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
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
8.69K
+ 55.31%
$77.91 - $92.26 $677K - $801K
24.4K $1.94M
SCHG
Schwab Strategic Tr Us Large C

ETFs
44.2K
+ 23.18%
$24.91 - $29.02 $1.1M - $1.28M
235K $5.88M
MS
Morgan Stanley

Financial Services
6.53K
+ 30.06%
$111.68 - $141.08 $729K - $921K
28.2K $3.29M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.27K
+ 4.81%
$48.65 - $53.06 $208K - $227K
93.1K $4.83M
ENB
Enbridge Inc

Energy
4.89K
+ 2.89%
$41.54 - $45.45 $203K - $222K
174K $7.72M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
3.93K
+ 40.74%
$107.24 - $116.37 $421K - $457K
13.6K $1.58M
BIDU
Baidu, Inc.

Communication Services
5.12K
+ 77.5%
$77.43 - $102.51 $396K - $524K
11.7K $1.08M
FITB
Fifth Third Bancorp

Financial Services
15.7K
+ 49.5%
$37.48 - $44.96 $588K - $706K
47.4K $1.86M
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.67K
+ 121.7%
$69.82 - $78.67 $536K - $603K
14K $983K
EEMV
Ishares Msci Emerging Markets

ETFs
8.39K
+ 58.95%
$57.07 - $59.29 $479K - $498K
22.6K $1.32M
MPC
Marathon Petroleum Corp

Energy
2.32K
+ 10.24%
$134.72 - $159.03 $313K - $369K
25K $3.64M
CNQ
Canadian Natural Resources LTD

Energy
16K
+ 2.59%
$26.72 - $32.74 $428K - $524K
635K $19.5M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.29K
+ 18.5%
$41.61 - $44.72 $345K - $371K
53.1K $2.3M
XLU
Utilities Sector Spdr

ETFs
1.1K
+ 1.04%
$74.7 - $80.27 $82.4K - $88.5K
107K $8.44M
SBUX
Starbucks Corp

Consumer Cyclical
3.95K
+ 81.55%
$91.75 - $115.81 $362K - $457K
8.79K $861K
BP
Bp PLC

Energy
10.6K
+ 73.44%
$29.93 - $35.31 $318K - $375K
25.1K $846K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.9K
+ 45.2%
$63.07 - $73.5 $309K - $360K
15.7K $1.1M
LNG
Cheniere Energy, Inc.

Energy
789
+ 5.6%
$209.32 - $253.66 $165K - $200K
14.9K $3.44M
PEP
Pepsico Inc

Consumer Defensive
2.91K
+ 26.46%
$142.64 - $156.42 $415K - $455K
13.9K $2.08M
XLF
Financial Sector Spdr

ETFs
6.13K
+ 8.58%
$47.32 - $52.19 $290K - $320K
77.6K $3.86M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.74K
+ 78.1%
$97.38 - $104.52 $364K - $391K
8.53K $871K
MRK
Merck & Co., Inc.

Healthcare
7.15K
+ 27.8%
$83.01 - $101.02 $594K - $723K
32.9K $2.95M
MLPA
Global X Mlp ETF

ETFs
6.88K
+ 160.74%
$49.83 - $54.53 $343K - $375K
11.2K $593K
TFC
Truist Financial Corp

Financial Services
9.74K
+ 114.66%
$39.48 - $48.15 $384K - $469K
18.2K $749K
CAH
Cardinal Health Inc

Healthcare
2.22K
+ 59.42%
$118.02 - $137.77 $262K - $306K
5.96K $820K
ADP
Automatic Data Processing Inc

Industrials
944
+ 17.37%
$286.85 - $318.64 $271K - $301K
6.38K $1.95M
SPGI
S&P Global Inc.

Financial Services
680
+ 84.58%
$478.26 - $543.77 $325K - $370K
1.48K $754K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.03K
+ 10.93%
$77.7 - $78.94 $313K - $318K
40.9K $3.23M
UNP
Union Pacific Corp

Industrials
1.36K
+ 38.8%
$225.21 - $254.42 $305K - $345K
4.85K $1.15M
XCEM
Columbia ETF Tr Ii

ETFs
11.7K
+ 12.15%
$29.18 - $30.72 $340K - $358K
108K $3.18M
VO
Vanguard Mid Cap ETF

ETFs
1.44K
+ 20.87%
$251.87 - $277.95 $363K - $401K
8.35K $2.16M
SO
Southern CO

Utilities
227
+ 0.7%
$80.96 - $92.96 $18.4K - $21.1K
32.6K $3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.65K
+ 35.06%
$56.12 - $68.15 $205K - $248K
14K $952K
LOW
Lowes Companies Inc

Consumer Cyclical
2.5K
+ 12.54%
$222.66 - $268.42 $557K - $672K
22.5K $5.24M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.92K
+ 19.24%
$211.47 - $267.17 $1.25M - $1.58M
36.7K $7.76M
CVS
Cvs Health Corp

Healthcare
147
+ 1.17%
$44.22 - $68.64 $6.5K - $10.1K
12.8K $864K
WM
Waste Management Inc

Industrials
357
+ 5.04%
$200.54 - $233.78 $71.6K - $83.5K
7.44K $1.72M
PDI
Pimco Dynamic Income Fund

Financial Services
4K
+ 2.8%
$18.51 - $20.05 $74.1K - $80.3K
147K $2.91M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.16K
+ 23.32%
$108.02 - $120.45 $342K - $381K
16.7K $1.84M
CGDV
Capital Group Divid Value ETF

ETFs
5.99K
+ 3.47%
$34.95 - $37.36 $209K - $224K
178K $6.35M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.78K
+ 132.46%
$157.71 - $180.77 $280K - $321K
3.12K $500K
HESM
Hess Midstream LP

Energy
682
+ 1.47%
$37.59 - $43.88 $25.6K - $29.9K
47.1K $1.99M
NOC
Northrop Grumman Corp

Industrials
462
+ 54.61%
$433.45 - $513.82 $200K - $237K
1.31K $669K
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.5K
+ 27.09%
$45.72 - $51.73 $389K - $440K
39.9K $1.84M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
5.92K
+ 22.53%
$49.36 - $53.08 $292K - $314K
32.2K $1.61M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
6.55K
+ 14.07%
$38.02 - $39.4 $249K - $258K
53.1K $2.05M
NVS
Novartis Ag

Healthcare
314
+ 2.14%
$97.14 - $115.57 $30.5K - $36.3K
15K $1.67M
RC
Ready Capital Corp

Real Estate
52.3K
+ 348.74%
$4.9 - $7.05 $256K - $369K
67.3K $342K
NRG
Nrg Energy, Inc.

Utilities
548
+ 1.56%
$84.82 - $113.33 $46.5K - $62.1K
35.7K $3.4M
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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