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
ROK
Rockwell Automation, Inc

Industrials
929
New
$255.29 - $303.75 $237K - $282K
929 $240K
APH
Amphenol Corp

Technology
3.64K
New
$61.62 - $78.55 $224K - $286K
3.64K $238K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
2.6K
New
$85.24 - $94.86 $222K - $247K
2.6K $236K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
948
New
$208.48 - $244.03 $198K - $231K
948 $231K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.7K
New
$38.54 - $41.5 $220K - $237K
5.7K $231K
SMMT
Summit Therapeutics Inc.

Healthcare
12K
New
$16.65 - $23.76 $200K - $286K
12K $231K
ZION
Zions Bancorporation, National Association

Financial Services
4.65K
New
$47.0 - $59.03 $218K - $274K
4.65K $231K
ELV
Elevance Health, Inc.

Healthcare
529
New
$365.9 - $436.25 $194K - $231K
529 $230K
WLKP
Westlake Chemical Partners LP

Basic Materials
10K
New
$22.96 - $24.9 $230K - $249K
10K $230K
TM
Toyota Motor Corp

Consumer Cyclical
1.29K
New
$176.53 - $195.35 $227K - $251K
1.29K $227K
DOV
Dover Corp

Industrials
1.26K
New
$174.65 - $206.43 $221K - $261K
1.26K $221K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.23K
New
$168.84 - $202.89 $208K - $250K
1.23K $216K
RSG
Republic Services, Inc.

Industrials
871
New
$200.09 - $242.16 $174K - $211K
871 $210K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
4.77K
New
$39.53 - $46.13 $189K - $220K
4.77K $210K
TW
Tradeweb Markets Inc.

Financial Services
1.4K
New
$123.42 - $148.46 $173K - $208K
1.4K $207K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
3.24K
New
$62.28 - $71.92 $202K - $233K
3.24K $205K
CL
Colgate Palmolive CO

Consumer Defensive
2.19K
New
$85.68 - $97.5 $187K - $213K
2.19K $205K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.44K
New
$83.18 - $89.27 $203K - $218K
2.44K $204K
ESS
Essex Property Trust, Inc.

Real Estate
746
New
N/A
746 $203K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
6.09K
New
$31.09 - $34.34 $189K - $209K
6.09K $201K
PSO
Pearson PLC

Communication Services
11.6K
New
$15.45 - $17.75 $179K - $205K
11.6K $185K
ASX
Ase Technology Holding Co., Ltd.

Technology
18K
New
$8.76 - $11.36 $158K - $204K
18K $157K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
13.2K
New
$9.19 - $12.93 $121K - $170K
13.2K $147K
GOGL
Golden Ocean Group LTD

Industrials
15K
New
$7.66 - $10.06 $115K - $151K
15K $119K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
11K
New
$10.68 - $11.3 $118K - $125K
11K $119K
CDE
Coeur Mining, Inc.

Basic Materials
19.2K
New
$5.02 - $7.29 $96.5K - $140K
19.2K $113K
RUN
Sunrun Inc.

Technology
15K
New
$5.86 - $11.37 $87.9K - $171K
15K $87K
EVGO
E Vgo Inc.

Consumer Cyclical
15K
New
$2.37 - $4.46 $35.6K - $66.9K
15K $39K
ABEV
Ambev S.A.

Consumer Defensive
12.2K
New
$1.77 - $2.37 $21.6K - $28.9K
12.2K $28K
Bank America Corp
385
New
N/A
385 $0
Bitwise Ethereum ETF
20.7K
New
N/A
20.7K $0
Brookfield Corp
6.47K
New
N/A
6.47K $0
Grayscale Bitcoin Mini Tr Et
8.5K
New
N/A
8.5K $0
Capital Group New Geography
15.6K
New
N/A
15.6K $0
Sable Offshore Corp
38.9K
New
N/A
38.9K $0
Ishares Tr
33.2K
New
N/A
33.2K $0
Innovator Etfs Trust
5.1K
New
N/A
5.1K $0
Innovator Etfs Trust
4.21K
New
N/A
4.21K $0
Luminar Technologies Inc
20K
New
N/A
20K $0
Managed Portfolio Series
11.7K
New
N/A
11.7K $0
FJAN
First Exc Trd Viii Cboe Vest U
155K
New
N/A
155K $0
MOGA
Moog Inc Cla
1.25K
New
N/A
1.25K $0
Msc Income Fund Inc
88.9K
New
N/A
88.9K $0
Fidelity Covington Trust
9.84K
New
N/A
9.84K $0
Northern Lts Fd Tr Iii
23.3K
New
N/A
23.3K $0
Pimco ETF Tr
32.1K
New
N/A
32.1K $0
Rbb Fund Trust
26K
New
N/A
26K $0
Ishares Ethereum Tr
19.2K
New
N/A
19.2K $0
Innovator Etfs Trust
6.24K
New
N/A
6.24K $0
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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