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
TARGET CORP COM 51 $12,135,503 68,481 0.00 0.00 -2,154 -3.05 03-31-2024
MCDONALDS CORP COM 52 $11,942,722 42,358 0.00 0.00 356 0.85 03-31-2024
CONOCOPHILLIPS COM 53 $11,754,815 92,354 0.00 0.00 7,289 8.57 03-31-2024
AT&T INC COM 54 $11,698,160 664,668 0.00 0.00 41,118 6.59 03-31-2024
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