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Portfolio (Quarterly) Guide ↗

U.S. Capital Wealth Advisors, LLC

· CIK 0001808915
13F Portfolio $3.8B AUM 988 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 980 New
Page 11 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 JEPI J P MORGAN EXCHANGE TRADED F 77,944.0 $4.5M 0.12% NEW $57.24 -0.9%
202 HD HOME DEPOT INC Consumer Cyclical 12,944.0 $4.5M 0.12% NEW $344.10 +4.0%
203 SHEL SHELL PLC Energy 58,450.0 $4.3M 0.11% NEW $73.48 +6.2%
204 JIRE J P MORGAN EXCHANGE TRADED F 57,288.0 $4.3M 0.11% NEW $74.88 +10.6%
205 DVN DEVON ENERGY CORP NEW Energy 117,102.0 $4.3M 0.11% NEW $36.63 +10.5%
206 FNV FRANCO NEV CORP Basic Materials 20,680.0 $4.3M 0.11% NEW $207.28 +5.0%
207 DE DEERE & CO Industrials 9,191.0 $4.3M 0.11% NEW $465.57 +33.4%
208 THRO BLACKROCK ETF TRUST 110,836.0 $4.3M 0.11% NEW $38.56 +10.6%
209 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 6,989.0 $4.2M 0.11% NEW $603.24 +15.0%
210 BALT INNOVATOR ETFS TRUST 125,562.0 $4.2M 0.11% NEW $33.51 +2.3%
211 PLD PROLOGIS INC. Real Estate 32,572.0 $4.2M 0.11% NEW $127.66 +9.2%
212 IVLU ISHARES TR 107,679.0 $4.1M 0.11% NEW $38.05 +11.2%
213 IAGG ISHARES TR 81,205.0 $4.1M 0.11% NEW $50.01 +0.2%
214 FIX COMFORT SYS USA INC Industrials 4,326.0 $4.0M 0.10% NEW $933.29 +86.6%
215 JMST J P MORGAN EXCHANGE TRADED F 78,397.0 $4.0M 0.10% NEW $50.94 -0.0%
216 PDI PIMCO DYNAMIC INCOME FD Financial Services 223,136.0 $4.0M 0.10% NEW $17.71 -5.7%
217 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 306,743.0 $4.0M 0.10% NEW $12.88 -14.7%
218 HON HONEYWELL INTL INC Industrials 20,090.0 $3.9M 0.10% NEW $195.09 +17.8%
219 SO SOUTHERN CO Utilities 44,898.0 $3.9M 0.10% NEW $87.20 +12.4%
220 LMT LOCKHEED MARTIN CORP Industrials 8,089.0 $3.9M 0.10% NEW $483.68 +12.8%
Page 11 of 49  ·  980 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
Technology 20.3%
Financial Services 20.1%
Energy 18.0%
Industrials 9.0%
Consumer Cyclical 7.1%
Communication Services 6.4%
Healthcare 6.3%
Consumer Defensive 4.6%
Basic Materials 3.6%
Utilities 2.4%