U.S. Capital Wealth Advisors, LLC
Top Portfolio Positions
557 positions ·
$2,629,956,072 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
616,338 | $107,489,347 | 4.09% |
| SPY |
Spdr S&P 500 Etf Trust
|
155,152 | $100,901,551 | 3.84% |
| AAPL |
Apple Inc.
Technology
|
397,504 | $100,882,540 | 3.84% |
| HPK |
HighPeak Energy, Inc.
Energy
|
13,885,172 | $95,807,686 | 3.64% |
| EPD |
Enterprise Products Partners L.P.
Energy
|
2,286,743 | $86,530,355 | 3.29% |
| MSFT |
Microsoft Corp
Technology
|
138,169 | $51,146,018 | 1.94% |
| XOM |
Exxon Mobil Corp
Energy
|
295,742 | $50,175,587 | 1.91% |
| QQQ |
Invesco Qqq Trust, Series 1
|
85,383 | $49,281,359 | 1.87% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
218,489 | $45,504,704 | 1.73% |
| CVX |
Chevron Corp
Energy
|
208,655 | $43,170,719 | 1.64% |
Portfolio Trend
Holdings in EPD
Shares Held
Position Value (USD)
20 of 20 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,151,955 | 2,276,743 | Shares | Sole | 2026-04-07 | |
| 2026-03-31 | $378,400 | 10,000 | Put | Sole | 2026-04-07 | |
| 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 | |
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