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
TAXF
American Centy ETF Tr Diversif

ETFs
3.44K
+ 6.29%
$49.94 - $51.44 $172K - $177K
58.1K $2.91M
HYG
Ishares Tr

ETFs
1.33K
+ 42.48%
$78.09 - $80.04 $104K - $106K
4.45K $350K
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.3K
+ 324.92%
$25.79 - $80.4 $265K - $825K
13.4K $349K
SPGI
S&P Global Inc.

Financial Services
206
+ 34.45%
$480.36 - $529.17 $99K - $109K
804 $400K
MBB
Ishares Tr

ETFs
1.2K
+ 26.27%
$91.26 - $95.82 $109K - $115K
5.76K $527K
BSX
Boston Scientific Corp

Healthcare
829
+ 28.65%
$83.62 - $91.5 $69.3K - $75.9K
3.72K $332K
VOE
Vanguard Mid Cap Value Index F

ETFs
642
+ 23.31%
$160.89 - $176.18 $103K - $113K
3.4K $549K
PPA
Invesco Exchange Traded Fd Tr

ETFs
745
+ 21.58%
$113.79 - $124.5 $84.8K - $92.8K
4.2K $481K
AIG
American International Group, Inc.

Financial Services
1.15K
+ 28.5%
$70.0 - $79.22 $80.2K - $90.7K
5.16K $375K
TFC
Truist Financial Corp

Financial Services
1.75K
+ 25.91%
$41.51 - $48.1 $72.5K - $84K
8.49K $368K
PKG
Packaging Corp Of America

Consumer Cyclical
295
+ 25.09%
$211.98 - $248.85 $62.5K - $73.4K
1.47K $331K
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.48K
+ 6.68%
$40.12 - $41.68 $59.3K - $61.6K
23.6K $972K
CAH
Cardinal Health Inc

Healthcare
406
+ 12.18%
$107.89 - $125.33 $43.8K - $50.9K
3.74K $442K
ERJ
Embraer S.A.

Industrials
1.66K
+ 16.52%
$32.46 - $40.0 $53.8K - $66.3K
11.7K $428K
NJUL
Innovator Growth 100 Power Buf

Technology
1.06K
+ 31.66%
$60.22 - $63.94 $63.8K - $67.7K
4.4K $276K
CRGY
Crescent Energy CO

Energy
15
+ 0.08%
$11.17 - $15.28 $168 - $229
19K $277K
TXN
Texas Instruments Inc

Technology
341
+ 1.83%
N/A
19K $3.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.2K
+ 267.53%
$22.01 - $66.82 $224K - $680K
14K $317K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3.2K
+ 7.75%
$14.38 - $15.35 $46K - $49.1K
44.5K $665K
AON
Aon PLC

Financial Services
33
+ 0.9%
$344.14 - $393.31 $11.4K - $13K
3.69K $1.33M
SPOT
Spotify Technology S.A.

Communication Services
10
+ 1.42%
$362.95 - $502.38 $3.63K - $5.02K
714 $319K
MUB
Ishares National Muni Bond ETF

ETFs
938
+ 4.48%
$105.78 - $108.7 $99.2K - $102K
21.9K $2.33M
FANG
Diamondback Energy, Inc.

Energy
536
+ 13.99%
$153.06 - $199.5 $82K - $107K
4.37K $715K
FNDA
Schwab Fundamental U S Small C

ETFs
6.68K
+ 137.89%
$29.26 - $59.11 $195K - $395K
11.5K $342K
LQD
Ishares Iboxx $ Investment Gra

ETFs
674
+ 22.01%
$106.56 - $113.11 $71.8K - $76.2K
3.74K $399K
JBL
Jabil Inc

Technology
36
+ 1.82%
$118.97 - $147.77 $4.28K - $5.32K
2.02K $290K
MGK
Vanguard Mega Cap Growth ETF

ETFs
33
+ 1.73%
$316.94 - $357.88 $10.5K - $11.8K
1.94K $666K
XEL
Xcel Energy Inc

Utilities
522
+ 7.01%
$62.16 - $72.92 $32.4K - $38.1K
7.97K $537K
ARRY
Array Technologies, Inc.

Technology
10K
+ 40.1%
$5.16 - $7.63 $51.7K - $76.5K
35K $211K
INGR
Ingredion Inc

Consumer Defensive
315
+ 17.59%
$132.76 - $154.86 $41.8K - $48.8K
2.11K $289K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
410
+ 2.0%
$126.68 - $134.74 $51.9K - $55.2K
21K $2.67M
JCI
Johnson Controls International PLC

Industrials
409
+ 7.74%
$74.23 - $86.6 $30.4K - $35.4K
5.7K $449K
HRI
Herc Holdings Inc

Industrials
1
+ 0.08%
$155.15 - $239.28 $155 - $239
1.27K $239K
VGIT
Vanguard Intermediate Term Tre

ETFs
836
+ 17.1%
$57.78 - $60.4 $48.3K - $50.5K
5.73K $332K
SOXX
Ishares Semiconductor ETF

ETFs
627
+ 9.59%
$211.27 - $239.8 $132K - $150K
7.17K $1.54M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
11K
+ 8.51%
$11.1 - $12.03 $122K - $133K
140K $1.58M
USXF
Ishares Esg Advanced Msci Usa

Technology
606
+ 8.71%
$48.45 - $52.57 $29.4K - $31.9K
7.56K $375K
CSQ
Calamos Strategic Total Return Fund

Financial Services
62
+ 0.07%
$17.14 - $18.44 $1.06K - $1.14K
87.8K $1.56M
PHYS
Sprott Physical Gold Trust

Financial Services
2.04K
+ 7.6%
$19.66 - $21.66 $40.1K - $44.2K
28.9K $581K
WM
Waste Management Inc

Industrials
353
+ 5.25%
$201.79 - $228.46 $71.2K - $80.6K
7.08K $1.43M
EMB
Ishares Tr

ETFs
599
+ 12.25%
$88.94 - $93.46 $53.3K - $56K
5.49K $488K
ADI
Analog Devices Inc

Technology
277
+ 17.84%
$206.35 - $236.48 $57.2K - $65.5K
1.83K $388K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
470
+ 12.35%
$51.33 - $58.78 $24.1K - $27.6K
4.28K $230K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.7K
+ 141.72%
$18.41 - $40.87 $215K - $478K
20K $369K
FFIN
First Financial Bankshares Inc

Financial Services
1K
+ 11.42%
$35.49 - $43.05 $35.5K - $43.1K
9.76K $351K
HYLS
First Tr Tactical High Yield L

ETFs
1.41K
+ 2.86%
$41.29 - $42.03 $58.1K - $59.1K
50.6K $2.09M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
197
+ 7.14%
$76.53 - $94.19 $15.1K - $18.6K
2.96K $252K
IBB
Ishares Biotechnology ETF

ETFs
344
+ 23.69%
$131.21 - $148.85 $45.1K - $51.2K
1.8K $237K
HDV
Ishares Core High Dividend ETF

ETFs
419
+ 10.07%
$110.82 - $121.28 $46.4K - $50.8K
4.58K $514K
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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