U.S. Capital Wealth Advisors, LLC Incresed Positions in Q2 2025

U.S. Capital Wealth Advisors, LLC

  • $3.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
1.4K
+ 21.45%
$517.23 - $700.54 $723K - $979K
7.91K $5.53M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
15.7K
+ 43.36%
$97.29 - $105.63 $1.53M - $1.66M
51.9K $5.28M
TSLA
Tesla, Inc.

Consumer Cyclical
1.63K
+ 10.85%
$221.86 - $362.89 $362K - $593K
16.7K $5.3M
EQR
Equity Residential

Real Estate
25.5K
+ 29.57%
$61.82 - $71.72 $1.58M - $1.83M
112K $7.54M
APH
Amphenol Corp

Technology
12.5K
+ 342.36%
$59.09 - $98.75 $737K - $1.23M
16.1K $1.59M
MELI
Mercadolibre Inc

Consumer Cyclical
131
+ 8.89%
$1794.73 - $2613.63 $235K - $342K
1.61K $4.19M
ET
Energy Transfer LP

Energy
99.8K
+ 8.62%
$15.65 - $18.93 $1.56M - $1.89M
1.26M $22.8M
IYW
Ishares Dj Us Tech ETF

ETFs
2.02K
+ 7.17%
$122.57 - $173.27 $247K - $350K
30.2K $5.23M
VHT
Vanguard Health Care ETF

ETFs
5.26K
+ 219.3%
$236.71 - $261.92 $1.25M - $1.38M
7.66K $1.9M
PAA
Plains All American Pipeline LP

Energy
94.1K
+ 34.54%
$16.03 - $20.28 $1.51M - $1.91M
367K $6.72M
CGGO
Capital Group Global Growth Eq

ETFs
13.5K
+ 6.22%
$25.31 - $32.17 $341K - $433K
230K $7.36M
KMI
Kinder Morgan, Inc.

Energy
13.8K
+ 1.53%
$25.21 - $29.4 $348K - $405K
915K $26.9M
DFAI
Dimensional ETF Tr

ETFs
24.6K
+ 24.42%
$28.02 - $34.71 $689K - $854K
125K $4.33M
TJX
Tjx Companies Inc

Consumer Cyclical
8.58K
+ 12.21%
$119.13 - $135.03 $1.02M - $1.16M
78.8K $9.74M
CGDV
Capital Group Divid Value ETF

ETFs
11.8K
+ 6.64%
$31.93 - $39.49 $378K - $467K
190K $7.51M
WYNN
Wynn Resorts LTD

Consumer Cyclical
7.36K
+ 16.43%
$66.1 - $97.75 $486K - $719K
52.2K $4.89M
UL
Unilever PLC

Consumer Defensive
17.9K
+ 70.98%
$57.9 - $65.43 $1.03M - $1.17M
43.1K $2.63M
VZ
Verizon Communications Inc

Communication Services
35.5K
+ 18.48%
$41.67 - $45.62 $1.48M - $1.62M
227K $9.84M
CVE
Cenovus Energy Inc.

Energy
97.1K
+ 14.82%
$10.58 - $14.83 $1.03M - $1.44M
752K $10.2M
PFE
Pfizer Inc

Healthcare
62K
+ 15.5%
$21.59 - $24.84 $1.34M - $1.54M
462K $11.2M
EFV
Msci Eafe Value ETF

ETFs
11.4K
+ 16.39%
$52.4 - $64.65 $598K - $738K
81K $5.14M
TAXF
American Centy ETF Tr Diversif

ETFs
21.6K
+ 34.78%
$47.8 - $49.79 $1.03M - $1.07M
83.6K $4.09M
MAIN
Main Street Capital Corp

Financial Services
10.9K
+ 8.44%
$49.15 - $59.32 $533K - $644K
139K $8.24M
DFAU
Dimensional ETF Tr

ETFs
2.55K
+ 1.19%
$34.04 - $42.36 $86.9K - $108K
217K $9.19M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.51K
+ 110.59%
$248.61 - $294.96 $873K - $1.04M
6.68K $1.89M
WPC
W. P. Carey Inc.

Real Estate
16.5K
+ 14.25%
$56.12 - $64.53 $924K - $1.06M
132K $8.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.9K
+ 14.31%
$152.93 - $181.74 $597K - $709K
31.2K $5.67M
CNI
Canadian National Railway CO

Industrials
8.44K
+ 114.5%
$92.66 - $108.13 $782K - $912K
15.8K $1.64M
OPER
ETF Ser Solutions Clearshares

ETFs
9.27K
+ 2.6%
$100.08 - $100.44 $928K - $931K
365K $36.6M
GLD
Spdr Gold Trust

ETFs
1.3K
+ 4.22%
$273.71 - $316.29 $357K - $412K
32.2K $9.81M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
19.8K
+ 42.29%
$32.0 - $39.87 $635K - $791K
66.8K $2.66M
XLF
Financial Sector Spdr

ETFs
12.9K
+ 16.59%
$43.92 - $52.37 $565K - $674K
90.4K $4.74M
ACN
Accenture PLC

Technology
3.14K
+ 58.02%
$279.23 - $323.21 $876K - $1.01M
8.54K $2.55M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.85K
+ 30.31%
$152.42 - $182.82 $586K - $703K
16.5K $3.02M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.65K
+ 12.2%
$56.88 - $70.77 $378K - $471K
61.1K $4.33M
TSCO
Tractor Supply CO

Consumer Cyclical
16.5K
+ 133.38%
$47.86 - $55.77 $792K - $923K
29K $1.53M
FTC
First Tr Lge Cap Growth

ETFs
211
+ 0.51%
$116.97 - $150.97 $24.7K - $31.9K
41.4K $6.25M
COIN
Coinbase Global, Inc.

Technology
971
+ 34.98%
$151.47 - $375.07 $147K - $364K
3.75K $1.31M
VUG
Vanguard Growth ETF

ETFs
378
+ 3.88%
$329.49 - $438.4 $125K - $166K
10.1K $4.43M
VKTX
Viking Therapeutics, Inc.

Healthcare
27.8K
+ 77.75%
$19.98 - $29.49 $555K - $820K
63.5K $1.68M
CME
Cme Group Inc.

Financial Services
1.5K
+ 3.87%
$252.37 - $290.71 $379K - $436K
40.3K $11.1M
VOX
Vanguard Communication Service

ETFs
2.69K
+ 17.44%
$133.12 - $171.03 $358K - $460K
18.1K $3.1M
AXON
Axon Enterprise, Inc.

Industrials
410
+ 26.43%
$497.13 - $827.94 $204K - $339K
1.96K $1.62M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
65.9K
+ 67.75%
$13.05 - $14.45 $860K - $952K
163K $2.19M
ES
Eversource Energy

Utilities
8.72K
+ 5.52%
$54.25 - $65.89 $473K - $575K
167K $10.6M
NOC
Northrop Grumman Corp

Industrials
1.57K
+ 120.34%
$456.3 - $540.39 $718K - $851K
2.88K $1.44M
DEO
Diageo PLC

Consumer Defensive
11K
+ 12.26%
$99.86 - $115.75 $1.1M - $1.28M
101K $10.2M
KRP
Kimbell Royalty Partners, LP

Energy
54.8K
+ 14.16%
$11.58 - $14.61 $634K - $800K
442K $6.17M
AEP
American Electric Power CO Inc

Utilities
12.3K
+ 12.77%
$98.59 - $109.11 $1.21M - $1.34M
108K $11.3M
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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