U.S. Capital Wealth Advisors, LLC Incresed Positions in Q3 2025

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
23
+ 1.55%
$191.41 - $220.25 $4.4K - $5.07K
1.51K $329K
BDX
Becton Dickinson & CO

Healthcare
117
+ 7.13%
$172.41 - $199.66 $20.2K - $23.4K
1.76K $329K
IEMG
Ishares Inc

ETFs
868
+ 4.63%
N/A
19.6K $1.05M
TXT
Textron Inc

Industrials
388
+ 11.0%
$77.02 - $87.21 $29.9K - $33.8K
3.92K $330K
DG
Dollar General Corp

Consumer Defensive
679
+ 32.68%
$101.86 - $116.32 $69.2K - $79K
2.76K $284K
FENY
Fidelity Covington Tr Msci Ene

ETFs
487
+ 1.79%
$23.27 - $25.46 $11.3K - $12.4K
27.7K $684K
IWN
Ishares Russell2000 Val ETF

ETFs
76
+ 4.4%
$157.1 - $178.94 $11.9K - $13.6K
1.8K $318K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
185
+ 6.91%
$110.74 - $122.12 $20.5K - $22.6K
2.86K $346K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
559
+ 14.07%
$57.5 - $61.94 $32.1K - $34.6K
4.53K $280K
ESS
Essex Property Trust, Inc.

Real Estate
164
+ 19.78%
N/A
993 $270K
NET
Cloudflare, Inc.

Technology
108
+ 10.24%
$181.39 - $228.28 $19.6K - $24.7K
1.16K $249K
IYJ
Ishares Tr

ETFs
198
+ 4.98%
$142.42 - $148.18 $28.2K - $29.3K
4.18K $609K
MBB
Ishares Tr

ETFs
336
+ 4.51%
$92.46 - $95.73 $31.1K - $32.2K
7.78K $740K
IDV
Ishares Tr

ETFs
320
+ 2.13%
$34.54 - $37.28 $11.1K - $11.9K
15.4K $561K
WLKP
Westlake Chemical Partners LP

Basic Materials
2.5K
+ 25.0%
$20.7 - $22.56 $51.8K - $56.4K
12.5K $262K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.21K
+ 3.41%
$22.9 - $23.58 $27.8K - $28.6K
36.8K $863K
TM
Toyota Motor Corp

Consumer Cyclical
66
+ 4.42%
$167.86 - $202.79 $11.1K - $13.4K
1.56K $297K
ADM
Archer Daniels Midland CO

Consumer Defensive
97
+ 1.99%
$53.54 - $64.21 $5.19K - $6.23K
4.97K $297K
PBA
Pembina Pipeline Corp

Energy
518
+ 9.33%
$35.5 - $40.58 $18.4K - $21K
6.07K $245K
BR
Broadridge Financial Solutions, Inc.

Technology
193
+ 10.58%
$233.75 - $266.89 $45.1K - $51.5K
2.02K $480K
SLI
Standard Lithium Ltd.

Basic Materials
2K
+ 9.3%
$2.03 - $3.78 $4.06K - $7.56K
23.5K $79K
CVLT
Commvault Systems Inc

Technology
42
+ 2.1%
$163.43 - $195.41 $6.86K - $8.21K
2.04K $385K
IXUS
Ishares Tr

ETFs
17
+ 0.27%
$76.35 - $82.58 $1.3K - $1.4K
6.3K $520K
NJUL
Innovator Growth 100 Power Buf

Technology
308
+ 7.96%
$67.81 - $71.18 $20.9K - $21.9K
4.18K $297K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
28
+ 6.1%
$534.91 - $598.71 $15K - $16.8K
487 $273K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.75K
+ 25.68%
$7.98 - $8.29 $29.9K - $31.1K
18.4K $150K
FMC
Fmc Corp

Basic Materials
2.68K
+ 38.18%
$33.15 - $44.45 $88.9K - $119K
9.71K $326K
TRP
Tc Energy Corp

Energy
59
+ 1.12%
$46.58 - $54.41 $2.75K - $3.21K
5.31K $288K
MET
Metlife Inc

Financial Services
180
+ 1.97%
$73.82 - $82.37 $13.3K - $14.8K
9.31K $766K
PSA
Public Storage

Real Estate
121
+ 11.25%
$271.94 - $298.09 $32.9K - $36.1K
1.2K $345K
MSTR
Microstrategy Inc

Technology
649
+ 29.57%
$300.7 - $455.9 $195K - $296K
2.84K $916K
BEP
Brookfield Renewable Partners L.P.

Utilities
750
+ 2.6%
$24.32 - $27.58 $18.2K - $20.7K
29.6K $763K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.25K
+ 2.75%
$19.57 - $19.98 $24.5K - $25K
46.7K $928K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
16
+ 0.76%
$301.44 - $365.84 $4.82K - $5.85K
2.11K $683K
FNDA
Schwab Fundamental U S Small C

ETFs
34
+ 0.33%
$28.75 - $31.93 $978 - $1.09K
10.2K $317K
XLB
Select Sector Spdr Fd Material

ETFs
21
+ 0.16%
$86.72 - $92.61 $1.82K - $1.94K
13.4K $1.2M
DTM
Dt Midstream, Inc.

Energy
3
+ 0.04%
$99.17 - $113.27 $298 - $340
7.98K $902K
NMR
Nomura Holdings Inc

Financial Services
2.44K
+ 20.5%
$6.28 - $7.56 $15.3K - $18.5K
14.4K $104K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 17.39%
$5364.25 - $5815.92 $42.9K - $46.5K
54 $291K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
408
+ 4.8%
$46.86 - $48.27 $19.1K - $19.7K
8.91K $427K
VOYA
Voya Financial, Inc.

Financial Services
3
+ 0.05%
$67.31 - $77.62 $202 - $233
5.7K $426K
VOD
Vodafone Group Public LTD CO

Communication Services
326
+ 1.67%
$10.67 - $12.06 $3.48K - $3.93K
19.9K $230K
AON
Aon PLC

Financial Services
60
+ 1.93%
$350.91 - $375.27 $21.1K - $22.5K
3.17K $1.13M
FDL
First Tr Morningstar Dividend

ETFs
313
+ 5.98%
$41.96 - $44.59 $13.1K - $14K
5.55K $240K
ADSK
Autodesk, Inc.

Technology
83
+ 6.53%
N/A
1.36K $333K
CTVA
Corteva, Inc.

Basic Materials
621
+ 19.85%
$67.08 - $77.12 $41.7K - $47.9K
3.75K $253K
SCHV
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.03%
$27.61 - $29.15 $110 - $117
13.8K $402K
VCIT
Vanguard Intermediate Term Cor

ETFs
162
+ 2.99%
$81.75 - $84.54 $13.2K - $13.7K
5.59K $469K
AM
Antero Midstream Corp

Energy
18
+ 0.05%
$16.87 - $19.58 $304 - $352
35.1K $682K
Activity Summary
Buys All Purchases 511 New Holdings 88 Increased Positions 423 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 4 Puts 3
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