U.S. Capital Wealth Advisors, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$4B
Holdings
999
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.7%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
2.5%
03
$AAPL
APPLE INC
Held since at least Q1 2024
2.5%
04
$HPK
HIGHPEAK ENERGY INC
Held since at least Q1 2024
2.4%
05
$PIFI
ETF SER SOLUTIONS
Held since at least Q1 2024
2.4%
06
$EPD
ENTERPRISE PRODS PARTNERS L
Held since at least Q1 2024
2.2%
07
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
1.3%
08
$XOM
EXXON MOBIL CORP
Held since at least Q1 2024
1.3%
09
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
1.2%
10
$AMZN
AMAZON COM INC
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:27 UTC.