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
DVY
Ishares Tr

ETFs
670
+ 12.19%
$128.58 - $138.1 $86.1K - $92.5K
6.17K $827K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.89K
+ 47.74%
$25.35 - $27.46 $98.6K - $107K
12K $318K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
2.53K
+ 21.38%
N/A
14.4K $583K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.77K
+ 7.62%
$39.18 - $43.52 $69.5K - $77.2K
25K $1.05M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.96K
+ 30.97%
$45.92 - $47.58 $90K - $93.2K
8.29K $393K
VDE
Vanguard Energy ETF

ETFs
400
+ 7.7%
$119.14 - $132.76 $47.7K - $53.1K
5.59K $725K
BSX
Boston Scientific Corp

Healthcare
480
+ 12.89%
$89.38 - $106.18 $42.9K - $51K
4.2K $423K
IYH
Ishares Tr

ETFs
741
+ 4.35%
$58.32 - $62.76 $43.2K - $46.5K
17.8K $1.08M
NTAP
Net App, Inc.

Technology
1.66K
+ 81.18%
$87.84 - $126.3 $145K - $209K
3.7K $324K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.59K
+ 10.59%
$113.13 - $127.79 $180K - $203K
16.6K $1.88M
ITA
Ishares Tr

ETFs
468
+ 28.69%
$144.84 - $159.5 $67.8K - $74.6K
2.1K $321K
FIX
Comfort Systems Usa Inc

Industrials
2.55K
+ 35.12%
$313.26 - $550.27 $800K - $1.4M
9.82K $3.17M
IDNA
Ishares Tr Genomics Immunology

ETFs
6.05K
+ 31.68%
$20.49 - $23.63 $124K - $143K
25.2K $515K
AES
Aes Corp

Utilities
7.78K
+ 18.2%
$9.93 - $13.23 $77.2K - $103K
50.5K $627K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
2.96K
+ 27.7%
$40.67 - $48.92 $120K - $145K
13.7K $555K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
4.22K
+ 30.86%
$15.0 - $15.91 $63.3K - $67.1K
17.9K $278K
IXUS
Ishares Tr

ETFs
735
+ 15.89%
$65.06 - $72.31 $47.8K - $53.1K
5.36K $374K
JCI
Johnson Controls International PLC

Industrials
764
+ 13.41%
$76.12 - $90.6 $58.2K - $69.2K
6.46K $517K
SYK
Stryker Corp

Healthcare
61
+ 1.71%
$355.18 - $399.9 $21.7K - $24.4K
3.63K $1.35M
ARCC
Ares Capital Corp

Financial Services
1.14K
+ 0.76%
$21.28 - $23.81 $24.2K - $27K
150K $3.33M
VOD
Vodafone Group Public LTD CO

Communication Services
5.78K
+ 47.8%
$8.05 - $9.86 $46.5K - $57K
17.9K $167K
MAIN
Main Street Capital Corp

Financial Services
5.52K
+ 4.49%
$54.71 - $63.1 $302K - $348K
129K $7.27M
IWB
Ishares Tr Russell 1000 ETF

ETFs
285
+ 17.66%
$302.31 - $337.54 $86.2K - $96.2K
1.9K $582K
XYL
Xylem Inc.

Industrials
285
+ 3.62%
$114.02 - $132.04 $32.5K - $37.6K
8.15K $973K
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.1K
+ 6.18%
$41.09 - $43.24 $86.3K - $90.8K
36.1K $1.5M
APO
Apollo Global Management, Inc.

Financial Services
2.38K
+ 25.34%
$126.01 - $172.06 $299K - $409K
11.7K $1.61M
FVD
First Tr Value Line Divid Inde

ETFs
823
+ 4.26%
$42.61 - $45.51 $35.1K - $37.5K
20.1K $898K
FTSL
First Trust Senior Ln Fund

ETFs
2.17K
+ 2.82%
$45.65 - $46.48 $98.9K - $101K
79.1K $3.61M
JBL
Jabil Inc

Technology
504
+ 24.96%
$130.51 - $173.33 $65.8K - $87.4K
2.52K $343K
ABC
Amerisourcebergen Corp

Healthcare
260
+ 3.15%
N/A
8.51K $1.58M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.01K
+ 21.52%
$21.23 - $23.75 $63.9K - $71.5K
17K $365K
IEMG
Ishares Inc

ETFs
894
+ 6.53%
N/A
14.6K $782K
VIG
Vanguard Dividend Appreciation

ETFs
265
+ 1.63%
N/A
16.6K $3.02M
HDV
Ishares Core High Dividend ETF

ETFs
28
+ 0.61%
$110.86 - $121.12 $3.1K - $3.39K
4.61K $558K
EMB
Ishares Tr

ETFs
369
+ 6.72%
$88.64 - $92.03 $32.7K - $34K
5.86K $530K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
420
+ 8.37%
$73.78 - $76.59 $31K - $32.2K
5.44K $416K
DD
Du Pont De Nemours, Inc.

Basic Materials
654
+ 12.87%
$72.7 - $84.32 $47.5K - $55.1K
5.74K $428K
VHT
Vanguard Health Care ETF

ETFs
56
+ 2.39%
$254.06 - $273.83 $14.2K - $15.3K
2.4K $635K
POCT
Innovator U.S. Equity Power Bu

ETFs
1.57K
+ 5.59%
$38.53 - $40.49 $60.4K - $63.5K
29.6K $1.15M
XLB
Select Sector Spdr Fd Material

ETFs
183
+ 1.46%
$83.19 - $90.99 $15.2K - $16.7K
12.7K $1.09M
LUV
Southwest Airlines CO

Industrials
1.17K
+ 5.65%
$28.18 - $34.84 $33.1K - $40.9K
21.9K $736K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
567
+ 2.02%
$25.44 - $27.95 $14.4K - $15.8K
28.7K $775K
WTS
Watts Water Technologies Inc

Industrials
180
+ 8.18%
$195.28 - $224.67 $35.2K - $40.4K
2.38K $485K
ORCC
Owl Rock Capital Corp

Financial Services
2.79K
+ 2.96%
N/A
97K $1.3M
VFH
Vanguard Financial ETF

ETFs
81
+ 0.43%
$114.07 - $127.34 $9.24K - $10.3K
19.1K $2.29M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
6.58K
+ 25.11%
$6.98 - $8.14 $45.9K - $53.6K
32.8K $228K
AG
First Majestic Silver Corp

Basic Materials
1.5K
+ 7.44%
$5.28 - $7.25 $7.93K - $10.9K
21.7K $145K
AMP
Ameriprise Financial Inc

Financial Services
109
+ 27.88%
$472.29 - $575.13 $51.5K - $62.7K
500 $242K
VNLA
Janus Henderson Short Duration

ETFs
512
+ 1.63%
$48.89 - $49.21 $25K - $25.2K
31.9K $1.57M
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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