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 CPT
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,689,082 | 109,452 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $9,280,514 | 84,307 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,223,234 | 77,011 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,855,394 | 69,708 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,635,555 | 62,433 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,436,009 | 46,846 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,762,921 | 46,652 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,871,325 | 44,646 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,024,225 | 30,734 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $229,062 | 2,104 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $220,373 | 2,102 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $197,803 | 1,768 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $211,187 | 1,768 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $237,760 | 1,768 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $293,841 | 1,768 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $583,926 | 3,268 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $481,931 | 3,268 | Shares | Sole | 2021-11-01 | |
| No 13F history on record for this holder in this stock. | ||||||