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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: 2025-01-24 (Q4 2024) | Holdings: 815 | Value: $3.2B | 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 | 6.32% | $204.1M | -49.63% | -31.82% | -71.37% | ||
| TLT - ISHARES TR | Reduce 1% $(553.6K) | 3.21% | $103.6M | +3.98% | +1.88% | +4.68% | |
| AAPL - APPLE INC | Add 13% ($11.5M) | 3.11% | $100.4M | +14.86% | -6.48% | +14.53% | |
| PIFI - ETF SER SOLUTIONS | Reduce 2% $(1.9M) | 2.71% | $87.5M | +6.10% | +2.27% | +5.84% | |
| NVDA - NVIDIA CORPORATION | Add 22% ($11.5M) | 2.01% | $64.8M | +42.19% | -11.04% | +49.46% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 23% $(19.1M) | 1.95% | $62.9M | +11.86% | -7.15% | +17.83% | |
| EPD - ENTERPRISE PRODS PARTNERS L | Add 1% ($363.8K) | 1.83% | $59.1M | +21.53% | -5.71% | +5.19% | |
| MSFT - MICROSOFT CORP | Add 12% ($5.7M) | 1.60% | $51.8M | -11.07% | -7.40% | +11.73% | |
| AMZN - AMAZON COM INC | Add 13% ($4.6M) | 1.27% | $40.9M | -7.27% | -16.45% | +5.40% | |
| QQQ - INVESCO QQQ TR | Add 19% ($6.3M) | 1.24% | $40.1M | +15.20% | -7.38% | +23.02% | |
| OPER - ETF SER SOLUTIONS | Reduce 4% $(1.6M) | 1.17% | $37.7M | +5.07% | +1.09% | +4.32% | |
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 0.98% | $31.6M | +100.43% | +52.26% | +126.10% | |
| XOM - EXXON MOBIL CORP | Add 1% ($304.3K) | 0.96% | $30.9M | +53.84% | +0.49% | +28.23% | |
| VTI - VANGUARD INDEX FDS | Reduce 15% $(5.5M) | 0.94% | $30.2M | +11.44% | -7.93% | +17.36% | |
| CVX - CHEVRON CORP NEW | Reduce 1% $(202.2K) | 0.80% | $25.7M | +34.48% | -10.27% | +12.11% | |
| GOOG - ALPHABET INC | Add 7% ($1.7M) | 0.79% | $25.4M | +52.33% | -15.53% | +72.45% | |
| IVV - ISHARES TR | Add 6% ($1.3M) | 0.77% | $24.8M | +11.97% | -7.15% | +17.93% | |
| ABBV - ABBVIE INC | Add 2% ($554.4K) | 0.72% | $23.3M | +25.01% | +8.76% | +32.15% | |
| MPLX - MPLX LP | Add 4% ($981.3K) | 0.72% | $23.2M | +19.67% | +4.01% | +15.00% | |
| HPKEW - HIGHPEAK ENERGY INC | 0.71% | $22.9M | |||||
| WMT - WALMART INC | Reduce 4% $(1.0M) | 0.69% | $22.2M | +32.69% | -0.57% | +23.84% | |
| AFL - AFLAC INC | Add 54% ($7.6M) | 0.67% | $21.7M | +7.16% | +2.48% | +5.11% | |
| RTX - RTX CORPORATION | Reduce 1% $(200.7K) | 0.67% | $21.6M | +58.37% | -0.61% | +56.18% | |
| AVGO - BROADCOM INC | New Purchase | 0.64% | $20.7M | +49.04% | -9.61% | +53.60% | |
| CSCO - CISCO SYS INC | Reduce 1% $(125.9K) | 0.64% | $20.6M | +32.56% | -7.01% | +28.49% | |
| EMR - EMERSON ELEC CO | Add 1% ($179.2K) | 0.63% | $20.3M | +5.04% | -17.40% | +18.49% | |
| ET - ENERGY TRANSFER L P | Add 2% ($292.7K) | 0.61% | $19.7M | +1.89% | -12.99% | -5.11% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($187.2K) | 0.59% | $19.2M | +2.81% | +14.36% | +4.13% | |
| CNQ - CANADIAN NAT RES LTD | Add 1% ($130.8K) | 0.59% | $19.1M | +62.81% | -4.23% | +22.38% | |
| ETN - EATON CORP PLC | New Purchase | 0.59% | $19.1M | +11.35% | -12.02% | +2.14% | |
| TRGP - TARGA RES CORP | New Purchase | 0.58% | $18.8M | +21.93% | -13.42% | -4.43% | |
| META - META PLATFORMS INC | New Purchase | 0.57% | $18.5M | -7.95% | -12.58% | +7.64% | |
| GOOGL - ALPHABET INC | Add 5% ($863.8K) | 0.57% | $18.5M | +54.43% | -15.73% | +73.88% | |
| V - VISA INC | Add 5% ($795.8K) | 0.55% | $17.8M | -8.01% | +1.74% | +0.25% | |
| T - AT&T INC | Add 5% ($793.1K) | 0.53% | $17.2M | +25.82% | +15.29% | +4.15% | |
| IBM - INTERNATIONAL BUSINESS MACHS | Add 2% ($403.8K) | 0.52% | $16.9M | +15.23% | +5.30% | +36.81% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($142.9K) | 0.52% | $16.9M | +9.85% | +5.19% | +5.67% | |
| JNJ - JOHNSON & JOHNSON | Reduce 4% $(634.7K) | 0.52% | $16.7M | +69.63% | +4.96% | +53.77% | |
| IEF - ISHARES TR | 0.51% | $16.5M | +7.31% | +3.24% | +7.22% | ||
| NEM - NEWMONT CORP | Add 51% ($5.4M) | 0.49% | $15.9M | +179.10% | +30.31% | +207.53% | |
| VOO - VANGUARD INDEX FDS | Add 6% ($887.4K) | 0.49% | $15.8M | +11.96% | -7.14% | +17.92% | |
| MMM - 3M CO | New Purchase | 0.49% | $15.8M | -0.77% | -7.38% | +9.08% | |
| LLY - ELI LILLY & CO | New Purchase | 0.48% | $15.6M | +21.24% | +13.79% | +37.49% | |
| JPM - JPMORGAN CHASE & CO. | Reduce 14% $(2.5M) | 0.48% | $15.5M | +13.81% | -7.24% | +16.29% | |
| K - KELLANOVA | New Purchase | 0.48% | $15.4M | +1.45% | |||
| MCD - MCDONALDS CORP | Add 8% ($1.2M) | 0.48% | $15.4M | +10.28% | +11.15% | +11.74% | |
| EOG - EOG RES INC | Reduce 1% $(183.9K) | 0.47% | $15.3M | +12.04% | -13.58% | -15.48% | |
| TRV - TRAVELERS COMPANIES INC | Reduce 3% $(405.4K) | 0.45% | $14.7M | +22.80% | +6.56% | +17.25% | |
| COP - CONOCOPHILLIPS | Reduce 3% $(390.0K) | 0.45% | $14.5M | +32.82% | -9.76% | -0.59% | |
| ALNY - ALNYLAM PHARMACEUTICALS INC | Reduce 2% $(235.1K) | 0.44% | $14.2M | +15.10% | -9.19% | +30.45% | |
| DOW - DOW INC | Reduce 100% | 0.00% | $0.00 | ||||
| JEPI - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| DIA - SPDR DOW JONES INDL AVERAGE | Reduce 100% | 0.00% | $0.00 | ||||
| SCCO - SOUTHERN COPPER CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AEP - AMERICAN ELEC PWR CO INC | Reduce 100% | 0.00% | $0.00 | ||||
| XLE - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| UPS - UNITED PARCEL SERVICE INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMF - DIREXION SHS ETF TR | Reduce 100% | 0.00% | $0.00 | ||||