U.S. Capital Wealth Advisors, LLC Portfolio Holdings
U.S. Capital Wealth Advisors, LLC
- $3.07 Billion
- Q1 2025
U.S. Capital Wealth Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.07 Billion distributed in 837 stocks.
Among their holdings, we can observe that their the top five positions include companies like: High Peak Energy, Inc. with a value of $176M, Apple Inc. with a value of $91.7M, Enterprise Products Partners L.P. with a value of $73.2M, Spdr S&P 500 ETF Trust with a value of $59.9M, and Microsoft Corp with a value of $49.6M.
Examining the 13F form we can see an increase of $35.5M in the current position value, from $3.03B to 3.07B.
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
Summary
- Portfolio
- No. of Stocks 837
- Current Value $3.07 Billion
- Prior Value $3.03 Billion
- Filing
- Period Q1 2025
- Filing Date April 29, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 100 stocks
- Additional Purchases 378 stocks
- Sold out of 0 stocks
- Reduced holdings in 301 stocks