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CIK: 0001704404
Total reported value
$1.8B
$1.8B
420 檔
26.3%
In Q3 2025, Avestar Capital, LLC's U.S. equity holdings reached a combined market value of $1.8B, distributed across 420 disclosed stock positions.
In Q3 2025, Avestar Capital, LLC displayed an active expansion posture, initiating 38 new positions and adding to 98 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 420 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.33% | -0.14% | -1.92% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.63% | +0.82% | -21.91% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.52% | -0.01% | -1.81% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.37% | -0.54% | -16.95% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | -0.15% | -0.05% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | -0.30% | -1.81% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.99% | +0.38% | +16.87% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.38% | +0.68% | +83.24% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 2.30% | -0.19% | +234.04% | |
| 10 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.78% | -0.11% | -8.64% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.12% | -1.13% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.21% | -3.43% | |
| 13 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 1.33% | -0.17% | -7.78% | |
| 14 | BKUI | Bny Mellon Ultr Shrt Inc ETF | ETF-Other | 1.31% | -0.05% | -1.84% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.27% | -0.16% | +90.46% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.25% | +0.06% | -31.72% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.24% | +0.10% | -5.77% | |
| 18 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.16% | -0.16% | -13.98% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | -0.28% | -2.62% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.07% | +0.09% | +3.58% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.96% | -0.08% | -4.36% | |
| 22 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.75% | -0.28% | -1.67% | |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.73% | — | -7.24% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.19% | +3.28% | |
| 25 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.69% | -0.02% | -5.28% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.02% | -8.02% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.62% | -0.01% | -7.91% | |
| 28 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.58% | — | -6.87% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.02% | -4.53% | |
| 30 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.54% | — | -7.14% | |
| 31 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.53% | -0.26% | -9.46% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | -0.03% | -4.94% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.50% | -0.15% | +7.48% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.49% | -0.08% | +106.88% | |
| 35 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.48% | — | -10.07% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.47% | — | -9.88% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.01% | +1.44% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.46% | +0.15% | -76.46% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.06% | -8.93% | |
| 40 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.44% | -0.16% | +19.93% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.42% | -0.13% | +35.14% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.40% | +0.04% | -18.59% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.40% | -0.07% | +3.22% | |
| 44 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.40% | — | — | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.38% | +0.05% | -55.16% | |
| 46 | CLS | Celestica Inc | Stock-Tech | 0.38% | -0.02% | +2.14% | |
| 47 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | -2.02% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | -0.12% | +4.89% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.36% | -0.02% | -6.48% | |
| 50 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.35% | +0.01% | -1.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | -1.92% | Add |
| 2 | NOW | Servicenow Inc | +1.6% | +234.04% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +1.4% | -21.91% | Add |
| 4 | NFLX | Netflix Inc | +0.8% | +90.46% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +83.24% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +16.87% | Add |
| 7 | ACWI | Ishares Msci Acwi ETF | +0.5% | -5.77% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.5% | -3.43% | Add |
| 9 | AMZN | Amazon.com Inc | +0.4% | -0.05% | Add |
| 10 | AVGO | Broadcom Inc | +0.3% | -2.62% | Trim |
| 11 | MSFT | Microsoft CORP | +0.3% | -1.81% | Add |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +3.58% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.13% | Trim |
| 14 | CLS | Celestica Inc | +0.2% | +2.14% | Trim |
| 15 | PLTR | Palantir Technologies Inc-a | +0.2% | +4.89% | Add |
| 16 | SGOL | Abrdn Physical Gold Shares | +0.2% | +19.93% | Add |
| 17 | CRDO | Credo Technology Group Holding Ltd | +0.1% | -26.29% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | -8.39% | Add |
| 19 | UBER | Uber Technologies Inc | +0.1% | -0.13% | Add |
| 20 | PDBC | Invesco Optimum Yield Divers | +0.1% | +52.81% | Add |
| 21 | AMD | Advanced Micro Devices | +0.1% | +2.74% | Add |
| 22 | NU | Nu Holdings Ltd. | +0.1% | +22.83% | Add |
| 23 | BCI | Abrdn Bloomberg All Commodit | +0.1% | +51.29% | Add |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | +73.82% | Add |
| 25 | VST | Vistra CORP | +0.1% | +188.28% | Add |
| 26 | HOOD | Robinhood Markets Inc - A | +0.1% | +26.53% | Add |
| 27 | FAS | Dirx Dly Finacial B3x Etf-ui | +0.1% | — | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -20.43% | Add |
| 29 | PWR | Quanta Services Inc | +0.1% | +85.97% | Add |
| 30 | APH | Amphenol Corp-cl A | +0.1% | -15.29% | Add |
| 31 | AJG | Arthur J Gallagher & Co | +0.1% | +3.96% | Add |
| 32 | IBIT | Ishares Bitcoin Trust ETF | 0% | +3.22% | Add |
| 33 | INTF | Ishares International Equity | 0% | -1.90% | Add |
| 34 | SHOP | Shopify Inc - Class A | 0% | +23.94% | Add |
| 35 | SCHW | Schwab (charles) CORP | 0% | +34.48% | Add |
| 36 | MU | Micron Technology Inc | 0% | -8.52% | Add |
| 37 | LRCX | Lam Research CORP | 0% | +11.22% | Add |
| 38 | GEV | GE Vernova Inc | 0% | -11.07% | Add |
| 39 | INTC | Intel CORP | 0% | +27.63% | Add |
| 40 | IAU | Ishares Gold Trust | 0% | +7.48% | Add |
| 41 | DASH | Doordash Inc - A | 0% | -1.56% | Add |
| 42 | GE | General Electric | 0% | -13.70% | Add |
| 43 | INDA | Ishares Msci India ETF | 0% | -20.89% | Add |
| 44 | MCHI | Ishares Msci China ETF | 0% | +37.74% | Add |
| 45 | GXC | State Street Spdr S&p China | 0% | +44.35% | Add |
| 46 | APP | Applovin Corp-class A | 0% | +13.97% | Add |
| 47 | NEM | Newmont CORP | 0% | -8.56% | Add |
| 48 | JPM | Jpmorgan Chase & Co | 0% | +3.28% | Add |
| 49 | OMFL | Invesco Russell 1000 Dyn M/f | 0% | -1.70% | Add |
| 50 | IMFL | Invesco Int Dvlp Dyn Multi | 0% | -1.95% | Add |
According to official SEC Form 13F filings, Avestar Capital, LLC reported a total U.S. public equity portfolio value of $1.8B across 420 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOG, AAPL) accounted for 26.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
IAUM
市值: $11.5M
Top Position Liquidated / Trimmed
BULZ
前期市值: $18.1M
During Q3 2025, Avestar Capital, LLC's top holdings by market value included NVDA (10.3%)、GOOG (7.6%)、AAPL (5.5%). The largest single position, NVDA, represented 10.3% of total portfolio value.
In Q3 2025, Avestar Capital, LLC made 200 total portfolio adjustments, initiating 38 new buys, adding to 98 positions, trimming 40 holdings, and fully liquidating 24 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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