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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: 2022-11-01 (Q3 2022) | Holdings: 635 | Value: $2.0B | 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 |
| PIFI - ETF SER SOLUTIONS | Add 2% ($1.8M) | 6.10% | $120.6M | +15.96% | +3.75% | +2.22% | |
| OPER - ETF SER SOLUTIONS | Add 7% ($7.6M) | 5.55% | $109.8M | +17.45% | +1.05% | +4.94% | |
| HPK - HIGHPEAK ENERGY INC | 5.48% | $108.3M | -69.45% | +16.89% | -23.26% | ||
| HPKEW - HIGHPEAK ENERGY INC | 3.41% | $67.4M | |||||
| AAPL - APPLE INC | Reduce 6% $(2.8M) | 2.22% | $43.9M | +74.87% | +1.43% | +19.93% | |
| EPD - ENTERPRISE PRODS PARTNERS L | Add 6% ($1.6M) | 1.55% | $30.7M | +89.51% | +5.18% | +13.65% | |
| ABBV - ABBVIE INC | Add 1% ($240.4K) | 1.52% | $30.1M | +59.81% | -0.55% | +1.37% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 52% $(32.0M) | 1.52% | $30.0M | +79.02% | +9.06% | +13.97% | |
| MSFT - MICROSOFT CORP | 1.47% | $29.0M | +67.50% | +15.64% | +53.27% | ||
| CVX - CHEVRON CORP NEW | 1.27% | $25.1M | +26.94% | -5.87% | -14.78% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 1.07% | $21.2M | +104.55% | +0.19% | +12.09% | ||
| GOOG - ALPHABET INC | Add 1857% ($19.7M) | 1.05% | $20.8M | +226.56% | +19.68% | +41.44% | |
| JNJ - JOHNSON & JOHNSON | Add 3% ($495.6K) | 0.95% | $18.8M | +55.82% | -3.63% | -10.60% | |
| AMZN - AMAZON COM INC | Reduce 2% $(388.6K) | 0.93% | $18.5M | +115.56% | +16.03% | +41.88% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(184.5K) | 0.93% | $18.4M | +62.90% | +6.42% | +19.10% | |
| PFE - PFIZER INC | Reduce 27% $(6.7M) | 0.92% | $18.3M | -27.68% | -5.53% | -33.58% | |
| VTI - VANGUARD INDEX FDS | Reduce 10% $(1.9M) | 0.91% | $18.0M | +76.14% | +9.30% | +12.14% | |
| XLE - SELECT SECTOR SPDR TR | Reduce 1% $(228.3K) | 0.89% | $17.7M | +47.25% | -3.91% | +0.28% | |
| EOG - EOG RES INC | Add 3% ($520.3K) | 0.86% | $16.9M | +20.21% | -6.18% | -0.41% | |
| XOM - EXXON MOBIL CORP | Reduce 5% $(843.8K) | 0.85% | $16.8M | +62.02% | +0.42% | +1.02% | |
| JPM - JPMORGAN CHASE & CO | Add 6% ($972.5K) | 0.83% | $16.5M | +149.61% | +9.65% | +14.09% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 2% $(364.0K) | 0.79% | $15.6M | +65.10% | +14.06% | +3.45% | |
| CSCO - CISCO SYS INC | Reduce 33% $(7.2M) | 0.73% | $14.4M | +91.76% | +9.33% | +19.57% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 8% ($981.4K) | 0.67% | $13.2M | +122.66% | +2.50% | -10.85% | |
| VB - VANGUARD INDEX FDS | Reduce 19% $(2.8M) | 0.63% | $12.4M | +48.83% | +11.85% | -0.73% | |
| DUK - DUKE ENERGY CORP NEW | Add 15% ($1.6M) | 0.63% | $12.4M | +62.30% | +10.30% | +0.29% | |
| ATVI - ACTIVISION BLIZZARD INC | Add 14% ($1.5M) | 0.62% | $12.3M | ||||
| CNQ - CANADIAN NAT RES LTD | Add 8% ($832.6K) | 0.60% | $11.9M | +86.36% | -2.91% | +18.10% | |
| PVAL - PUTNAM ETF TRUST | New Purchase | 0.54% | $10.7M | +82.43% | +7.88% | +10.56% | |
| GOOGL - ALPHABET INC | Add 1623% ($9.5M) | 0.51% | $10.1M | +227.92% | +18.47% | +40.19% | |
| DOW - DOW INC | Reduce 43% $(7.5M) | 0.49% | $9.8M | +8.36% | +29.74% | +10.23% | |
| PM - PHILIP MORRIS INTL INC | 0.49% | $9.8M | +102.45% | +14.44% | +4.71% | ||
| EMR - EMERSON ELEC CO | Add 5% ($423.5K) | 0.49% | $9.7M | +64.57% | +7.32% | +8.86% | |
| IVV - ISHARES TR | Add 5% ($490.3K) | 0.48% | $9.5M | +79.52% | +9.05% | +14.05% | |
| COST - COSTCO WHSL CORP NEW | Reduce 2% $(231.9K) | 0.46% | $9.1M | +112.72% | +5.33% | +12.53% | |
| V - VISA INC | 0.46% | $9.1M | +50.17% | +11.82% | +19.17% | ||
| MET - METLIFE INC | 0.45% | $8.9M | +6.47% | -5.04% | -16.19% | ||
| NVS - NOVARTIS AG | Add 1% ($122.0K) | 0.44% | $8.7M | +119.33% | +5.55% | +25.31% | |
| BAC - BK OF AMERICA CORP | New Purchase | 0.44% | $8.6M | +49.82% | +0.75% | -21.21% | |
| KO - COCA COLA CO | Add 1% ($103.2K) | 0.43% | $8.5M | +42.76% | +1.79% | -1.34% | |
| MCD - MCDONALDS CORP | New Purchase | 0.43% | $8.5M | +21.95% | -3.04% | -0.08% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.42% | $8.3M | +15.40% | +6.19% | +15.26% | |
| UPS - UNITED PARCEL SERVICE INC | New Purchase | 0.41% | $8.1M | -29.56% | +16.21% | -11.35% | |
| INTC - INTEL CORP | Reduce 38% $(4.9M) | 0.41% | $8.1M | +87.31% | +8.23% | +37.86% | |
| MRK - MERCK & CO INC | New Purchase | 0.41% | $8.0M | +34.78% | +4.51% | +6.03% | |
| MO - ALTRIA GROUP INC | Reduce 14% $(1.3M) | 0.40% | $8.0M | +89.05% | +4.58% | -3.47% | |
| QCOM - QUALCOMM INC | Reduce 11% $(940.2K) | 0.40% | $8.0M | +15.81% | +15.17% | +1.51% | |
| T - AT&T INC | Add 2% ($137.3K) | 0.40% | $7.9M | +85.69% | +12.60% | -8.13% | |
| BMY - BRISTOL-MYERS SQUIBB CO | New Purchase | 0.39% | $7.8M | -10.40% | -5.56% | -31.82% | |
| PSX - PHILLIPS 66 | New Purchase | 0.39% | $7.7M | +87.22% | -6.42% | +15.11% | |
| KMI - KINDER MORGAN INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| GLD - SPDR GOLD TR | Reduce 100% | 0.00% | $0.00 | ||||
| GSK - GSK PLC | Reduce 100% | 0.00% | $0.00 | ||||
| ES - EVERSOURCE ENERGY | Reduce 100% | 0.00% | $0.00 | ||||
| LMT - LOCKHEED MARTIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| GIS - GENERAL MLS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TBF - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||