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Home > Institutional Investor > U.s. Capital Wealth Advisors, Llc > Profile

Instuitional Investor - U.s. Capital Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: U.s. Capital Wealth Advisors, Llc
Portfolio Value $2,522,294,953
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Highpeak Energy Inc.
 HPK 13,885,172 $197,724,849 7.83%
2.
Ishares Trust
 IEF 959,473 $94,872,720 3.76%
3.
Etf Ser Solutions
 942,226 $87,083,577 3.45%
4.
Spdr S & P 500 Etf Trust
 SPY 139,233 $66,178,917 2.62%
5.
Apple Inc.
 AAPL 328,950 $63,332,740 2.51%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)