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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: 2022-05-12 (Q1 2022) | Holdings: 704 | Value: $2.7B | 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 |
| QQQ - INVESCO QQQ TR | Add 189% ($87.6M) | 4.90% | $134.0M | +102.87% | +12.84% | +11.36% | |
| PIFI - ETF SER SOLUTIONS | Add 74% ($53.4M) | 4.60% | $125.8M | +11.84% | +0.70% | +0.81% | |
| HPK - HIGHPEAK ENERGY INC | 4.06% | $111.0M | -76.33% | -34.27% | -54.36% | ||
| OPER - ETF SER SOLUTIONS | Reduce 22% $(29.2M) | 3.76% | $102.9M | +18.53% | +0.35% | +3.32% | |
| SPY - SPDR S&P 500 ETF TR | Add 86% ($37.3M) | 2.95% | $80.8M | +74.70% | +8.57% | +5.87% | |
| HPKEW - HIGHPEAK ENERGY INC | 2.46% | $67.4M | |||||
| AAPL - APPLE INC | Reduce 4% $(2.7M) | 2.22% | $60.7M | +80.38% | +19.95% | +19.72% | |
| MSFT - MICROSOFT CORP | 1.41% | $38.6M | +50.01% | +14.30% | +21.43% | ||
| ABBV - ABBVIE INC | Reduce 2% $(967.2K) | 1.40% | $38.3M | +56.16% | -6.39% | -0.75% | |
| AMZN - AMAZON COM INC | Add 5% ($1.6M) | 1.13% | $30.9M | +92.33% | +31.27% | +1.95% | |
| EPD - ENTERPRISE PRODS PARTNERS L | Add 1% ($262.9K) | 1.13% | $30.8M | +88.75% | +6.05% | +7.26% | |
| GOOG - ALPHABET INC | Reduce 4% $(1.2M) | 1.09% | $29.9M | +158.50% | +7.00% | +1.84% | |
| PFE - PFIZER INC | Reduce 7% $(2.0M) | 1.03% | $28.1M | -30.90% | -0.48% | -23.52% | |
| CVX - CHEVRON CORP NEW | Reduce 13% $(4.1M) | 1.00% | $27.5M | +40.34% | -5.05% | -2.35% | |
| VTI - VANGUARD INDEX FDS | Reduce 2% $(589.2K) | 0.92% | $25.3M | +73.25% | +9.47% | +5.41% | |
| CSCO - CISCO SYS INC | Add 2% ($497.9K) | 0.90% | $24.6M | +82.29% | -3.49% | +0.00% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($536.1K) | 0.84% | $22.9M | +53.37% | -2.71% | +3.95% | |
| DOW - DOW INC | Add 59% ($8.1M) | 0.80% | $21.9M | -22.98% | -17.16% | -18.63% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 23% ($3.8M) | 0.73% | $19.9M | +114.53% | +2.73% | -2.48% | |
| JNJ - JOHNSON & JOHNSON | Add 5% ($915.0K) | 0.72% | $19.6M | +52.74% | -6.46% | -8.30% | |
| INTC - INTEL CORP | Add 25% ($3.9M) | 0.71% | $19.4M | +23.18% | -15.46% | -28.59% | |
| JPM - JPMORGAN CHASE & CO | Add 7% ($1.3M) | 0.71% | $19.4M | +171.61% | +3.46% | +17.04% | |
| VTV - VANGUARD INDEX FDS | Reduce 4% $(872.4K) | 0.70% | $19.1M | +55.91% | +3.22% | +1.29% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 13% ($2.2M) | 0.69% | $19.0M | +31.24% | -4.39% | -18.98% | |
| EMR - EMERSON ELEC CO | Add 16% ($2.6M) | 0.68% | $18.6M | +70.57% | +7.41% | +2.32% | |
| GOOGL - ALPHABET INC | Add 1% ($178.0K) | 0.67% | $18.3M | +160.37% | +6.59% | +1.73% | |
| VB - VANGUARD INDEX FDS | Add 3% ($570.6K) | 0.67% | $18.3M | +52.56% | +12.00% | +2.50% | |
| XLE - SELECT SECTOR SPDR TR | New Purchase | 0.65% | $17.7M | +72.01% | -1.85% | +3.89% | |
| KMI - KINDER MORGAN INC DEL | Add 12% ($1.9M) | 0.62% | $17.0M | +117.69% | +1.40% | -4.43% | |
| EOG - EOG RES INC | Add 2% ($406.8K) | 0.61% | $16.7M | +38.03% | -6.51% | -2.31% | |
| XOM - EXXON MOBIL CORP | Reduce 13% $(2.6M) | 0.61% | $16.6M | +108.95% | +6.70% | +24.43% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 6% ($971.9K) | 0.58% | $16.0M | +132.88% | +5.06% | +7.51% | |
| MCD - MCDONALDS CORP | Add 13% ($1.8M) | 0.55% | $15.0M | +36.19% | +8.00% | +22.43% | |
| TRV - TRAVELERS COMPANIES INC | New Purchase | 0.52% | $14.3M | +82.69% | -0.37% | +7.49% | |
| LMT - LOCKHEED MARTIN CORP | New Purchase | 0.51% | $13.9M | +59.04% | +1.24% | +6.47% | |
| CNQ - CANADIAN NAT RES LTD | New Purchase | 0.50% | $13.7M | +99.80% | -5.61% | +3.13% | |
| COST - COSTCO WHSL CORP NEW | Add 2% ($270.6K) | 0.50% | $13.6M | +115.51% | +10.87% | +2.56% | |
| AFL - AFLAC INC | Add 5% ($611.9K) | 0.49% | $13.5M | +114.80% | +14.56% | +20.34% | |
| VLO - VALERO ENERGY CORP | New Purchase | 0.47% | $13.0M | +123.17% | -7.87% | -5.75% | |
| BAC - BK OF AMERICA CORP | Reduce 1% $(179.1K) | 0.47% | $12.9M | +53.98% | +2.61% | -20.24% | |
| V - VISA INC | Reduce 2% $(303.2K) | 0.45% | $12.2M | +57.13% | +10.05% | +19.12% | |
| ES - EVERSOURCE ENERGY | New Purchase | 0.44% | $12.0M | -8.33% | +5.07% | -11.40% | |
| C - CITIGROUP INC | Add 19% ($1.9M) | 0.43% | $11.9M | +181.96% | +16.65% | +2.60% | |
| T - AT&T INC | Add 10% ($1.0M) | 0.43% | $11.8M | +77.23% | -5.60% | -8.90% | |
| USRT - ISHARES TR | Reduce 6% $(725.9K) | 0.41% | $11.1M | +21.16% | +7.18% | -7.49% | |
| TBF - PROSHARES TR | New Purchase | 0.39% | $10.8M | +39.34% | -0.10% | +11.20% | |
| QCOM - QUALCOMM INC | New Purchase | 0.39% | $10.6M | +3.49% | +13.88% | -18.99% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.39% | $10.6M | -38.03% | +13.64% | +2.58% | |
| IVV - ISHARES TR | New Purchase | 0.38% | $10.4M | +75.19% | +8.56% | +5.87% | |
| SO - SOUTHERN CO | New Purchase | 0.37% | $10.1M | +51.12% | +6.98% | +1.90% | |
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | +25.15% | -2.00% | +4.95% | |
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | +7.40% | +0.24% | +1.58% | |
| CVS - CVS HEALTH CORP | Reduce 100% | 0.00% | $0.00 | -33.82% | +8.61% | -28.13% | |
| VUG - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| AGG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | +58.81% | +9.19% | +2.14% | |
| ARKK - ARK ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPYG - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| MO - ALTRIA GROUP INC | Reduce 100% | 0.00% | $0.00 | +36.09% | -12.01% | -5.65% | |
| CARG - CARGURUS INC | Reduce 100% | 0.00% | $0.00 | +57.19% | -15.21% | -19.58% | |
| XLK - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||