Avestar Capital

Latest statistics and disclosures from Avestar Capital's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Avestar Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Avestar Capital

Avestar Capital holds 408 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C Put Option (GOOG) 7.1 $69M 376k 183.42
 View chart
Apple Call Option (AAPL) 6.1 $59M 281k 210.62
 View chart
NVIDIA Corporation (NVDA) 4.0 $39M +1068% 313k 123.54
 View chart
Meta Platforms Cl A (META) 3.7 $36M +20% 71k 504.22
 View chart
Microsoft Corporation Call Option (MSFT) 3.0 $29M -18% 66k 446.95
 View chart
Amazon (AMZN) 2.7 $26M +9% 134k 193.25
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.3 $22M -10% 434k 50.47
 View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 1.9 $18M +3% 364k 50.37
 View chart
Ishares Tr Blackrock Ultra (ICSH) 1.9 $18M +2% 362k 50.53
 View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 1.9 $18M 451k 40.47
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 1.8 $18M +5% 355k 50.31
 View chart
Arista Networks (ANET) 1.8 $18M +19% 51k 350.48
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $16M -54% 30k 544.23
 View chart
Powershares Actively Managed Ultra Shrt Dur (GSY) 1.6 $16M -46% 316k 49.90
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 1.5 $14M -36% 237k 59.60
 View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.4 $14M -36% 276k 49.70
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.4 $14M +5% 74k 182.15
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.4 $13M 166k 80.13
 View chart
Tesla Motors Call Option (TSLA) 1.1 $11M +8% 56k 197.88
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $10M -10% 22k 479.12
 View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.1 $10M -11% 195k 52.49
 View chart
Ishares Tr Expnd Tec Sc Etf (IGM) 1.0 $9.3M -3% 99k 94.31
 View chart
Super Micro Computer (SMCI) 1.0 $9.2M +152% 11k 819.35
 View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.9 $9.0M -6% 197k 45.75
 View chart
Adobe Systems Incorporated (ADBE) 0.9 $9.0M +431% 16k 555.54
 View chart
Vanguard Index Fds Value Etf (VTV) 0.9 $8.9M 56k 160.41
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $8.1M -4% 87k 92.54
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.8 $7.4M -4% 25k 297.54
 View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.8 $7.3M 65k 112.82
 View chart
Procter & Gamble Company (PG) 0.7 $7.2M +8% 44k 164.92
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.7 $7.2M 13k 547.23
 View chart
Select Sector Spdr Tr Communication (XLC) 0.7 $7.2M 84k 85.66
 View chart
Wisdomtree Tr Futre Strat Fd (WTMF) 0.7 $6.8M +16% 188k 36.27
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $6.5M -5% 36k 182.01
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.7 $6.5M 115k 56.42
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $6.4M -4% 16k 406.80
 View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.7 $6.4M 72k 88.74
 View chart
First Tr Exchange Traded Energy Alphadx (FXN) 0.7 $6.4M 349k 18.20
 View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) 0.6 $6.2M 56k 110.57
 View chart
Wisdomtree Tr India Hedged Equ (INDH) 0.6 $6.2M NEW 144k 42.91
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $6.2M -4% 125k 49.42
 View chart
salesforce (CRM) 0.6 $6.0M +79% 24k 257.10
 View chart
JPMorgan Chase & Co. (JPM) 0.6 $6.0M +44% 30k 202.26
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $5.7M +2% 88k 64.95
 View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.6 $5.5M +9% 183k 30.06
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $5.4M -20% 32k 170.76
 View chart
Wisdomtree Tr Us Quality Grow (QGRW) 0.5 $5.3M NEW 118k 44.83
 View chart
Eli Lilly & Co. Call Option (LLY) 0.5 $5.1M +17% 5.7k 905.38
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $4.7M +18% 18k 267.52
 View chart
Wisdomtree Tr Putwrite Strat (PUTW) 0.5 $4.5M +24% 136k 33.36
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $4.1M NEW 40k 100.84
 View chart
UnitedHealth Put Option (UNH) 0.4 $4.0M -8% 7.9k 509.26
 View chart
Visa Com Cl A (V) 0.4 $4.0M +19% 15k 262.48
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $3.5M -4% 34k 102.30
 View chart
Agf Invts Tr Us Market Netrl (BTAL) 0.4 $3.5M +28% 177k 19.62
 View chart
Costco Wholesale Corporation (COST) 0.3 $3.4M +20% 4.0k 850.04
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $3.3M 58k 56.68
 View chart
Deere & Company Put Option (DE) 0.3 $3.3M -28% 8.7k 373.63
 View chart
Netflix Call Option (NFLX) 0.3 $3.3M +14% 4.8k 674.88
 View chart
Chevron Corporation Put Option (CVX) 0.3 $3.2M -29% 20k 156.42
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $2.9M -4% 66k 43.76
 View chart
Intuit (INTU) 0.3 $2.8M +14% 4.2k 657.29
 View chart
Palo Alto Networks Call Option (PANW) 0.3 $2.8M +7% 8.2k 339.01
 View chart
Exxon Mobil Corporation (XOM) 0.3 $2.7M +23% 23k 115.12
 View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.3 $2.6M -7% 73k 36.31
 View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.3 $2.6M +3% 49k 54.08
 View chart
Dimensional Etf Trust Us Equity Etf (DFUS) 0.3 $2.6M -7% 44k 58.85
 View chart
Ishares Gold Tr Ishares New (IAU) 0.3 $2.5M 56k 43.93
 View chart
Wisdomtree Tr Blmbg Us Bull (USDU) 0.2 $2.4M -4% 89k 27.09
 View chart
Merck & Co (MRK) 0.2 $2.4M +38% 19k 123.80
 View chart
Ishares Bitcoin Tr SHS (IBIT) 0.2 $2.3M +4% 67k 34.14
 View chart
Qualcomm (QCOM) 0.2 $2.3M +30% 11k 199.19
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.2M -10% 14k 164.28
 View chart
Ishares Tr Intl Eqty Factor (INTF) 0.2 $2.2M +3% 75k 29.23
 View chart
Wells Fargo & Company (WFC) 0.2 $2.2M -24% 37k 59.39
 View chart
Mastercard Incorporated Cl A (MA) 0.2 $2.2M +14% 5.0k 441.16
 View chart
Philip Morris International (PM) 0.2 $2.2M +10% 21k 101.33
 View chart
Home Depot (HD) 0.2 $2.2M +8% 6.3k 344.26
 View chart
Ea Series Trust Marketdesk Focus (FDIV) 0.2 $2.1M -4% 79k 26.96
 View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $2.1M 37k 55.23
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $2.1M -4% 30k 69.36
 View chart
Morgan Stanley Com New (MS) 0.2 $2.0M +66% 21k 97.19
 View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.2 $2.0M +4% 85k 23.57
 View chart
Intuitive Surgical Com New (ISRG) 0.2 $2.0M +18% 4.5k 444.85
 View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $2.0M -4% 21k 94.67
 View chart
Abbvie (ABBV) 0.2 $2.0M +8% 12k 171.53
 View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.2 $1.9M 67k 28.91
 View chart
TJX Companies (TJX) 0.2 $1.9M +19% 17k 110.10
 View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $1.9M 136k 14.05
 View chart
Wal-Mart Stores (WMT) 0.2 $1.9M +7% 28k 67.71
 View chart
Advanced Micro Devices (AMD) 0.2 $1.9M +10% 12k 162.21
 View chart
Applied Materials (AMAT) 0.2 $1.8M -19% 7.8k 235.99
 View chart
Coca-Cola Company (KO) 0.2 $1.8M +6% 29k 63.65
 View chart
Broadcom Put Option (AVGO) 0.2 $1.8M +27% 11k 160.55
 View chart
Ishares Msci Emerg Mrkt (EEMV) 0.2 $1.7M -4% 30k 57.21
 View chart
Ishares Tr High Yld Systm B (HYDB) 0.2 $1.7M -6% 36k 46.44
 View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.2 $1.7M -6% 76k 21.86
 View chart
Thermo Fisher Scientific (TMO) 0.2 $1.7M +54% 3.0k 553.00
 View chart
Bank of America Corporation (BAC) 0.2 $1.6M +16% 40k 39.77
 View chart
Johnson & Johnson (JNJ) 0.2 $1.6M -12% 11k 146.16
 View chart
PIMCO Corporate Opportunity Fund (PTY) 0.2 $1.6M +16% 111k 14.31
 View chart
Linde SHS (LIN) 0.2 $1.6M +21% 3.6k 438.91
 View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 0.2 $1.6M +3% 63k 24.78
 View chart
Vanguard World Inf Tech Etf (VGT) 0.2 $1.5M 2.7k 576.60
 View chart
Novo-nordisk A S Adr Call Option (NVO) 0.2 $1.5M +43% 11k 142.74
 View chart
Raytheon Technologies Corp (RTX) 0.1 $1.4M 14k 100.39
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.4M +5% 3.1k 468.72
 View chart
Oracle Corporation (ORCL) 0.1 $1.4M -5% 10k 141.21
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $1.4M 6.5k 214.52
 View chart
Lowe's Companies (LOW) 0.1 $1.4M +43% 6.2k 220.47
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.4M +67% 3.5k 383.19
 View chart
Pepsi (PEP) 0.1 $1.3M +22% 8.1k 164.93
 View chart
Amgen (AMGN) 0.1 $1.3M +62% 4.2k 312.45
 View chart
Honeywell International (HON) 0.1 $1.3M +5% 6.2k 213.54
 View chart
Walt Disney Company (DIS) 0.1 $1.3M +11% 13k 99.29
 View chart
AutoZone (AZO) 0.1 $1.3M +2% 441.00 2964.10
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.3M NEW 27k 48.13
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $1.3M +16% 33k 39.16
 View chart
Copart (CPRT) 0.1 $1.3M -2% 23k 54.16
 View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.1 $1.3M +3% 46k 27.29
 View chart
Powershares Actively Managed Invsco Hy Bd Fct (IHYF) 0.1 $1.3M -6% 57k 22.14
 View chart
Cigna Corp (CI) 0.1 $1.2M -26% 3.8k 330.57
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.2M +32% 6.9k 173.81
 View chart
Airbnb Com Cl A (ABNB) 0.1 $1.2M +15% 7.8k 151.63
 View chart
ConocoPhillips (COP) 0.1 $1.2M +127% 10k 114.38
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.1M +2% 10k 108.70
 View chart
Servicenow (NOW) 0.1 $1.1M +21% 1.4k 786.67
 View chart
American Centy Etf Tr Quality Conver (QCON) 0.1 $1.1M -6% 25k 42.53
 View chart
Microchip Technology (MCHP) 0.1 $1.0M +50% 11k 91.50
 View chart
American Express Company (AXP) 0.1 $1.0M +62% 4.5k 231.55
 View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $1.0M -6% 22k 48.05
 View chart
Shopify Cl A Call Option (SHOP) 0.1 $1.0M +64% 16k 66.05
 View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $1.0M NEW 12k 84.06
 View chart
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $1.0M NEW 28k 37.09
 View chart
Capital One Financial (COF) 0.1 $1.0M -38% 7.3k 138.45
 View chart
Caterpillar (CAT) 0.1 $996k +31% 3.0k 333.10
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $994k NEW 17k 57.99
 View chart
Stryker Corporation (SYK) 0.1 $993k +54% 2.9k 340.25
 View chart
Pfizer (PFE) 0.1 $992k +35% 36k 27.98
 View chart
Astrazeneca Sponsored Adr (AZN) 0.1 $976k +128% 13k 77.99
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $972k 15k 66.98
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.1 $966k 3.1k 308.67
 View chart
Marvell Technology (MRVL) 0.1 $964k 14k 69.90
 View chart
Uber Technologies (UBER) 0.1 $950k +15% 13k 72.68
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $943k -4% 6.5k 145.76
 View chart
Synopsys (SNPS) 0.1 $935k +28% 1.6k 595.06
 View chart
Micron Technology (MU) 0.1 $928k +30% 7.1k 131.53
 View chart
Texas Instruments Incorporated (TXN) 0.1 $916k -17% 4.7k 194.53
 View chart
Verizon Communications (VZ) 0.1 $911k +10% 22k 41.24
 View chart
Danaher Corporation (DHR) 0.1 $894k +34% 3.6k 249.87
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $885k NEW 15k 58.23
 View chart
Cisco Systems (CSCO) 0.1 $877k -10% 19k 47.51
 View chart
Boston Scientific Corporation (BSX) 0.1 $866k -9% 11k 77.01
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $866k 7.7k 112.40
 View chart
Quest Diagnostics Incorporated (DGX) 0.1 $851k -52% 6.2k 136.88
 View chart
McDonald's Corporation (MCD) 0.1 $840k -11% 3.3k 254.86
 View chart
Pgim Global Short Duration H (GHY) 0.1 $831k +133% 70k 11.88
 View chart
Abbott Laboratories (ABT) 0.1 $818k 7.9k 103.91
 View chart
Snowflake Cl A Call Option (SNOW) 0.1 $812k 6.0k 135.09
 View chart
Eaton Corp SHS (ETN) 0.1 $810k +7% 2.6k 313.55
 View chart
International Business Machines (IBM) 0.1 $808k +3% 4.7k 172.95
 View chart
S&p Global (SPGI) 0.1 $803k +8% 1.8k 446.00
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $803k 8.9k 90.19
 View chart
Analog Devices (ADI) 0.1 $799k -21% 3.5k 228.26
 View chart
Booking Holdings (BKNG) 0.1 $792k +22% 200.00 3961.50
 View chart
Metropcs Communications (TMUS) 0.1 $784k +18% 4.5k 176.18
 View chart
Vanguard World Mega Cap Index (MGC) 0.1 $776k +6% 3.9k 197.29
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $774k -20% 2.6k 303.41
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.1 $771k +61% 754.00 1022.73
 View chart
Nextera Energy (NEE) 0.1 $768k 11k 70.81
 View chart
McKesson Corporation (MCK) 0.1 $761k -27% 1.3k 584.04
 View chart
Goldman Sachs (GS) 0.1 $758k +13% 1.7k 452.32
 View chart
Ge Aerospace Com New (GE) 0.1 $755k 4.7k 158.97
 View chart
Lam Research Corporation (LRCX) 0.1 $754k +6% 707.00 1065.90
 View chart
Carrier Global Corporation (CARR) 0.1 $726k +4% 12k 63.08
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $719k -3% 1.4k 500.13
 View chart
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $710k +4% 13k 53.13
 View chart
Doordash Cl A (DASH) 0.1 $708k 6.5k 108.78
 View chart
Citigroup Com New (C) 0.1 $708k +13% 11k 63.46
 View chart
Regeneron Pharmaceuticals (REGN) 0.1 $705k -2% 671.00 1051.03
 View chart
Kla Corp Com New (KLAC) 0.1 $695k +12% 843.00 824.51
 View chart
Agenus Com New (AGEN) 0.1 $694k NEW 42k 16.75
 View chart
Chubb (CB) 0.1 $682k +45% 2.7k 255.08
 View chart
TransDigm Group Incorporated (TDG) 0.1 $680k +103% 532.00 1277.61
 View chart
Waste Management (WM) 0.1 $678k +104% 3.2k 213.34
 View chart
Nu Hldgs Ord Shs Cl A (NU) 0.1 $674k 52k 12.89
 View chart
General Dynamics Corporation (GD) 0.1 $663k +102% 2.3k 290.14
 View chart
Target Corporation (TGT) 0.1 $657k +8% 4.4k 148.04
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.1 $657k 8.4k 78.33
 View chart
Nike CL B (NKE) 0.1 $655k 8.7k 75.37
 View chart
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $652k NEW 21k 30.63
 View chart
Emerson Electric (EMR) 0.1 $646k +124% 5.9k 110.16
 View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $639k NEW 14k 45.59
 View chart
Union Pacific Corporation (UNP) 0.1 $638k 2.8k 226.26
 View chart
At&t (T) 0.1 $637k +15% 33k 19.11
 View chart
Marsh & McLennan Companies (MMC) 0.1 $635k +5% 3.0k 210.72
 View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $635k NEW 7.4k 85.86
 View chart
Arm Holdings Sponsored Ads Call Option (ARM) 0.1 $630k NEW 3.9k 163.62
 View chart
Anthem (ELV) 0.1 $617k +14% 1.1k 541.86
 View chart
Equinix (EQIX) 0.1 $617k +17% 815.00 756.60
 View chart
Intel Corporation (INTC) 0.1 $607k -34% 20k 30.97
 View chart
Quanta Services (PWR) 0.1 $600k +131% 2.4k 254.09
 View chart
Sempra Energy (SRE) 0.1 $600k +143% 7.9k 76.06
 View chart
Fiserv (FI) 0.1 $599k +11% 4.0k 149.04
 View chart
Keurig Dr Pepper (KDP) 0.1 $595k NEW 18k 33.40
 View chart
Progressive Corporation (PGR) 0.1 $594k +9% 2.9k 207.71
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $593k +39% 4.8k 123.80
 View chart
Vale S A Sponsored Ads (VALE) 0.1 $593k +25% 53k 11.17
 View chart
BlackRock (BLK) 0.1 $591k +38% 751.00 787.32
 View chart
American Tower Reit (AMT) 0.1 $587k +8% 3.0k 194.38
 View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $582k 21k 28.31
 View chart
Owens Corning (OC) 0.1 $581k -48% 3.3k 173.72
 View chart
Biogen Idec (BIIB) 0.1 $577k +22% 2.5k 231.82
 View chart
Vanguard World Financials Etf (VFH) 0.1 $573k 5.7k 99.88
 View chart
Hilton Worldwide Holdings (HLT) 0.1 $571k +49% 2.6k 218.20
 View chart
The Trade Desk Com Cl A (TTD) 0.1 $558k 5.7k 97.67
 View chart
Lockheed Martin Corporation (LMT) 0.1 $554k +48% 1.2k 467.10
 View chart
Autodesk (ADSK) 0.1 $553k -24% 2.2k 247.45
 View chart
Charles Schwab Corporation (SCHW) 0.1 $549k +15% 7.4k 73.69
 View chart
Cadence Design Systems (CDNS) 0.1 $546k -10% 1.8k 307.75
 View chart
Teck Resources CL B (TECK) 0.1 $540k -49% 11k 47.90
 View chart
Trane Technologies SHS (TT) 0.1 $530k -23% 1.6k 328.93
 View chart
Celestica Call Option (CLS) 0.1 $527k NEW 9.2k 57.33
 View chart
Te Connectivity SHS (TEL) 0.1 $517k -26% 3.4k 150.43
 View chart
Trimble Navigation (TRMB) 0.1 $515k NEW 9.2k 55.92
 View chart
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.1 $500k 2.6k 195.25
 View chart
Sherwin-Williams Company (SHW) 0.1 $499k +20% 1.7k 298.43
 View chart
Starbucks Corporation (SBUX) 0.1 $495k -12% 6.4k 77.86
 View chart
Mongodb Cl A (MDB) 0.1 $493k -4% 2.0k 249.96
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $490k 7.5k 65.44
 View chart
Paypal Holdings (PYPL) 0.0 $478k +22% 8.2k 58.03
 View chart
Dover Corporation (DOV) 0.0 $476k NEW 2.6k 180.48
 View chart
Automatic Data Processing (ADP) 0.0 $471k +15% 2.0k 238.69
 View chart
Sap Se Spon Adr (SAP) 0.0 $468k -26% 2.3k 201.71
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.0 $462k 1.5k 314.21
 View chart
ON Semiconductor (ON) 0.0 $462k -40% 6.7k 68.55
 View chart
SYSCO Corporation (SYY) 0.0 $460k NEW 6.4k 71.39
 View chart
Select Sector Spdr Tr Indl (XLI) 0.0 $459k 3.8k 121.87
 View chart
Diamondback Energy (FANG) 0.0 $458k -32% 2.3k 200.19
 View chart
Freeport-mcmoran CL B (FCX) 0.0 $454k -17% 9.3k 48.60
 View chart
Kraft Heinz (KHC) 0.0 $444k NEW 14k 32.22
 View chart
Zoetis Cl A (ZTS) 0.0 $444k +19% 2.6k 173.36
 View chart
General Motors Company (GM) 0.0 $436k +3% 9.4k 46.46
 View chart
Motorola Solutions Com New (MSI) 0.0 $434k +59% 1.1k 386.05
 View chart
Johnson Ctls Intl SHS (JCI) 0.0 $434k -45% 6.5k 66.47
 View chart
Boeing Company (BA) 0.0 $434k +12% 2.4k 182.01
 View chart
Marathon Petroleum Corp (MPC) 0.0 $430k +15% 2.5k 173.48
 View chart
Ishares Tr Short Treas Bd (SHV) 0.0 $423k 3.8k 110.50
 View chart
Cintas Corporation (CTAS) 0.0 $421k +4% 601.00 700.26
 View chart
Vanguard World Consum Dis Etf (VCR) 0.0 $420k 1.3k 312.33
 View chart
Prologis (PLD) 0.0 $418k +3% 3.7k 112.31
 View chart
Southern Company (SO) 0.0 $417k +15% 5.4k 77.57
 View chart
W.W. Grainger (GWW) 0.0 $413k +2% 458.00 902.24
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $412k 1.1k 374.01
 View chart
Altria (MO) 0.0 $407k +29% 8.9k 45.55
 View chart
Hp (HPQ) 0.0 $402k +27% 12k 35.02
 View chart
American Electric Power Company (AEP) 0.0 $400k -7% 4.6k 87.74
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.0 $398k +18% 5.9k 68.00
 View chart
Colgate-Palmolive Company (CL) 0.0 $398k +11% 4.1k 97.04
 View chart
Medtronic SHS (MDT) 0.0 $396k +12% 5.0k 78.71
 View chart
Simon Property (SPG) 0.0 $391k +18% 2.6k 151.80
 View chart
Duke Energy Corp Com New (DUK) 0.0 $389k +14% 3.9k 100.23
 View chart
Amphenol Corp Cl A (APH) 0.0 $388k +109% 5.8k 67.37
 View chart
Chipotle Mexican Grill (CMG) 0.0 $383k +5451% 6.1k 62.65
 View chart
Vanguard World Comm Srvc Etf (VOX) 0.0 $382k 2.8k 138.20
 View chart
Select Sector Spdr Tr Energy (XLE) 0.0 $381k +21% 4.2k 91.17
 View chart
Humana (HUM) 0.0 $380k -62% 1.0k 373.65
 View chart
Confluent Class A Com (CFLT) 0.0 $380k 13k 29.53
 View chart
Cme (CME) 0.0 $378k +39% 1.9k 196.60
 View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $377k 4.6k 81.97
 View chart
Symbotic Class A Com Put Option (SYM) 0.0 $376k +2% 11k 35.16
 View chart
O'reilly Automotive (ORLY) 0.0 $373k +8% 353.00 1056.06
 View chart
Constellation Energy (CEG) 0.0 $373k +11% 1.9k 200.27
 View chart
Gilead Sciences (GILD) 0.0 $371k +11% 5.4k 68.61
 View chart
Fortinet (FTNT) 0.0 $370k +15% 6.1k 60.27
 View chart
Academy Sports & Outdoor (ASO) 0.0 $369k +86% 6.9k 53.25
 View chart
Intercontinental Exchange (ICE) 0.0 $368k +6% 2.7k 136.89
 View chart
Us Bancorp Del Com New (USB) 0.0 $366k -62% 9.2k 39.70
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $360k 9.2k 39.27
 View chart
CBOE Holdings (CBOE) 0.0 $358k -32% 2.1k 170.06
 View chart
Roper Industries (ROP) 0.0 $356k +15% 631.00 563.66
 View chart
Dow (DOW) 0.0 $350k +29% 6.6k 53.05
 View chart
FedEx Corporation (FDX) 0.0 $349k +18% 1.2k 299.84
 View chart
Ishares Tr Us Infrastruc (IFRA) 0.0 $349k -16% 8.3k 42.12
 View chart
Skyworks Solutions (SWKS) 0.0 $347k 3.3k 106.58
 View chart
Vanguard World Industrial Etf (VIS) 0.0 $344k 1.5k 235.22
 View chart
Shell Spon Ads (SHEL) 0.0 $342k -41% 4.7k 72.18
 View chart
IDEXX Laboratories (IDXX) 0.0 $341k +24% 699.00 487.20
 View chart
Marriott Intl Cl A (MAR) 0.0 $340k +4% 1.4k 241.77
 View chart
Markel Corporation (MKL) 0.0 $337k -68% 214.00 1575.66
 View chart
Enbridge (ENB) 0.0 $336k -7% 9.4k 35.59
 View chart
NetApp (NTAP) 0.0 $335k +2% 2.6k 128.80
 View chart
PNC Financial Services (PNC) 0.0 $334k -23% 2.2k 155.48
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $334k +19% 5.6k 59.89
 View chart
CSX Corporation (CSX) 0.0 $334k +10% 10k 33.45
 View chart
United Parcel Service CL B (UPS) 0.0 $333k -15% 2.4k 136.85
 View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.0 $332k 3.0k 109.78
 View chart
Gartner (IT) 0.0 $324k -26% 722.00 449.06
 View chart
Gigacloud Technology Class A Ord (GCT) 0.0 $324k +31% 11k 30.42
 View chart
Roblox Corp Cl A (RBLX) 0.0 $322k NEW 8.6k 37.21
 View chart
Nxp Semiconductors N V (NXPI) 0.0 $321k +17% 1.2k 269.09
 View chart
Zoom Video Communications In Cl A (ZM) 0.0 $321k NEW 5.4k 59.19
 View chart
Viatris (VTRS) 0.0 $314k -74% 30k 10.63
 View chart
Dex (DXCM) 0.0 $314k -5% 2.8k 113.38
 View chart
Cardiff Oncology (CRDF) 0.0 $312k NEW 141k 2.22
 View chart
Atlassian Corporation Cl A (TEAM) 0.0 $311k -7% 1.8k 176.88
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $300k NEW 2.8k 106.66
 View chart
Moderna (MRNA) 0.0 $296k +32% 2.5k 118.75
 View chart
Parker-Hannifin Corporation (PH) 0.0 $293k +10% 579.00 505.81
 View chart
Bristol Myers Squibb (BMY) 0.0 $292k -30% 7.0k 41.53
 View chart
Snap Cl A (SNAP) 0.0 $291k 18k 16.61
 View chart
MetLife (MET) 0.0 $290k +7% 4.1k 70.19
 View chart
eBay (EBAY) 0.0 $289k +41% 5.4k 53.72
 View chart
Royal Caribbean Cruises (RCL) 0.0 $286k NEW 1.8k 159.43
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $284k 2.9k 97.07
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $284k 14k 21.04
 View chart
Global X Fds Artificial Etf (AIQ) 0.0 $283k NEW 8.0k 35.63
 View chart
Moody's Corporation (MCO) 0.0 $282k +9% 670.00 420.93
 View chart
Becton, Dickinson and (BDX) 0.0 $282k +27% 1.2k 233.89
 View chart
Occidental Petroleum Corporation (OXY) 0.0 $281k +8% 4.5k 63.03
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $281k 4.7k 60.30
 View chart
Ecolab (ECL) 0.0 $281k +5% 1.2k 238.00
 View chart
Select Sector Spdr Tr Financial (XLF) 0.0 $279k 6.8k 41.11
 View chart
Ford Motor Company (F) 0.0 $279k +13% 22k 12.54
 View chart
Paccar (PCAR) 0.0 $278k 2.7k 102.94
 View chart
Wynn Resorts (WYNN) 0.0 $274k NEW 3.1k 89.52
 View chart
Edwards Lifesciences (EW) 0.0 $272k +16% 2.9k 92.37
 View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $272k NEW 7.1k 38.41
 View chart
L3harris Technologies (LHX) 0.0 $270k 1.2k 224.58
 View chart
Ingersoll Rand (IR) 0.0 $268k +21% 2.9k 90.84
 View chart
Valero Energy Corporation (VLO) 0.0 $267k +20% 1.7k 156.76
 View chart
Hca Holdings (HCA) 0.0 $267k +10% 830.00 321.28
 View chart
Pinterest Cl A (PINS) 0.0 $266k 6.0k 44.07
 View chart
Yum! Brands (YUM) 0.0 $265k +32% 2.0k 132.46
 View chart
Verisk Analytics (VRSK) 0.0 $265k +13% 983.00 269.55
 View chart
Realty Income (O) 0.0 $262k +24% 5.0k 52.82
 View chart
Schlumberger Com Stk (SLB) 0.0 $261k -20% 5.5k 47.18
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $260k NEW 665.00 391.13
 View chart
Godaddy Cl A (GDDY) 0.0 $260k NEW 1.9k 139.71
 View chart
3M Company (MMM) 0.0 $259k NEW 2.5k 102.19
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $257k NEW 1.9k 138.25
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $256k +3% 2.5k 103.27
 View chart
Air Products & Chemicals (APD) 0.0 $255k NEW 989.00 258.05
 View chart
Hess (HES) 0.0 $255k 1.7k 147.52
 View chart
Arthur J. Gallagher & Co. (AJG) 0.0 $254k +14% 979.00 259.31
 View chart
Phillips 66 (PSX) 0.0 $253k +3% 1.8k 141.17
 View chart
Monster Beverage Corp (MNST) 0.0 $253k -19% 5.1k 49.95
 View chart
Icici Bank Adr (IBN) 0.0 $252k NEW 8.7k 28.81
 View chart
Franklin Templeton Etf Tr Franklin India (FLIN) 0.0 $251k +9% 6.3k 39.86
 View chart
Cummins (CMI) 0.0 $250k +12% 903.00 276.93
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $250k 1.0k 249.62
 View chart
Zscaler Incorporated (ZS) 0.0 $245k +4% 1.3k 192.19
 View chart
American Intl Group Com New (AIG) 0.0 $242k +8% 3.3k 74.24
 View chart
Welltower Inc Com reit (WELL) 0.0 $240k NEW 2.3k 104.25
 View chart
Hubspot (HUBS) 0.0 $239k -3% 405.00 589.79
 View chart
Northrop Grumman Corporation (NOC) 0.0 $239k -8% 547.00 435.95
 View chart
Robinhood Mkts Com Cl A (HOOD) 0.0 $239k 11k 22.71
 View chart
Vanguard World Consum Stp Etf (VDC) 0.0 $238k 1.2k 203.03
 View chart
EOG Resources (EOG) 0.0 $237k +16% 1.9k 125.87
 View chart
Crown Castle Intl (CCI) 0.0 $237k -30% 2.4k 97.70
 View chart
Broadridge Financial Solutions (BR) 0.0 $236k -34% 1.2k 197.00
 View chart
Hewlett Packard Enterprise (HPE) 0.0 $233k NEW 11k 21.17
 View chart
Travelers Companies (TRV) 0.0 $232k +8% 1.1k 203.34
 View chart
General Mills (GIS) 0.0 $231k NEW 3.6k 63.26
 View chart
Block Cl A (SQ) 0.0 $230k -2% 3.6k 64.49
 View chart
Kroger (KR) 0.0 $228k NEW 4.6k 49.93
 View chart
Charter Communications Inc N Cl A (CHTR) 0.0 $226k NEW 755.00 298.96
 View chart
AFLAC Incorporated (AFL) 0.0 $225k NEW 2.5k 89.31
 View chart
Proshares Tr Bitcoin Strate (BITO) 0.0 $225k +14% 10k 22.51
 View chart
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $225k 3.2k 70.83
 View chart
Ross Stores (ROST) 0.0 $225k +6% 1.5k 145.32
 View chart
W.R. Berkley Corporation (WRB) 0.0 $223k -44% 2.8k 78.58
 View chart
Cbre Group Cl A (CBRE) 0.0 $221k NEW 2.5k 89.11
 View chart
Kinder Morgan (KMI) 0.0 $219k NEW 11k 19.87
 View chart
Diageo Spon Adr New (DEO) 0.0 $219k -8% 1.7k 126.08
 View chart
Prudential Financial (PRU) 0.0 $218k NEW 1.9k 117.19
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $215k -40% 558.00 385.87
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $214k NEW 2.8k 77.27
 View chart
Digital Realty Trust (DLR) 0.0 $213k NEW 1.4k 152.05
 View chart
Truist Financial Corp equities (TFC) 0.0 $212k NEW 5.5k 38.85
 View chart
Williams Companies (WMB) 0.0 $208k NEW 4.9k 42.50
 View chart
Newmont Mining Corporation (NEM) 0.0 $207k NEW 4.9k 41.87
 View chart
BP Sponsored Adr (BP) 0.0 $206k NEW 5.7k 36.10
 View chart
Casey's General Stores (CASY) 0.0 $204k -54% 534.00 381.56
 View chart
Hershey Company (HSY) 0.0 $204k -46% 1.1k 183.83
 View chart
Otis Worldwide Corp (OTIS) 0.0 $204k NEW 2.1k 96.26
 View chart
Novavax Com New (NVAX) 0.0 $203k NEW 16k 12.66
 View chart
Cardinal Health (CAH) 0.0 $203k NEW 2.1k 98.32
 View chart
Chesapeake Energy Corp (CHK) 0.0 $202k NEW 2.5k 82.19
 View chart
Hartford Financial Services (HIG) 0.0 $202k NEW 2.0k 100.54
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.0 $202k NEW 4.3k 47.44
 View chart
M&T Bank Corporation (MTB) 0.0 $202k -42% 1.3k 151.36
 View chart
Pimco Dynamic Income SHS (PDI) 0.0 $202k 11k 18.81
 View chart
Totalenergies Se Sponsored Ads (TTE) 0.0 $201k -30% 3.0k 66.68
 View chart
Illinois Tool Works (ITW) 0.0 $201k -27% 848.00 236.96
 View chart
Hubbell (HUBB) 0.0 $201k -41% 549.00 365.48
 View chart
AllianceBernstein Global Hgh Incm (AWF) 0.0 $162k 16k 10.48
 View chart
Soundhound Ai Class A Com Call Option (SOUN) 0.0 $128k -17% 33k 3.95
 View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.0 $117k 11k 11.09
 View chart
BlackRock MuniYield New York Insured Fnd (MYN) 0.0 $115k 11k 10.47
 View chart
Sofi Technologies (SOFI) 0.0 $96k 15k 6.61
 View chart
Agilon Health (AGL) 0.0 $94k 14k 6.54
 View chart
Nextdoor Holdings Com Cl A (KIND) 0.0 $89k NEW 32k 2.78
 View chart
Nuveen NY Municipal Value (NNY) 0.0 $83k 10k 8.29
 View chart
Brilliant Earth Group Cl A Com (BRLT) 0.0 $56k 25k 2.22
 View chart
Inspiremd (NSPR) 0.0 $50k 20k 2.50
 View chart
Ventyx Biosciences (VTYX) 0.0 $26k 11k 2.31
 View chart
Kineta 0.0 $6.4k NEW 12k 0.53
 View chart

Past Filings by Avestar Capital

SEC 13F filings are viewable for Avestar Capital going back to 2017

View all past filings