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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 3 of 51  ·  1,008 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRV TRAVELERS COMPANIES INC Financial Services 64,861.0 $18.9M 0.48% +2K +2.6% $291.68 +3.4%
42 CVE CENOVUS ENERGY INC Energy 685,981.0 $18.2M 0.46% -84K -10.9% $26.53 +15.3%
43 FNDX SCHWAB STRATEGIC TR 652,918.0 $18.2M 0.46% +18K +2.8% $27.85 +8.7%
44 LRCX LAM RESEARCH CORP Technology 84,201.0 $18.0M 0.45% +5K +5.8% $213.66 +36.2%
45 IEF ISHARES TR 186,072.0 $17.8M 0.45% +14K +8.4% $95.44 -1.9%
46 PAAA PGIM ETF TR 345,542.0 $17.7M 0.45% +29K +9.2% $51.18 +0.5%
47 AGG ISHARES TR 176,846.0 $17.6M 0.44% +147K +501.5% $99.27 -1.2%
48 KO COCA COLA CO Consumer Defensive 227,838.0 $17.3M 0.44% +7K +3.2% $76.05 +5.8%
49 VOO VANGUARD INDEX FDS 28,512.0 $17.0M 0.43% -733.0 -2.5% $597.54 +13.6%
50 CSCO CISCO SYS INC Technology 218,678.0 $17.0M 0.43% -1K -0.6% $77.59 +52.6%
51 BTI BRITISH AMERN TOB PLC Consumer Defensive 287,970.0 $16.8M 0.42% $58.47 +13.7%
52 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 133,778.0 $16.8M 0.42% +13K +10.9% $125.46 +6.5%
53 MRK MERCK & CO INC Healthcare 137,497.0 $16.5M 0.42% +75K +120.8% $120.29 -7.5%
54 GDX VANECK ETF TRUST 177,297.0 $16.3M 0.41% -71K -28.5% $91.77 -3.4%
55 GLD SPDR GOLD TR Financial Services 37,532.0 $16.1M 0.41% +1K +3.8% $430.28 -2.4%
56 LLY ELI LILLY & CO Healthcare 17,474.0 $16.1M 0.40% +9K +102.9% $919.78 +7.7%
57 CPAI NORTHERN LTS FD TR III 361,772.0 $15.1M 0.38% +152K +72.5% $41.79 +11.7%
58 AEP AMERICAN ELEC PWR CO INC Utilities 114,859.0 $15.1M 0.38% +2K +1.5% $131.08 -3.9%
59 GD GENERAL DYNAMICS CORP Industrials 43,483.0 $14.9M 0.38% +2K +5.4% $343.22 -2.1%
60 SMH VANECK ETF TRUST 37,697.0 $14.5M 0.36% +6K +18.6% $383.40 +46.3%
Page 3 of 51  ·  1,008 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%