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
D
Dominion Energy, Inc

Utilities
361
+ 4.05%
$49.66 - $58.0 $17.9K - $20.9K
9.28K $524K
CI
Cigna Corp

Healthcare
44
+ 0.69%
$301.89 - $340.04 $13.3K - $15K
6.39K $2.11M
INGR
Ingredion Inc

Consumer Defensive
179
+ 9.28%
$123.22 - $140.95 $22.1K - $25.2K
2.11K $285K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
3.54K
+ 34.34%
$13.55 - $16.25 $48K - $57.5K
13.9K $189K
VCIT
Vanguard Intermediate Term Cor

ETFs
206
+ 3.95%
$79.56 - $82.92 $16.4K - $17.1K
5.42K $449K
ESS
Essex Property Trust, Inc.

Real Estate
83
+ 11.13%
N/A
829 $226K
FTCS
First Trust Capital Strength E

ETFs
193
+ 4.5%
$81.6 - $92.39 $15.7K - $17.8K
4.49K $407K
RSG
Republic Services, Inc.

Industrials
65
+ 7.46%
$227.2 - $258.07 $14.8K - $16.8K
936 $230K
BND
Vanguard Bd Index Fd Inc Total

ETFs
231
+ 2.5%
$72.02 - $73.82 $16.6K - $17.1K
9.49K $698K
VOYA
Voya Financial, Inc.

Financial Services
11
+ 0.19%
$54.27 - $71.0 $597 - $781
5.7K $404K
DVY
Ishares Tr

ETFs
200
+ 3.24%
$118.37 - $134.86 $23.7K - $27K
6.37K $845K
BR
Broadridge Financial Solutions, Inc.

Technology
68
+ 3.87%
$217.22 - $246.25 $14.8K - $16.7K
1.82K $443K
SLI
Standard Lithium Ltd.

Basic Materials
1.5K
+ 7.5%
$1.11 - $1.96 $1.67K - $2.94K
21.5K $42K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
29
+ 0.31%
$26.18 - $30.91 $759 - $896
9.48K $285K
OCIO
ETF Ser Solutions Clearshares

ETFs
69
+ 0.99%
$30.61 - $35.23 $2.11K - $2.43K
7.03K $247K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.02%
$23.55 - $27.67 $70.7 - $83
13.8K $382K
MET
Metlife Inc

Financial Services
166
+ 1.85%
$68.42 - $82.49 $11.4K - $13.7K
9.13K $734K
ZION
Zions Bancorporation, National Association

Financial Services
10
+ 0.22%
$41.39 - $51.94 $414 - $519
4.66K $241K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
213
+ 2.57%
$46.41 - $47.7 $9.89K - $10.2K
8.5K $403K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.43K
+ 7.99%
$13.74 - $15.66 $19.6K - $22.4K
19.3K $287K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
208
+ 2.45%
$48.46 - $50.2 $10.1K - $10.4K
8.71K $432K
ABC
Amerisourcebergen Corp

Healthcare
38
+ 0.45%
N/A
8.55K $1.58M
VGIT
Vanguard Intermediate Term Tre

ETFs
39
+ 0.69%
$58.63 - $59.9 $2.29K - $2.34K
5.7K $341K
SHW
Sherwin Williams CO

Basic Materials
39
+ 2.88%
$313.51 - $363.51 $12.2K - $14.2K
1.39K $478K
PKG
Packaging Corp Of America

Consumer Cyclical
96
+ 6.9%
$175.97 - $201.36 $16.9K - $19.3K
1.49K $280K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
150
+ 5.77%
$80.28 - $91.78 $12K - $13.8K
2.75K $241K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
329
+ 3.87%
$24.14 - $25.43 $7.94K - $8.37K
8.82K $218K
CL
Colgate Palmolive CO

Consumer Defensive
105
+ 4.8%
$87.57 - $96.0 $9.19K - $10.1K
2.29K $208K
MDLZ
Mondelez International, Inc.

Consumer Defensive
118
+ 0.84%
$63.54 - $68.5 $7.5K - $8.08K
14.2K $955K
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 0.01%
$50.41 - $51.17 $50.4 - $51.2
7.03K $359K
CHK
Chesapeake Energy Corp

Energy
24
+ 0.69%
N/A
3.49K $298K
DBL
Double Line Opportunistic Credit Fund

Financial Services
839
+ 1.8%
$15.1 - $15.75 $12.7K - $13.2K
47.5K $729K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.89K
+ 6.33%
$45.07 - $52.57 $266K - $310K
99K $4.84M
NIO
Nio Inc.

Consumer Cyclical
2.27K
+ 11.9%
$3.14 - $4.31 $7.13K - $9.78K
21.3K $73K
Dimensional ETF Trust
2.53K
+ 25.57%
N/A
12.4K $0
Bitwise Ethereum ETF
26.9K
+ 130.09%
N/A
47.5K $0
Bitwise Bitcoin ETF Tr
770
+ 3.78%
N/A
21.1K $0
Capital Group Dividend Growe
19.5K
+ 17.45%
N/A
131K $0
Canadian Pacific Kansas City
403
+ 1.56%
N/A
26.2K $0
Blackrock ETF Trust
19.7K
+ 7.63%
N/A
278K $0
Blackrock ETF Trust Ii
1.94K
+ 2.51%
N/A
79.3K $0
VUSB
Vanguard Bd Index Fds
1.05K
+ 2.02%
N/A
53.3K $0
Capital Grp Fixed Incm ETF T
4.82K
+ 13.51%
N/A
40.5K $0
CGMU
Capital Group Core Plus Income
40.4K
+ 30.31%
N/A
174K $0
FJAN
First Exc Trd Viii Cboe Vest U
828
+ 0.53%
N/A
156K $0
Fidelity Wise Origin Bitcoin
2
+ 0.02%
N/A
8.78K $0
Lam Research Corp
192
+ 3.25%
N/A
6.09K $0
Ishares Tr
1.64K
+ 4.95%
N/A
34.8K $0
Ishares Ethereum Tr
108
+ 0.56%
N/A
19.3K $0
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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