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 MSIF
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,335,804 | 109,672 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,451,431 | 110,459 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,448,751 | 110,339 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,757,911 | 106,994 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,464,183 | 88,900 | Shares | Sole | 2025-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||