U.S. Capital Wealth Advisors, LLC Sells in Q3 2024

U.S. Capital Wealth Advisors, LLC

  • $2.65 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
-170K
- 90.11%
$42.54 - $47.97 $7.23M - $8.15M
18.7K $886K
SPYG
Spdr Portfolio

ETFs
-83.4K
- 49.49%
$73.38 - $84.1 $6.12M - $7.01M
85.1K $7.06M
GOOG
Alphabet Inc.

Communication Services
-14.5K
- 10.38%
$149.54 - $192.66 $2.16M - $2.79M
125K $20.9M
IYW
Ishares Dj Us Tech ETF

ETFs
-31K
- 76.21%
$133.16 - $158.73 $4.13M - $4.92M
9.68K $1.47M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10.8K
- 14.09%
$434.77 - $502.96 $4.72M - $5.46M
66.1K $32.3M
XLK
Technology Sector Spdr

ETFs
-18.3K
- 57.04%
$197.34 - $237.68 $3.6M - $4.34M
13.7K $3.1M
MSFT
Microsoft Corp

Technology
-4.42K
- 3.89%
$395.15 - $467.56 $1.74M - $2.06M
109K $47M
CVX
Chevron Corp

Energy
-13.4K
- 6.95%
$137.88 - $161.97 $1.85M - $2.17M
179K $26.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-80K
- 21.41%
$54.98 - $59.51 $4.4M - $4.76M
293K $17.5M
QCOM
Qualcomm Inc

Technology
-6.22K
- 8.88%
$156.12 - $209.64 $972K - $1.3M
63.9K $10.9M
SMCI
Super Micro Computer, Inc.

Technology
-2.61K
- 72.24%
$386.46 - $909.96 $1.01M - $2.37M
1K $417K
GOOGL
Alphabet Inc.

Communication Services
-5.21K
- 5.29%
$148.65 - $191.18 $774K - $996K
93.2K $15.5M
DVN
Devon Energy Corp

Energy
-28.2K
- 18.14%
$37.87 - $48.65 $1.07M - $1.37M
127K $4.97M
LNG
Cheniere Energy, Inc.

Energy
-13.5K
- 48.62%
$172.24 - $186.09 $2.33M - $2.52M
14.3K $2.57M
IGM
Ishares Expanded Tech Sector E

ETFs
-22.3K
- 90.35%
$84.03 - $98.62 $1.87M - $2.2M
2.38K $228K
SHW
Sherwin Williams CO

Basic Materials
-7.13K
- 86.86%
$294.65 - $384.0 $2.1M - $2.74M
1.08K $411K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10.2K
- 19.59%
$405.19 - $478.57 $4.15M - $4.9M
42K $19.3M
INMD
In Mode Ltd.

Healthcare
-96.6K
- 80.29%
$15.43 - $19.06 $1.49M - $1.84M
23.7K $401K
NVO
Novo Nordisk A S

Healthcare
-11.2K
- 61.56%
$119.07 - $145.42 $1.34M - $1.63M
7.01K $834K
NVDA
Nvidia Corp

Technology
-6.96K
- 1.72%
$98.91 - $134.91 $689K - $939K
397K $48.2M
IRM
Iron Mountain Inc

Real Estate
-20.4K
- 73.67%
$89.69 - $119.32 $1.83M - $2.43M
7.28K $864K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11.8K
- 30.01%
$162.83 - $179.16 $1.92M - $2.11M
27.5K $4.92M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-27.7K
- 74.75%
$51.58 - $53.79 $1.43M - $1.49M
9.37K $502K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-23.9K
- 88.34%
$54.2 - $65.22 $1.3M - $1.56M
3.16K $201K
OVV
Ovintiv Inc.

Energy
-3.99K
- 2.88%
$37.0 - $48.89 $148K - $195K
134K $5.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-8.34K
- 32.07%
$162.64 - $179.3 $1.36M - $1.5M
17.7K $3.17M
AMD
Advanced Micro Devices Inc

Technology
-7.61K
- 25.49%
$128.67 - $183.96 $979K - $1.4M
22.2K $3.65M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-25.1K
- 20.84%
$52.1 - $59.66 $1.31M - $1.49M
95.2K $5.64M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
-35.6K
- 38.9%
$34.88 - $39.23 $1.24M - $1.4M
55.9K $2.15M
SCHW
Schwab Charles Corp

Financial Services
-13.6K
- 49.36%
$61.74 - $76.08 $838K - $1.03M
13.9K $903K
ABT
Abbott Laboratories

Healthcare
-12.4K
- 43.35%
$100.07 - $118.13 $1.24M - $1.46M
16.2K $1.84M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-15K
- 40.23%
$75.32 - $84.37 $1.13M - $1.27M
22.3K $1.87M
ITA
Ishares Tr

ETFs
-7.6K
- 79.0%
$131.58 - $149.64 $1M - $1.14M
2.02K $302K
SHEL
Shell PLC

Energy
-5.65K
- 6.21%
$65.65 - $73.28 $371K - $414K
85.3K $5.62M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-59.6K
- 78.22%
$15.71 - $18.52 $936K - $1.1M
16.6K $291K
FTSL
First Trust Senior Ln Fund

ETFs
-18.1K
- 24.5%
$45.51 - $46.26 $825K - $838K
55.8K $2.56M
NOW
Service Now, Inc.

Technology
-1.13K
- 59.27%
$730.87 - $937.36 $822K - $1.05M
773 $691K
U
Unity Software Inc.

Technology
-71.4K
- 53.84%
$13.93 - $23.19 $994K - $1.66M
61.2K $1.38M
PICK
Ishares Inc Msci Global Select

ETFs
-21.5K
- 26.79%
$36.29 - $43.35 $781K - $933K
58.8K $2.54M
XLE
Energy Sector Spdr

ETFs
-1.55K
- 0.93%
$84.35 - $93.39 $131K - $145K
166K $14.6M
BAC
Bank Of America Corp

Financial Services
-16K
- 8.67%
$36.65 - $44.13 $585K - $704K
168K $6.68M
GUG
Guggenheim Active Allocation Fund

ETFs
-45.9K
- 63.13%
$15.15 - $16.65 $695K - $764K
26.8K $443K
BHP
Bhp Group LTD

Basic Materials
-18.8K
- 16.62%
$51.32 - $62.11 $962K - $1.16M
94.1K $5.84M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-3.64K
- 49.76%
$126.87 - $148.36 $461K - $539K
3.67K $482K
JPM
Jpmorgan Chase & CO

Financial Services
-6.03K
- 7.42%
$194.9 - $224.8 $1.18M - $1.36M
75.2K $15.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-8.96K
- 57.49%
$64.35 - $75.71 $576K - $678K
6.63K $488K
MUB
Ishares National Muni Bond ETF

ETFs
-5.12K
- 19.66%
$106.13 - $108.7 $543K - $557K
20.9K $2.27M
VLO
Valero Energy Corp

Energy
-578
- 3.24%
$132.81 - $163.48 $76.8K - $94.5K
17.3K $2.33M
VLUE
Ishares Msci Usa Value Factor

ETFs
-6.14K
- 14.18%
$99.14 - $109.18 $609K - $670K
37.2K $4.05M
Activity Summary
Buys All Purchases 320 New Holdings 63 Increased Positions 257 Sells All Sells 298 Reductions 298 Sold out 0 Options Calls 3 Puts 1
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