U.S. Capital Wealth Advisors, LLC

Position in XYZ — Block, Inc.

CIK 1808915 AUSTIN, TX

Position in XYZ

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

Position Value

$1,180,009

+$173,132 QoQ

Shares Held

19,608

+26.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $106,080,303 across 13 Software - Infrastructure names. XYZ ranks #7 (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. This page	19,608	$1,180,009
8	FTNT	Fortinet, Inc.	13,778	$1,125,938

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,180,009	19,608	+26.8%	Shares	Sole	2026-04-07
2025-12-31	$1,006,877	15,469	-5.7%	Shares	Sole	2026-01-23
2025-09-30	$1,185,011	16,397	-4.3%	Shares	Sole	2025-10-09
2025-06-30	$1,164,184	17,138	-1.0%	Shares	Sole	2025-07-14
2025-03-31	$940,723	17,315	+753.8%	Shares	Sole	2025-04-29
2022-12-31	$127,439	2,028	-38.5%	Shares	Sole	2023-02-03
2022-06-30	$202,572	3,296	+12.8%	Shares	Sole	2022-08-12
2022-03-31	$396,087	2,921	-16.3%	Shares	Sole	2022-05-12
2021-12-31	$563,831	3,491	+1.7%	Shares	Sole	2022-01-21
2021-09-30	$823,130	3,432	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.