U.S. Capital Wealth Advisors, LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.46 Billion distributed in 668 stocks.
Among their holdings, we can observe that their the top five positions include companies like: High Peak Energy, Inc. with a value of $195M, Ishares Barclays 20+ Year Trea with a value of $84.2M, Spdr S&P 500 ETF Trust with a value of $75.3M, Apple Inc. with a value of $68.7M, and Microsoft Corp with a value of $50.8M.
Examining the 13F form we can see an increase of $50.3M in the current position value, from $2.41B to 2.46B.
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.