Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| US CAPITAL WEALTH ADVISORS LLC | 05-10-2024 | 03-31-2024 | 676 | 2,598,197,645 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIONEER NAT RES CO | COM | 151 | $4,037,502 | 15,381 | 0.00 | 0.00 | -167 | -1.07 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 152 | $4,005,477 | 24,372 | 0.00 | 0.00 | 11,348 | 87.13 | 03-31-2024 |
| CHUBB LIMITED | COM | 153 | $3,981,150 | 15,364 | 0.00 | 0.00 | -2,315 | -13.09 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 154 | $3,942,192 | 11,374 | 0.00 | 0.00 | 35 | 0.31 | 03-31-2024 |
