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
COIN
Coinbase Global, Inc.

Technology
39
+ 1.42%
$172.23 - $301.3 $6.72K - $11.8K
2.78K $478K
DLR
Digital Realty Trust, Inc.

Real Estate
1.19K
+ 10.12%
$142.1 - $183.56 $169K - $218K
12.9K $1.85M
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 0.3%
$1728.36 - $2231.14 $5.19K - $6.69K
1K $1.86M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.33K
+ 1.71%
$21.75 - $24.28 $138K - $154K
376K $8.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
271
+ 2.22%
$247.97 - $296.33 $67.2K - $80.3K
12.5K $3.14M
AVUV
American Centy ETF Tr Avantis

ETFs
2.31K
+ 4.11%
$84.95 - $100.62 $196K - $233K
58.5K $5.1M
CCJ
Cameco Corp

Energy
354
+ 0.9%
$40.64 - $56.86 $14.4K - $20.1K
39.7K $1.63M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
362
+ 1.88%
$203.38 - $274.79 $73.6K - $99.5K
19.6K $4.03M
DFAU
Dimensional ETF Tr

ETFs
500
+ 0.23%
$37.84 - $42.29 $18.9K - $21.1K
214K $8.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.16K
+ 5.52%
$165.25 - $224.62 $192K - $261K
22.3K $3.69M
VST
Vistra Corp.

Utilities
1.02K
+ 3.09%
$108.49 - $191.89 $111K - $196K
34.1K $4.01M
BTU
Peabody Energy Corp

Energy
5.31K
+ 6.25%
$12.48 - $20.86 $66.2K - $111K
90.2K $1.22M
DAL
Delta Air Lines, Inc.

Industrials
13.8K
+ 18.08%
$43.6 - $69.06 $604K - $956K
90.4K $3.94M
AVGO
Broadcom Inc.

Technology
30K
+ 33.56%
$167.43 - $244.7 $5.02M - $7.34M
119K $20M
EVR
Evercore Inc.

Financial Services
72
+ 0.72%
$190.28 - $291.27 $13.7K - $21K
10.1K $2.03M
CRM
Salesforce, Inc.

Technology
1.15K
+ 6.69%
$268.36 - $359.95 $308K - $413K
18.3K $4.9M
ORCL
Oracle Corp

Technology
7.28K
+ 10.41%
$139.81 - $186.47 $1.02M - $1.36M
77.2K $10.8M
KKR
Kkr & Co. Inc.

Financial Services
291
+ 0.92%
$108.17 - $167.07 $31.5K - $48.6K
31.9K $3.69M
MRVL
Marvell Technology, Inc.

Technology
101
+ 0.49%
$61.57 - $126.06 $6.22K - $12.7K
20.9K $1.29M
JEF
Jefferies Financial Group Inc.

Financial Services
594
+ 1.34%
$52.22 - $81.31 $31K - $48.3K
45.1K $2.41M
ETN
Eaton Corp PLC

Industrials
5.04K
+ 8.77%
$271.83 - $371.23 $1.37M - $1.87M
62.6K $17M
MSFT
Microsoft Corp

Technology
9.41K
+ 7.66%
$375.39 - $447.2 $3.53M - $4.21M
132K $49.6M
EMR
Emerson Electric CO

Industrials
785
+ 0.48%
$108.64 - $131.17 $85.3K - $103K
164K $18M
GOOG
Alphabet Inc.

Communication Services
14.1K
+ 10.55%
$156.06 - $207.71 $2.2M - $2.93M
148K $23.1M
GOOGL
Alphabet Inc.

Communication Services
3.33K
+ 3.41%
$154.33 - $206.19 $515K - $687K
101K $15.6M
AMZN
Amazon Com Inc

Consumer Cyclical
6.57K
+ 3.52%
$190.26 - $242.06 $1.25M - $1.59M
193K $36.7M
AAPL
Apple Inc.

Technology
12K
+ 2.99%
$209.68 - $247.1 $2.52M - $2.97M
413K $91.7M
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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