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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -19.59%
0.69%
$19.328M
41,994 shares@ $460.26 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -2.42%
0.66%
$18.59M
349,297 shares@ $53.22 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -21.41%
0.62%
$17.465M
293,477 shares@ $59.51 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.02%
0.59%
$16.592M
75,049 shares@ $221.08 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Decreased -7.27%
0.57%
$16.156M
157,469 shares@ $102.6 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -7.42%
0.56%
$15.867M
75,249 shares@ $210.86 avg price
EOGEog Res Inc
Recent Activity
Decreased -12.28%
0.55%
$15.5M
126,089 shares@ $122.93 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -5.29%
0.55%
$15.462M
93,227 shares@ $165.85 avg price
AFLAflac Inc
Recent Activity
Decreased -4.64%
0.54%
$15.187M
135,844 shares@ $111.81 avg price
VVisa Inc
Recent Activity
Decreased -3.89%
0.53%
$14.78M
53,754 shares@ $274.95 avg price