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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: 2023-02-03 (Q4 2022) | Holdings: 1606 | Value: $2.2B | 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 | Add 46% ($52.9M) | 7.75% | $167.3M | -73.86% | -44.61% | -51.62% | |
| PIFI - ETF SER SOLUTIONS | 5.64% | $121.9M | +12.89% | +2.23% | +2.75% | ||
| OPER - ETF SER SOLUTIONS | Reduce 19% $(21.3M) | 4.10% | $88.4M | +16.17% | +1.12% | +5.21% | |
| HPKEW - HIGHPEAK ENERGY INC | 2.89% | $62.4M | |||||
| AAPL - APPLE INC | Add 1% ($397.3K) | 1.93% | $41.7M | +70.42% | +8.83% | +23.70% | |
| EPD - ENTERPRISE PRODS PARTNERS L | Add 7% ($2.1M) | 1.54% | $33.2M | +80.10% | -0.30% | +9.90% | |
| ABBV - ABBVIE INC | Reduce 9% $(3.4M) | 1.52% | $32.8M | +59.71% | +2.04% | +22.26% | |
| MSFT - MICROSOFT CORP | Add 10% ($2.9M) | 1.52% | $32.8M | +48.87% | +18.93% | +58.97% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(451.2K) | 1.43% | $30.9M | +34.41% | -7.05% | -6.63% | |
| XOM - EXXON MOBIL CORP | Add 4% ($756.7K) | 1.02% | $22.0M | +59.61% | -4.90% | -6.54% | |
| JPM - JPMORGAN CHASE & CO | Add 3% ($602.2K) | 1.01% | $21.8M | +125.56% | -3.61% | +27.99% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($293.6K) | 0.95% | $20.6M | +62.67% | -0.76% | -2.44% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 36% $(11.7M) | 0.95% | $20.5M | +66.94% | -0.76% | +22.02% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 19% $(4.9M) | 0.94% | $20.2M | +105.00% | -8.65% | +41.74% | |
| EOG - EOG RES INC | Add 2% ($336.8K) | 0.93% | $20.0M | +28.05% | -9.40% | -7.70% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 6% $(1.3M) | 0.92% | $20.0M | +54.86% | +3.81% | +26.77% | |
| VTI - VANGUARD INDEX FDS | Add 2% ($374.9K) | 0.90% | $19.5M | +63.97% | -2.24% | +20.10% | |
| GOOG - ALPHABET INC | Add 1% ($199.1K) | 0.90% | $19.4M | +189.11% | +2.46% | +41.14% | |
| XLE - SELECT SECTOR SPDR TR | Reduce 13% $(2.8M) | 0.87% | $18.7M | +53.44% | -8.27% | +0.38% | |
| PFE - PFIZER INC | Reduce 13% $(2.8M) | 0.86% | $18.6M | -23.19% | -13.49% | -36.78% | |
| SDS - PROSHARES TR | New Purchase | 0.83% | $17.9M | -55.98% | +3.08% | -26.28% | |
| CSCO - CISCO SYS INC | 0.79% | $17.1M | +79.95% | -4.22% | +6.13% | ||
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 1% ($113.4K) | 0.76% | $16.4M | +117.70% | -0.31% | -2.16% | |
| CNQ - CANADIAN NAT RES LTD | Add 7% ($1.1M) | 0.70% | $15.2M | +92.51% | -3.77% | +9.01% | |
| EMR - EMERSON ELEC CO | Add 4% ($513.0K) | 0.62% | $13.3M | +54.42% | -8.37% | +5.29% | |
| ATVI - ACTIVISION BLIZZARD INC | Add 2% ($194.4K) | 0.60% | $12.9M | ||||
| VB - VANGUARD INDEX FDS | Reduce 5% $(647.9K) | 0.59% | $12.6M | +35.14% | -11.46% | +2.76% | |
| AMZN - AMAZON COM INC | Reduce 12% $(1.6M) | 0.56% | $12.1M | +103.81% | +1.04% | +65.47% | |
| PVAL - PUTNAM ETF TRUST | Reduce 1% $(84.3K) | 0.56% | $12.1M | +69.34% | -6.29% | +13.63% | |
| DOW - DOW INC | Reduce 1% $(68.0K) | 0.52% | $11.1M | -16.55% | -9.98% | -6.62% | |
| IVV - ISHARES TR | Add 5% ($471.0K) | 0.49% | $10.7M | +67.39% | -0.77% | +22.16% | |
| V - VISA INC | Reduce 1% $(81.4K) | 0.49% | $10.5M | +34.81% | -1.16% | +21.46% | |
| KMI - KINDER MORGAN INC DEL | New Purchase | 0.48% | $10.3M | +112.46% | -7.06% | -2.13% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($111.4K) | 0.47% | $10.1M | +8.80% | +10.19% | +14.24% | |
| MCD - MCDONALDS CORP | Add 4% ($392.7K) | 0.47% | $10.0M | +24.93% | +12.03% | +10.36% | |
| PSX - PHILLIPS 66 | Add 1% ($70.0K) | 0.46% | $10.0M | +100.88% | -5.41% | +55.37% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 38% $(6.2M) | 0.46% | $10.0M | +45.87% | -8.53% | +7.13% | |
| MRK - MERCK & CO INC | Reduce 3% $(352.2K) | 0.46% | $10.0M | +29.00% | +14.27% | +25.41% | |
| KO - COCA COLA CO | Add 1% ($115.7K) | 0.45% | $9.8M | +41.40% | +7.39% | +3.59% | |
| ORCL - ORACLE CORP | New Purchase | 0.45% | $9.7M | +69.53% | +6.54% | +32.02% | |
| GOOGL - ALPHABET INC | Add 4% ($331.7K) | 0.44% | $9.6M | +191.23% | +2.24% | +40.31% | |
| SCCO - SOUTHERN COPPER CORP | New Purchase | 0.44% | $9.5M | +181.53% | +0.99% | +11.56% | |
| COST - COSTCO WHSL CORP NEW | Add 6% ($488.5K) | 0.43% | $9.3M | +105.49% | -4.49% | +42.42% | |
| T - AT&T INC | Reduce 4% $(335.7K) | 0.43% | $9.2M | +69.33% | -13.17% | -4.03% | |
| BAC - BANK AMERICA CORP | Reduce 7% $(655.4K) | 0.41% | $8.8M | +48.21% | -25.06% | -6.16% | |
| UPS - UNITED PARCEL SERVICE INC | 0.41% | $8.7M | -38.97% | -7.99% | -23.89% | ||
| AFL - AFLAC INC | New Purchase | 0.40% | $8.6M | +71.51% | -2.85% | +12.90% | |
| NVS - NOVARTIS AG | Reduce 17% $(1.7M) | 0.40% | $8.6M | +109.08% | +25.69% | +31.37% | |
| QQQ - INVESCO QQQ TR | New Purchase | 0.39% | $8.5M | +96.46% | +4.33% | +42.14% | |
| TRV - TRAVELERS COMPANIES INC | New Purchase | 0.38% | $8.3M | +71.90% | -0.88% | +19.97% | |
| PM - PHILIP MORRIS INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| MET - METLIFE INC | Reduce 100% | 0.00% | $0.00 | ||||
| MO - ALTRIA GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BMY - BRISTOL-MYERS SQUIBB CO | Reduce 100% | 0.00% | $0.00 | ||||
| DUK - DUKE ENERGY CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| QCOM - QUALCOMM INC | Reduce 100% | 0.00% | $0.00 | ||||