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Asset Manager ← All Institutions

Avestar Capital, LLC

Q2 2025 · Filed 2025-08-13
Market Value
$1.4B
+30.3%
Holdings
463
-22
New Purchases
41
Added To
236
Closed
29
Reduced
127
Top 10 Concentration
41.1%
Turnover
15.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 9.59% 8.24% +1.35% $131M
GOOG 7.89% 6.73% +1.16% $108M
META 4.85% 3.89% +0.96% $66M
FLJP 0.76% 0.00% +0.76% $10M
IAUM 0.73% 0.00% +0.73% $10M
ACWI 1.16% 0.52% +0.63% $16M
IGV 0.57% 0.00% +0.57% $8M
PULS 0.95% 0.43% +0.52% $13M
BULZ 2.23% 1.72% +0.51% $31M
QQQM 0.50% 0.00% +0.50% $7M
IVV 1.54% 1.05% +0.49% $21M
SOXL 0.49% 0.12% +0.37% $7M
MSFT 3.03% 2.69% +0.34% $41M
AMZN 3.06% 2.78% +0.28% $42M
AVGO 0.96% 0.68% +0.27% $13M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.95% 6.41% -1.47% $68M
FLDR 0.03% 0.61% -0.58% $367K
GSY 0.65% 1.23% -0.58% $9M
FXN 0.00% 0.57% -0.57% $0
IDGT 0.00% 0.57% -0.57% $0
FNGA 0.00% 0.45% -0.45% $0
ULST 2.17% 2.50% -0.33% $30M
GSST 1.61% 1.92% -0.31% $22M
ICSH 1.51% 1.82% -0.31% $21M
BKUI 1.48% 1.78% -0.29% $20M
BRK-B 0.74% 1.01% -0.26% $10M
UNH 0.10% 0.36% -0.26% $1M
PG 0.57% 0.77% -0.20% $8M
PM 0.35% 0.53% -0.19% $5M
QGRW 0.29% 0.47% -0.18% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 70 $721M 52.7%
Large Cap 294 $375M 27.4%
Mid Cap 44 $138M 10.1%
Small Cap 39 $101M 7.4%
Micro Cap 16 $34M 2.5%

Portfolio Analytics

Avg Market Cap
$171.7B
Median Market Cap
$56.1B
Avg P/E
33.7
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
317
# ETFs / Funds
147

Top Holdings (463 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 9.59% 830,236 $131M $157.99 $45M +31,925 +4.0%
2 GOOG 7.89% 608,614 $108M $177.39 $37M +156,121 +34.5%
3 AAPL 4.95% 329,924 $68M $205.17 $354K +26,784 +8.8%
4 META 4.85% 89,948 $66M $738.09 $26M +19,037 +26.9%
5 AMZN 3.06% 190,738 $42M $219.39 $13M +37,249 +24.3%
6 MSFT 3.03% 83,306 $41M $497.41 $13M +8,034 +10.7%
7 BULZ 2.23% 173,300 $31M $176.38 $13M
8 ULST 2.17% 730,046 $30M $40.66 $3M +84,203 +13.0%
9 SPY 1.67% 37,011 $23M $617.85 $5M +5,610 +17.9%
10 GSST 1.61% 435,277 $22M $50.56 $2M +36,808 +9.2%
11 IVV 1.54% 34,022 $21M $620.90 $10M +14,371 +73.1%
12 ICSH 1.51% 407,352 $21M $50.71 $2M +30,924 +8.2%
13 BKUI 1.48% 407,209 $20M $49.88 $2M +32,750 +8.8%
14 ANET 1.46% 194,748 $20M $102.31 $5M -65 -0.0%
15 GOOGL 1.20% 93,170 $16M $176.23 $4M +9,929 +11.9%
16 ACWI 1.16% 123,295 $16M $128.60 $10M +76,026 +160.8%
17 JPST 1.12% 303,249 $15M $50.68 $3M +67,308 +28.5%
18 SPYG 1.06% 151,573 $14M $95.32 $5M +30,556 +25.2%
19 AVGO 0.96% 47,419 $13M $275.65 $6M +4,553 +10.6%
20 PULS 0.95% 260,963 $13M $49.76 $8M +169,942 +186.7%
21 QQQ 0.87% 21,693 $12M $551.64 $978K -1,741 -7.4%
22 TSLA 0.87% 37,498 $12M $317.66 $2M -1,028 -2.7%
23 XLG 0.80% 210,218 $11M $52.10 $3M +27,160 +14.8%
24 FLJP 0.76% 321,882 $10M $32.15 +321,882 NEW
25 BRK-B 0.74% 20,962 $10M $485.77 -$406K +1,080 +5.4%
26 IAUM 0.73% 303,920 $10M $32.99 +303,920 NEW
27 CIBR 0.69% 125,371 $9M $75.58 $3M +15,839 +14.5%
28 XLC 0.69% 87,121 $9M $108.53 $2M +11,489 +15.2%
29 JPM 0.68% 32,323 $9M $289.91 $2M +2,807 +9.5%
30 GSY 0.65% 176,927 $9M $50.14 -$4M -80,150 -31.2%
31 QQQE 0.63% 88,163 $9M $98.40 $2M +15,606 +21.5%
32 NFLX 0.60% 6,171 $8M $1,339.13 $3M +338 +5.8%
33 IVW 0.59% 73,568 $8M $110.10 $1M +2,199 +3.1%
34 PG 0.57% 49,090 $8M $159.32 -$284K +1,530 +3.2%
35 IGV 0.57% 70,755 $8M $109.50 +70,755 NEW
36 VTV 0.56% 43,408 $8M $177.22 $1M +5,833 +15.5%
37 IWB 0.54% 21,858 $7M $339.57 $1M +1,096 +5.3%
38 V 0.53% 20,491 $7M $355.06 $1M +2,614 +14.6%
39 QQQM 0.50% 30,338 $7M $227.10 +30,338 NEW
40 SOXL 0.49% 264,996 $7M $25.11 $5M +185,383 +232.9%
41 IAU 0.44% 97,021 $6M $62.36 $588K +4,374 +4.7%
42 LLY 0.43% 7,501 $6M $779.61 -$414K -80 -1.1%
43 IBIT 0.41% 90,655 $6M $61.21 $1M +2,619 +3.0%
44 COST 0.40% 5,587 $6M $990.12 $623K +397 +7.7%
45 VEA 0.40% 96,805 $6M $57.01 $867K +5,281 +5.8%
46 RWL 0.40% 52,494 $5M $104.29 $1M +8,092 +18.2%
47 FTSM 0.40% 91,001 $5M $60.00 $936K +15,636 +20.8%
48 VTI 0.39% 17,492 $5M $304.71 $1M +2,911 +20.0%
49 IVE 0.38% 26,903 $5M $195.42 -$38K -882 -3.2%
50 OMFL 0.38% 90,401 $5M $57.78 $1M +20,091 +28.6%
51 WMT 0.37% 52,290 $5M $97.78 $979K +5,295 +11.3%
52 WTMF 0.37% 144,674 $5M $35.31 $220K +1,475 +1.0%
53 INTF 0.37% 145,907 $5M $34.23 $2M +32,668 +28.9%
54 IMFL 0.36% 177,365 $5M $27.68 $1M +38,281 +27.5%
55 QUAL 0.36% 26,698 $5M $182.82 $216K -602 -2.2%
56 SGOL 0.35% 151,014 $5M $31.54 $1M +39,695 +35.7%
57 PM 0.35% 25,915 $5M $183.18 -$855K -9,206 -26.2%
58 DBMF 0.29% 156,034 $4M $25.73 $366K +11,597 +8.0%
59 MA 0.29% 7,079 $4M $561.94 $606K +927 +15.1%
60 FAS 0.29% 23,590 $4M $168.60 $1M +7,792 +49.3%
61 PANW 0.29% 19,252 $4M $204.64 $823K +985 +5.4%
62 QGRW 0.29% 74,629 $4M $52.55 -$967K -36,742 -33.0%
63 PLTR 0.28% 28,352 $4M $136.32 $2M +3,371 +13.5%
64 PUBM 0.28% 305,000 $4M $12.44 $869K -15,000 -4.7%
65 JPEM 0.28% 66,980 $4M $56.41 $1M +14,548 +27.8%
66 INTU 0.27% 4,609 $4M $787.78 $1M +510 +12.4%
67 XOM 0.26% 32,421 $3M $107.80 $16K +3,166 +10.8%
68 WFC 0.25% 42,881 $3M $80.12 $435K +1,080 +2.6%
69 HD 0.24% 9,114 $3M $366.66 $656K +1,785 +24.4%
70 WTPI 0.24% 102,818 $3M $32.04 $155K +1,998 +2.0%
71 CRM 0.23% 11,634 $3M $272.99 $337K +1,054 +10.0%
72 SCHG 0.23% 107,939 $3M $29.21 -$882K -53,181 -33.0%
73 ISRG 0.23% 5,729 $3M $543.41 $649K +754 +15.2%
74 TJX 0.23% 24,930 $3M $123.49 -$217K -2,129 -7.9%
75 ORCL 0.22% 13,953 $3M $218.64 $1M +1,602 +13.0%
76 VWO 0.22% 60,556 $3M $49.46 $252K -57 -0.1%
77 ABBV 0.21% 15,718 $3M $185.62 $85K +2,197 +16.2%
78 URTH 0.21% 17,137 $3M $169.38 -$326K -3,939 -18.7%
79 KO 0.21% 40,644 $3M $71.11 $442K +6,669 +19.6%
80 MS 0.20% 19,712 $3M $140.86 $788K +2,665 +15.6%
81 CRWD 0.20% 5,444 $3M $509.31 $1M +473 +9.5%
82 EFG 0.20% 24,718 $3M $112.00 $476K +1,794 +7.8%
83 NOW 0.20% 2,611 $3M $1,028.08 $1M +810 +45.0%
84 BBJP 0.20% 43,361 $3M $61.78 +43,361 NEW
85 BAC 0.19% 56,228 $3M $47.32 $622K +7,366 +15.1%
86 RTX 0.19% 18,112 $3M $146.02 $443K +1,493 +9.0%
87 VOO 0.19% 4,467 $3M $569.42 $513K +515 +13.0%
88 JEPI 0.19% 44,706 $3M $56.85 -$31K -314 -0.7%
89 DFUS 0.19% 37,908 $3M $67.02 $294K +760 +2.0%
90 JNJ 0.18% 16,550 $3M $152.75 $64K +1,692 +11.4%
91 AMD 0.18% 17,589 $2M $141.90 $1M +3,850 +28.0%
92 TSM 0.18% 10,889 $2M $226.95 $766K +643 +6.3%
93 LIN 0.18% 5,246 $2M $469.22 $278K +558 +11.9%
94 INDA 0.18% 43,812 $2M $55.68 $1M +23,114 +111.7%
95 BTAL 0.17% 131,725 $2M $17.70 -$506K -4,418 -3.2%
96 DIS 0.17% 18,503 $2M $124.01 $619K +1,526 +9.0%
97 CSCO 0.17% 33,047 $2M $69.38 $738K +7,853 +31.2%
98 GE 0.16% 8,729 $2M $257.39 $835K +1,676 +23.8%
99 BCI 0.16% 103,914 $2M $20.77 $311K +17,842 +20.7%
100 COF 0.16% 10,071 $2M $212.76 $698K +2,013 +25.0%

Options Breakdown

42 Calls $33M Call Value 24 Puts $61M Put Value 1.85 P/C Ratio

Top Calls

SymbolSharesValueStatus
META 7,200 $5M
NOW 4,800 $5M
NFLX 2,300 $3M
CLS 9,300 $1M
NVDA 9,000 $1M
ACWI 10,900 $1M
SHOP 11,100 $1M
UBER 12,300 $1M
STZ 6,500 $1M NEW
CRWD 2,000 $1M

Top Puts

SymbolSharesValueStatus
SPY 20,800 $13M
META 12,200 $9M
TSLA 23,700 $8M
QQQ 11,300 $6M
NOW 4,000 $4M
NVDA 23,000 $4M
AMZN 15,000 $3M
MSFT 5,000 $2M
CRM 6,300 $2M
GOOGL 9,200 $2M

New Positions

SymbolValue% Port
FLJP $10M 0.76%
IAUM $10M 0.73%
IGV $8M 0.57%
QQQM $7M 0.50%
BBJP $3M 0.20%
TQQQ $2M 0.13%
RBRK $1M 0.11%
VEU $1M 0.10%
FLIN $1M 0.10%
DFJ $1M 0.10%
FLGB $864K 0.06%
AEE $681K 0.05%
MCHP $610K 0.04%
EWG $584K 0.04%
EWQ $581K 0.04%

Sold Out Positions

SymbolValue% Port
YUM —%
FDX —%
DVN —%
MTB —%
CCI —%
CPT —%
NSC —%
NRG —%
IR —%
PRU —%
KR —%
WAT —%
OKE —%
LULU —%
EXC —%
View SEC EDGAR Filings for Avestar Capital, LLC →

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