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CIK: 0001704404
Total reported value
$1.8B
$1.8B
425 檔
18.3%
At the close of Q1 2025, Avestar Capital, LLC disclosed equity holdings valued at approximately $1.8B, spread across 425 reported holdings.
In Q1 2025, Avestar Capital, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GOOG) accounted for 18.3% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 425 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.87% | -0.14% | -1.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.50% | -0.01% | +13.20% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.27% | +0.82% | +1.88% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.06% | -0.54% | +30.95% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.30% | +14.01% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | -0.15% | +6.43% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | +0.38% | +46.71% | |
| 8 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 2.28% | -0.11% | +19.02% | |
| 9 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 1.75% | -0.17% | +19.22% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.66% | -0.16% | +19.70% | |
| 11 | BKUI | Bny Mellon Ultr Shrt Inc ETF | ETF-Other | 1.62% | -0.05% | +19.31% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.61% | +0.68% | +103.58% | |
| 13 | BULZ | Microsectors Fang&inn 3x Lev | ETF-Other | 1.57% | -0.31% | EXIT | |
| 14 | ANET | Arista Networks Inc | Stock-Tech | 1.50% | +0.15% | +5.46% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.46% | +0.06% | +15.18% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.12% | +33.70% | |
| 17 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.12% | -0.26% | +52.21% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.04% | -0.08% | -6.99% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.21% | -8.10% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.02% | +12.99% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | +0.09% | -19.41% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | -0.28% | -46.01% | |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.73% | — | -3.92% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.19% | -1.86% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.06% | +2.98% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.70% | +0.10% | +163.40% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 0.68% | -0.19% | +126.05% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.07% | -0.42% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.63% | -0.01% | -5.45% | |
| 30 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.60% | — | -3.53% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.60% | -0.08% | -0.99% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.02% | -14.06% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.03% | -21.70% | |
| 34 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.56% | — | — | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.55% | — | -8.78% | |
| 36 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.55% | — | -1.13% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.01% | +17.35% | |
| 38 | FXN | First Trust Energy Alphadex | ETF-Other | 0.52% | — | +0.81% | |
| 39 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 0.52% | — | -0.35% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.51% | -0.13% | +58.58% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.16% | +11.06% | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.49% | — | +52.59% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | -0.15% | +2.23% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | -11.77% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.46% | +0.22% | +46.25% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.11% | +9.29% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.06% | +12.80% | |
| 48 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.42% | +0.02% | -18.19% | |
| 49 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.42% | -0.02% | -16.84% | |
| 50 | ✓ | Bank Montreal Que | Stock-Other | 0.41% | — | +61.71% |
According to official SEC Form 13F filings, Avestar Capital, LLC reported a total U.S. public equity portfolio value of $1.8B across 425 disclosed positions in Q1 2025.
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Top New Position Initiated
NVDA
市值: $90.6M
During Q1 2025, Avestar Capital, LLC's top holdings by market value included NVDA (7.9%)、AAPL (6.5%)、GOOG (6.3%). The largest single position, NVDA, represented 7.9% of total portfolio value.
In Q1 2025, Avestar Capital, LLC made 200 total portfolio adjustments, initiating 200 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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