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Bradley A Slater

U.s. Capital Wealth Advisors, Llc

Assets Managed
$3.976B
Holdings
1000
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
3.86%(2Q avg: 3.43%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in U.s. Capital Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1000 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.976B in assets, with a quarterly growth rate of 3.86% and a 2-quarter average growth rate of 3.43%. The portfolio is managed by Bradley A Slater, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 10.18%
2.71%
$107.489M
616,338 shares@ $174.41 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 44.1%
2.54%
$100.901M
155,152 shares@ $650.34 avg price
AAPL
Apple Inc
Recent Activity
Increased 7%
2.54%
$100.883M
397,504 shares@ $253.8 avg price
HPK
Highpeak Energy Inc
Recent Activity
2.41%
$95.808M
13.885M shares@ $6.91 avg price
PIFI
Clearshares Piton Int Fi Etf
Recent Activity
Decreased -0.46%
2.39%
$94.894M
1.008M shares@ $94.18 avg price
EPD
Enterprise Products Partners
Recent Activity
Increased 0.2%
2.17%
$86.155M↓ Put
2.287M shares@ $37.68 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 12.7%
1.29%
$51.146M
138,169 shares@ $370.18 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -3.76%
1.27%
$50.176M
295,742 shares@ $169.67 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 32.83%
1.24%
$49.281M
85,383 shares@ $577.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.37%
1.15%
$45.505M
218,489 shares@ $208.27 avg price

1-10 of 1000