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 |
|---|---|---|---|---|---|---|---|---|---|
| NUTRIEN LTD | COM | 201 | $2,946,831 | 54,259 | 0.00 | 0.00 | 1,505 | 2.85 | 03-31-2024 |
| ISHARES TR | S&P SML 600 GWT | 202 | $2,928,867 | 22,404 | 0.00 | 0.00 | -3 | -0.01 | 03-31-2024 |
| ISHARES TR | TRS FLT RT BD | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,861 | -3.12 | 03-31-2024 |
| SHERWIN WILLIAMS CO | COM | 204 | $2,915,288 | 8,393 | 0.00 | 0.00 | -666 | -7.35 | 03-31-2024 |
