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Asset Manager ← All Institutions

AlphaStar Capital Management, LLC

19600 WEST CATAWBA AVENUE SUITE B200, CORNELIUS, NC 28031 • 704-237-5442

Q2 2025 · Filed 2025-08-04
Market Value
$1.4B
+43.3%
Holdings
368
+164
New Purchases
188
Added To
68
Closed
14
Reduced
86
Top 10 Concentration
43.5%
Turnover
54.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 1.69% 0.00% +1.69% $24M
MSFT 1.58% 0.00% +1.58% $22M
XLC 1.61% 0.03% +1.57% $23M
SCHR 1.51% 0.00% +1.51% $21M
SCHZ 0.98% 0.00% +0.98% $14M
SCHO 0.97% 0.00% +0.97% $14M
SCHP 0.94% 0.00% +0.94% $13M
VOO 0.78% 0.00% +0.78% $11M
XLF 0.81% 0.05% +0.76% $12M
XLRE 0.85% 0.11% +0.74% $12M
PFF 0.72% 0.00% +0.72% $10M
AMZN 0.69% 0.00% +0.69% $10M
VUG 0.68% 0.00% +0.68% $10M
QQQ 0.68% 0.00% +0.68% $10M
KLIP 0.67% 0.00% +0.67% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SGOV 6.11% 13.88% -7.77% $87M
SRLN 0.19% 2.10% -1.90% $3M
SPAB 3.44% 5.33% -1.89% $49M
SPYG 7.65% 9.46% -1.81% $109M
SPLG 6.47% 8.02% -1.55% $92M
SPDW 4.43% 5.84% -1.41% $63M
XLY 0.99% 2.25% -1.26% $14M
SPMD 2.76% 3.88% -1.12% $39M
XLI 0.03% 1.14% -1.11% $476K
SPYV 6.92% 7.90% -0.98% $98M
XLE 0.06% 0.85% -0.79% $887K
XLK 2.09% 2.80% -0.71% $30M
SPEM 1.81% 2.33% -0.52% $26M
SMH 0.00% 0.50% -0.50% $0
VRP 0.03% 0.53% -0.50% $490K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 84.0%
Technology 5.9%
Communication Services 3.6%
Energy 1.8%
Utilities 1.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 64 $292M 20.5%
Large Cap 217 $895M 63.0%
Mid Cap 46 $157M 11.1%
Small Cap 29 $34M 2.4%
Micro Cap 12 $43M 3.1%

Portfolio Analytics

Avg Market Cap
$192.7B
Median Market Cap
$46.4B
Avg P/E
29.2
Median P/E
23.5
Avg Dividend Yield
0.03%
Avg Beta
0.89
# Stocks
203
# ETFs / Funds
165

Top Holdings (368 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPYG 7.65% 1,139,964 $109M $95.32 $15M -27,069 -2.3%
2 SPYV 6.92% 1,880,110 $98M $52.34 $20M +345,951 +22.6%
3 SPLG 6.47% 1,265,046 $92M $72.69 $12M +55,270 +4.6%
4 SGOV 6.11% 1,527,023 $87M $56.82 -$51M -355,416 -18.9%
5 SPDW 4.43% 1,554,455 $63M $40.49 $5M -37,154 -2.3%
6 SPAB 3.44% 1,910,006 $49M $25.60 -$4M -160,100 -7.7%
7 SPMD 2.76% 720,474 $39M $54.38 $714K -31,096 -4.1%
8 XLK 2.09% 117,379 $30M $253.23 $2M -17,109 -12.7%
9 MSTB 1.87% 713,296 $27M $37.23 $3M -9,140 -1.3%
10 SPEM 1.81% 601,225 $26M $42.74 $3M +14,982 +2.6%
11 AAPL 1.69% 117,011 $24M $205.17 +117,011 NEW
12 XLC 1.61% 210,610 $23M $108.53 $23M +207,135 +5960.7%
13 MSFT 1.58% 45,021 $22M $497.41 +45,021 NEW
14 SCHR 1.51% 855,968 $21M $25.03 +855,968 NEW
15 NVDA 1.47% 132,524 $21M $157.99 $4M -23,302 -14.9%
16 IEUR 1.07% 228,759 $15M $66.20 $1M -4,426 -1.9%
17 XLY 0.99% 64,658 $14M $217.33 -$8M -48,183 -42.7%
18 SCHZ 0.98% 602,232 $14M $23.24 +602,232 NEW
19 SCHO 0.97% 567,621 $14M $24.38 +567,621 NEW
20 SCHP 0.94% 498,049 $13M $26.68 +498,049 NEW
21 IPAC 0.85% 175,984 $12M $68.70 $1M +1,505 +0.9%
22 XLRE 0.85% 291,031 $12M $41.42 $11M +265,588 +1043.8%
23 SPHY 0.84% 499,979 $12M $23.80 $2M +97,292 +24.2%
24 SPSM 0.82% 272,217 $12M $42.60 $9M +202,387 +289.8%
25 XLF 0.81% 221,047 $12M $52.37 $11M +210,417 +1979.5%
26 FENI 0.79% 336,729 $11M $33.26 $2M +33,811 +11.2%
27 VOO 0.78% 19,430 $11M $568.02 +19,430 NEW
28 GOOGL 0.78% 62,526 $11M $176.23 $1M -717 -1.1%
29 PFF 0.72% 333,363 $10M $30.68 +333,363 NEW
30 AMZN 0.69% 44,631 $10M $219.39 +44,631 NEW
31 VUG 0.68% 22,139 $10M $438.40 +22,139 NEW
32 QQQ 0.68% 17,477 $10M $551.62 +17,477 NEW
33 KLIP 0.67% 299,559 $10M $31.73 +299,559 NEW
34 VEA 0.64% 160,752 $9M $57.01 +160,752 NEW
35 META 0.59% 11,371 $8M $738.11 $1M -965 -7.8%
36 XOM 0.59% 77,263 $8M $107.80 -$1M -4,069 -5.0%
37 RYLD 0.58% 554,027 $8M $14.91 $2M +121,070 +28.0%
38 LLY 0.57% 10,438 $8M $779.55 +10,438 NEW
39 AVGO 0.55% 28,604 $8M $275.65 $5M +8,962 +45.6%
40 SPY 0.55% 12,731 $8M $617.83 $189K -991 -7.2%
41 VTV 0.50% 40,444 $7M $176.74 +40,444 NEW
42 JPM 0.48% 23,442 $7M $289.91 $1M +589 +2.6%
43 JEPQ 0.48% 124,126 $7M $54.40 $7M +119,552 +2613.7%
44 IBM 0.47% 22,599 $7M $294.78 +22,599 NEW
45 PG 0.43% 38,401 $6M $159.32 +38,401 NEW
46 NFLX 0.38% 4,057 $5M $1,339.13 $1M -292 -6.7%
47 BSCQ 0.38% 274,916 $5M $19.52 $529K +26,607 +10.7%
48 BRK-B 0.38% 11,015 $5M $485.75 +11,015 NEW
49 V 0.38% 15,036 $5M $355.04 -$72K -403 -2.6%
50 FLTR 0.37% 208,628 $5M $25.50 $17K +1,085 +0.5%
51 TSLA 0.37% 16,462 $5M $317.66 -$3M -13,771 -45.5%
52 BSCP 0.37% 251,558 $5M $20.68 $447K +21,632 +9.4%
53 DUK 0.36% 43,042 $5M $118.00 -$142K +234 +0.6%
54 USRT 0.36% 89,420 $5M $56.56 +89,420 NEW
55 IAGG 0.34% 94,964 $5M $51.09 $894K +15,804 +20.0%
56 SCHJ 0.34% 192,974 $5M $24.81 +192,974 NEW
57 SCHI 0.33% 203,747 $5M $22.76 +203,747 NEW
58 PDI 0.32% 240,239 $5M $18.97 $740K +47,442 +24.6%
59 TLTW 0.31% 190,905 $4M $23.18 +190,905 NEW
60 MCD 0.30% 14,800 $4M $292.17 +14,800 NEW
61 ABBV 0.30% 23,042 $4M $185.62 -$847K -1,412 -5.8%
62 JNJ 0.29% 27,170 $4M $152.75 +27,170 NEW
63 WFC 0.29% 51,774 $4M $80.12 +51,774 NEW
64 DIA 0.29% 9,199 $4M $440.65 -$220K -979 -9.6%
65 AJG 0.28% 12,454 $4M $320.13 +12,454 NEW
66 IWM 0.27% 17,994 $4M $215.79 +17,994 NEW
67 ADP 0.27% 12,264 $4M $308.40 +12,264 NEW
68 HD 0.26% 10,176 $4M $366.65 +10,176 NEW
69 PWR 0.26% 9,597 $4M $378.06 +9,597 NEW
70 BNDX 0.25% 72,876 $4M $49.51 -$220K -5,539 -7.1%
71 RTX 0.25% 24,643 $4M $146.02 +24,643 NEW
72 JEPI 0.25% 62,136 $4M $56.85 $227K +4,286 +7.4%
73 BCI 0.24% 164,769 $3M $20.77 +164,769 NEW
74 PFE 0.24% 140,452 $3M $24.24 +140,452 NEW
75 BSV 0.23% 42,408 $3M $78.70 +42,408 NEW
76 BSCR 0.23% 168,329 $3M $19.65 $719K +36,194 +27.4%
77 VWO 0.23% 65,453 $3M $49.46 +65,453 NEW
78 LULU 0.23% 13,489 $3M $237.58 +13,489 NEW
79 TGT 0.22% 32,405 $3M $98.65 +32,405 NEW
80 TJX 0.22% 25,559 $3M $123.49 +25,559 NEW
81 BLES 0.22% 77,473 $3M $40.64 $216K -254 -0.3%
82 SPTL 0.22% 118,315 $3M $26.58 -$639K -20,503 -14.8%
83 NTRS 0.21% 24,071 $3M $126.79 +24,071 NEW
84 HCA 0.21% 7,917 $3M $383.09 $99K -573 -6.8%
85 DHR 0.21% 15,089 $3M $197.54 +15,089 NEW
86 GLD 0.21% 9,558 $3M $304.83 $560K +1,390 +17.0%
87 URI 0.20% 3,779 $3M $753.41 +3,779 NEW
88 PLTR 0.20% 20,555 $3M $136.32 $817K -2,961 -12.6%
89 SRLN 0.19% 66,072 $3M $41.59 -$18M -439,720 -86.9%
90 LIN 0.19% 5,844 $3M $469.19 $292K +582 +11.1%
91 ICE 0.18% 14,283 $3M $183.47 $9K -858 -5.7%
92 CTSH 0.18% 32,139 $3M $78.03 +32,139 NEW
93 IVV 0.18% 4,025 $2M $620.87 +4,025 NEW
94 BSCS 0.18% 121,906 $2M $20.49 $335K +15,605 +14.7%
95 RL 0.17% 8,927 $2M $274.27 +8,927 NEW
96 KO 0.17% 33,873 $2M $70.75 +33,873 NEW
97 UNP 0.16% 10,154 $2M $230.09 +10,154 NEW
98 WMT 0.16% 23,787 $2M $97.78 +23,787 NEW
99 QCOM 0.16% 14,604 $2M $159.26 +14,604 NEW
100 CSCO 0.16% 33,330 $2M $69.38 $360K +1,691 +5.3%

New Positions

SymbolValue% Port
AAPL $24M 1.69%
MSFT $22M 1.58%
SCHR $21M 1.51%
SCHZ $14M 0.98%
SCHO $14M 0.97%
SCHP $13M 0.94%
VOO $11M 0.78%
PFF $10M 0.72%
AMZN $10M 0.69%
VUG $10M 0.68%
QQQ $10M 0.68%
KLIP $10M 0.67%
VEA $9M 0.64%
LLY $8M 0.57%
VTV $7M 0.50%

Sold Out Positions

SymbolValue% Port
IVZ —%
CAH —%
ETR —%
BX —%
MCK —%
RF —%
SMH —%
CEG —%
HYMB —%
IDEV —%
XEL —%
CWB —%
FTSL —%
MINT —%
View SEC EDGAR Filings for AlphaStar Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms