U.S. Capital Wealth Advisors, LLC Incresed Positions in Q4 2024

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
19.7K
+ 50.61%
$59.93 - $86.34 $1.18M - $1.7M
58.7K $3.54M
VIG
Vanguard Dividend Appreciation

ETFs
3.18K
+ 24.27%
N/A
16.3K $2.97M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.07K
+ 155.1%
$55.73 - $66.16 $505K - $600K
14.9K $899K
XLRE
Select Sector Spdr Tr Real Est

ETFs
13.8K
+ 146.34%
$40.06 - $45.21 $554K - $625K
23.3K $946K
FDX
Fedex Corp

Industrials
1.69K
+ 28.69%
$260.5 - $305.15 $441K - $517K
7.6K $2.14M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.4K
+ 226.38%
$34.13 - $37.35 $525K - $575K
22.2K $757K
IDU
Ishares Tr U S Utils ETF

ETFs
5.3K
+ 200.8%
$94.65 - $105.73 $502K - $560K
7.94K $763K
FVD
First Tr Value Line Divid Inde

ETFs
11.6K
+ 151.4%
$43.4 - $46.7 $505K - $543K
19.3K $843K
VO
Vanguard Mid Cap ETF

ETFs
1.83K
+ 35.92%
$261.5 - $284.63 $477K - $519K
6.91K $1.82M
VUG
Vanguard Growth ETF

ETFs
495
+ 4.93%
$378.79 - $428.11 $188K - $212K
10.5K $4.33M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.15K
+ 10.38%
$264.18 - $304.19 $303K - $349K
12.2K $3.42M
MCD
Mcdonalds Corp

Consumer Cyclical
4.03K
+ 8.2%
$288.47 - $316.54 $1.16M - $1.28M
53.2K $15.4M
XLB
Select Sector Spdr Fd Material

ETFs
6.25K
+ 99.32%
$83.8 - $97.58 $524K - $610K
12.5K $1.06M
ADP
Automatic Data Processing Inc

Industrials
1.25K
+ 29.84%
$280.08 - $307.97 $350K - $385K
5.44K $1.59M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.67K
+ 79.76%
$90.66 - $99.46 $423K - $465K
10.5K $957K
DOCU
Docusign, Inc.

Technology
38
+ 0.25%
$61.42 - $106.99 $2.33K - $4.07K
15K $1.35M
CQP
Cheniere Energy Partners, L.P.

Energy
6.54K
+ 48.07%
$48.06 - $58.87 $314K - $385K
20.1K $1.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.13K
+ 86.1%
$49.79 - $51.14 $405K - $416K
17.6K $881K
WFC
Wells Fargo & Company

Financial Services
304
+ 1.15%
$54.98 - $77.35 $16.7K - $23.5K
26.9K $1.89M
ENB
Enbridge Inc

Energy
1.72K
+ 1.03%
$40.4 - $43.92 $69.5K - $75.5K
169K $7.19M
SLB
Schlumberger Limited

Energy
21.4K
+ 17.45%
$36.83 - $45.59 $789K - $977K
144K $5.53M
DDOG
Datadog, Inc.

Technology
137
+ 1.08%
$113.98 - $168.65 $15.6K - $23.1K
12.8K $1.83M
ASML
Asml Holding Nv

Technology
688
+ 92.1%
$658.43 - $872.27 $453K - $600K
1.44K $994K
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.38K
+ 63.26%
$104.59 - $118.05 $353K - $399K
8.72K $946K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.9K
+ 44.08%
$121.89 - $135.52 $353K - $392K
9.47K $1.18M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.25K
+ 26.01%
$40.97 - $42.66 $379K - $395K
44.8K $1.86M
POCT
Innovator U.S. Equity Power Bu

ETFs
8.54K
+ 43.79%
$38.63 - $40.03 $330K - $342K
28K $1.11M
IXN
Ishares Global Information Tec

ETFs
3.45K
+ 13.49%
$80.67 - $87.84 $278K - $303K
29K $2.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.8K
+ 304.75%
$25.33 - $51.16 $501K - $1.01M
26.3K $678K
FSIG
First Tr ETF Iv LTD Duration I
19.6K
+ 26.28%
$18.8 - $19.23 $368K - $376K
93.9K $1.77M
GLD
Spdr Gold Trust

ETFs
1.49K
+ 5.04%
$236.59 - $257.5 $352K - $383K
31K $7.5M
VKTX
Viking Therapeutics, Inc.

Healthcare
21.1K
+ 91.69%
$38.28 - $78.03 $809K - $1.65M
44.2K $1.78M
CSWI
Csw Industrials, Inc.

Industrials
1K
+ 40.0%
$352.8 - $432.01 $353K - $432K
3.5K $1.23M
IBM
International Business Machines Corp

Technology
1.84K
+ 2.45%
$204.9 - $238.04 $376K - $437K
76.9K $16.9M
MCK
Mckesson Corp

Healthcare
195
+ 7.52%
$482.27 - $628.5 $94K - $123K
2.79K $1.59M
ARCC
Ares Capital Corp

Financial Services
7.9K
+ 5.6%
$20.74 - $22.27 $164K - $176K
149K $3.26M
AXP
American Express CO

Financial Services
390
+ 5.42%
$267.35 - $305.57 $104K - $119K
7.59K $2.25M
VHT
Vanguard Health Care ETF

ETFs
1.28K
+ 121.04%
$250.81 - $283.3 $322K - $363K
2.34K $594K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
283
+ 19.45%
$260.53 - $404.79 $73.7K - $115K
1.74K $664K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.64K
+ 12.36%
$134.53 - $150.65 $355K - $398K
24K $3.25M
VTV
Vanguard Value ETF

ETFs
2.52K
+ 8.29%
$168.32 - $181.87 $424K - $458K
32.9K $5.57M
EFG
Msci Eafe Growth ETF

ETFs
6.89K
+ 18.48%
$96.83 - $106.88 $667K - $737K
44.2K $4.28M
ISRG
Intuitive Surgical Inc

Healthcare
371
+ 19.59%
$471.27 - $550.62 $175K - $204K
2.27K $1.18M
ABT
Abbott Laboratories

Healthcare
2.35K
+ 14.53%
$111.93 - $119.39 $263K - $280K
18.5K $2.09M
IWV
Ishares Russell 3000 ETF

ETFs
542
+ 6.16%
$323.08 - $349.08 $175K - $189K
9.33K $3.12M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
432
+ 6.9%
$563.99 - $620.12 $244K - $268K
6.69K $3.81M
TECK
Teck Resources LTD

Basic Materials
10.2K
+ 70.21%
$39.99 - $52.38 $409K - $535K
24.8K $1M
DLR
Digital Realty Trust, Inc.

Real Estate
346
+ 3.04%
$156.46 - $195.69 $54.1K - $67.7K
11.7K $2.08M
BAR
Granite Shares Gold Trust

ETFs
9.35K
+ 8.08%
$25.3 - $27.51 $237K - $257K
125K $3.24M
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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