U.S. Capital Wealth Advisors, LLC Incresed Positions in Q4 2024

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OGN
Organon & Co.

Healthcare
152
+ 0.81%
$14.44 - $18.83 $2.19K - $2.86K
18.9K $282K
CGDV
Capital Group Divid Value ETF

ETFs
3.22K
+ 1.91%
$35.16 - $37.12 $113K - $120K
172K $6.07M
EXR
Extra Space Storage Inc.

Real Estate
1.21K
+ 13.82%
$142.35 - $178.32 $173K - $216K
9.99K $1.49M
COPX
Global X Copper Miners ETF

ETFs
2.56K
+ 12.5%
$38.17 - $48.57 $97.7K - $124K
23K $879K
CGGO
Capital Group Global Growth Eq

ETFs
3.33K
+ 1.66%
$29.21 - $30.67 $97.2K - $102K
204K $5.96M
HLN
Haleon PLC

Healthcare
423
+ 0.42%
$9.23 - $10.71 $3.9K - $4.53K
101K $961K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
3.63K
+ 3.83%
$14.42 - $16.27 $52.3K - $59.1K
98.3K $1.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
413
+ 0.98%
$442.29 - $483.08 $183K - $200K
42.4K $19.2M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.62K
+ 3.38%
$55.97 - $62.75 $90.5K - $101K
49.5K $2.84M
VZ
Verizon Communications Inc

Communication Services
14.8K
+ 10.29%
$39.6 - $45.21 $585K - $667K
158K $6.33M
XCEM
Columbia ETF Tr Ii

ETFs
5K
+ 5.5%
$29.6 - $32.67 $148K - $163K
95.9K $2.84M
XYL
Xylem Inc.

Industrials
98
+ 1.26%
$116.02 - $137.45 $11.4K - $13.5K
7.87K $912K
PSX
Phillips 66

Energy
855
+ 6.21%
$110.35 - $138.93 $94.3K - $119K
14.6K $1.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
26
+ 1.54%
$501.29 - $612.85 $13K - $15.9K
1.72K $893K
PFFA
Etfis Ser Tr I

ETFs
460
+ 0.26%
$21.82 - $23.21 $10K - $10.7K
178K $3.91M
VEA
Vanguard Ftse Developed Market

ETFs
1.66K
+ 3.39%
$47.57 - $52.44 $79K - $87.1K
50.7K $2.42M
TSCO
Tractor Supply CO

Consumer Cyclical
11.1K
+ 344.19%
$52.59 - $303.74 $586K - $3.38M
14.4K $762K
INTC
Intel Corp

Technology
8.24K
+ 8.14%
$19.07 - $26.23 $157K - $216K
109K $2.19M
VLO
Valero Energy Corp

Energy
265
+ 1.54%
$118.59 - $144.02 $31.4K - $38.2K
17.5K $2.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
119K
+ 198.03%
$26.93 - $84.95 $3.21M - $10.1M
180K $4.91M
HCA
Hca Healthcare, Inc.

Healthcare
305
+ 11.53%
$297.52 - $415.61 $90.7K - $127K
2.95K $885K
NVS
Novartis Ag

Healthcare
213
+ 1.47%
$96.78 - $117.18 $20.6K - $25K
14.7K $1.43M
DFAI
Dimensional ETF Tr

ETFs
702
+ 0.69%
$29.0 - $31.6 $20.4K - $22.2K
103K $3.01M
ZTS
Zoetis Inc.

Healthcare
238
+ 2.62%
$162.24 - $194.42 $38.6K - $46.3K
9.33K $1.52M
CPT
Camden Property Trust

Real Estate
194
+ 0.42%
$112.52 - $127.03 $21.8K - $24.6K
46.8K $5.44M
LOW
Lowes Companies Inc

Consumer Cyclical
402
+ 2.05%
$244.52 - $284.07 $98.3K - $114K
20K $4.93M
DHI
Horton D R Inc

Consumer Cyclical
2K
+ 15.51%
$137.24 - $194.56 $275K - $390K
14.9K $2.09M
FSLR
First Solar, Inc.

Technology
883
+ 11.82%
$175.88 - $240.66 $155K - $213K
8.36K $1.47M
BTU
Peabody Energy Corp

Energy
2.91K
+ 3.55%
$19.81 - $29.8 $57.6K - $86.7K
84.9K $1.78M
DHR
Danaher Corp

Healthcare
371
+ 3.2%
$226.16 - $274.52 $83.9K - $102K
12K $2.74M
XLU
Utilities Sector Spdr

ETFs
124
+ 0.12%
$74.89 - $82.93 $9.29K - $10.3K
106K $8.02M
FNDF
Schwab Fundamental Intl Large

ETFs
16K
+ 6.09%
$32.92 - $37.15 $526K - $593K
278K $9.24M
QCOM
Qualcomm Inc

Technology
649
+ 1.02%
$150.4 - $178.04 $97.6K - $116K
64.5K $9.91M
KO
Coca Cola CO

Consumer Defensive
9.49K
+ 5.41%
$61.74 - $71.71 $586K - $681K
185K $11.5M
CNQ
Canadian Natural Resources LTD

Energy
4.24K
+ 0.69%
$29.51 - $37.6 $125K - $159K
618K $19.1M
ES
Eversource Energy

Utilities
2.04K
+ 1.41%
$55.9 - $67.73 $114K - $138K
147K $8.42M
ABBV
Abb Vie Inc.

Healthcare
3.12K
+ 2.44%
$164.99 - $203.87 $515K - $636K
131K $23.3M
FCX
Freeport Mcmoran Inc

Basic Materials
13.1K
+ 5.93%
$38.08 - $50.82 $498K - $665K
233K $8.89M
XOM
Exxon Mobil Corp

Energy
2.83K
+ 1.0%
$105.51 - $125.37 $298K - $355K
287K $30.9M
Activity Summary
Buys All Purchases 536 New Holdings 146 Increased Positions 390 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 2 Puts 2
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