U.S. Capital Wealth Advisors, LLC New Holdings in Q2 2025

U.S. Capital Wealth Advisors, LLC

  • $3.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CE
Celanese Corp

Basic Materials
75.1K
New
$37.49 - $59.36 $2.81M - $4.46M
75.1K $4.15M
ETR
Entergy Corp

Utilities
45K
New
$79.01 - $86.61 $3.56M - $3.9M
45K $3.74M
BRO
Brown & Brown, Inc.

Financial Services
30.7K
New
$104.48 - $124.43 $3.21M - $3.83M
30.7K $3.41M
RL
Ralph Lauren Corp

Consumer Cyclical
11.6K
New
$182.34 - $286.22 $2.11M - $3.31M
11.6K $3.17M
LPLA
Lpl Financial Holdings Inc.

Financial Services
7.95K
New
$283.31 - $388.96 $2.25M - $3.09M
7.95K $2.98M
EQH
Equitable Holdings, Inc.

Financial Services
50.6K
New
$43.98 - $56.1 $2.22M - $2.84M
50.6K $2.84M
DRI
Darden Restaurants Inc

Consumer Cyclical
12.9K
New
$186.58 - $225.78 $2.4M - $2.9M
12.9K $2.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
53.2K
New
$50.09 - $51.09 $2.67M - $2.72M
53.2K $2.72M
UGI
Ugi Corp

Utilities
73K
New
$30.18 - $36.59 $2.2M - $2.67M
73K $2.66M
GL
Globe Life Inc.

Financial Services
19.9K
New
$113.29 - $133.09 $2.25M - $2.65M
19.9K $2.47M
UNM
Unum Group

Financial Services
25K
New
$70.48 - $82.91 $1.76M - $2.07M
25K $2.02M
YUM
Yum Brands Inc

Consumer Cyclical
12.5K
New
$138.36 - $161.45 $1.73M - $2.02M
12.5K $1.86M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
25.3K
New
$50.52 - $50.92 $1.28M - $1.29M
25.3K $1.29M
ATO
Atmos Energy Corp

Utilities
7.35K
New
$145.06 - $162.66 $1.07M - $1.2M
7.35K $1.13M
TROW
Price T Rowe Group Inc

Financial Services
9.42K
New
$80.27 - $98.06 $756K - $924K
9.42K $908K
MKC
Mccormick & CO Inc

Consumer Defensive
11.9K
New
$71.11 - $82.25 $843K - $975K
11.9K $898K
PPG
Ppg Industries Inc

Basic Materials
7.04K
New
$91.66 - $115.04 $645K - $809K
7.04K $800K
BWXT
Bwx Technologies, Inc.

Industrials
5.2K
New
$89.24 - $144.06 $464K - $749K
5.2K $749K
TTEK
Tetra Tech Inc

Industrials
19.8K
New
$28.01 - $36.25 $555K - $718K
19.8K $712K
MLM
Martin Marietta Materials Inc

Basic Materials
1.25K
New
$452.51 - $568.19 $563K - $707K
1.25K $683K
OLED
Universal Display Corp Pa

Technology
3.79K
New
$106.6 - $161.02 $404K - $610K
3.79K $585K
CHD
Church & Dwight CO Inc

Consumer Defensive
5.85K
New
$91.57 - $110.76 $535K - $648K
5.85K $561K
BNDX
Vanguard Total International B

ETFs
10.1K
New
$48.77 - $49.55 $492K - $500K
10.1K $499K
GNRC
Generac Holdings Inc.

Industrials
3.41K
New
$101.92 - $143.21 $347K - $488K
3.41K $487K
OSCR
Oscar Health, Inc.

Healthcare
22.5K
New
$11.6 - $21.44 $261K - $482K
22.5K $482K
FSLR
First Solar, Inc.

Technology
2.47K
New
$120.38 - $192.98 $297K - $477K
2.47K $409K
FSK
Fs Kkr Capital Corp

Financial Services
18.7K
New
$17.95 - $21.5 $335K - $402K
18.7K $387K
SMR
Nuscale Power Corp

Industrials
9.65K
New
$12.6 - $43.24 $122K - $417K
9.65K $381K
CVLT
Commvault Systems Inc

Technology
2K
New
$139.35 - $190.99 $279K - $382K
2K $348K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.33K
New
$104.34 - $138.68 $243K - $323K
2.33K $323K
TRIN
Trinity Capital Inc.

Financial Services
21K
New
$13.53 - $15.52 $284K - $326K
21K $295K
FMC
Fmc Corp

Basic Materials
7.02K
New
$33.98 - $44.06 $239K - $309K
7.02K $293K
APP
App Lovin Corp

Technology
839
New
$219.37 - $417.89 $184K - $351K
839 $293K
INTU
Intuit Inc

Technology
352
New
$544.07 - $787.63 $192K - $277K
352 $277K
SCHO
Schwab Short Term Us Treasury

ETFs
11.2K
New
$24.19 - $24.45 $272K - $275K
11.2K $273K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4164.15 - $5789.24 $192K - $266K
46 $266K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.88K
New
$41.79 - $54.16 $204K - $264K
4.88K $257K
TRP
Tc Energy Corp

Energy
5.25K
New
$44.48 - $51.4 $234K - $270K
5.25K $256K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
5.87K
New
$28.07 - $43.66 $165K - $256K
5.87K $256K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.09K
New
$49.57 - $50.27 $252K - $256K
5.09K $255K
HUM
Humana Inc

Healthcare
1.02K
New
$224.93 - $295.04 $230K - $302K
1.02K $250K
NTNX
Nutanix, Inc.

Technology
3.21K
New
$58.17 - $83.07 $187K - $267K
3.21K $245K
IAUM
I Shares Gold Trust Micro

ETFs
7.36K
New
$29.65 - $34.24 $218K - $252K
7.36K $242K
PHM
Pultegroup Inc

Consumer Cyclical
2.28K
New
$92.02 - $106.54 $210K - $243K
2.28K $240K
DG
Dollar General Corp

Consumer Defensive
2.08K
New
$86.02 - $114.95 $179K - $239K
2.08K $237K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.97K
New
$47.63 - $60.01 $189K - $238K
3.97K $236K
CTVA
Corteva, Inc.

Basic Materials
3.13K
New
$55.52 - $74.53 $174K - $233K
3.13K $233K
BROS
Dutch Bros Inc.

Consumer Cyclical
3.4K
New
$51.37 - $73.72 $175K - $251K
3.4K $232K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
956
New
$180.84 - $240.32 $173K - $230K
956 $229K
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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