U.S. Capital Wealth Advisors, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.65 Billion distributed in 705 stocks.

Among their holdings, we can observe that their the top five positions include companies like: High Peak Energy, Inc. with a value of $193M, Ishares Barclays 20+ Year Trea with a value of $117M, Apple Inc. with a value of $82.7M, Spdr S&P 500 ETF Trust with a value of $80.3M, and Enterprise Products Partners L.P. with a value of $54.5M.

Examining the 13F form we can see an increase of $183M in the current position value, from $2.46B to 2.65B.

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.

Portfolio value $2.65 Billion
ETFs: $874 Million
Energy: $502 Million
Technology: $300 Million
Financial Services: $183 Million
Healthcare: $151 Million
Industrials: $140 Million
Consumer Defensive: $129 Million
Basic Materials: $98.4 Million
Other: $260 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 705
  • Current Value $2.65 Billion
  • Prior Value $2.46 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 63 stocks
  • Additional Purchases 257 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 298 stocks
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