U.S. Capital Wealth Advisors, LLC New Holdings in Q1 2025

U.S. Capital Wealth Advisors, LLC

  • $3.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
260K
New
$53.99 - $58.43 $14M - $15.2M
260K $15M
DFS
Discover Financial Services

Financial Services
82.4K
New
$152.99 - $203.25 $12.6M - $16.7M
82.4K $14.1M
SYF
Synchrony Financial

Financial Services
217K
New
$51.9 - $70.63 $11.3M - $15.4M
217K $11.5M
TPR
Tapestry, Inc.

Consumer Cyclical
45.4K
New
$65.63 - $89.21 $2.98M - $4.05M
45.4K $3.2M
TPL
Texas Pacific Land Corp

Energy
2.39K
New
$1180.08 - $1431.01 $2.82M - $3.42M
2.39K $3.17M
FDL
First Tr Morningstar Dividend

ETFs
58.3K
New
$39.69 - $43.83 $2.31M - $2.56M
58.3K $2.53M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
45.3K
New
$49.22 - $51.73 $2.23M - $2.34M
45.3K $2.29M
WSM
Williams Sonoma Inc

Consumer Cyclical
12.6K
New
$158.1 - $217.71 $1.99M - $2.74M
12.6K $1.99M
AAON
Aaon, Inc.

Industrials
25.1K
New
$73.52 - $136.95 $1.85M - $3.44M
25.1K $1.96M
CYBR
Cyber Ark Software Ltd.

Technology
5.36K
New
$312.8 - $414.31 $1.68M - $2.22M
5.36K $1.81M
PINS
Pinterest, Inc.

Communication Services
46.6K
New
$29.79 - $40.0 $1.39M - $1.86M
46.6K $1.44M
SQ
Block, Inc.

Technology
17.3K
New
$54.04 - $92.95 $936K - $1.61M
17.3K $990K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
27.7K
New
$30.38 - $34.94 $840K - $966K
27.7K $946K
KLAC
Kla Corp

Technology
1.3K
New
$636.62 - $777.63 $830K - $1.01M
1.3K $886K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
43.1K
New
$19.0 - $19.66 $818K - $847K
43.1K $846K
FENY
Fidelity Covington Tr Msci Ene

ETFs
29.5K
New
$23.24 - $26.16 $685K - $771K
29.5K $753K
SSB
South State Corp

Financial Services
7.94K
New
$89.4 - $108.33 $710K - $860K
7.94K $737K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.79K
New
$237.72 - $276.98 $663K - $772K
2.79K $682K
MPWR
Monolithic Power Systems Inc

Technology
1.17K
New
$565.7 - $720.25 $663K - $844K
1.17K $679K
OBT
Orange County Bancorp, Inc.

Financial Services
27K
New
$23.39 - $54.2 $631K - $1.46M
27K $631K
AM
Antero Midstream Corp

Energy
35.1K
New
$15.47 - $18.04 $543K - $633K
35.1K $631K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
6.62K
New
$91.44 - $106.54 $606K - $706K
6.62K $605K
SUN
Sunoco LP

Energy
9.27K
New
$51.29 - $59.25 $475K - $549K
9.27K $538K
INTF
Ishares Tr

ETFs
16.4K
New
$28.43 - $31.96 $465K - $523K
16.4K $504K
CGUS
Capital Group Core Equity ETF
14.5K
New
$33.08 - $36.62 $479K - $531K
14.5K $484K
ARIS
Aris Water Solutions, Inc.

Utilities
14.3K
New
$23.34 - $33.33 $334K - $477K
14.3K $458K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
26.9K
New
$16.18 - $17.82 $436K - $480K
26.9K $451K
VOYA
Voya Financial, Inc.

Financial Services
5.69K
New
$65.1 - $75.67 $370K - $430K
5.69K $385K
BOTZ
Global X Fds

ETFs
13.3K
New
$28.46 - $34.53 $377K - $458K
13.3K $377K
SONY
Sony Group Corp

Technology
14.8K
New
$19.88 - $25.64 $294K - $380K
14.8K $376K
FILL
Ishares Inc Msci Global Energy

ETFs
14.7K
New
$22.61 - $24.93 $333K - $367K
14.7K $366K
ARES
Ares Management Corp

Financial Services
2.34K
New
$140.19 - $198.28 $328K - $463K
2.34K $342K
MTZ
Mastec Inc

Industrials
2.86K
New
$108.66 - $160.79 $311K - $460K
2.86K $333K
SNY
Sanofi

Healthcare
5.98K
New
$48.15 - $59.42 $288K - $355K
5.98K $331K
MLPX
Global X Mlp & Energy Infrastr

ETFs
5.16K
New
$59.6 - $67.2 $308K - $347K
5.16K $329K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.73K
New
$161.05 - $222.93 $278K - $385K
1.73K $316K
VONE
Vanguard Russell 1000 ETF

ETFs
1.21K
New
$250.16 - $278.79 $303K - $337K
1.21K $307K
CHK
Chesapeake Energy Corp

Energy
3.46K
New
N/A
3.46K $296K
GIS
General Mills Inc

Consumer Defensive
4.91K
New
$57.56 - $65.3 $283K - $321K
4.91K $293K
SLRC
Slr Investment Corp.

Financial Services
17.4K
New
$16.18 - $17.82 $281K - $310K
17.4K $292K
TXT
Textron Inc

Industrials
4.01K
New
$70.19 - $81.2 $282K - $326K
4.01K $290K
MUR
Murphy Oil Corp

Energy
10K
New
$24.02 - $33.9 $240K - $339K
10K $284K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
9.45K
New
$24.11 - $28.41 $228K - $268K
9.45K $268K
CNP
Centerpoint Energy Inc

Utilities
7.29K
New
$30.87 - $36.25 $225K - $264K
7.29K $264K
COF
Capital One Financial Corp

Financial Services
1.45K
New
$163.87 - $209.82 $238K - $305K
1.45K $260K
KNTK
Kinetik Holdings Inc.

Energy
4.99K
New
$49.51 - $66.5 $247K - $332K
4.99K $259K
ENPH
Enphase Energy, Inc.

Technology
4.01K
New
$52.87 - $73.51 $212K - $295K
4.01K $248K
MSI
Motorola Solutions, Inc.

Technology
554
New
$411.73 - $482.1 $228K - $267K
554 $242K
OTIS
Otis Worldwide Corp

Industrials
2.34K
New
$90.77 - $104.01 $212K - $243K
2.34K $241K
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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