U.S. Capital Wealth Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1808915
AUSTIN, TX
Position in BR
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$298,150
-$153,769 QoQ
Shares Held
1,835
-9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $8,241,317 across 6 Information Technology Services names. BR ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
18,261 | $4,426,283 | |
| 2 | ACN |
Accenture plc
|
13,585 | $2,693,769 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
5,741 | $352,210 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,835 | $298,150 | |
| 5 | DXC |
DXC Technology Co
|
20,331 | $255,560 | |
| 6 | INOD |
Innodata Inc
|
5,576 | $215,345 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,150 | 1,835 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $451,919 | 2,025 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $480,388 | 2,017 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $443,286 | 1,824 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $425,759 | 1,756 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $304,543 | 1,347 | Shares | Sole | 2025-01-24 | |
| 2022-12-31 | $119,375 | 890 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||