U.S. Capital Wealth Advisors, LLC Portfolio Holdings
U.S. Capital Wealth Advisors, LLC
- $2.41 Billion
- Q1 2024
U.S. Capital Wealth Advisors, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.41 Billion distributed in 676 stocks.
Among their holdings, we can observe that their the top five positions include companies like: High Peak Energy, Inc. with a value of $219M, Spdr S&P 500 ETF Trust with a value of $72.9M, Apple Inc. with a value of $54.4M, Enterprise Products Partners L.P. with a value of $49.2M, and Microsoft Corp with a value of $49.3M.
Examining the 13F form we can see an increase of $41.7M in the current position value, from $2.37B to 2.41B.
U.S. Capital Wealth Advisors, LLC is based out at Austin, TX
Below you can find more details about U.S. Capital Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 676
- Current Value $2.41 Billion
- Prior Value $2.37 Billion
- Filing
- Period Q1 2024
- Filing Date May 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 58 stocks
- Additional Purchases 224 stocks
- Sold out of 0 stocks
- Reduced holdings in 323 stocks