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

U.S. Capital Wealth Advisors, LLC

  • $3.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCCO
Southern Copper Corp

Basic Materials
-12.3K
- 8.05%
$85.92 - $101.48 $1.06M - $1.25M
141K $13.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.72K
- 15.19%
$308.86 - $455.36 $841K - $1.24M
15.2K $5.36M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-17.3K
- 24.12%
$58.04 - $65.84 $1.01M - $1.14M
54.5K $3.47M
VUG
Vanguard Growth ETF

ETFs
-803
- 7.62%
$369.1 - $427.61 $296K - $343K
9.74K $3.61M
VGT
Vanguard Information Technolog

ETFs
-23
- 0.27%
$542.38 - $646.34 $12.5K - $14.9K
8.49K $4.6M
TT
Trane Technologies PLC

Industrials
-126
- 0.65%
$332.0 - $400.86 $41.8K - $50.5K
19.3K $6.5M
PFFA
Etfis Ser Tr I

ETFs
-25.3K
- 14.2%
$21.21 - $22.3 $537K - $565K
153K $3.25M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.5K
- 65.49%
$100.32 - $100.76 $652K - $655K
3.42K $344K
FNDX
Schwab Fundamental U S Large C

ETFs
-25.7K
- 4.94%
$23.03 - $25.01 $591K - $642K
494K $11.7M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-27.7K
- 31.51%
$15.97 - $18.5 $442K - $512K
60.2K $973K
U
Unity Software Inc.

Technology
-21.1K
- 38.86%
$19.44 - $28.34 $411K - $599K
33.3K $651K
AMT
American Tower Corp

Real Estate
-4.21K
- 41.7%
$173.46 - $217.6 $729K - $915K
5.88K $1.28M
XLY
Select Sector Spdr Consumer Di

ETFs
-286
- 1.5%
$192.6 - $233.2 $55.1K - $66.7K
18.7K $3.7M
DDOG
Datadog, Inc.

Technology
-47
- 0.37%
$98.68 - $151.89 $4.64K - $7.14K
12.7K $1.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.55K
- 4.27%
$102.49 - $119.96 $158K - $185K
34.6K $3.62M
VLUE
Ishares Msci Usa Value Factor

ETFs
-5.32K
- 16.14%
$104.89 - $113.56 $558K - $604K
27.6K $2.95M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-7.45K
- 5.57%
$46.03 - $49.45 $343K - $368K
126K $5.9M
BMY
Bristol Myers Squibb CO

Healthcare
-11.5K
- 28.59%
$53.9 - $63.11 $620K - $726K
28.7K $1.75M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-25.9K
- 71.52%
$16.18 - $18.56 $419K - $481K
10.3K $166K
CCI
Crown Castle International Corp

Real Estate
-7.85K
- 31.38%
$84.33 - $106.39 $662K - $835K
17.2K $1.79M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.19K
- 4.29%
$93.57 - $120.35 $112K - $143K
26.6K $2.55M
IWM
Ishares Russell 2000 ETF

ETFs
-1.57K
- 23.56%
$198.1 - $229.79 $312K - $362K
5.11K $1.02M
URI
United Rentals, Inc.

Industrials
-245
- 6.51%
$594.17 - $789.56 $146K - $193K
3.52K $2.2M
LII
Lennox International Inc

Industrials
-260
- 5.01%
$553.05 - $666.93 $144K - $173K
4.93K $2.76M
AXON
Axon Enterprise, Inc.

Industrials
-481
- 23.67%
$496.65 - $710.01 $239K - $342K
1.55K $815K
IFRA
Ishares Tr

ETFs
-7.31K
- 14.64%
$44.8 - $49.25 $327K - $360K
42.6K $1.92M
AEM
Agnico Eagle Mines LTD

Basic Materials
-8.48K
- 47.64%
$79.66 - $108.41 $676K - $919K
9.32K $1.01M
DHR
Danaher Corp

Healthcare
-363
- 3.04%
$201.62 - $250.59 $73.2K - $91K
11.6K $2.38M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-3.98K
- 40.9%
$67.24 - $84.27 $268K - $335K
5.75K $392K
URA
Global X Uranium ETF

ETFs
-11.7K
- 50.02%
$22.92 - $30.98 $267K - $361K
11.7K $267K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-7.61K
- 18.53%
$32.49 - $37.99 $247K - $289K
33.5K $1.12M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-7.81K
- 33.07%
$39.81 - $42.17 $311K - $329K
15.8K $635K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-551
- 3.12%
$408.78 - $448.82 $225K - $247K
17.1K $7.19M
WAL
Western Alliance Bancorporation

Financial Services
-1.2K
- 3.53%
$72.65 - $94.0 $87K - $113K
32.8K $2.52M
COPX
Global X Copper Miners ETF

ETFs
-8.23K
- 35.76%
$37.72 - $43.32 $311K - $357K
14.8K $577K
ALK
Alaska Air Group, Inc.

Industrials
-65
- 0.34%
$49.22 - $76.6 $3.2K - $4.98K
19.1K $941K
IEFA
Ishares Tr

ETFs
-6.23K
- 19.25%
$69.57 - $78.65 $434K - $490K
26.1K $1.98M
MCK
Mckesson Corp

Healthcare
-869
- 31.18%
$566.21 - $672.99 $492K - $585K
1.92K $1.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-23
- 0.33%
$360.07 - $417.26 $8.28K - $9.6K
7.03K $2.54M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.99K
- 12.57%
$120.5 - $145.97 $240K - $290K
13.8K $1.82M
CSWI
Csw Industrials, Inc.

Industrials
-200
- 5.71%
$283.77 - $396.86 $56.8K - $79.4K
3.3K $962K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
-5.84K
- 3.36%
$27.88 - $30.57 $163K - $179K
168K $4.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.03K
- 7.7%
$58.81 - $68.2 $119K - $139K
24.3K $1.45M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-246
- 14.15%
$283.06 - $421.16 $69.6K - $104K
1.49K $422K
SKYY
First Trust Cloud Computing Et

ETFs
-160
- 1.2%
$102.23 - $131.18 $16.4K - $21K
13.1K $1.34M
PCG
Pg&E Corp

Utilities
-5.33K
- 10.85%
$15.16 - $20.4 $80.8K - $109K
43.8K $752K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.55K
- 16.41%
$117.4 - $131.02 $182K - $203K
7.91K $947K
PICK
Ishares Inc Msci Global Select

ETFs
-7.44K
- 18.88%
$34.93 - $38.35 $260K - $285K
32K $1.15M
LMT
Lockheed Martin Corp

Industrials
-25
- 0.45%
$423.19 - $506.29 $10.6K - $12.7K
5.53K $2.47M
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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