U.S. Capital Wealth Advisors, LLC New Holdings in Q4 2024

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
66K
New
$136.2 - $188.96 $8.98M - $12.5M
66K $9M
ROST
Ross Stores, Inc.

Consumer Cyclical
56.2K
New
$138.59 - $156.61 $7.79M - $8.81M
56.2K $8.51M
IGV
Ishares Expanded Tech Software

ETFs
78.1K
New
$87.5 - $110.17 $6.84M - $8.61M
78.1K $7.82M
WELL
Welltower Inc.

Real Estate
61.1K
New
$123.11 - $139.3 $7.52M - $8.51M
61.1K $7.7M
IFF
International Flavors & Fragrances Inc

Basic Materials
88.8K
New
$83.96 - $106.19 $7.46M - $9.43M
88.8K $7.51M
GRMN
Garmin LTD

Technology
36.3K
New
$161.91 - $220.77 $5.87M - $8.01M
36.3K $7.48M
HIG
Hartford Financial Services Group, Inc.

Financial Services
67.6K
New
$107.06 - $123.74 $7.24M - $8.37M
67.6K $7.4M
ERIE
Erie Indemnity CO

Financial Services
17K
New
$401.65 - $542.86 $6.82M - $9.22M
17K $7M
VGSH
Vanguard

ETFs
94.5K
New
$58.02 - $58.88 $5.48M - $5.56M
94.5K $5.5M
SHV
Ishares Tr

ETFs
49K
New
$109.92 - $110.57 $5.39M - $5.42M
49K $5.4M
KWEB
Kraneshares Tr Csi China Inter

ETFs
146K
New
$29.11 - $38.87 $4.24M - $5.66M
146K $4.26M
TER
Teradyne, Inc

Technology
29.6K
New
$102.58 - $133.62 $3.03M - $3.95M
29.6K $3.72M
JEF
Jefferies Financial Group Inc.

Financial Services
44.5K
New
$61.95 - $81.75 $2.75M - $3.64M
44.5K $3.49M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.61K
New
$1124.26 - $1344.96 $2.93M - $3.51M
2.61K $3.29M
NRG
Nrg Energy, Inc.

Utilities
35.1K
New
$85.3 - $101.61 $3M - $3.57M
35.1K $3.17M
LII
Lennox International Inc

Industrials
5.19K
New
$589.36 - $678.43 $3.06M - $3.52M
5.19K $3.16M
FIX
Comfort Systems Usa Inc

Industrials
7.27K
New
$370.68 - $504.12 $2.69M - $3.66M
7.27K $3.08M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
27.8K
New
$97.09 - $120.01 $2.7M - $3.34M
27.8K $3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
36.9K
New
$77.86 - $79.27 $2.87M - $2.92M
36.9K $2.88M
WAL
Western Alliance Bancorporation

Financial Services
34K
New
$80.51 - $96.1 $2.73M - $3.26M
34K $2.84M
UHS
Universal Health Services Inc

Healthcare
15.7K
New
$175.8 - $236.9 $2.76M - $3.72M
15.7K $2.82M
EVR
Evercore Inc.

Financial Services
10.1K
New
$247.66 - $315.67 $2.49M - $3.18M
10.1K $2.79M
WPC
W. P. Carey Inc.

Real Estate
48.9K
New
$53.44 - $61.33 $2.62M - $3M
48.9K $2.67M
CSL
Carlisle Companies Inc

Industrials
7.01K
New
$368.67 - $480.91 $2.58M - $3.37M
7.01K $2.58M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
131K
New
$17.44 - $19.38 $2.29M - $2.54M
131K $2.33M
MRVL
Marvell Technology, Inc.

Technology
20.8K
New
$70.31 - $124.78 $1.46M - $2.6M
20.8K $2.3M
VOX
Vanguard Communication Service

ETFs
14K
New
$144.31 - $163.57 $2.03M - $2.3M
14K $2.17M
CMBS
Ishares Cmbs ETF

ETFs
45.5K
New
$47.09 - $48.64 $2.14M - $2.21M
45.5K $2.15M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.3K
New
$198.04 - $221.51 $1.84M - $2.06M
9.3K $1.96M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
44.5K
New
$42.84 - $45.38 $1.91M - $2.02M
44.5K $1.91M
VIS
Vanguard Industrial ETF

ETFs
7.22K
New
$254.39 - $279.7 $1.84M - $2.02M
7.22K $1.84M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
19K
New
$89.97 - $98.59 $1.71M - $1.87M
19K $1.8M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
46.6K
New
$37.81 - $38.94 $1.76M - $1.81M
46.6K $1.8M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
15K
New
$119.34 - $127.78 $1.79M - $1.92M
15K $1.79M
VDC
Vanguard Consumer Staples ETF

ETFs
7.71K
New
$210.96 - $223.62 $1.63M - $1.72M
7.71K $1.63M
BIT
Black Rock Multi Sector Income Trust

Financial Services
105K
New
$14.25 - $15.15 $1.5M - $1.6M
105K $1.54M
GBIL
Goldman Sachs Access Treasury

ETFs
14.8K
New
$99.85 - $100.22 $1.47M - $1.48M
14.8K $1.48M
XLC
Select Sector Spdr Tr Communic

ETFs
14.9K
New
$89.66 - $102.16 $1.34M - $1.52M
14.9K $1.44M
VNQ
Vanguard Specialized Funds Van

ETFs
16.1K
New
$87.85 - $98.6 $1.42M - $1.59M
16.1K $1.44M
MELI
Mercadolibre Inc

Consumer Cyclical
825
New
$1666.0 - $2117.3 $1.37M - $1.75M
825 $1.4M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
15.7K
New
$86.65 - $94.9 $1.36M - $1.49M
15.7K $1.36M
FTLS
First Tr Long/Short Equity ETF

ETFs
20.7K
New
$63.1 - $67.29 $1.31M - $1.39M
20.7K $1.36M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
26.3K
New
$50.07 - $52.35 $1.32M - $1.38M
26.3K $1.35M
FITB
Fifth Third Bancorp

Financial Services
31.7K
New
$41.76 - $48.44 $1.32M - $1.54M
31.7K $1.34M
WYNN
Wynn Resorts LTD

Consumer Cyclical
14.9K
New
$84.3 - $106.41 $1.26M - $1.59M
14.9K $1.29M
IXP
Ishares Global Comm Services E

ETFs
13.1K
New
$92.71 - $102.47 $1.21M - $1.34M
13.1K $1.26M
OZ
Belpointe Prep, LLC

Real Estate
15.9K
New
$63.55 - $80.07 $1.01M - $1.27M
15.9K $1.23M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
19.9K
New
$60.51 - $65.57 $1.2M - $1.3M
19.9K $1.21M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
16.9K
New
$57.27 - $71.33 $966K - $1.2M
16.9K $1.1M
Activity Summary
Buys All Purchases 536 New Holdings 146 Increased Positions 390 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 2 Puts 2
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