Us-Capital-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "PINS", "ARES", "HOOD", "FLEX", "MPWR", "GDX", null, null, null, "NTR", "AES", null, "MOS", "BEP", null, "PCG", "ALSN", "PBA", "ARM", "MU", "FNDF", "FNDA", "MPLX", "ACN", "BTU", null, null, null, "MMM", "ABNB", "ABT", "MBC", "ABBV", null, "ADBE", "OBDC", "APD", "BABA", "PAA", "MAIN", "JEF", null, null, "ALL", "MOG-A", "GOOGL", "ALNY", "ASO", "VDE", null, "AXP", null, "GDXJ", "AIG", "ARRY", "ASML", "T", "BLK", "ASX", null, null, "AM", "CAT", "AVGO", null, "LOW", "AVEM", "CP.TO", "ARCC", "BIT", "CII", "BIDU", null, "BSX", null, null, "CSQ", null, null, null, null, null, null, null, null, "DBEF", "CCI", "COF", null, "CMI", null, null, null, null, "KRP", "DUK", "D", "NBB", "NAD", "ETY", null, "ESS", "REZI", "PAGP", "ERJ", "EBAY", null, "PDI", null, null, null, "RC", "SLI", null, "EOG", null, null, "U", "AG", "FFIN", null, "FCX", "GOGL", null, "FITB", null, "VIK", null, "SLRC", "TPVG", null, null, 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 830
- Total Value
- 3235615810
- Accession Number
- 0001808915-25-000005
- Form Type
- 13F-HR
- Manager Name
- Us-Capital-Wealth-Advisors
Data Enrichment
65% identified542 identified288 unidentified
Holdings
830 positions • $3.2B total value
Manager:
Search and click to pin securities to the top
Page 13 of 42
00162Q676
Shares:77.9K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.2B)
Shares:26.6K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
45783Y855
Shares:80.8K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
336917109
Shares:58.3K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
Shares:32.8K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
464287291
Shares:31.5K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.2B)
03073E105
Shares:8.5K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.2B)
92204A884
Shares:15.4K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip00162Q676)✕ | 77.9K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.2B) | ||
| 26.6K | YoY NEW(+26.6K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | YoY NEW(+$2.5M) | |
CUMMINS INC(CMIcusip231021106) | 8.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | ||
| 7.0K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | |||
(cusip45783Y855)✕ | 80.8K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | ||
(cusip336917109)✕ | 58.3K | QoQ NEW(+58.3K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | QoQ NEW(+$2.5M) |
| 32.8K | YoY NEW(+32.8K) | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | YoY NEW(+$2.5M) | |
CITIGROUP INC(Ccusip172967424) | 35.3K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | ||
| 30.6K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | |||
Phillips 66(PSXcusip718546104) | 20.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | ||
| 5.5K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.2B) | |||
| 45.1K | QoQ +1.33% (-594)YoY NEW(+45.1K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | YoY NEW(+$2.4M) | |
(cusip464287291)✕ | 31.5K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | ||
| 11.6K | QoQ -3.03% (-363)YoY -3.57% (-430) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | ||
(cusip03073E105)✕ | 8.5K | QoQ +3.15% (+260)YoY NEW(+8.5K) | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | YoY NEW(+$2.4M) |
| 8.8K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.2B) | |||
| 6.7K | QoQ -1.10% (-75)YoY -9.43% (-702) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | ||
| 21.9K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | |||
| 53.1K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | |||
(cusip92204A884)✕ | 15.4K | YoY NEW(+15.4K) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$3.2B) | YoY NEW(+$2.3M) |