• 13F History

U.S. Capital Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$3.23B
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 802 stock holdings with total value $3.23B as of Q4 2024. Top holdings included HPK, TLT, AAPL, PIFI, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 802 $3.23B +$676M -$249M +$427M HPK, TLT, AAPL, PIFI, NVDA 13F-HR 1/24/2025, 12:39 PM
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 657 $2.52B +$395M -$167M +$229M HPK, TLT, PIFI, SPY, AAPL 13F-HR 2/6/2024, 03:05 PM
Q3 2023 631 $2.22B +$237M -$112M +$124M HPK, PIFI, AAPL, HPKEW, OPER 13F-HR 10/19/2023, 12:11 PM
Q2 2023 658 $2.11B +$158M -$109M +$49.5M PIFI, HPK, OPER, AAPL, MSFT 13F-HR 8/4/2023, 02:26 PM
Q1 2023 632 $2.16B +$119M -$103M +$16M HPK, PIFI, HPKEW, OPER, AAPL 13F-HR 5/11/2023, 04:47 PM
Q4 2022 1,603 $2.16B +$225M -$174M +$50.4M HPK, PIFI, OPER, HPKEW, AAPL 13F-HR 2/3/2023, 12:19 PM
Q3 2022 634 $1.9B +$143M -$178M -$35.3M PIFI, OPER, HPK, AAPL, EPD 13F-HR 11/1/2022, 02:54 PM
Q2 2022 664 $2.27B +$175M -$235M -$60.4M HPK, PIFI, OPER, HPKEW, SPY 13F-HR 8/12/2022, 02:57 PM
Q1 2022 702 $2.66B +$460M -$237M +$223M QQQ, PIFI, HPK, OPER, SPY 13F-HR 5/12/2022, 05:30 PM
Q4 2021 710 $2.49B +$165M -$105M +$60.6M OPER, PIFI, HPK, AAPL, QQQ 13F-HR 1/20/2022, 05:01 PM
Q3 2021 707 $2.3B $0 $0 OPER, AAPL, QQQ, HPK, SPY 13F-HR 11/1/2021, 03:47 PM