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Bradley A Slater

@U.s. Capital Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$2.838BTotal holdings697
Assets growth rate7.57%Assets growth rate (2-Q avg)4.56%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in U.s. Capital Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 697 positions.

Assets under management

The assets under management (AUM) of U.s. Capital Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.838B in assets, with a quarterly growth rate of 7.57% and a 2-quarter average growth rate of 4.56%. The portfolio is managed by Bradley A Slater, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TMFDirexion Shs Etf Tr
Recent Activity
New Position
0.51%
$14.384M
249,039 shares@ $57.77 avg price
ZROZPimco Etf Tr
Recent Activity
New Position
0.46%
$12.82M
155,542 shares@ $82.42 avg price
DGROIshares Tr
Recent Activity
New Position
0.09%
$2.285M
36,452 shares@ $62.69 avg price
BTUPeabody Energy Corp
Recent Activity
New Position
0.08%
$2.176M
82,005 shares@ $26.54 avg price
CORCencora Inc
Recent Activity
New Position
0.06%
$1.609M
7,148 shares@ $225.09 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.06%
$1.566M
14,957 shares@ $104.68 avg price
GPIQGoldman Sachs Etf Tr
Recent Activity
New Position
0.06%
$1.557M
32,480 shares@ $47.95 avg price
CCJCameco Corp
Recent Activity
New Position
0.05%
$1.39M
29,098 shares@ $47.76 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.05%
$1.38M
63,065 shares@ $21.9 avg price
PULSPgim Etf Tr
Recent Activity
New Position
0.05%
$1.367M
27,461 shares@ $49.78 avg price