Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
US CAPITAL WEALTH ADVISORS LLC 02-06-2024 12-31-2023 657 2,522,294,953
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
HIGHPEAK ENERGY INC COM 1 $197,724,849 13,885,172 0.01 0.01 0 0.00 12-31-2023
ISHARES TR 20 YR TR BD ETF 2 $94,872,720 959,473 0.00 0.00 943,376 5860.57 12-31-2023
ETF SER SOLUTIONS CLERSHS PITON IN 3 $87,083,577 942,226 0.00 0.00 10,756 1.15 12-31-2023
SPDR S&P 500 ETF TR TR UNIT 4 $66,178,917 139,233 0.00 0.00 88,880 176.51 12-31-2023
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