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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
CSWICsw Industrials Inc
Recent Activity
New Position
0.04%
$915,975
2,500 shares@ $366.39 avg price
CNICanadian Natl Ry Co
Recent Activity
New Position
0.03%
$845,178
7,214 shares@ $117.16 avg price
JHSCJohn Hancock Exchange Traded
Recent Activity
New Position
0.03%
$792,845
19,752 shares@ $40.14 avg price
UHALU Haul Holding Company
Recent Activity
New Position
0.03%
$774,800
10,000 shares@ $77.48 avg price
ITOTIshares Tr
Recent Activity
New Position
0.03%
$770,051
6,130 shares@ $125.63 avg price
CVLTCommvault Sys Inc
Recent Activity
New Position
0.03%
$607,708
3,950 shares@ $153.86 avg price
EYLDCambria Etf Tr
Recent Activity
New Position
0.03%
$567,994
16,416 shares@ $34.61 avg price
QPFFAmerican Centy Etf Tr
Recent Activity
New Position
0.02%
$558,519
14,659 shares@ $38.11 avg price
AESAes Corp
Recent Activity
New Position
0.02%
$556,204
27,727 shares@ $20.07 avg price
TMATNorthern Lts Fd Tr Iv
Recent Activity
New Position
0.02%
$532,173
29,931 shares@ $17.78 avg price