U.S. Capital Wealth Advisors, LLC
Top Portfolio Positions
561 positions ·
$2,646,725,297 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
616,338 | $107,489,347 | 4.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
155,152 | $100,901,551 | 3.81% | |
| AAPL |
Apple Inc.
Technology
|
397,504 | $100,882,540 | 3.81% | |
| HPK |
HighPeak Energy, Inc.
Energy
|
13,885,172 | $95,807,686 | 3.62% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
2,286,743 | $86,530,355 | 3.27% | |
| MSFT |
Microsoft Corp
Technology
|
138,169 | $51,146,018 | 1.93% | |
| XOM |
Exxon Mobil Corp
Energy
|
295,742 | $50,175,587 | 1.90% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
85,383 | $49,281,359 | 1.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
218,489 | $45,504,704 | 1.72% | |
| CVX |
Chevron Corp
Energy
|
208,655 | $43,170,719 | 1.63% |
Portfolio Trend
19 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,904,726 | 106,324 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,807,278 | 136,674 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,728,410 | 150,510 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,891,560 | 149,864 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,401,608 | 142,724 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,236,897 | 125,025 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,004,079 | 115,675 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,743,146 | 119,475 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,612,691 | 118,975 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,297,443 | 112,675 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,546,122 | 84,580 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,604,063 | 84,380 | Shares | Sole | 2023-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||