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
NAD
Nuveen Quality Municipal Income Fund

Financial Services
7.56K
+ 9.26%
$10.78 - $11.57 $81.5K - $87.5K
89.2K $1.01M
BSX
Boston Scientific Corp

Healthcare
326
+ 7.76%
$89.7 - $107.41 $29.2K - $35K
4.53K $486K
CGCP
Capital Group Core Plus Income

ETFs
2.68K
+ 13.02%
$21.92 - $22.56 $58.7K - $60.4K
23.2K $522K
APO
Apollo Global Management, Inc.

Financial Services
21
+ 0.18%
$108.68 - $145.07 $2.28K - $3.05K
11.8K $1.67M
NOCT
Innovator Growth 100 Power Buf

ETFs
160
+ 1.48%
$46.13 - $54.5 $7.38K - $8.72K
11K $599K
EMB
Ishares Tr

ETFs
516
+ 8.81%
$86.54 - $92.62 $44.7K - $47.8K
6.37K $590K
TDG
Trans Digm Group Inc

Industrials
22
+ 11.64%
$1231.75 - $1520.64 $27.1K - $33.5K
211 $320K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
90
+ 1.12%
$53.69 - $67.27 $4.83K - $6.05K
8.16K $548K
IYK
Ishares U.S. Consumer Staples

ETFs
874
+ 25.22%
$67.29 - $72.42 $58.8K - $63.3K
4.34K $305K
IHE
Ishares Tr

ETFs
1.3K
+ 24.13%
$61.0 - $68.22 $79.1K - $88.4K
6.67K $437K
IHDG
Wisdomtree Tr

ETFs
1K
+ 14.81%
$38.54 - $46.0 $38.5K - $46K
7.75K $349K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.38K
+ 5.53%
$19.44 - $19.88 $46.3K - $47.3K
45.5K $901K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
7.6K
+ 23.18%
$5.76 - $7.37 $43.8K - $56K
40.4K $283K
FTLS
First Tr Long/Short Equity ETF

ETFs
68
+ 0.32%
$60.06 - $66.28 $4.08K - $4.51K
21.6K $1.43M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1K
+ 8.69%
$50.36 - $50.68 $50.4K - $50.7K
12.5K $634K
AG
First Majestic Silver Corp

Basic Materials
2K
+ 9.22%
$5.24 - $8.55 $10.5K - $17.1K
23.7K $196K
SPGI
S&P Global Inc.

Financial Services
42
+ 2.83%
$438.31 - $527.29 $18.4K - $22.1K
1.53K $804K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1.19K
+ 8.24%
N/A
15.6K $631K
CPK
Chesapeake Utilities Corp

Utilities
600
+ 20.0%
$116.0 - $135.5 $69.6K - $81.3K
3.6K $432K
ORCC
Owl Rock Capital Corp

Financial Services
3.41K
+ 3.52%
N/A
100K $1.34M
DOV
Dover Corp

Industrials
190
+ 15.04%
$151.14 - $186.7 $28.7K - $35.5K
1.45K $266K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.81K
+ 27.23%
$53.23 - $70.65 $203K - $269K
17.8K $1.03M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
548
+ 14.11%
$77.74 - $78.78 $42.6K - $43.2K
4.43K $348K
CVS
Cvs Health Corp

Healthcare
400
+ 3.14%
$60.04 - $70.18 $24K - $28.1K
13.2K $907K
EVGO
E Vgo Inc.

Consumer Cyclical
7.5K
+ 50.0%
$2.41 - $4.61 $18.1K - $34.6K
22.5K $82K
SONY
Sony Group Corp

Technology
1.25K
+ 8.42%
$21.24 - $26.88 $26.5K - $33.5K
16.1K $418K
WY
Weyerhaeuser CO

Real Estate
3.86K
+ 24.63%
$24.69 - $29.48 $95.4K - $114K
19.5K $501K
VOD
Vodafone Group Public LTD CO

Communication Services
1.7K
+ 9.5%
$8.19 - $10.66 $13.9K - $18.1K
19.6K $208K
VICI
Vici Properties Inc.

Real Estate
1.23K
+ 6.45%
$29.41 - $32.97 $36.1K - $40.4K
20.2K $659K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
5K
+ 16.48%
$9.61 - $10.53 $48.1K - $52.7K
35.3K $354K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
359
+ 5.13%
$96.84 - $99.46 $34.8K - $35.7K
7.36K $730K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
51
+ 0.64%
$103.88 - $123.68 $5.3K - $6.31K
7.96K $984K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.46K
+ 10.1%
$22.43 - $23.23 $32.7K - $33.8K
15.9K $368K
ICE
Intercontinental Exchange, Inc.

Financial Services
70
+ 3.43%
$151.62 - $183.47 $10.6K - $12.8K
2.11K $387K
DFIC
Dimensional ETF Tr Dimensional

ETFs
222
+ 2.61%
$24.94 - $31.15 $5.54K - $6.92K
8.74K $271K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
16.2K
+ 16.89%
$99.37 - $134.05 $1.61M - $2.18M
112K $12.7M
MUB
Ishares National Muni Bond ETF

ETFs
514
+ 2.35%
$102.31 - $105.8 $52.6K - $54.4K
22.4K $2.34M
TTE
Total Energies Se

Energy
450
+ 5.97%
N/A
7.99K $548K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
100
+ 0.73%
$33.11 - $37.79 $3.31K - $3.78K
13.7K $517K
TM
Toyota Motor Corp

Consumer Cyclical
206
+ 16.02%
$158.63 - $195.39 $32.7K - $40.3K
1.49K $257K
ADSK
Autodesk, Inc.

Technology
120
+ 10.42%
N/A
1.27K $312K
IJS
Ishares S&P Smallcap 600 Value

ETFs
79
+ 0.72%
$83.54 - $100.04 $6.6K - $7.9K
11K $1.1M
AMP
Ameriprise Financial Inc

Financial Services
6
+ 1.2%
$422.19 - $533.73 $2.53K - $3.2K
506 $270K
QPFF
American Centy ETF Tr Quality
792
+ 10.82%
$33.63 - $35.38 $26.6K - $28K
8.11K $287K
IYH
Ishares Tr

ETFs
1.89K
+ 10.64%
$53.97 - $60.17 $102K - $114K
19.7K $1.11M
HYG
Ishares Tr

ETFs
260
+ 7.65%
$75.75 - $80.65 $19.7K - $21K
3.66K $295K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
11
+ 0.23%
$49.48 - $61.22 $544 - $673
4.81K $293K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
235
+ 1.57%
$36.25 - $42.28 $8.52K - $9.94K
15.2K $642K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
88
+ 1.84%
$39.44 - $49.12 $3.47K - $4.32K
4.86K $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
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email