U.S. Capital Wealth Advisors, LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 9 quarters from 2023-12-31 to 2026-03-31, U.S. Capital Wealth Advisors, LLC opened 16 positions, added to 19, reduced 28 and sold out of 29.
- Q2 2025: Stock SEABRIDGE GOLD INC; Country of operation —; Class COM; Shares before 0.
- Q2 2025: Stock PARAMOUNT GLOBAL; Country of operation United States; Class CLASS B COM; Shares before 0.
- Q2 2025: Stock AMCOR PLC; Country of operation —; Class ORD; Shares before 0.
- Q1 2025: Stock DISCOVER FINL SVCS; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1808915), 9 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-09-30.
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