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CIK: 0001704404
Total reported value
$1.8B
$1.8B
472 檔
19.7%
During the Q4 2024 filing period, Avestar Capital, LLC (CIK: 0001704404) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 472 reported positions.
During Q4 2024, Avestar Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 472 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.65% | -0.14% | +164.33% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.34% | +0.82% | +10.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.34% | -0.01% | +3.53% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.84% | -0.54% | +14.95% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | -0.15% | +6.99% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.30% | +7.17% | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 1.99% | +0.15% | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.93% | +0.06% | +30.70% | |
| 9 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.86% | -0.11% | -4.17% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.85% | -0.28% | +0.33% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.38% | +66.12% | |
| 12 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 1.43% | -0.17% | -2.36% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.35% | -0.16% | -8.94% | |
| 14 | BKUI | Bny Mellon Ultr Shrt Inc ETF | ETF-Other | 1.33% | -0.05% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.12% | +5.23% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.12% | +0.09% | -2.45% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.09% | -0.08% | -11.52% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.21% | +64.67% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.68% | +19.24% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.81% | — | +0.76% | |
| 21 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.72% | -0.26% | -50.08% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.02% | +0.76% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.19% | +4.69% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | -0.03% | -9.24% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.02% | +13.67% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.66% | -0.01% | +0.14% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.06% | +3.31% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.62% | — | -1.27% | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.61% | — | +1.51% | |
| 30 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.60% | — | +2.31% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.07% | +47.41% | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.57% | -0.08% | +158.04% | |
| 33 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.57% | +0.02% | +14.77% | |
| 34 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.56% | — | +4.64% | |
| 35 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 0.56% | — | — | |
| 36 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.51% | -0.02% | -2.41% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.03% | -10.79% | |
| 38 | FXN | First Trust Energy Alphadex | ETF-Other | 0.50% | — | +6.07% | |
| 39 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | — | |
| 40 | URTH | Ishares Msci World ETF | ETF-Other | 0.48% | -0.01% | — | |
| 41 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.47% | — | — | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.47% | +0.01% | -15.78% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | — | +377.26% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | -0.02% | -6.56% | |
| 45 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.45% | +0.01% | -43.28% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.45% | -0.01% | -0.12% | |
| 47 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.44% | +0.05% | -29.49% | |
| 48 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.44% | -0.05% | -30.26% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.11% | -0.75% | |
| 50 | ✓ | Bank Montreal Que | Stock-Other | 0.41% | — | — |
According to official SEC Form 13F filings, Avestar Capital, LLC reported a total U.S. public equity portfolio value of $1.8B across 472 disclosed positions in Q4 2024.
During Q4 2024, Avestar Capital, LLC's top holdings by market value included NVDA (9.7%)、GOOG (7.3%)、AAPL (6.3%). The largest single position, NVDA, represented 9.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOG, AAPL) accounted for 19.7% of total reported equity market value during Q4 2024.
In Q4 2024, Avestar Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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