U.S. Capital Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$2.84B
Signature - Title
Bradley A Slater - Supervisory Compliance Analyst
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by U.S. Capital Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. U.S. Capital Wealth Advisors, LLC reported 696 stock holdings with total value $2.84B as of Q3 2024. Top holdings included HPK, TLT, PIFI, AAPL, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 696 $2.84B +$223M -$147M +$75.9M HPK, TLT, PIFI, AAPL, SPY 13F-HR 10/22/2024, 04:08 PM
Q2 2024 665 $2.64B +$239M -$149M +$89.9M HPK, PIFI, TLT, SPY, AAPL 13F-HR 7/11/2024, 12:19 PM
Q1 2024 673 $2.6B +$165M -$258M -$93.2M HPK, PIFI, SPY, AAPL, MSFT 13F-HR 5/10/2024, 01:54 PM
Q4 2023 656 $2.52B +$395M -$167M +$229M HPK, TLT, PIFI, SPY, AAPL 13F-HR 2/6/2024, 03:05 PM
Q3 2023 632 $2.22B +$237M -$149M +$87.8M HPK, PIFI, AAPL, HPKEW, OPER 13F-HR 10/19/2023, 12:11 PM
Q2 2023 657 $2.11B +$158M -$135M +$22.9M PIFI, HPK, OPER, AAPL, MSFT 13F-HR 8/4/2023, 02:26 PM
Q1 2023 632 $2.16B +$119M -$191M -$72.1M HPK, PIFI, HPKEW, OPER, AAPL 13F-HR 5/11/2023, 04:47 PM
Q4 2022 1,604 $2.16B +$225M -$192M +$32.9M HPK, PIFI, OPER, HPKEW, AAPL 13F-HR 2/3/2023, 01:19 PM
Q3 2022 633 $1.98B +$143M -$260M -$117M PIFI, OPER, HPK, HPKEW, AAPL 13F-HR 11/1/2022, 02:54 PM
Q2 2022 662 $2.28B +$174M -$326M -$152M HPK, PIFI, OPER, HPKEW, SPY 13F-HR 8/12/2022, 02:57 PM
Q1 2022 702 $2.73B +$462M -$313M +$149M QQQ, PIFI, HPK, OPER, SPY 13F-HR 5/12/2022, 05:30 PM
Q4 2021 710 $2.52B +$165M -$143M +$22.3M OPER, PIFI, HPK, AAPL, QQQ 13F-HR 1/20/2022, 06:01 PM
Q3 2021 707 $2.3B $0 $0 OPER, AAPL, QQQ, HPK, SPY 13F-HR 11/1/2021, 03:47 PM