U.s. Capital Wealth Advisors, LLC
Investment Portfolio & 13F Holdings Analysis
About
U.S. Capital Wealth Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 830 holdings worth $3.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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
- CIK
- 0001808915
- Manager Name
- U.s. Capital Wealth Advisors, LLC
Data Enrichment
65% identified542 identified288 unidentified
Holdings
830 positions
Manager:
Search and click to pin securities to the top
Page 1 of 42
26922A131
Shares:
926883(-2.5%)
Value:
$87.0B(-0.6%)
464287432
Shares:
526920(-55.6%)
Value:
$48.0B(-53.7%)
26922A453
Shares:
355937(-5.4%)
Value:
$35.7B(-5.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.9M | All Managers (Combined) | $175.8M | |||
Apple Inc.(AAPLcusip037833100) | 412.9K | All Managers (Combined) | $91.7M | ||
(cusip26922A131)✕ | 926.9K | All Managers (Combined) | $87.0M | ||
2.1M | All Managers (Combined) | $73.2M | |||
107.2K | All Managers (Combined) | $59.9M | |||
Microsoft Corp(MSFTcusip594918104) | 132.2K | All Managers (Combined) | $49.6M | ||
Nvidia Corp(NVDAcusip67066G104) | 449.7K | All Managers (Combined) | $48.7M | ||
(cusip464287432)✕ | 526.9K | All Managers (Combined) | $48.0M | ||
Amazon Com Inc(AMZNcusip023135106) | 193.0K | All Managers (Combined) | $36.7M | ||
(cusip26922A453)✕ | 355.9K | All Managers (Combined) | $35.7M | ||
Exxon Mobil Corp(XOMcusip30231G102) | 297.6K | All Managers (Combined) | $35.4M | ||
73.8K | All Managers (Combined) | $34.6M | |||
Chevron Corp(CVXcusip166764100) | 199.6K | All Managers (Combined) | $33.4M | ||
54.9K | All Managers (Combined) | $30.9M | |||
493.7K | All Managers (Combined) | $26.4M | |||
621.8K | All Managers (Combined) | $25.9M | |||
901.2K | All Managers (Combined) | $25.7M | |||
187.1K | All Managers (Combined) | $24.8M | |||
86.6K | All Managers (Combined) | $23.8M | |||
44.7K | All Managers (Combined) | $23.8M |