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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWRE USD ETF | 801 | $278,018 | 12,093 | 0.00 | 0.00 | 1,658 | 15.89 | 03-31-2024 |
| MARTIN MARIETTA MATLS INC | COM | 802 | $275,045 | 448 | 0.00 | 0.00 | 11 | 2.52 | 03-31-2024 |
| PROSPERITY BANCSHARES INC | COM | 803 | $273,382 | 4,156 | 0.00 | 0.00 | -1,892 | -31.28 | 03-31-2024 |
| ISHARES TR | ESG AWR US AGRGT | 804 | $271,066 | 5,760 | 0.00 | 0.00 | -208 | -3.49 | 03-31-2024 |
