U.S. Capital Wealth Advisors, LLC Reduced Holdings in Q3 2025

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
-144
- 0.85%
$412.46 - $514.1 $59.4K - $74K
16.7K $8.19M
CAH
Cardinal Health Inc

Healthcare
-59
- 0.18%
$146.04 - $167.63 $8.62K - $9.89K
33.2K $5.2M
TFC
Truist Financial Corp

Financial Services
-9.3K
- 47.56%
$42.83 - $47.07 $398K - $438K
10.2K $468K
PG
Procter & Gamble CO

Consumer Defensive
-1.14K
- 3.47%
$150.47 - $161.22 $172K - $184K
31.7K $4.87M
ISRG
Intuitive Surgical Inc

Healthcare
-295
- 12.54%
$433.66 - $544.47 $128K - $161K
2.06K $919K
AMT
American Tower Corp

Real Estate
-1.28K
- 40.03%
$192.32 - $232.35 $246K - $297K
1.92K $368K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-32K
- 35.89%
$11.04 - $11.83 $353K - $379K
57.2K $668K
UGI
Ugi Corp

Utilities
-2.89K
- 3.96%
$32.64 - $37.14 $94.3K - $107K
70.1K $2.33M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-7.57K
- 25.43%
$40.94 - $42.85 $310K - $324K
22.2K $934K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.8K
- 24.86%
$194.44 - $206.51 $350K - $371K
5.43K $1.12M
TGT
Target Corp

Consumer Defensive
-456
- 1.77%
$86.56 - $107.43 $39.5K - $49K
25.3K $2.27M
AXS
Axis Capital Holdings LTD

Financial Services
-906
- 4.56%
$93.33 - $102.44 $84.6K - $92.8K
19K $1.82M
VIG
Vanguard Dividend Appreciation

ETFs
-1.34K
- 22.98%
N/A
4.49K $817K
PI
Impinj Inc

Technology
-3.99K
- 57.88%
$111.65 - $200.78 $445K - $800K
2.9K $524K
AXON
Axon Enterprise, Inc.

Industrials
-1
- 0.05%
$698.02 - $870.97 $698 - $871
1.96K $1.41M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.82K
- 12.37%
$87.07 - $93.06 $332K - $355K
27K $2.48M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.54K
- 20.5%
$48.5 - $50.19 $220K - $228K
17.6K $881K
IYF
Ishares Tr

ETFs
-1.92K
- 24.23%
$119.89 - $127.16 $230K - $244K
6K $759K
ZTS
Zoetis Inc.

Healthcare
-1.1K
- 30.35%
$141.13 - $159.19 $155K - $175K
2.52K $368K
GUG
Guggenheim Active Allocation Fund

ETFs
-12.4K
- 46.27%
$15.2 - $16.25 $188K - $202K
14.4K $224K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.65K
- 18.48%
$91.28 - $97.59 $242K - $259K
11.7K $1.12M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.96K
- 17.82%
$131.47 - $143.64 $258K - $282K
9.05K $1.28M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.34K
- 13.23%
$192.76 - $203.86 $259K - $274K
8.81K $1.79M
SAP
Sap Se

Technology
-177
- 5.4%
$252.42 - $311.93 $44.7K - $55.2K
3.1K $827K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.65K
- 20.73%
$122.57 - $132.57 $202K - $219K
6.31K $818K
VFH
Vanguard Financial ETF

ETFs
-1.84K
- 9.33%
$125.23 - $132.78 $230K - $244K
17.8K $2.34M
ALGN
Align Technology Inc

Healthcare
-192
- 9.13%
$124.88 - $207.19 $24K - $39.8K
1.91K $239K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
-16.8K
- 13.51%
$18.02 - $19.46 $302K - $326K
107K $2.08M
GNRC
Generac Holdings Inc.

Industrials
-1.43K
- 41.84%
$146.61 - $202.85 $209K - $289K
1.98K $331K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.54K
- 29.51%
$68.24 - $73.73 $174K - $187K
6.07K $446K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.05K
- 6.59%
$181.56 - $190.33 $373K - $391K
29.1K $5.52M
EEMV
Ishares Msci Emerging Markets

ETFs
-2.67K
- 9.59%
$61.94 - $64.63 $165K - $172K
25.1K $1.61M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-977
- 14.23%
$420.11 - $472.68 $410K - $462K
5.89K $2.76M
SYK
Stryker Corp

Healthcare
-181
- 7.35%
$368.57 - $403.53 $66.7K - $73K
2.28K $843K
VBR
Vanguard Small Cap Value ETF

ETFs
-855
- 21.44%
$195.41 - $212.37 $167K - $182K
3.13K $653K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-808
- 5.71%
$60.9 - $70.75 $49.2K - $57.2K
13.4K $834K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-3.31K
- 7.29%
$44.66 - $47.89 $148K - $158K
42.1K $1.95M
TDG
Trans Digm Group Inc

Industrials
-55
- 26.07%
$1271.04 - $1620.83 $69.9K - $89.1K
156 $205K
ORCC
Owl Rock Capital Corp

Financial Services
-8.49K
- 8.46%
N/A
91.9K $1.23M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.13K
- 6.91%
$116.29 - $120.92 $132K - $137K
15.3K $1.83M
U
Unity Software Inc.

Technology
-16K
- 47.91%
$24.01 - $46.53 $384K - $744K
17.4K $696K
CB
Chubb LTD

Financial Services
-170
- 2.21%
$265.99 - $289.59 $45.2K - $49.2K
7.51K $2.12M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-2.79K
- 7.31%
$60.96 - $64.31 $170K - $179K
35.4K $2.25M
WM
Waste Management Inc

Industrials
-334
- 8.62%
$213.88 - $237.1 $71.4K - $79.2K
3.54K $782K
HLN
Haleon PLC

Healthcare
-4.91K
- 11.89%
$8.72 - $10.35 $42.8K - $50.8K
36.4K $326K
CCI
Crown Castle International Corp

Real Estate
-731
- 15.67%
$92.96 - $113.91 $68K - $83.3K
3.93K $379K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-5.54K
- 15.32%
$18.86 - $19.16 $104K - $106K
30.6K $586K
UNM
Unum Group

Financial Services
-287
- 1.15%
$68.55 - $82.12 $19.7K - $23.6K
24.7K $1.92M
FDN
First Tr Fd Dow Jones

ETFs
-407
- 23.44%
$264.06 - $287.34 $107K - $117K
1.33K $371K
Activity Summary
Buys All Purchases 511 New Holdings 88 Increased Positions 423 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 4 Puts 3
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