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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
CNQCanadian Nat Res Ltd
Recent Activity
Increased 1.14%
0.72%
$20.399M
614,256 shares@ $33.22 avg price
SCCOSouthern Copper Corp
Recent Activity
Increased 0.25%
0.68%
$19.047M
164,663 shares@ $115.67 avg price
EMREmerson Elec Co
Recent Activity
Increased 4.56%
0.63%
$17.73M
162,114 shares@ $109.38 avg price
IEFIshares Tr
Recent Activity
Increased 1.71%
0.62%
$17.537M
178,732 shares@ $98.13 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.3%
0.57%
$16.174M
18,244 shares@ $886.53 avg price
ETEnergy Transfer L P
Recent Activity
Increased 2.02%
0.57%
$15.919M
991,848 shares@ $16.05 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 11.3%
0.56%
$15.872M
116,415 shares@ $136.34 avg price
TAt&t Inc
Recent Activity
Increased 3.2%
0.56%
$15.841M
720,038 shares@ $22.01 avg price
COPConocophillips
Recent Activity
Increased 7.97%
0.56%
$15.826M
150,326 shares@ $105.28 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 1103.48%
0.55%
$15.383M
36,357 shares@ $423.12 avg price