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U.s. Capital Wealth Advisors, Llc

Portfolio Manager
U.S. Capital Wealth Advisors, LLC
Performance
+1.50% (2026 Q1)
AUM (13F)
$3.98B
# of Holdings
999
Performance Rank
Allocation (Top 20)
29.2%

U.s. Capital Wealth Advisors, Llc Holdings Map

Top 50 U.s. Capital Wealth Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
2.7%616.3K$107.5M
+10.17%(+56.91K)
2025-Q1: 449.7K shares2025-Q2: 453.1K shares2025-Q3: 563.6K shares2025-Q4: 559.4K shares2026-Q1: 616.3K shares
$87.93(+123.48%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.54%155.2K$100.9M
+44.09%(+47.48K)
2025-Q1: 107.2K shares2025-Q2: 109.9K shares2025-Q3: 107.6K shares2025-Q4: 107.7K shares2026-Q1: 155.2K shares
$518.88(+39.49%)
2026-03-31
AAPL
APPLE INC
2.54%397.5K$100.9M
+7.00%(+25.99K)
2025-Q1: 412.9K shares2025-Q2: 398.6K shares2025-Q3: 404.0K shares2025-Q4: 371.5K shares2026-Q1: 397.5K shares
$170.14(+67.03%)
2026-03-31
HPK
HIGHPEAK ENERGY INC
2.41%13.89M$95.8M
+0.00%(+0)
2025-Q1: 13.89M shares2025-Q2: 13.89M shares2025-Q3: 13.89M shares2025-Q4: 13.89M shares2026-Q1: 13.89M shares
$12.57(-45.99%)
2026-03-31
PIFI
ETF SER SOLUTIONS
2.39%1.01M$94.9M
-0.47%(-4.72K)
2025-Q1: 926.9K shares2025-Q2: 940.7K shares2025-Q3: 1.02M shares2025-Q4: 1.01M shares2026-Q1: 1.01M shares
$97.29(-3.32%)
2026-03-31
EPD
ENTERPRISE PRODS PARTNERS L
2.17%2.28M$86.2M
-0.24%(-5.57K)
2025-Q1: 2.14M shares2025-Q2: 2.18M shares2025-Q3: 2.26M shares2025-Q4: 2.28M shares2026-Q1: 2.28M shares
$25.74(+49.59%)
2026-03-31
MSFT
MICROSOFT CORP
1.29%138.2K$51.1M
+12.70%(+15.57K)
2025-Q1: 132.2K shares2025-Q2: 122.9K shares2025-Q3: 121.2K shares2025-Q4: 122.6K shares2026-Q1: 138.2K shares
$315.69(+30.31%)
2026-03-31
XOM
EXXON MOBIL CORP
1.26%295.7K$50.2M
-3.76%(-11.56K)
2025-Q1: 297.6K shares2025-Q2: 296.8K shares2025-Q3: 306.7K shares2025-Q4: 307.3K shares2026-Q1: 295.7K shares
$80.96(+91.30%)
2026-03-31
QQQ
INVESCO QQQ TR
1.24%85.4K$49.3M
+32.82%(+21.10K)
2025-Q1: 73.8K shares2025-Q2: 62.9K shares2025-Q3: 64.0K shares2025-Q4: 64.3K shares2026-Q1: 85.4K shares
$445.52(+52.99%)
2026-03-31
AMZN
AMAZON COM INC
1.14%218.5K$45.5M
+7.36%(+14.98K)
2025-Q1: 193.0K shares2025-Q2: 198.0K shares2025-Q3: 201.4K shares2025-Q4: 203.5K shares2026-Q1: 218.5K shares
$172.64(+58.45%)
2026-03-31

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