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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: 2022-08-12 (Q2 2022) | Holdings: 667 | 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 |
| HPK - HIGHPEAK ENERGY INC | 5.62% | $128.1M | -64.38% | +20.68% | -26.76% | ||
| PIFI - ETF SER SOLUTIONS | 5.40% | $123.0M | +10.97% | -3.42% | -1.92% | ||
| OPER - ETF SER SOLUTIONS | Reduce 1% $(725.3K) | 4.48% | $102.2M | +18.12% | +0.70% | +4.29% | |
| HPKEW - HIGHPEAK ENERGY INC | 3.94% | $89.8M | |||||
| SPY - SPDR S&P 500 ETF TR | Reduce 3% $(2.0M) | 2.88% | $65.5M | +62.46% | -6.60% | +7.22% | |
| AAPL - APPLE INC | Reduce 3% $(1.4M) | 2.03% | $46.2M | +51.85% | -13.41% | +5.25% | |
| ABBV - ABBVIE INC | Reduce 6% $(2.1M) | 1.50% | $34.1M | +65.86% | +7.11% | +10.72% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(278.1K) | 1.40% | $31.9M | +32.36% | -16.82% | +12.43% | |
| PFE - PFIZER INC | Add 5% ($1.4M) | 1.31% | $29.9M | -30.87% | -0.62% | -24.91% | |
| EPD - ENTERPRISE PRODS PARTNERS L | Add 2% ($682.5K) | 1.31% | $29.8M | +81.27% | -4.73% | +8.40% | |
| CVX - CHEVRON CORP NEW | Add 3% ($775.6K) | 1.11% | $25.2M | +49.34% | +21.31% | +9.50% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 16% ($3.5M) | 1.10% | $25.1M | +111.92% | +9.75% | +12.10% | |
| GOOG - ALPHABET INC | Add 3% ($726.2K) | 1.06% | $24.2M | +142.92% | -21.42% | +7.87% | |
| CSCO - CISCO SYS INC | Add 22% ($4.2M) | 1.01% | $23.0M | +89.70% | -2.66% | +19.95% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 13% ($2.4M) | 0.94% | $21.3M | +38.87% | -13.49% | -20.35% | |
| VTI - VANGUARD INDEX FDS | 0.92% | $20.9M | +59.71% | -6.85% | +6.01% | ||
| DOW - DOW INC | Add 14% ($2.5M) | 0.89% | $20.3M | -7.27% | -5.12% | +5.29% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($235.7K) | 0.87% | $19.9M | +63.38% | +4.26% | +7.43% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 7% ($1.3M) | 0.83% | $19.0M | +59.84% | +3.44% | +20.04% | |
| INTC - INTEL CORP | Add 29% ($4.2M) | 0.83% | $18.9M | +46.68% | -14.79% | +2.17% | |
| XLE - SELECT SECTOR SPDR TR | Add 8% ($1.2M) | 0.78% | $17.8M | +78.29% | +24.44% | +23.23% | |
| AMZN - AMAZON COM INC | Add 1659% ($16.7M) | 0.78% | $17.7M | +46.90% | -31.03% | -1.56% | |
| XOM - EXXON MOBIL CORP | Add 1% ($103.0K) | 0.76% | $17.3M | +99.69% | +26.24% | +26.67% | |
| JPM - JPMORGAN CHASE & CO | Add 4% ($713.4K) | 0.73% | $16.7M | +165.38% | +11.53% | +31.77% | |
| EOG - EOG RES INC | Add 5% ($742.4K) | 0.71% | $16.2M | +51.31% | +35.89% | +27.32% | |
| VB - VANGUARD INDEX FDS | Add 4% ($538.0K) | 0.69% | $15.7M | +37.46% | -5.53% | +0.80% | |
| KMI - KINDER MORGAN INC DEL | Add 3% ($471.8K) | 0.68% | $15.5M | +117.85% | +2.84% | +2.83% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Reduce 8% $(1.2M) | 0.63% | $14.3M | +125.88% | -0.90% | -6.22% | |
| GOOGL - ALPHABET INC | Reduce 7% $(1.1M) | 0.58% | $13.3M | +146.19% | -20.99% | +8.42% | |
| LMT - LOCKHEED MARTIN CORP | Reduce 5% $(708.6K) | 0.56% | $12.8M | +59.03% | +7.49% | +6.74% | |
| CNQ - CANADIAN NAT RES LTD | Add 7% ($849.4K) | 0.56% | $12.7M | +114.86% | +16.46% | +22.53% | |
| DUK - DUKE ENERGY CORP NEW | New Purchase | 0.54% | $12.4M | +37.46% | -13.51% | -13.30% | |
| TBF - PROSHARES TR | 0.54% | $12.2M | +40.62% | +18.41% | +22.84% | ||
| ES - EVERSOURCE ENERGY | Add 3% ($373.8K) | 0.52% | $11.8M | -12.66% | -16.05% | -26.44% | |
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.51% | $11.6M | +89.27% | -4.13% | +1.75% | |
| ATVI - ACTIVISION BLIZZARD INC | New Purchase | 0.50% | $11.3M | ||||
| T - AT&T INC | Add 2% ($227.9K) | 0.47% | $10.7M | +89.81% | +6.64% | -16.46% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 2% $(231.1K) | 0.46% | $10.4M | -45.17% | -4.86% | -4.36% | |
| GSK - GSK PLC | New Purchase | 0.45% | $10.2M | +90.29% | -4.75% | +6.82% | |
| EMR - EMERSON ELEC CO | Reduce 33% $(5.0M) | 0.44% | $10.1M | +59.78% | +7.97% | +11.19% | |
| V - VISA INC | Reduce 7% $(774.1K) | 0.44% | $10.1M | +46.88% | -1.45% | +16.39% | |
| QCOM - QUALCOMM INC | Add 14% ($1.2M) | 0.44% | $10.1M | -8.03% | -19.19% | -22.23% | |
| GLD - SPDR GOLD TR | New Purchase | 0.43% | $9.8M | +158.70% | -0.64% | +6.67% | |
| GIS - GENERAL MLS INC | New Purchase | 0.43% | $9.8M | -44.49% | +0.84% | -3.37% | |
| MO - ALTRIA GROUP INC | New Purchase | 0.42% | $9.6M | +96.23% | -0.46% | +4.90% | |
| IVV - ISHARES TR | Add 10% ($901.3K) | 0.42% | $9.6M | +62.89% | -6.62% | +7.24% | |
| NVS - NOVARTIS AG | New Purchase | 0.42% | $9.5M | +109.84% | -2.12% | +24.64% | |
| COST - COSTCO WHSL CORP NEW | Reduce 16% $(1.8M) | 0.42% | $9.5M | +97.77% | -4.81% | +5.26% | |
| KO - COCA COLA CO | New Purchase | 0.41% | $9.4M | +34.76% | -3.88% | -1.47% | |
| MET - METLIFE INC | New Purchase | 0.40% | $9.1M | +17.56% | +10.98% | -1.97% | |
| VLO - VALERO ENERGY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BAC - BK OF AMERICA CORP | Reduce 100% | 0.00% | $0.00 | ||||
| USRT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| TRV - TRAVELERS COMPANIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| C - CITIGROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| SO - SOUTHERN CO | Reduce 100% | 0.00% | $0.00 | ||||
| VTV - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| AFL - AFLAC INC | Reduce 100% | 0.00% | $0.00 | ||||