Avestar Capital, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Avestar Capital, LLC | Institutional Filer | ▲ 34.49% | $1.56B | 460 |
Current Portfolio Holdings
Showing all 460 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 858K | $149.7M | 9.62% |
| 2 | GOOG | Alphabet Inc. | Technology | 509K | $145.9M | 9.37% |
| 3 | AAPL | Apple Inc. | Technology | 331K | $84.0M | 5.39% |
| 4 | META | Meta Platforms, Inc. | Technology | 100K | $57.1M | 3.67% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 209K | $43.5M | 2.79% |
| 6 | QQQ | Invesco QQQ Trust | — | 72K | $41.5M | 2.67% |
| 7 | MSFT | Microsoft Corporation | Technology | 97K | $36.1M | 2.32% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 54K | $35.2M | 2.26% |
| 9 | AVGO | Broadcom Inc. | Technology | 83K | $25.7M | 1.65% |
| 10 | ACWI | ISHARES TR | — | 177K | $24.4M | 1.57% |
| 11 | ULST | SSGA ACTIVE ETF TR | — | 590K | $23.9M | 1.53% |
| 12 | ICSH | ISHARES TR | — | 472K | $23.9M | 1.53% |
| 13 | TSLA | Tesla, Inc. | Consumer Cyclical | 60K | $22.5M | 1.44% |
| 14 | GOOGL | Alphabet Inc. | Technology | 73K | $21.0M | 1.35% |
| 15 | IVV | ISHARES TR | — | 32K | $20.9M | 1.34% |
Showing 1 to 15 of 460 holdings