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U.S. Capital Wealth Advisors, LLC

CIK
1808915
City
AUSTIN
State / Country
TX

Top Portfolio Positions

561 positions · $2,646,725,297 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

19 quarters · across all stocks

Holdings in CQP

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Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,184,409 18,326
2025-12-31 $979,325 18,312
2025-09-30 $984,744 18,297
2025-06-30 $1,024,762 18,283
2025-03-31 $1,206,550 18,270
2024-12-31 $1,070,261 20,148
2024-09-30 $662,933 13,607
2024-06-30 $667,503 13,592
2024-03-31 $1,071,120 21,687
2023-12-31 $580,999 11,669
2023-09-30 $631,530 11,654
2023-06-30 $547,220 11,860
2023-03-31 $560,126 11,837
2022-12-31 $724,182 12,734
2022-09-30 $678,045 12,707
2022-06-30 $546,337 12,176
2022-03-31 $673,445 11,949
2021-12-31 $504,049 11,933
2021-09-30 $484,623 11,916