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AlphaStar Capital Management, LLC

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

Q3 2025 · Filed 2025-11-13
Market Value
$1.2B
-18.5%
Holdings
372
+4
New Purchases
18
Added To
101
Closed
179
Reduced
62
Top 10 Concentration
60.7%
Turnover
53.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 10.52% 6.47% +4.05% $122M
SPYG 9.93% 7.65% +2.29% $115M
SPDW 6.70% 4.43% +2.27% $78M
XLK 3.99% 2.09% +1.90% $46M
DFAU 1.81% 0.00% +1.81% $21M
SPYV 8.48% 6.92% +1.55% $98M
XLC 3.14% 1.61% +1.53% $36M
NVDA 2.73% 1.47% +1.25% $32M
SGOV 7.23% 6.11% +1.12% $84M
SPMD 3.64% 2.76% +0.89% $42M
DFSD 0.88% 0.00% +0.88% $10M
SPAB 4.31% 3.44% +0.86% $50M
SPEM 2.65% 1.81% +0.84% $31M
GOOGL 1.35% 0.78% +0.58% $16M
SPTL 0.79% 0.22% +0.57% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSTB 0.05% 1.87% -1.81% $625K
AAPL 0.00% 1.69% -1.69% $0
MSFT 0.00% 1.58% -1.58% $0
SCHR 0.00% 1.51% -1.51% $0
SCHZ 0.00% 0.98% -0.98% $0
SCHO 0.00% 0.97% -0.97% $0
XLY 0.02% 0.99% -0.97% $269K
SCHP 0.00% 0.94% -0.94% $0
VOO 0.00% 0.78% -0.78% $0
IPAC 0.09% 0.85% -0.76% $1M
PFF 0.00% 0.72% -0.72% $0
AMZN 0.00% 0.69% -0.69% $0
VUG 0.00% 0.68% -0.68% $0
QQQ 0.00% 0.68% -0.68% $0
KLIP 0.00% 0.67% -0.67% $0

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 $146M 12.6%
Large Cap 214 $823M 71.0%
Mid Cap 48 $149M 12.8%
Small Cap 34 $34M 2.9%
Micro Cap 12 $8M 0.7%

Portfolio Analytics

Avg Market Cap
$190.2B
Median Market Cap
$41.2B
Avg P/E
29.1
Median P/E
23.2
Avg Dividend Yield
0.03%
Avg Beta
0.89
# Stocks
199
# ETFs / Funds
173

Top Holdings (372 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 10.52% 1,555,133 $122M $78.34 $30M +290,087 +22.9%
2 SPYG 9.93% 1,101,125 $115M $104.51 $6M -38,839 -3.4%
3 SPYV 8.48% 1,774,528 $98M $55.33 -$220K -105,582 -5.6%
4 SGOV 7.23% 1,484,085 $84M $56.40 -$3M -42,938 -2.8%
5 SPDW 6.70% 1,814,878 $78M $42.79 $15M +260,423 +16.8%
6 SPAB 4.31% 1,929,313 $50M $25.85 $977K +19,307 +1.0%
7 XLK 3.99% 163,947 $46M $281.86 $16M +46,568 +39.7%
8 SPMD 3.64% 738,027 $42M $57.19 $3M +17,553 +2.4%
9 XLC 3.14% 307,100 $36M $118.37 $13M +96,490 +45.8%
10 NVDA 2.73% 169,231 $32M $186.58 $11M +36,707 +27.7%
11 SPEM 2.65% 655,002 $31M $46.81 $5M +53,777 +8.9%
12 DFAU 1.81% 458,542 $21M $45.76 +458,542 NEW
13 IEUR 1.63% 277,414 $19M $68.12 $4M +48,655 +21.3%
14 GOOGL 1.35% 64,478 $16M $243.10 $5M +1,952 +3.1%
15 XLF 1.28% 275,602 $15M $53.87 $3M +54,555 +24.7%
16 SPHY 1.19% 578,237 $14M $23.94 $2M +78,258 +15.7%
17 XLRE 1.16% 320,034 $13M $42.13 $1M +29,003 +10.0%
18 FENI 1.16% 381,993 $13M $35.28 $2M +45,264 +13.4%
19 SPSM 1.01% 252,990 $12M $46.32 $122K -19,227 -7.1%
20 AVGO 0.99% 34,750 $11M $329.91 $4M +6,146 +21.5%
21 DFSD 0.88% 210,885 $10M $48.19 +210,885 NEW
22 META 0.84% 13,320 $10M $734.35 $1M +1,949 +17.1%
23 RYLD 0.79% 611,899 $9M $15.05 $949K +57,872 +10.4%
24 SPTL 0.79% 340,643 $9M $26.95 $6M +222,328 +187.9%
25 XOM 0.75% 76,745 $9M $112.75 $324K -518 -0.7%
26 SPY 0.74% 12,933 $9M $666.19 $750K +202 +1.6%
27 JPM 0.69% 25,257 $8M $315.43 $1M +1,815 +7.7%
28 JEPQ 0.66% 132,784 $8M $57.52 $885K +8,658 +7.0%
29 TSLA 0.65% 16,891 $8M $444.72 $2M +429 +2.6%
30 DFAI 0.56% 177,108 $6M $36.35 +177,108 NEW
31 FLTR 0.52% 235,268 $6M $25.57 $696K +26,640 +12.8%
32 UNH 0.51% 17,180 $6M $345.29 $6M +16,273 +1794.2%
33 ABBV 0.48% 24,224 $6M $231.54 $1M +1,182 +5.1%
34 V 0.47% 16,005 $5M $341.37 $125K +969 +6.4%
35 DUK 0.45% 42,168 $5M $123.75 $139K -874 -2.0%
36 TLTW 0.44% 216,127 $5M $23.38 $628K +25,222 +13.2%
37 NFLX 0.43% 4,191 $5M $1,198.92 -$408K +134 +3.3%
38 CRM 0.41% 20,261 $5M $237.00 $5M +19,330 +2076.3%
39 PLTR 0.34% 21,728 $4M $182.42 $1M +1,173 +5.7%
40 BSCQ 0.31% 183,519 $4M $19.56 -$2M -91,397 -33.2%
41 BNDX 0.31% 72,315 $4M $49.46 -$31K -561 -0.8%
42 HCA 0.30% 8,283 $4M $426.22 $497K +366 +4.6%
43 JEPI 0.30% 61,544 $4M $57.10 -$18K -592 -0.9%
44 BLES 0.29% 78,356 $3M $42.46 $178K +883 +1.1%
45 GLD 0.28% 9,156 $3M $355.47 $341K -402 -4.2%
46 DFCF 0.27% 73,991 $3M $42.76 +73,991 NEW
47 GOOG 0.26% 12,371 $3M $243.56 $1M +1,224 +11.0%
48 LIN 0.25% 6,211 $3M $474.99 $208K +367 +6.3%
49 MDYG 0.25% 31,982 $3M $91.56 $879K +8,389 +35.6%
50 BSCR 0.25% 147,981 $3M $19.71 -$391K -20,348 -12.1%
51 BSCP 0.25% 137,716 $3M $20.69 -$2M -113,842 -45.2%
52 DFGX 0.24% 52,291 $3M $53.96 +52,291 NEW
53 HPE 0.24% 112,572 $3M $24.56 $518K +2,703 +2.5%
54 BSCS 0.22% 125,509 $3M $20.57 $84K +3,603 +3.0%
55 PDI 0.22% 129,165 $3M $19.80 -$2M -111,074 -46.2%
56 ICE 0.22% 15,032 $3M $168.48 -$88K +749 +5.2%
57 COST 0.22% 2,714 $3M $925.72 $461K +642 +31.0%
58 DFAE 0.21% 78,069 $2M $31.53 +78,069 NEW
59 SYF 0.21% 34,598 $2M $71.05 $236K +1,308 +3.9%
60 ISMD 0.21% 62,647 $2M $38.86 $251K +1,205 +2.0%
61 BSCT 0.21% 127,809 $2M $18.81 $215K +10,759 +9.2%
62 CSCO 0.21% 34,811 $2M $68.42 $69K +1,481 +4.4%
63 IBIT 0.20% 35,550 $2M $65.00 $909K +12,655 +55.3%
64 T 0.19% 77,718 $2M $28.24 $62K +4,005 +5.4%
65 ETN 0.19% 5,815 $2M $374.25 $189K +247 +4.4%
66 IAGG 0.17% 37,849 $2M $51.23 -$3M -57,115 -60.1%
67 CBRE 0.16% 11,500 $2M $157.56 $249K +346 +3.1%
68 MRK 0.15% 21,224 $2M $83.93 $238K +1,731 +8.9%
69 MNST 0.15% 26,256 $2M $67.31 $207K +1,349 +5.4%
70 EXC 0.15% 38,848 $2M $45.01 $213K +3,474 +9.8%
71 XYLD 0.15% 44,224 $2M $39.26 $526K +13,134 +42.2%
72 BABA 0.15% 9,505 $2M $178.73 -$90K -6,271 -39.8%
73 BIBL 0.14% 37,300 $2M $44.43 $107K -212 -0.6%
74 PFFD 0.14% 82,818 $2M $19.43 +82,818 NEW
75 EXR 0.14% 11,118 $2M $140.94 $26K +668 +6.4%
76 CB 0.14% 5,551 $2M $282.24 -$134K -321 -5.5%
77 VMBS 0.13% 32,770 $2M $46.96 -$120K -3,036 -8.5%
78 TDIV 0.13% 15,081 $1M $96.53 $135K +481 +3.3%
79 ADBE 0.13% 4,114 $1M $352.75 -$46K +244 +6.3%
80 SHOP 0.12% 9,561 $1M $148.61 $333K +127 +1.4%
81 RSP 0.12% 7,346 $1M $189.70 -$148K -1,137 -13.4%
82 MDY 0.12% 2,282 $1M $596.03 $67K -1 -0.0%
83 SLV 0.11% 31,221 $1M $42.37 $669K +11,299 +56.7%
84 SOFI 0.11% 49,362 $1M $26.42 -$100K -27,724 -36.0%
85 VZ 0.11% 29,452 $1M $43.95 $199K +4,138 +16.4%
86 IBD 0.11% 53,544 $1M $24.15 $42K +1,451 +2.8%
87 FLOT 0.11% 24,744 $1M $51.08 -$125K -2,474 -9.1%
88 KMI 0.10% 40,875 $1M $28.31 $100K +4,906 +13.6%
89 BSMQ 0.09% 46,175 $1M $23.62 -$1K -173 -0.4%
90 MA 0.09% 1,900 $1M $568.67 $64K +92 +5.1%
91 VGT 0.09% 1,424 $1M $746.43 -$9K -192 -11.9%
92 MOAT 0.09% 10,656 $1M $99.11 -$39K -1,015 -8.7%
93 BSMS 0.09% 44,966 $1M $23.42 -$45K -2,304 -4.9%
94 BSMT 0.09% 45,520 $1M $23.10 -$35K -2,342 -4.9%
95 BSMR 0.09% 43,989 $1M $23.66 -$45K -2,286 -4.9%
96 BSMP 0.09% 42,424 $1M $24.52 -$59K -2,362 -5.3%
97 IPAC 0.09% 14,022 $1M $73.43 -$11M -161,962 -92.0%
98 DJUN 0.08% 19,976 $929K $46.50 $28K -37 -0.2%
99 TFC 0.08% 19,969 $913K $45.72 $61K +158 +0.8%
100 ORCL 0.07% 3,070 $863K $281.24 $320K +584 +23.5%

New Positions

SymbolValue% Port
DFAU $21M 1.81%
DFSD $10M 0.88%
DFAI $6M 0.56%
DFCF $3M 0.27%
DFGX $3M 0.24%
DFAE $2M 0.21%
PFFD $2M 0.14%
SCEC $496K 0.04%
IEMG $340K 0.03%
DFGP $339K 0.03%
ETHA $318K 0.03%
RCL $242K 0.02%
DJUL $238K 0.02%
UFOX $230K 0.02%
RF $229K 0.02%

Sold Out Positions

SymbolValue% Port
ABT —%
YUM —%
HRB —%
ACN —%
DIS —%
CVX —%
ED —%
CVS —%
NOW —%
LHX —%
BMY —%
BEN —%
CFG —%
PSX —%
DLR —%
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