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.
Portfolio value
$3.03 Billion
ETFs: $945 Million
Energy: $533 Million
Technology: $425 Million
Financial Services: $235 Million
Industrials: $212 Million
Consumer Cyclical: $149 Million
Consumer Defensive: $125 Million
Healthcare: $121 Million
Other: $276 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
