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Portfolio (Quarterly) Guide ↗

U.S. Capital Wealth Advisors, LLC

· CIK 0001808915
13F Portfolio $4.0B AUM 1,014 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New 493 Added 275 Reduced 86 Exited
Page 4 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UBND VICTORY PORTFOLIOS II 467,972.0 $10.2M 0.26% +203K +76.8% $21.78 -1.3%
62 ENB ENBRIDGE INC Energy 184,663.0 $10.0M 0.25% +2K +0.8% $54.14 +2.3%
63 MRVL MARVELL TECHNOLOGY INC Technology 98,768.0 $9.8M 0.25% +74K +298.7% $99.05 +80.1%
64 DVN DEVON ENERGY CORP NEW Energy 192,846.0 $9.7M 0.24% +76K +64.7% $50.32 -3.7%
65 WPC WP CAREY INC Real Estate 141,374.0 $9.6M 0.24% +4K +3.1% $67.96 +8.0%
66 JCI JOHNSON CONTROLS INTERNATION Industrials 72,577.0 $9.5M 0.24% +18K +32.0% $130.95 +8.7%
67 BAI BLACKROCK ETF TRUST 286,336.0 $9.4M 0.24% +27K +10.2% $32.95 +41.4%
68 DD DUPONT DE NEMOURS INC Basic Materials 204,489.0 $9.4M 0.24% +172K +533.8% $45.80 +7.8%
69 CGDV CAPITAL GROUP DIVIDEND VALUE 219,164.0 $9.3M 0.23% +16K +8.1% $42.54 +12.0%
70 FJAN FIRST TR EXCHNG TRADED FD VI 181,913.0 $9.2M 0.23% +25K +16.0% $50.41 +8.3%
71 IGV ISHARES TR 112,761.0 $9.0M 0.23% +35K +45.9% $80.05 +13.9%
72 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 25,518.0 $8.6M 0.22% +242.0 +1.0% $337.96 +19.5%
73 PVAL PUTNAM ETF TRUST 185,593.0 $8.6M 0.22% +18K +10.8% $46.40 +7.1%
74 SCHD SCHWAB STRATEGIC TR 280,646.0 $8.6M 0.22% +11K +4.2% $30.68 +3.3%
75 PAA PLAINS ALL AMERN PIPELINE L Energy 379,437.0 $8.5M 0.21% +4K +1.2% $22.33 +2.2%
76 TRGP TARGA RES CORP Energy 33,663.0 $8.4M 0.21% +569.0 +1.7% $250.73 +8.0%
77 TEL TE CONNECTIVITY PLC Technology 40,063.0 $8.4M 0.21% +36K +868.4% $209.02 -2.8%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 8,397.0 $8.4M 0.21% +164.0 +2.0% $996.42 +5.7%
79 LMT LOCKHEED MARTIN CORP Industrials 13,736.0 $8.3M 0.21% +6K +69.8% $604.38 -14.9%
80 ROK ROCKWELL AUTOMATION INC Industrials 22,595.0 $8.1M 0.20% +20K +749.1% $358.87 +23.1%
Page 4 of 25  ·  493 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 21.3%
Technology 20.3%
Financial Services 17.1%
Industrials 8.5%
Healthcare 6.9%
Consumer Cyclical 6.2%
Communication Services 5.8%
Basic Materials 4.5%
Consumer Defensive 4.5%
Utilities 2.5%