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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: 2022-01-20 (Q4 2021) | Holdings: 713 | Value: $2.5B | 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 | Reduce 2% $(3.2M) | 5.23% | $132.1M | +18.67% | +0.07% | +1.99% | |
| PIFI - ETF SER SOLUTIONS | Add 112% ($39.8M) | 2.98% | $75.2M | +7.01% | -4.39% | -4.72% | |
| HPK - HIGHPEAK ENERGY INC | 2.90% | $73.2M | -59.94% | +87.55% | +50.04% | ||
| AAPL - APPLE INC | Reduce 5% $(3.2M) | 2.55% | $64.5M | +59.07% | +1.35% | -13.68% | |
| QQQ - INVESCO QQQ TR | Add 1% ($735.2K) | 2.02% | $50.9M | +67.10% | -6.93% | -19.02% | |
| SPY - SPDR S&P 500 ETF TR | Add 11% ($4.7M) | 1.81% | $45.8M | +56.03% | -1.38% | -8.63% | |
| MSFT - MICROSOFT CORP | Add 1% ($619.2K) | 1.68% | $42.3M | +27.81% | -7.04% | -19.11% | |
| PFE - PFIZER INC | Reduce 10% $(3.7M) | 1.36% | $34.3M | -35.02% | -9.07% | -14.66% | |
| ABBV - ABBVIE INC | Reduce 6% $(2.1M) | 1.30% | $32.8M | +81.59% | +20.15% | +15.89% | |
| GOOG - ALPHABET INC | Reduce 4% $(1.4M) | 1.28% | $32.2M | +123.20% | -6.07% | -23.91% | |
| AMZN - AMAZON COM INC | Add 3% ($947.0K) | 1.19% | $30.0M | +39.89% | -1.10% | -34.96% | |
| HPKEW - HIGHPEAK ENERGY INC | 1.13% | $28.6M | |||||
| VTI - VANGUARD INDEX FDS | Add 2% ($512.3K) | 1.09% | $27.4M | +53.13% | -1.65% | -8.93% | |
| CSCO - CISCO SYS INC | Add 1% ($351.1K) | 1.08% | $27.4M | +53.96% | -8.49% | -15.46% | |
| EPD - ENTERPRISE PRODS PARTNERS L | Add 2% ($427.2K) | 1.03% | $26.0M | +113.99% | +16.01% | +17.89% | |
| CVX - CHEVRON CORP NEW | Reduce 5% $(1.3M) | 0.90% | $22.7M | +84.81% | +30.17% | +46.50% | |
| JPM - JPMORGAN CHASE & CO | Reduce 8% $(1.9M) | 0.83% | $21.0M | +121.51% | -10.83% | -3.87% | |
| VTV - VANGUARD INDEX FDS | New Purchase | 0.79% | $19.8M | +50.37% | +3.34% | +0.82% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.75% | $18.9M | +53.99% | +10.84% | +0.14% | ||
| GOOGL - ALPHABET INC | 0.75% | $18.9M | +124.91% | -5.87% | -24.74% | ||
| VB - VANGUARD INDEX FDS | Add 8% ($1.5M) | 0.75% | $18.8M | +36.44% | +0.68% | -3.01% | |
| JNJ - JOHNSON & JOHNSON | Add 12% ($1.9M) | 0.72% | $18.1M | +65.29% | +11.04% | +3.94% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 6% $(1.0M) | 0.68% | $17.1M | +19.29% | +3.63% | -21.92% | |
| KO - COCA COLA CO | Add 1% ($214.0K) | 0.67% | $16.8M | +42.51% | +9.23% | +1.53% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 6% ($958.3K) | 0.66% | $16.6M | +122.00% | +7.51% | +13.10% | |
| INTC - INTEL CORP | Reduce 5% $(859.8K) | 0.64% | $16.2M | +4.30% | -8.10% | -39.57% | |
| PG - PROCTER AND GAMBLE CO | Add 2% ($378.9K) | 0.62% | $15.7M | -2.77% | +0.32% | -11.24% | |
| HD - HOME DEPOT INC | Reduce 1% $(183.4K) | 0.61% | $15.5M | +1.85% | -11.23% | -8.05% | |
| EMR - EMERSON ELEC CO | 0.60% | $15.2M | +52.98% | +3.60% | -2.94% | ||
| VUG - VANGUARD INDEX FDS | 0.60% | $15.2M | +58.49% | -6.33% | -18.55% | ||
| AGG - ISHARES TR | Reduce 7% $(1.1M) | 0.60% | $15.1M | +1.81% | -7.75% | -8.96% | |
| MCD - MCDONALDS CORP | Add 1% ($183.6K) | 0.57% | $14.3M | +33.23% | +1.04% | +8.38% | |
| ARKK - ARK ETF TR | Add 2% ($291.9K) | 0.57% | $14.3M | -7.58% | -28.69% | -49.09% | |
| XOM - EXXON MOBIL CORP | Reduce 9% $(1.4M) | 0.56% | $14.2M | +154.79% | +20.24% | +60.20% | |
| BAC - BK OF AMERICA CORP | Reduce 14% $(2.2M) | 0.56% | $14.1M | +20.64% | -14.20% | -22.93% | |
| CARG - CARGURUS INC | Reduce 18% $(2.9M) | 0.54% | $13.6M | +11.40% | +18.08% | -44.89% | |
| MO - ALTRIA GROUP INC | Reduce 3% $(464.3K) | 0.54% | $13.6M | +82.04% | +13.93% | -3.93% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.52% | $13.1M | +121.20% | +22.97% | +2.90% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 8% $(1.1M) | 0.52% | $13.0M | +143.52% | +15.56% | +11.28% | |
| SPYG - SPDR SER TR | 0.51% | $12.9M | +57.92% | -5.01% | -18.12% | ||
| KMI - KINDER MORGAN INC DEL | Reduce 1% $(141.7K) | 0.50% | $12.7M | +139.89% | +15.52% | +14.65% | |
| USRT - ISHARES TR | Add 4% ($501.0K) | 0.49% | $12.4M | +9.29% | +6.75% | -12.76% | |
| XLK - SELECT SECTOR SPDR TR | Add 1% ($125.7K) | 0.49% | $12.4M | +78.90% | -6.12% | -13.64% | |
| DOW - DOW INC | Add 3% ($359.3K) | 0.49% | $12.3M | -8.78% | +21.96% | +5.74% | |
| V - VISA INC | 0.48% | $12.2M | +44.18% | +0.62% | +4.83% | ||
| EOG - EOG RES INC | Add 1% ($116.7K) | 0.48% | $12.2M | +67.81% | +18.42% | +40.87% | |
| CVS - CVS HEALTH CORP | Reduce 3% $(338.5K) | 0.48% | $12.1M | -17.89% | +2.72% | -13.24% | |
| AFL - AFLAC INC | New Purchase | 0.46% | $11.6M | +96.63% | +6.44% | +18.54% | |
| C - CITIGROUP INC | Reduce 10% $(1.2M) | 0.45% | $11.3M | +110.03% | -17.10% | -15.50% | |
| T - AT&T INC | Reduce 26% $(3.8M) | 0.44% | $11.2M | +75.09% | +1.14% | -0.00% | |
| LMT - LOCKHEED MARTIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ARKW - ARK ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - MERCK & CO INC | Reduce 100% | 0.00% | $0.00 | ||||