U.S. Capital Wealth Advisors’s Tradeweb Markets TW Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,405	Closed	-$206K	–	973
2025 Q2	$206K	Buy	1,405 +5	+0.4%	+$698	0.01%	833
2025 Q1	$208K	Buy	+1,400	New	+$186K	0.01%	793
2023 Q1	–	Sell	-234	Closed	-$15.2K	–	1464
2022 Q4	$15.2K	Buy	+234	New	+$13.8K	﹤0.01%	1171

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's TW Position: Q3 2025 in Review

U.S. Capital Wealth Advisors sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 1,405 shares — an estimated $206K sold.

U.S. Capital Wealth Advisors first reported a position in TW in Q4 2022 and held it in 3 quarters. The position peaked at $208K in Q1 2025. 545 funds tracked by Wall St. Rank hold TW as of Q3 2025.

U.S. Capital Wealth Advisors reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,405 Tradeweb Markets shares in Q3 2025, an estimated $206K.
U.S. Capital Wealth Advisors first reported a position in Tradeweb Markets in Q4 2022 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Tradeweb Markets position peaked at $208K in Q1 2025.
545 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.