Services
11.5K
+ 37.6%
$96.87 - $114.0 $1.11M - $1.31M
42K $4.14M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
10.9K
+ 54.81%
$59.15 - $62.71 $644K - $683K
30.8K $1.9M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
25K
+ 11.75%
$21.23 - $22.14 $531K - $554K
238K $5.24M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
11.9K
+ 58.85%
$68.07 - $78.99 $810K - $940K
32.1K $2.19M
QCOM
Qualcomm Inc

Technology
4.21K
+ 6.53%
$151.94 - $175.86 $640K - $741K
68.7K $10.6M
SLV
I Shares Silver Trust

ETFs
5.65K
+ 5.72%
$26.93 - $31.32 $152K - $177K
104K $3.24M
CB
Chubb LTD

Financial Services
1.35K
+ 15.56%
$257.71 - $301.99 $347K - $407K
10K $3.02M
PI
Impinj Inc

Technology
8.9K
+ 261.62%
$87.73 - $152.24 $780K - $1.35M
12.3K $1.12M
SHV
Ishares Tr

ETFs
5.45K
+ 11.11%
$110.11 - $110.51 $600K - $602K
54.5K $6.02M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
13.5K
+ 59.94%
$45.03 - $48.14 $606K - $648K
35.9K $1.66M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.1K
+ 9.74%
$62.72 - $71.92 $636K - $729K
114K $7.2M
ABT
Abbott Laboratories

Healthcare
1.62K
+ 8.78%
$111.1 - $140.22 $180K - $228K
20.1K $2.67M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10.2K
+ 108.66%
$62.43 - $84.12 $634K - $855K
19.5K $1.27M
Activity Summary
Buys All Purchases 478 New Holdings 100 Increased Positions 378 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 2 Puts 1
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