U.S. Capital Wealth Advisors, LLC
Holdings in EPD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $73,171,050 | 2,282,316 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $70,812,697 | 2,264,557 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $67,756,601 | 2,184,992 | Shares | Sole | 2025-07-14 |
| 2025-03-31 | $73,189,570 | 2,143,807 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $59,095,536 | 1,884,424 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $54,517,906 | 1,872,824 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $49,149,616 | 1,695,984 | Shares | Sole | 2024-07-11 |
| 2024-03-31 | $49,240,257 | 1,687,466 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $45,667,290 | 1,733,104 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $49,103,778 | 1,794,073 | Shares | Sole | 2023-10-19 |
| 2023-06-30 | $40,576,312 | 1,539,898 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $39,347,046 | 1,519,191 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $33,174,406 | 1,375,390 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $30,664,714 | 1,289,517 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $29,766,760 | 1,221,451 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $30,802,815 | 1,193,445 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $25,984,389 | 1,183,260 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $25,184,783 | 1,163,807 | Shares | Sole | 2021-11-01 |