U.S. Capital Wealth Advisors, LLC

Position in FTNT — Fortinet, Inc.

CIK 1808915 AUSTIN, TX

Position in FTNT

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$1,125,938

+$215,662 QoQ

Shares Held

13,778

+20.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 1.9959355494266222.ToString("F0")% Shared 0.ToString("F0")% None 98.00406445057338.ToString("F0")%

Technology · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $106,080,303 across 13 Software - Infrastructure names. FTNT ranks #8 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	138,169	$51,146,018
2	PLTR	Palantir Technologies Inc.	263,561	$38,553,703
3	ORCL	Oracle Corp	48,932	$7,198,386
4	CRWV	CoreWeave, Inc.	26,148	$2,025,685
5	CRWD	CrowdStrike Holdings, Inc.	18,169	$1,773,339
6	PANW	Palo Alto Networks Inc	9,191	$1,473,501
7	XYZ	Block, Inc.	19,608	$1,180,009
8	FTNT	Fortinet, Inc. This page	13,778	$1,125,938

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,125,938	13,778	+20.2%	Shares	Sole	2026-04-07
2025-12-31	$910,276	11,463	-3.5%	Shares	Sole	2026-01-23
2025-09-30	$998,786	11,879	+44.1%	Shares	Sole	2025-10-09
2025-06-30	$871,555	8,244	+2.6%	Shares	Sole	2025-07-14
2025-03-31	$773,737	8,038	+0.5%	Shares	Sole	2025-04-29
2024-12-31	$755,840	8,000	+0.6%	Shares	Sole	2025-01-24
2024-09-30	$616,755	7,953	+0.0%	Shares	Sole	2024-10-22
2024-06-30	$479,267	7,952	-2.8%	Shares	Sole	2024-07-11
2024-03-31	$558,912	8,182	+0.3%	Shares	Sole	2024-05-10
2023-12-31	$477,312	8,155	+1.7%	Shares	Sole	2024-02-06
2023-09-30	$470,378	8,016	+9.5%	Shares	Sole	2023-10-19
2023-06-30	$553,243	7,319	+440.1%	Shares	Sole	2023-08-04
2022-12-31	$66,245	1,355	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.