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
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
6.52K
+ 2.74%
$21.55 - $22.2 $141K - $145K
244K $5.4M
U
Unity Software Inc.

Technology
104
+ 0.31%
$16.75 - $26.24 $1.74K - $2.73K
33.4K $807K
IWR
Ishares Russell Mid Cap ETF

ETFs
109
+ 0.52%
$74.88 - $91.97 $8.16K - $10K
21.3K $1.95M
ISRG
Intuitive Surgical Inc

Healthcare
74
+ 3.25%
$451.58 - $565.94 $33.4K - $41.9K
2.35K $1.28M
BALT
Innovator Etfs Tr
2.9K
+ 3.58%
$30.33 - $32.1 $87.8K - $93K
83.7K $2.69M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
410
+ 2.61%
$62.73 - $78.42 $25.7K - $32.2K
16.1K $1.25M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1
+ 0.01%
$53.5 - $71.62 $53.5 - $71.6
16.5K $1.18M
HYLS
First Tr Tactical High Yield L

ETFs
2.6K
+ 5.56%
$39.8 - $41.84 $103K - $109K
49.3K $2.06M
COPX
Global X Copper Miners ETF

ETFs
1.2K
+ 8.11%
$31.24 - $45.59 $37.5K - $54.7K
16K $719K
AES
Aes Corp

Utilities
22.6K
+ 44.69%
$9.63 - $12.55 $217K - $283K
73.1K $768K
PJUN
Innovator U.S. Equity Power Bu

ETFs
2.83K
+ 29.36%
$34.48 - $39.76 $97.5K - $112K
12.5K $495K
VONE
Vanguard Russell 1000 ETF

ETFs
364
+ 30.08%
$225.48 - $280.86 $82.1K - $102K
1.57K $439K
GM
General Motors CO

Consumer Cyclical
1.72K
+ 10.45%
$42.48 - $50.46 $73K - $86.7K
18.2K $893K
ABT
Abbott Laboratories

Healthcare
380
+ 1.89%
$123.95 - $138.08 $47.1K - $52.5K
20.5K $2.79M
IJK
Ishares S&P Midcap 400 Growth

ETFs
94
+ 0.66%
$73.7 - $90.98 $6.93K - $8.55K
14.3K $1.31M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
91
+ 3.39%
$139.8 - $197.22 $12.7K - $17.9K
2.78K $547K
IXUS
Ishares Tr

ETFs
925
+ 17.25%
$62.37 - $77.63 $57.7K - $71.8K
6.29K $486K
AVEM
American Centy ETF Tr Avantis

ETFs
49
+ 0.41%
$53.08 - $68.54 $2.6K - $3.36K
12K $825K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
553
+ 6.11%
$60.34 - $74.89 $33.4K - $41.4K
9.61K $719K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
53
+ 0.48%
$108.87 - $133.04 $5.77K - $7.05K
11K $1.47M
ARES
Ares Management Corp

Financial Services
212
+ 9.07%
$118.04 - $175.83 $25K - $37.3K
2.55K $441K
SHOP
Shopify Inc.

Technology
166
+ 4.1%
$76.89 - $115.35 $12.8K - $19.1K
4.21K $485K
FTNT
Fortinet, Inc.

Technology
206
+ 2.56%
$84.71 - $108.69 $17.5K - $22.4K
8.24K $871K
EXI
Ishares Global Industrials ETF

ETFs
52
+ 1.17%
$129.37 - $165.38 $6.73K - $8.6K
4.51K $744K
IDNA
Ishares Tr Genomics Immunology

ETFs
4.55K
+ 18.09%
$17.92 - $21.5 $81.6K - $97.9K
29.7K $609K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
902
+ 2.7%
$29.52 - $35.31 $26.6K - $31.8K
34.4K $1.21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
201
+ 0.97%
$32.66 - $40.75 $6.56K - $8.19K
20.8K $843K
TFC
Truist Financial Corp

Financial Services
1.32K
+ 7.24%
$34.79 - $42.99 $45.9K - $56.7K
19.5K $840K
UBS
Ubs Group Ag

Financial Services
975
+ 5.51%
$26.12 - $33.82 $25.5K - $33K
18.7K $631K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
10K
+ 27.3%
$10.66 - $11.83 $107K - $118K
46.6K $517K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
1.87K
+ 9.68%
$24.69 - $31.78 $46.2K - $59.5K
21.2K $648K
XLB
Select Sector Spdr Fd Material

ETFs
637
+ 5.01%
$74.27 - $88.92 $47.3K - $56.6K
13.4K $1.17M
MUR
Murphy Oil Corp

Energy
6.06K
+ 60.55%
$19.62 - $29.21 $119K - $177K
16.1K $361K
RUN
Sunrun Inc.

Technology
5K
+ 33.33%
$5.67 - $12.85 $28.4K - $64.3K
20K $163K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
302
+ 2.11%
$39.89 - $49.46 $12K - $14.9K
14.6K $723K
IWD
Ishares Russell 1000 Val ETF

ETFs
59
+ 0.58%
$166.82 - $194.23 $9.84K - $11.5K
10.2K $1.97M
SO
Southern CO

Utilities
824
+ 2.53%
$84.91 - $92.56 $70K - $76.3K
33.4K $3.07M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.09K
+ 2.05%
$38.18 - $45.52 $41.5K - $49.5K
54.2K $2.37M
EXC
Exelon Corp

Utilities
1.92K
+ 43.61%
$42.2 - $47.37 $81.2K - $91.1K
6.33K $274K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
10K
+ 7.28%
$10.29 - $11.24 $103K - $112K
147K $1.61M
NSC
Norfolk Southern Corp

Industrials
137
+ 7.33%
$206.34 - $257.46 $28.3K - $35.3K
2.01K $513K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.71K
+ 22.89%
$10.8 - $16.92 $40.1K - $62.8K
19.9K $273K
LQD
Ishares Iboxx $ Investment Gra

ETFs
614
+ 18.83%
$105.23 - $109.61 $64.6K - $67.3K
3.87K $424K
ROK
Rockwell Automation, Inc

Industrials
7
+ 0.75%
$218.97 - $332.17 $1.53K - $2.33K
936 $310K
ALGN
Align Technology Inc

Healthcare
25
+ 1.2%
$144.32 - $190.42 $3.61K - $4.76K
2.1K $398K
LUV
Southwest Airlines CO

Industrials
2.87K
+ 13.07%
$24.04 - $34.36 $68.9K - $98.4K
24.8K $804K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
440
+ 11.75%
$50.5 - $71.23 $22.2K - $31.3K
4.19K $282K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.4K
+ 24.56%
$35.95 - $42.85 $50.3K - $60K
7.1K $299K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
6.79K
+ 47.66%
$10.83 - $11.78 $73.6K - $80K
21K $235K
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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