U.S. Capital Wealth Advisors, LLC Portfolio Holdings
U.S. Capital Wealth Advisors, LLC
- $3.21 Billion
- Q2 2025
U.S. Capital Wealth Advisors, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.21 Billion distributed in 893 stocks.
Among their holdings, we can observe that their the top five positions include companies like: High Peak Energy, Inc. with a value of $136M, Apple Inc. with a value of $81.8M, Nvidia Corp with a value of $71.6M, Spdr S&P 500 ETF Trust with a value of $67.9M, and Enterprise Products Partners L.P. with a value of $67.8M.
Examining the 13F form we can see an increase of $140M in the current position value, from $3.07B to 3.21B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 893
- Current Value $3.21 Billion
- Prior Value $3.07 Billion
- Filing
- Period Q2 2025
- Filing Date July 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 102 stocks
- Additional Purchases 422 stocks
- Sold out of 0 stocks
- Reduced holdings in 288 stocks