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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
SNAPSnap Inc
Recent Activity
Exited
0%
$548,113
32,999 shares@ $16.61 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$521,862
10,284 shares@ $50.75 avg price
ARKKArk Etf Tr
Recent Activity
Exited
0%
$509,029
11,582 shares@ $43.96 avg price
LFUSLittelfuse Inc
Recent Activity
Exited
0%
$498,401
1,950 shares@ $255.6 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$417,640
11,005 shares@ $37.96 avg price
HEFAIshares Tr
Recent Activity
Exited
0%
$386,554
10,872 shares@ $35.56 avg price
HBANHuntington Bancshares Inc
Recent Activity
Exited
0%
$334,672
25,392 shares@ $13.19 avg price
OLNOlin Corp
Recent Activity
Exited
0%
$307,418
6,520 shares@ $47.15 avg price
TNADirexion Shs Etf Tr
Recent Activity
Exited
0%
$305,461
8,330 shares@ $36.67 avg price
TQQQProshares Tr
Recent Activity
Exited
0%
$295,280
4,000 shares@ $73.82 avg price