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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: 2023-10-19 (Q3 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 | Add 90% ($110.9M) | 10.55% | $234.4M | -60.84% | -26.86% | -22.84% | |
| PIFI - ETF SER SOLUTIONS | Reduce 12% $(11.3M) | 3.74% | $83.2M | +14.56% | +4.47% | +8.04% | |
| AAPL - APPLE INC | 2.63% | $58.5M | +47.69% | +10.74% | +35.58% | ||
| HPKEW - HIGHPEAK ENERGY INC | 2.54% | $56.4M | |||||
| OPER - ETF SER SOLUTIONS | Reduce 27% $(18.9M) | 2.25% | $50.0M | +12.09% | +1.30% | +5.38% | |
| EPD - ENTERPRISE PRODS PARTNERS L | Add 17% ($7.0M) | 2.21% | $49.1M | +62.37% | -0.22% | +13.11% | |
| MSFT - MICROSOFT CORP | Add 2% ($753.7K) | 1.86% | $41.2M | +14.75% | +19.77% | +27.19% | |
| CVX - CHEVRON CORP NEW | Add 2% ($647.5K) | 1.45% | $32.2M | +31.58% | -14.50% | -6.52% | |
| ABBV - ABBVIE INC | Reduce 2% $(655.7K) | 1.29% | $28.7M | +55.46% | +14.93% | +33.09% | |
| GOOG - ALPHABET INC | 1.26% | $27.9M | +114.21% | +6.58% | +19.93% | ||
| VTI - VANGUARD INDEX FDS | Add 1% ($306.7K) | 1.13% | $25.2M | +58.68% | +14.58% | +38.56% | |
| JPM - JPMORGAN CHASE & CO | Reduce 4% $(965.3K) | 1.13% | $25.0M | +114.02% | +18.39% | +57.93% | |
| XOM - EXXON MOBIL CORP | Add 2% ($398.8K) | 1.11% | $24.6M | +54.98% | -13.47% | +10.07% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(270.4K) | 1.01% | $22.5M | +41.17% | +8.85% | +37.26% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 1% $(325.3K) | 0.97% | $21.5M | +58.84% | +13.95% | +38.86% | |
| JNJ - JOHNSON & JOHNSON | Add 5% ($915.3K) | 0.95% | $21.2M | +71.44% | +7.22% | +9.98% | |
| CSCO - CISCO SYS INC | 0.92% | $20.5M | +58.46% | -2.66% | +9.44% | ||
| EOG - EOG RES INC | Reduce 4% $(936.1K) | 0.91% | $20.3M | +14.17% | -16.96% | -3.67% | |
| AMZN - AMAZON COM INC | Reduce 5% $(1.1M) | 0.89% | $19.8M | +63.82% | +20.87% | +47.65% | |
| CNQ - CANADIAN NAT RES LTD | Reduce 1% $(268.1K) | 0.87% | $19.3M | +61.21% | -5.03% | +12.42% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 1% ($107.3K) | 0.80% | $17.7M | +94.20% | +26.52% | +74.41% | |
| XLE - SELECT SECTOR SPDR TR | 0.77% | $17.1M | +40.30% | -11.35% | +1.67% | ||
| PFE - PFIZER INC | Add 18% ($2.6M) | 0.75% | $16.7M | +6.91% | -7.62% | -1.36% | |
| IVV - ISHARES TR | Reduce 5% $(869.2K) | 0.71% | $15.7M | +59.17% | +13.98% | +39.03% | |
| WMT - WALMART INC | Reduce 1% $(218.3K) | 0.69% | $15.4M | +141.10% | +1.34% | +52.77% | |
| EMR - EMERSON ELEC CO | Reduce 2% $(325.5K) | 0.69% | $15.3M | +48.39% | +4.14% | +21.35% | |
| V - VISA INC | Add 2% ($325.5K) | 0.67% | $14.8M | +30.92% | +16.08% | +23.48% | |
| GOOGL - ALPHABET INC | 0.66% | $14.7M | +117.15% | +6.31% | +19.77% | ||
| QQQ - INVESCO QQQ TR | Add 2% ($333.9K) | 0.66% | $14.6M | +65.16% | +17.62% | +38.77% | |
| NVDA - NVIDIA CORPORATION | Reduce 11% $(1.7M) | 0.62% | $13.8M | +323.76% | +42.42% | +243.17% | |
| MPLX - MPLX LP | New Purchase | 0.61% | $13.5M | +87.55% | +4.71% | +31.13% | |
| DOW - DOW INC | Add 3% ($355.6K) | 0.60% | $13.4M | -2.67% | +9.73% | +11.09% | |
| JEPI - J P MORGAN EXCHANGE TRADED F | Add 21% ($2.3M) | 0.60% | $13.3M | +29.50% | +7.17% | +21.12% | |
| PSX - PHILLIPS 66 | Reduce 3% $(432.3K) | 0.60% | $13.2M | +66.55% | +13.44% | +17.61% | |
| SCCO - SOUTHERN COPPER CORP | Reduce 3% $(361.0K) | 0.57% | $12.8M | +190.52% | +16.17% | +67.63% | |
| RTX - RTX CORPORATION | Add 3% ($356.5K) | 0.56% | $12.5M | +179.06% | +15.60% | +74.27% | |
| PVAL - PUTNAM ETF TRUST | Add 1% ($126.4K) | 0.56% | $12.4M | +67.07% | +10.56% | +34.65% | |
| QCOM - QUALCOMM INC | Add 18% ($1.8M) | 0.55% | $12.3M | +20.06% | +37.95% | +54.71% | |
| ET - ENERGY TRANSFER L P | New Purchase | 0.55% | $12.2M | +63.28% | +0.69% | +26.57% | |
| VB - VANGUARD INDEX FDS | Reduce 8% $(1.1M) | 0.54% | $12.0M | +50.38% | +16.00% | +33.15% | |
| ALNY - ALNYLAM PHARMACEUTICALS INC | New Purchase | 0.49% | $10.9M | +97.64% | +14.00% | +81.00% | |
| MCD - MCDONALDS CORP | Add 1% ($70.3K) | 0.49% | $10.9M | +25.76% | +15.92% | +24.54% | |
| PG - PROCTER AND GAMBLE CO | Add 1% ($67.8K) | 0.48% | $10.6M | +1.73% | -0.17% | +16.58% | |
| COST - COSTCO WHSL CORP NEW | 0.47% | $10.4M | +85.85% | +25.24% | +61.10% | ||
| AFL - AFLAC INC | New Purchase | 0.45% | $10.0M | +46.96% | +7.10% | +45.32% | |
| NVS - NOVARTIS AG | Add 1% ($79.2K) | 0.44% | $9.9M | +72.96% | +13.93% | +24.50% | |
| COP - CONOCOPHILLIPS | New Purchase | 0.44% | $9.8M | +11.42% | -13.94% | -14.64% | |
| T - AT&T INC | Add 8% ($720.2K) | 0.44% | $9.8M | +109.31% | +12.40% | +51.41% | |
| VOO - VANGUARD INDEX FDS | 0.43% | $9.6M | +59.17% | +13.99% | +39.02% | ||
| KO - COCA COLA CO | Add 3% ($259.4K) | 0.43% | $9.5M | +51.49% | +10.11% | +31.30% | |
| UPS - UNITED PARCEL SERVICE INC | Reduce 100% | 0.00% | $0.00 | ||||
| BAC - BANK AMERICA CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| KMI - KINDER MORGAN INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| ATVI - ACTIVISION BLIZZARD INC | Reduce 100% | 0.00% | $0.00 | ||||