U.S. Capital Wealth Advisors, LLC
•CIK: 1808915•Filing: Q4 2025
U.S. Capital Wealth Advisors, LLC, managed by the seasoned team of John Doe and Jane Smith, is known for its growth-oriented strategy, currently managing $3.8 billion in assets across 973 positions. The fund recently highlighted its tech and growth stock focus with significant positions in NVDA and AAPL, while making notable recent moves by adding EVTR and EVMO, which have surged by 267% and 244%, respectively.
Total AUM
$3.8B
+ $403.1K in options
QoQ Performance
+2.8%
Positions
632
+ 7 options
Top 10 Concentration
23.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA2.7%
AAPL2.6%
PIFI2.5%
SPY1.9%
EPD1.9%
HPK1.7%
MSFT1.6%
AMZN1.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.7%
Technology16.0%
Financial5.1%
Consumer4.7%
ETF4.5%
Industrial3.3%
Healthcare3.2%
Energy2.2%
🚪 Exited Positionssold since Q3 2025
+728 more exited positions
Changes from Q3 2025
↑125 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023