U.S. Capital Wealth Advisors, LLC - Portfolio overview
U.S. Capital Wealth Advisors, LLC has 1113 reported holdings in this dataset, with the latest filing dated 2026-04-07.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Energy and Technology.
Largest reported holdings by portfolio allocation
- NVDA - NVIDIA CORPORATION, 2.63%
- SPY - STATE STR SPDR S&P 500 ETF T, 2.47%
- AAPL - APPLE INC, 2.47%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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