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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 5 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HWM HOWMET AEROSPACE INC Industrials 53,268.0 $10.9M 0.28% NEW $205.02 +30.7%
82 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 27,343.0 $10.9M 0.28% NEW $397.65 -21.8%
83 TJX TJX COS INC NEW Consumer Cyclical 69,929.0 $10.7M 0.28% NEW $153.61 -0.3%
84 JEPQ J P MORGAN EXCHANGE TRADED F 183,664.0 $10.7M 0.28% NEW $58.12 +1.7%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 66,128.0 $10.6M 0.28% NEW $160.40 +12.5%
86 SPYG SPDR SERIES TRUST 98,671.0 $10.5M 0.28% NEW $106.70 +9.4%
87 PAYX PAYCHEX INC Industrials 93,106.0 $10.4M 0.27% NEW $112.18 -5.7%
88 WMB WILLIAMS COS INC Energy 165,858.0 $10.0M 0.26% NEW $60.11 +20.1%
89 PYPL PAYPAL HLDGS INC Financial Services 170,706.0 $10.0M 0.26% NEW $58.38 -22.9%
90 RDVY FIRST TR EXCHANGE TRADED FD 143,328.0 $10.0M 0.26% NEW $69.47 +14.5%
91 WELL WELLTOWER INC Real Estate 53,553.0 $9.9M 0.26% NEW $185.61 +26.2%
92 DFAU DIMENSIONAL ETF TRUST 212,156.0 $9.9M 0.26% NEW $46.80 +9.5%
93 NVO NOVO-NORDISK A S Healthcare 193,752.0 $9.9M 0.26% NEW $50.88 -1.4%
94 XLU SELECT SECTOR SPDR TR 230,229.0 $9.8M 0.26% NEW $42.69 +6.4%
95 OAKM HARRIS OAKMARK ETF TRUST 343,593.0 $9.7M 0.25% NEW $28.36 +2.0%
96 VZ VERIZON COMMUNICATIONS INC Communication Services 235,154.0 $9.6M 0.25% NEW $40.73 +1.9%
97 SCHX SCHWAB STRATEGIC TR 355,523.0 $9.6M 0.25% NEW $26.91 +8.6%
98 EOG EOG RES INC Energy 90,702.0 $9.5M 0.25% NEW $105.01 +23.8%
99 VGT VANGUARD WORLD FD 12,608.0 $9.5M 0.25% NEW $753.78 -84.9%
100 TSLA TESLA INC Consumer Cyclical 20,880.0 $9.4M 0.24% NEW $449.72 -13.1%
Page 5 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%