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U.S. Capital Wealth Advisors, LLC 13F Holdings
Holdings from the most recent 13F from U.S. Capital Wealth Advisors, LLC
Filed: 2021-11-01 (Q3 2021) | Holdings: 711 | Value: $2.3B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| OPER - ETF SER SOLUTIONS | New Purchase | 5.87% | $135.3M | +18.78% | +0.08% | +1.14% | |
| AAPL - APPLE INC | New Purchase | 2.34% | $53.9M | +76.18% | +18.46% | -1.90% | |
| QQQ - INVESCO QQQ TR | New Purchase | 1.96% | $45.2M | +55.49% | -4.61% | -30.88% | |
| HPK - HIGHPEAK ENERGY INC | New Purchase | 1.95% | $45.0M | -53.37% | +12.56% | +44.43% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 1.61% | $37.2M | +51.59% | -0.27% | -17.31% | |
| PIFI - ETF SER SOLUTIONS | New Purchase | 1.54% | $35.6M | +5.94% | -1.22% | -8.85% | |
| MSFT - MICROSOFT CORP | New Purchase | 1.52% | $34.9M | +17.33% | -4.93% | -32.81% | |
| GOOG - ALPHABET INC | New Purchase | 1.33% | $30.6M | +105.01% | +2.23% | -39.87% | |
| AMZN - AMAZON COM INC | New Purchase | 1.24% | $28.6M | +26.56% | -9.13% | -44.42% | |
| ABBV - ABBVIE INC | New Purchase | 1.21% | $27.8M | +111.82% | +21.53% | +30.28% | |
| PFE - PFIZER INC | New Purchase | 1.19% | $27.5M | -20.85% | +21.46% | +7.84% | |
| EPD - ENTERPRISE PRODS PARTNERS L | New Purchase | 1.09% | $25.2M | +124.43% | +7.33% | +17.48% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 1.07% | $24.8M | +44.84% | -3.12% | -19.78% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 1.01% | $23.4M | +93.57% | -11.17% | -22.86% | |
| CSCO - CISCO SYS INC | New Purchase | 1.01% | $23.2M | +59.54% | +0.23% | -18.45% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.89% | $20.6M | +109.18% | +19.96% | +62.58% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.82% | $18.8M | +22.27% | +2.64% | -25.03% | |
| INTC - INTEL CORP | New Purchase | 0.76% | $17.6M | +10.25% | +0.49% | -42.91% | |
| GOOGL - ALPHABET INC | New Purchase | 0.75% | $17.4M | +106.26% | +2.37% | -39.85% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.75% | $17.3M | +66.55% | +11.51% | +0.99% | |
| VB - VANGUARD INDEX FDS | New Purchase | 0.73% | $16.8M | +20.69% | -10.16% | -21.14% | |
| T - AT&T INC | New Purchase | 0.72% | $16.5M | +88.78% | -1.42% | +2.55% | |
| ARKK - ARK ETF TR | New Purchase | 0.71% | $16.3M | -44.04% | -40.80% | -70.50% | |
| AGG - ISHARES TR | New Purchase | 0.71% | $16.3M | +0.06% | -1.99% | -15.52% | |
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.70% | $16.2M | +145.50% | +15.29% | +19.22% | |
| CARG - CARGURUS INC | New Purchase | 0.67% | $15.4M | -0.57% | +0.27% | -57.85% | |
| EMR - EMERSON ELEC CO | New Purchase | 0.67% | $15.4M | +47.04% | -0.07% | -11.47% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.66% | $15.3M | +68.91% | +6.23% | +6.86% | |
| BAC - BK OF AMERICA CORP | New Purchase | 0.66% | $15.1M | +16.12% | -0.96% | -22.45% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.64% | $14.7M | +190.57% | +25.64% | +76.18% | |
| KO - COCA COLA CO | New Purchase | 0.64% | $14.7M | +55.33% | +9.18% | +7.30% | |
| C - CITIGROUP INC | New Purchase | 0.62% | $14.3M | +93.29% | -4.75% | -32.63% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | New Purchase | 0.61% | $14.1M | +144.92% | +5.14% | +8.84% | |
| VUG - VANGUARD INDEX FDS | New Purchase | 0.60% | $13.7M | +44.28% | -6.01% | -31.94% | |
| KMI - KINDER MORGAN INC DEL | New Purchase | 0.59% | $13.5M | +145.53% | +4.02% | +11.97% | |
| MO - ALTRIA GROUP INC | New Purchase | 0.58% | $13.4M | +112.34% | +16.71% | +9.87% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.57% | $13.1M | +11.64% | +14.54% | -4.54% | |
| MCD - MCDONALDS CORP | New Purchase | 0.55% | $12.7M | +35.18% | +4.76% | +9.79% | |
| V - VISA INC | New Purchase | 0.54% | $12.6M | +45.99% | +10.64% | -5.06% | |
| HD - HOME DEPOT INC | New Purchase | 0.54% | $12.4M | -1.77% | +2.48% | -19.33% | |
| DOW - DOW INC | New Purchase | 0.52% | $12.1M | -7.60% | +8.29% | -14.60% | |
| HPKEW - HIGHPEAK ENERGY INC | New Purchase | 0.51% | $11.7M | ||||
| SPYG - SPDR SER TR | New Purchase | 0.49% | $11.4M | +47.68% | -2.94% | -27.63% | |
| ARKW - ARK ETF TR | New Purchase | 0.49% | $11.4M | -20.96% | -41.03% | -70.76% | |
| EOG - EOG RES INC | New Purchase | 0.47% | $10.9M | +90.99% | +25.52% | +59.09% | |
| MRK - MERCK & CO INC | New Purchase | 0.47% | $10.8M | +57.57% | -6.16% | +16.62% | |
| XLK - SELECT SECTOR SPDR TR | New Purchase | 0.46% | $10.5M | +74.32% | +1.55% | -23.53% | |
| USRT - ISHARES TR | New Purchase | 0.45% | $10.3M | +8.38% | +0.41% | -21.77% | |
| CVS - CVS HEALTH CORP | New Purchase | 0.44% | $10.2M | -6.54% | +20.42% | +8.87% | |
| LMT - LOCKHEED MARTIN CORP | New Purchase | 0.44% | $10.1M | +112.08% | +17.83% | +49.56% | |