U.S. Capital Wealth Advisors, LLC Portfolio Holdings
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
U.S. Capital Wealth Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.03 Billion distributed in 815 stocks.
Among their holdings, we can observe that their the top five positions include companies like: High Peak Energy, Inc. with a value of $204M, Ishares Barclays 20+ Year Trea with a value of $104M, Apple Inc. with a value of $100M, Nvidia Corp with a value of $64.8M, and Spdr S&P 500 ETF Trust with a value of $62.9M.
Examining the 13F form we can see an increase of $385M in the current position value, from $2.65B to 3.03B.
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 Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 815
- Current Value $3.03 Billion
- Prior Value $2.65 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 146 stocks
- Additional Purchases 390 stocks
- Sold out of 0 stocks
- Reduced holdings in 205 stocks