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
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.49K
+ 3.86%
$18.55 - $18.81 $27.7K - $28.1K
40.2K $750K
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.02K
+ 11.36%
$35.21 - $37.69 $36K - $38.6K
10K $357K
IYK
Ishares U.S. Consumer Staples

ETFs
103
+ 3.06%
$63.29 - $71.8 $6.52K - $7.4K
3.47K $247K
JPIE
J P Morgan Exchange Traded Fd
4
+ 0.01%
$45.46 - $46.18 $182 - $185
56.8K $2.62M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
1.76K
+ 2.76%
$13.4 - $14.48 $23.6K - $25.5K
65.6K $880K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
452
+ 10.17%
$120.24 - $134.3 $54.3K - $60.7K
4.9K $596K
BEP
Brookfield Renewable Partners L.P.

Utilities
1.6K
+ 6.96%
$20.03 - $23.79 $32K - $38.1K
24.6K $545K
NIO
Nio Inc.

Consumer Cyclical
6.99K
+ 57.83%
$3.75 - $5.22 $26.2K - $36.5K
19.1K $72K
ALGN
Align Technology Inc

Healthcare
586
+ 39.25%
$158.86 - $234.89 $93.1K - $138K
2.08K $330K
SCHV
Schwab Strategic Tr Us Large C

ETFs
406
+ 3.03%
$25.77 - $27.6 $10.5K - $11.2K
13.8K $367K
FTNT
Fortinet, Inc.

Technology
38
+ 0.48%
$92.49 - $114.57 $3.51K - $4.35K
8.04K $773K
FTLS
First Tr Long/Short Equity ETF

ETFs
842
+ 4.06%
$63.42 - $68.17 $53.4K - $57.4K
21.6K $1.38M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2.35K
+ 2.97%
$11.4 - $11.96 $26.8K - $28.1K
81.6K $940K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
1.16K
+ 10.42%
N/A
12.3K $164K
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.23K
+ 19.48%
$36.88 - $49.3 $119K - $159K
19.8K $730K
NVO
Novo Nordisk A S

Healthcare
1.84K
+ 26.59%
$69.3 - $90.95 $128K - $168K
8.77K $609K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
173
+ 2.13%
N/A
8.31K $538K
SCM
Stellus Capital Investment Corp

Financial Services
495
+ 3.55%
$13.64 - $15.5 $6.75K - $7.67K
14.5K $202K
CSWC
Capital Southwest Corp

Financial Services
15
+ 0.09%
$21.69 - $23.81 $325 - $357
16K $357K
FLEX
Flex Ltd.

Technology
1.37K
+ 19.59%
$32.92 - $44.46 $44.9K - $60.7K
8.33K $275K
OCIO
ETF Ser Solutions Clearshares

ETFs
371
+ 5.63%
$33.0 - $35.37 $12.2K - $13.1K
6.96K $231K
EXR
Extra Space Storage Inc.

Real Estate
123
+ 1.23%
$143.8 - $161.28 $17.7K - $19.8K
10.1K $1.5M
OGN
Organon & Co.

Healthcare
334
+ 1.76%
$14.29 - $16.41 $4.77K - $5.48K
19.3K $287K
GVI
Ishares Tr

ETFs
11
+ 0.47%
$103.49 - $106.02 $1.14K - $1.17K
2.33K $247K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
113
+ 0.84%
$35.29 - $36.56 $3.99K - $4.13K
13.6K $487K
PJUN
Innovator U.S. Equity Power Bu

ETFs
221
+ 2.35%
$36.56 - $38.35 $8.08K - $8.48K
9.63K $356K
PH
Parker Hannifin Corp

Industrials
294
+ 4.73%
$591.65 - $707.05 $174K - $208K
6.51K $3.96M
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 0.01%
$50.4 - $50.89 $50.4 - $50.9
7.03K $357K
FANG
Diamondback Energy, Inc.

Energy
124
+ 2.84%
$139.9 - $180.18 $17.3K - $22.3K
4.49K $718K
PSEP
Innovator U.S. Equity Power Bu
300
+ 2.3%
N/A
13.3K $0
Texas Cap Tex Equity Index E
2.46K
+ 11.39%
N/A
24K $0
STEL
Stellar Bancorp Inc
14.5K
+ 151.04%
N/A
24.1K $0
VUSB
Vanguard Bd Index Fds
1.39K
+ 2.73%
N/A
52.2K $0
Arista Networks Inc
2.96K
+ 16.43%
N/A
20.9K $0
SGDM
Sprott ETF Tr Gold Miners ETF
3.65K
+ 12.96%
N/A
31.8K $0
Ishares Tr
1.05K
+ 4.89%
N/A
22.5K $0
Ge Vernova Inc
1.47K
+ 16.51%
N/A
10.3K $0
Gsk PLC
23.6K
+ 10.88%
N/A
241K $0
Innovator Etfs Trust
1.24K
+ 10.19%
N/A
13.4K $0
PDEC
Innovator U.S. Equity Power Bu
8.05K
+ 74.67%
N/A
18.8K $0
KOCT
Innovator Laddered Fund Of U.S
848
+ 3.28%
N/A
26.7K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
1.98K
+ 5.63%
N/A
37.2K $0
Canadian Pacific Kansas City
10.6K
+ 69.26%
N/A
25.8K $0
Pgim ETF Tr
78.5K
+ 96.93%
N/A
159K $0
MEM
Matthews Asia Fds Emerging Mar
6.4K
+ 58.72%
N/A
17.3K $0
Lam Research Corp
289
+ 5.15%
N/A
5.9K $0
Capital Group Dividend Growe
18.8K
+ 20.16%
N/A
112K $0
CGMU
Capital Group Core Plus Income
9.57K
+ 7.74%
N/A
133K $0
Capital Grp Fixed Incm ETF T
10.2K
+ 39.86%
N/A
35.7K $0
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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