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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: 2023-05-11 (Q1 2023) | Holdings: 633 | 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 | 7.79% | $168.2M | -51.93% | -1.17% | -5.77% | ||
| PIFI - ETF SER SOLUTIONS | 5.75% | $124.2M | +10.58% | -2.27% | +0.64% | ||
| HPKEW - HIGHPEAK ENERGY INC | 3.85% | $83.3M | |||||
| OPER - ETF SER SOLUTIONS | Reduce 13% $(11.2M) | 3.57% | $77.2M | +14.79% | +1.35% | +5.47% | |
| AAPL - APPLE INC | Reduce 2% $(1.2M) | 2.40% | $51.7M | +49.33% | +3.50% | +7.86% | |
| EPD - ENTERPRISE PRODS PARTNERS L | Add 10% ($3.7M) | 1.82% | $39.3M | +75.83% | +5.15% | +19.36% | |
| MSFT - MICROSOFT CORP | Reduce 8% $(3.0M) | 1.68% | $36.4M | +23.11% | +4.57% | +34.32% | |
| ABBV - ABBVIE INC | Add 3% ($883.1K) | 1.54% | $33.3M | +57.12% | +4.88% | +14.33% | |
| CVX - CHEVRON CORP NEW | Add 2% ($435.6K) | 1.32% | $28.5M | +43.89% | +5.50% | +9.14% | |
| GOOG - ALPHABET INC | Reduce 3% $(591.4K) | 1.02% | $22.1M | +153.74% | +12.68% | +46.07% | |
| XOM - EXXON MOBIL CORP | Add 1% ($109.8K) | 1.02% | $22.0M | +67.41% | +6.19% | +14.88% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($148.3K) | 0.99% | $21.3M | +129.38% | +13.90% | +49.10% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($293.6K) | 0.94% | $20.2M | +47.41% | +10.70% | +26.99% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 8% $(1.8M) | 0.93% | $20.2M | +64.85% | +8.79% | +27.82% | |
| VTI - VANGUARD INDEX FDS | Reduce 7% $(1.5M) | 0.89% | $19.3M | +64.40% | +9.13% | +27.86% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 2% ($382.8K) | 0.89% | $19.2M | +123.52% | +18.23% | +43.88% | |
| CSCO - CISCO SYS INC | Add 2% ($419.7K) | 0.89% | $19.1M | +85.52% | +17.30% | +8.46% | |
| JNJ - JOHNSON & JOHNSON | Add 5% ($850.6K) | 0.88% | $18.9M | +64.70% | +8.30% | -3.40% | |
| EOG - EOG RES INC | Add 6% ($1.1M) | 0.87% | $18.8M | +41.11% | +18.74% | +20.85% | |
| AMZN - AMAZON COM INC | Add 12% ($1.8M) | 0.77% | $16.6M | +87.03% | +25.33% | +66.34% | |
| RTX - RAYTHEON TECHNOLOGIES CORP | Add 4% ($591.3K) | 0.76% | $16.5M | +118.27% | -9.38% | +13.26% | |
| CNQ - CANADIAN NAT RES LTD | Add 6% ($951.1K) | 0.74% | $16.1M | +94.97% | +11.19% | +42.16% | |
| PFE - PFIZER INC | Add 5% ($716.9K) | 0.72% | $15.5M | -10.72% | -3.03% | -20.16% | |
| XLE - SELECT SECTOR SPDR TR | Reduce 13% $(2.3M) | 0.71% | $15.4M | +65.83% | +14.62% | +22.85% | |
| WMT - WALMART INC | New Purchase | 0.66% | $14.3M | +153.35% | +4.54% | +19.66% | |
| EMR - EMERSON ELEC CO | Add 16% ($1.9M) | 0.65% | $14.0M | +67.61% | +16.63% | +41.18% | |
| V - VISA INC | Add 20% ($2.3M) | 0.63% | $13.7M | +32.37% | +4.90% | +21.14% | |
| VB - VANGUARD INDEX FDS | Add 1% ($84.7K) | 0.61% | $13.1M | +49.82% | +9.86% | +22.64% | |
| DOW - DOW INC | Add 8% ($995.5K) | 0.61% | $13.1M | -5.88% | +6.87% | +19.10% | |
| SCCO - SOUTHERN COPPER CORP | Add 7% ($861.2K) | 0.59% | $12.8M | +197.32% | +19.08% | +82.07% | |
| ATVI - ACTIVISION BLIZZARD INC | Reduce 12% $(1.8M) | 0.58% | $12.6M | ||||
| PVAL - PUTNAM ETF TRUST | Reduce 1% $(178.3K) | 0.57% | $12.2M | +77.00% | +10.10% | +33.17% | |
| MCD - MCDONALDS CORP | Add 7% ($757.5K) | 0.53% | $11.4M | +11.50% | -1.64% | -6.01% | |
| GOOGL - ALPHABET INC | 0.52% | $11.3M | +155.58% | +12.56% | +44.96% | ||
| IVV - ISHARES TR | Reduce 1% $(150.5K) | 0.52% | $11.3M | +65.27% | +8.81% | +27.97% | |
| PSX - PHILLIPS 66 | Add 14% ($1.4M) | 0.52% | $11.1M | +107.92% | +22.96% | +59.60% | |
| QQQ - INVESCO QQQ TR | Add 6% ($604.6K) | 0.50% | $10.9M | +82.21% | +13.50% | +36.51% | |
| ORCL - ORACLE CORP | Reduce 2% $(262.9K) | 0.50% | $10.7M | +54.82% | +18.82% | +20.93% | |
| UPS - UNITED PARCEL SERVICE INC | Add 8% ($751.9K) | 0.49% | $10.5M | -32.68% | +4.73% | -7.04% | |
| PG - PROCTER AND GAMBLE CO | Add 6% ($578.1K) | 0.48% | $10.5M | -0.75% | +1.34% | +9.97% | |
| T - AT&T INC | Add 8% ($722.4K) | 0.48% | $10.3M | +93.98% | -14.62% | +8.77% | |
| KO - COCA COLA CO | Add 8% ($802.9K) | 0.48% | $10.3M | +31.38% | -3.94% | +2.74% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 3% ($313.6K) | 0.47% | $10.2M | +58.25% | -9.24% | +15.70% | |
| KMI - KINDER MORGAN INC DEL | Add 1% ($76.5K) | 0.47% | $10.1M | +126.41% | +6.87% | +21.68% | |
| COST - COSTCO WHSL CORP NEW | Reduce 7% $(665.3K) | 0.44% | $9.4M | +109.65% | +11.59% | +58.63% | |
| INTC - INTEL CORP | New Purchase | 0.43% | $9.3M | +77.11% | +23.37% | +6.58% | |
| NVS - NOVARTIS AG | Add 5% ($474.4K) | 0.42% | $9.2M | +68.81% | +0.27% | +7.37% | |
| BAC - BANK AMERICA CORP | Add 20% ($1.5M) | 0.42% | $9.1M | +93.96% | +13.29% | +43.25% | |
| JEPI - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.42% | $9.1M | +29.58% | +3.58% | +12.44% | |
| MMP - MAGELLAN MIDSTREAM PRTNRS LP | New Purchase | 0.42% | $9.1M | +21.84% | |||
| AFL - AFLAC INC | Reduce 100% | 0.00% | $0.00 | ||||
| SDS - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - MERCK & CO INC | Reduce 100% | 0.00% | $0.00 | ||||
| TRV - TRAVELERS COMPANIES INC | Reduce 100% | 0.00% | $0.00 | ||||