Avestar Capital
Latest statistics and disclosures from Avestar Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOG, AAPL, META, AMZN, and represent 29.96% of Avestar Capital's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$71M), Arista Networks (+$23M), BKUI (+$16M), GOOG (+$8.3M), SPY (+$7.7M), IDGT (+$6.6M), META (+$5.9M), RWL (+$5.9M), URTH (+$5.7M), DGRS (+$5.6M).
- Started 71 new stock positions in IDGT, Arista Networks, XLY, PINS, ARES, IEMG, RWL, HWM, DECK, NDAQ.
- Reduced shares in these 10 stocks: ANET (-$19M), USFR (-$17M), GSY (-$8.5M), INDH (-$6.4M), SPLV (-$5.8M), OMFL, , OMFS, FTSM, PULS.
- Sold out of its positions in AWF, ANET, BBY, BlackRock, CVS, CAH, DUSA, ES, FTCS, TDIV.
- Avestar Capital was a net buyer of stock by $172M.
- Avestar Capital has $1.2B in assets under management (AUM), dropping by 20.80%.
- Central Index Key (CIK): 0001704404
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Portfolio Holdings for Avestar Capital
Avestar Capital holds 472 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.7 | $114M | +164% | 846k | 134.33 |
|
| Alphabet Cap Stk Cl C Put Option (GOOG) | 7.3 | $86M | +10% | 454k | 190.44 |
|
| Apple Call Option (AAPL) | 6.3 | $75M | +3% | 298k | 250.42 |
|
| Meta Platforms Cl A (META) | 3.8 | $45M | +14% | 77k | 585.51 |
|
| Amazon (AMZN) | 2.8 | $33M | +6% | 149k | 219.39 |
|
| Microsoft Corporation Call Option (MSFT) | 2.6 | $31M | +7% | 74k | 421.50 |
|
| Arista Networks Com Shs | 2.0 | $23M | NEW | 212k | 110.53 |
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| Tesla Motors (TSLA) | 1.9 | $23M | +30% | 56k | 403.84 |
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 1.9 | $22M | -4% | 543k | 40.41 |
|
| Broadcom Put Option (AVGO) | 1.8 | $22M | 94k | 231.84 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 1.6 | $19M | +66% | 33k | 586.08 |
|
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 1.4 | $17M | -2% | 334k | 50.47 |
|
| Ishares Tr Ultra Short-term (ICSH) | 1.3 | $16M | -8% | 315k | 50.43 |
|
| Bny Mellon Etf Trust Ultra Short Incm (BKUI) | 1.3 | $16M | NEW | 314k | 49.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $15M | +5% | 79k | 189.30 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.1 | $13M | -2% | 150k | 87.90 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $13M | -11% | 254k | 50.59 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $13M | +64% | 21k | 588.68 |
|
| Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) | 0.8 | $9.9M | +19% | 19k | 511.23 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.8 | $9.5M | 191k | 49.96 |
|
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.7 | $8.5M | -50% | 169k | 50.11 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $8.4M | 83k | 101.53 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $8.2M | +4% | 34k | 239.71 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $8.1M | -9% | 48k | 169.30 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $8.0M | +13% | 18k | 453.28 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.7 | $7.7M | 80k | 96.81 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $7.7M | +3% | 46k | 167.65 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $7.3M | 23k | 322.16 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.6 | $7.2M | 114k | 63.45 |
|
|
| Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 0.6 | $7.1M | +2% | 57k | 124.07 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $7.0M | +47% | 9.1k | 772.03 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $6.7M | +158% | 20k | 342.16 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.6 | $6.7M | +14% | 136k | 49.26 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.6 | $6.6M | +4% | 73k | 89.77 |
|
| Ishares Tr Us Digital Infra (IDGT) | 0.6 | $6.6M | NEW | 82k | 80.55 |
|
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.5 | $6.0M | -2% | 172k | 34.93 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $6.0M | -10% | 32k | 190.88 |
|
| First Tr Exchange Traded Energy Alphadx (FXN) | 0.5 | $5.9M | +6% | 362k | 16.34 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.5 | $5.9M | NEW | 60k | 97.92 |
|
| Ishares Msci World Etf (URTH) | 0.5 | $5.7M | NEW | 37k | 155.50 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.5 | $5.6M | NEW | 109k | 51.27 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $5.5M | -15% | 12k | 444.68 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $5.5M | +377% | 197k | 27.87 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $5.5M | -6% | 114k | 47.82 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.5 | $5.3M | -43% | 98k | 54.23 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $5.3M | 30k | 178.08 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.4 | $5.2M | -29% | 104k | 49.82 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $5.1M | -30% | 86k | 59.77 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.9M | 17k | 289.83 |
|
|
| Bank Montreal Medium Microsectors Fan (FNGU) | 0.4 | $4.9M | NEW | 8.1k | 606.20 |
|
| Netflix (NFLX) | 0.4 | $4.8M | +6% | 5.4k | 891.32 |
|
| Visa Com Cl A (V) | 0.4 | $4.8M | 15k | 316.05 |
|
|
| Pubmatic Com Cl A (PUBM) | 0.4 | $4.7M | NEW | 320k | 14.69 |
|
| Servicenow (NOW) | 0.4 | $4.6M | -8% | 4.4k | 1060.12 |
|
| salesforce (CRM) | 0.4 | $4.6M | +10% | 14k | 334.37 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $4.5M | +71% | 91k | 49.51 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.4 | $4.5M | -2% | 171k | 26.16 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $4.4M | +25% | 83k | 53.05 |
|
| Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) | 0.4 | $4.4M | +219% | 187k | 23.48 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.4 | $4.4M | +120% | 152k | 28.72 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.2M | +10% | 4.6k | 916.30 |
|
| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.4 | $4.2M | NEW | 28k | 150.49 |
|
| Wisdomtree Tr Putwrite Strat (PUTW) | 0.3 | $3.9M | -3% | 119k | 32.97 |
|
| Palo Alto Networks (PANW) | 0.3 | $3.8M | +106% | 21k | 181.96 |
|
| UnitedHealth (UNH) | 0.3 | $3.7M | +7% | 7.3k | 505.88 |
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.3 | $3.6M | +56% | 70k | 51.88 |
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.3 | $3.2M | 168k | 19.10 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $3.2M | +13% | 73k | 44.04 |
|
| Ishares Tr Msci Acwi Etf Put Option (ACWI) | 0.3 | $3.1M | +192% | 26k | 117.50 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $3.0M | -6% | 31k | 96.83 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.0M | +10% | 5.6k | 526.57 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.9M | +10% | 33k | 90.55 |
|
| Home Depot (HD) | 0.2 | $2.9M | +8% | 7.4k | 389.04 |
|
| TJX Companies Call Option (TJX) | 0.2 | $2.8M | +25% | 23k | 120.81 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $2.8M | 44k | 63.75 |
|
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| Wells Fargo & Company (WFC) | 0.2 | $2.8M | +4% | 40k | 70.24 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.8M | -2% | 48k | 57.92 |
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| Philip Morris International (PM) | 0.2 | $2.8M | +5% | 23k | 120.39 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.2 | $2.8M | NEW | 110k | 25.05 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.7M | +2% | 25k | 107.57 |
|
| Intuit (INTU) | 0.2 | $2.6M | +5% | 4.2k | 628.52 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.6M | +6% | 5.0k | 521.96 |
|
| Vaneck Etf Trust Semiconductr Etf Put Option (SMH) | 0.2 | $2.5M | 11k | 242.17 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.5M | +232% | 4.6k | 538.81 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.3M | 13k | 175.23 |
|
|
| Abbvie (ABBV) | 0.2 | $2.3M | +12% | 13k | 177.71 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $2.2M | +204% | 168k | 12.99 |
|
| Ea Series Trust Marketdesk Focus (FDIV) | 0.2 | $2.1M | 79k | 27.11 |
|
|
| Wisdomtree Tr Blmbg Us Bull (USDU) | 0.2 | $2.1M | -3% | 77k | 27.66 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.0M | +37% | 10k | 197.65 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.0M | +8% | 46k | 43.95 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.0M | +18% | 3.8k | 520.27 |
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| Qualcomm (QCOM) | 0.2 | $2.0M | +6% | 13k | 153.63 |
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| Oracle Corporation (ORCL) | 0.2 | $1.9M | +10% | 12k | 166.64 |
|
| Coca-Cola Company (KO) | 0.2 | $1.9M | +5% | 31k | 62.26 |
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| Raytheon Technologies Corp Call Option (RTX) | 0.2 | $1.9M | +15% | 17k | 115.72 |
|
| Lowe's Companies (LOW) | 0.2 | $1.9M | +11% | 7.6k | 246.81 |
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| Merck & Co (MRK) | 0.2 | $1.9M | +3% | 19k | 100.37 |
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| Linde SHS (LIN) | 0.2 | $1.9M | +10% | 4.4k | 418.68 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.2 | $1.9M | NEW | 31k | 60.47 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $1.8M | -6% | 48k | 37.12 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.7M | +8% | 14k | 120.79 |
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| Walt Disney Company (DIS) | 0.1 | $1.7M | +10% | 15k | 111.42 |
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| Honeywell International Call Option (HON) | 0.1 | $1.7M | +16% | 7.5k | 225.89 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $1.7M | -8% | 18k | 95.36 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.7M | 13k | 125.72 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.7M | 2.7k | 621.81 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.7M | -12% | 12k | 144.62 |
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| American Express Company (AXP) | 0.1 | $1.6M | +9% | 5.3k | 296.79 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $1.6M | +9% | 26k | 60.30 |
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| Chevron Corporation Call Option (CVX) | 0.1 | $1.6M | -9% | 11k | 144.84 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.6M | -5% | 15k | 102.09 |
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| Boston Scientific Corporation (BSX) | 0.1 | $1.6M | +40% | 17k | 89.32 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.5M | 6.5k | 235.27 |
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| Pgim Global Short Duration H (GHY) | 0.1 | $1.5M | +8% | 125k | 12.32 |
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| Marvell Technology (MRVL) | 0.1 | $1.5M | 14k | 110.45 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.5M | +16% | 3.7k | 402.70 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.5M | -7% | 18k | 79.99 |
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| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.1 | $1.5M | +26% | 74k | 19.75 |
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| AutoZone (AZO) | 0.1 | $1.4M | 452.00 | 3202.00 |
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| Applied Materials (AMAT) | 0.1 | $1.4M | +10% | 8.8k | 162.63 |
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| Copart (CPRT) | 0.1 | $1.4M | +2% | 24k | 57.39 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $1.4M | +51% | 11k | 131.41 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.4M | +17% | 3.9k | 351.79 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | -4% | 36k | 37.53 |
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| Capital One Financial (COF) | 0.1 | $1.4M | +3% | 7.6k | 178.32 |
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| Wisdomtree Tr Hedged Hi Yld Bd (HYZD) | 0.1 | $1.3M | -10% | 61k | 22.24 |
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| Cisco Systems (CSCO) | 0.1 | $1.3M | +11% | 22k | 59.20 |
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| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $1.3M | -10% | 28k | 47.01 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $1.3M | +37% | 38k | 34.29 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.3M | +100% | 54k | 24.06 |
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| McDonald's Corporation (MCD) | 0.1 | $1.3M | +13% | 4.5k | 289.90 |
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| Caterpillar (CAT) | 0.1 | $1.3M | +10% | 3.6k | 362.76 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $1.2M | +255% | 52k | 23.68 |
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| Booking Holdings (BKNG) | 0.1 | $1.2M | +17% | 244.00 | 4968.42 |
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| ConocoPhillips (COP) | 0.1 | $1.2M | +15% | 12k | 99.17 |
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| Amgen (AMGN) | 0.1 | $1.2M | 4.6k | 260.64 |
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| Shopify Cl A (SHOP) | 0.1 | $1.2M | +26% | 11k | 106.33 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | +91% | 16k | 75.63 |
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| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.1 | $1.2M | NEW | 42k | 27.94 |
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| Abbott Laboratories (ABT) | 0.1 | $1.2M | +15% | 10k | 113.11 |
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| Stryker Corporation (SYK) | 0.1 | $1.2M | +8% | 3.2k | 360.21 |
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| S&p Global (SPGI) | 0.1 | $1.1M | +18% | 2.3k | 498.03 |
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| International Business Machines (IBM) | 0.1 | $1.1M | +12% | 5.2k | 219.83 |
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| Academy Sports & Outdoor (ASO) | 0.1 | $1.1M | +416% | 20k | 57.53 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.1M | +62% | 12k | 91.25 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.1M | 10k | 112.26 |
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| Goldman Sachs (GS) | 0.1 | $1.1M | +7% | 2.0k | 572.62 |
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| Doordash Cl A (DASH) | 0.1 | $1.1M | 6.6k | 167.75 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.1M | +22% | 6.4k | 166.81 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.0M | -22% | 3.1k | 334.25 |
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| Metropcs Communications (TMUS) | 0.1 | $1.0M | +6% | 4.7k | 220.73 |
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| Invesco Actively Managed Exc Invsco Hy Bd Fct (IHYF) | 0.1 | $1.0M | -9% | 45k | 22.51 |
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| Verizon Communications (VZ) | 0.1 | $1.0M | +7% | 26k | 39.99 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.0M | +18% | 15k | 65.52 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $1.0M | +29% | 792.00 | 1267.28 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.1 | $1000k | 16k | 62.04 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $999k | +9% | 5.8k | 172.42 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $997k | 17k | 58.18 |
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| Pepsi (PEP) | 0.1 | $990k | -24% | 6.4k | 153.59 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $981k | -2% | 5.2k | 187.51 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $979k | +116% | 2.4k | 410.44 |
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| Eaton Corp SHS (ETN) | 0.1 | $972k | +11% | 2.9k | 331.87 |
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| Deere & Company Call Option (DE) | 0.1 | $968k | +7% | 2.3k | 423.70 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $967k | -53% | 16k | 60.82 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $956k | -5% | 11k | 86.89 |
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| Cigna Corp (CI) | 0.1 | $956k | -9% | 3.5k | 276.14 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $945k | +26% | 116k | 8.17 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $942k | +4% | 4.4k | 212.66 |
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| At&t (T) | 0.1 | $936k | +11% | 41k | 22.77 |
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| Synopsys (SNPS) | 0.1 | $934k | +23% | 1.9k | 485.36 |
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| Equinix (EQIX) | 0.1 | $934k | +7% | 990.00 | 942.89 |
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| Quanta Services (PWR) | 0.1 | $927k | +8% | 2.9k | 316.05 |
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| Fiserv (FI) | 0.1 | $925k | +12% | 4.5k | 205.42 |
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| Danaher Corporation (DHR) | 0.1 | $922k | +5% | 4.0k | 229.60 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $920k | +4% | 6.7k | 137.59 |
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| Uber Technologies Call Option (UBER) | 0.1 | $893k | +24% | 15k | 60.32 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $889k | -2% | 9.2k | 96.93 |
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| Analog Devices (ADI) | 0.1 | $883k | +9% | 4.2k | 212.46 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $879k | NEW | 26k | 34.33 |
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| McKesson Corporation (MCK) | 0.1 | $871k | +20% | 1.5k | 570.57 |
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| American Centy Etf Tr Quality Conver (QCON) | 0.1 | $863k | -12% | 19k | 45.54 |
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| Bristol Myers Squibb (BMY) | 0.1 | $842k | +31% | 15k | 56.56 |
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| Citigroup Com New (C) | 0.1 | $842k | 12k | 70.39 |
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| Nextera Energy (NEE) | 0.1 | $838k | +10% | 12k | 71.69 |
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| Chubb (CB) | 0.1 | $838k | +7% | 3.0k | 277.24 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $837k | -9% | 17k | 48.67 |
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| Blackrock (BLK) | 0.1 | $833k | NEW | 813.00 | 1025.11 |
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| Carrier Global Corporation (CARR) | 0.1 | $808k | 12k | 68.28 |
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| Union Pacific Corporation (UNP) | 0.1 | $801k | +13% | 3.5k | 228.04 |
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| Progressive Corporation (PGR) | 0.1 | $801k | +8% | 3.3k | 239.61 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $791k | +27% | 18k | 43.58 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $790k | +21% | 26k | 30.51 |
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| Ishares Tr Msci China Etf (MCHI) | 0.1 | $783k | NEW | 17k | 46.86 |
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| Autodesk (ADSK) | 0.1 | $782k | +7% | 2.6k | 295.57 |
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| General Dynamics Corporation (GD) | 0.1 | $779k | +18% | 3.0k | 263.49 |
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| Paypal Holdings (PYPL) | 0.1 | $777k | +12% | 9.1k | 85.35 |
|
| Emerson Electric (EMR) | 0.1 | $775k | +5% | 6.3k | 123.93 |
|
| Waste Management (WM) | 0.1 | $767k | +10% | 3.8k | 201.79 |
|
| Gilead Sciences (GILD) | 0.1 | $766k | +19% | 8.3k | 92.37 |
|
| Direxion Shs Etf Tr Auspce Cmd Stg (COM) | 0.1 | $763k | -60% | 27k | 28.32 |
|
| Sempra Energy (SRE) | 0.1 | $762k | 8.7k | 87.86 |
|
|
| Spdr Index Shs Fds S&p China Etf (GXC) | 0.1 | $756k | NEW | 10k | 75.89 |
|
| Arm Holdings Sponsored Ads Put Option (ARM) | 0.1 | $754k | +52% | 6.1k | 123.36 |
|
| Automatic Data Processing (ADP) | 0.1 | $748k | +16% | 2.5k | 294.23 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $745k | 14k | 52.16 |
|
|
| Pfizer (PFE) | 0.1 | $736k | -26% | 28k | 26.53 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $736k | +10% | 3.0k | 247.16 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $727k | +22% | 2.1k | 339.93 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $726k | +15% | 23k | 32.12 |
|
| Direxion Shs Etf Tr Dly Mag 7 Bull 2 (QQQU) | 0.1 | $713k | NEW | 15k | 47.92 |
|
| American Tower Reit (AMT) | 0.1 | $700k | +12% | 3.8k | 183.49 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $688k | +20% | 1.5k | 462.38 |
|
| Celestica Call Option (CLS) | 0.1 | $683k | +29% | 7.4k | 92.30 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $680k | +26% | 981.00 | 693.08 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $679k | +11% | 1.4k | 485.94 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $678k | 5.7k | 118.07 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $677k | +26% | 2.3k | 300.46 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $672k | 5.7k | 117.53 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $669k | -29% | 4.4k | 150.86 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $667k | +3% | 7.4k | 90.35 |
|
| Trane Technologies SHS (TT) | 0.1 | $665k | +5% | 1.8k | 369.35 |
|
| Trimble Navigation (TRMB) | 0.1 | $649k | -7% | 9.2k | 70.66 |
|
| Kla Corp Com New (KLAC) | 0.1 | $642k | -33% | 1.0k | 630.20 |
|
| Nike CL B (NKE) | 0.1 | $634k | +23% | 8.3k | 76.01 |
|
| Invesco Exchange Traded Fd T Global Drgn Cn (PGJ) | 0.1 | $620k | NEW | 24k | 26.16 |
|
| Dex Call Option (DXCM) | 0.1 | $610k | +29% | 7.8k | 77.77 |
|
| Cardiff Oncology (CRDF) | 0.1 | $610k | 141k | 4.34 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $607k | -23% | 7.1k | 86.02 |
|
| Snowflake Cl A (SNOW) | 0.1 | $602k | -31% | 3.9k | 154.41 |
|
| Wisdomtree Tr Chinadiv Ex Fi (CXSE) | 0.1 | $598k | NEW | 20k | 29.88 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $597k | NEW | 8.2k | 72.48 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $595k | +19% | 8.0k | 74.01 |
|
| Owens Corning (OC) | 0.1 | $595k | 3.5k | 170.32 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $595k | +7% | 2.8k | 212.41 |
|
| Target Corporation (TGT) | 0.1 | $594k | 4.4k | 135.18 |
|
|
| Micron Technology (MU) | 0.0 | $576k | 6.8k | 84.17 |
|
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $574k | 21k | 27.94 |
|
|
| General Motors Company (GM) | 0.0 | $573k | +12% | 11k | 53.27 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $571k | +39% | 897.00 | 636.03 |
|
| Prologis (PLD) | 0.0 | $564k | +22% | 5.3k | 105.70 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $561k | +8% | 787.00 | 712.33 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $559k | +112% | 7.4k | 75.87 |
|
| Dover Corporation (DOV) | 0.0 | $558k | +4% | 3.0k | 187.66 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $558k | +2% | 54k | 10.36 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $557k | +9% | 7.2k | 76.90 |
|
| Altria (MO) | 0.0 | $552k | +9% | 11k | 52.34 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $550k | NEW | 3.1k | 177.03 |
|
| Cintas Corporation (CTAS) | 0.0 | $550k | +19% | 3.0k | 182.70 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $548k | -13% | 7.2k | 75.61 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $547k | NEW | 1.7k | 323.83 |
|
| Zoetis Cl A (ZTS) | 0.0 | $544k | +13% | 3.3k | 162.93 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $541k | +7% | 4.1k | 131.76 |
|
| eBay (EBAY) | 0.0 | $537k | +34% | 8.7k | 61.95 |
|
| O'reilly Automotive (ORLY) | 0.0 | $536k | +15% | 452.00 | 1185.80 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $534k | -7% | 2.2k | 246.21 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $529k | -12% | 6.7k | 78.95 |
|
| Hp (HPQ) | 0.0 | $528k | +29% | 16k | 32.91 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $528k | +9% | 3.7k | 142.97 |
|
| W.W. Grainger (GWW) | 0.0 | $521k | +5% | 494.00 | 1054.05 |
|
| Southern Company (SO) | 0.0 | $518k | +10% | 6.3k | 82.32 |
|
| Boeing Company (BA) | 0.0 | $518k | +43% | 2.9k | 177.00 |
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $517k | 2.6k | 201.82 |
|
|
| Fortinet (FTNT) | 0.0 | $515k | -15% | 5.4k | 94.48 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $508k | 1.5k | 343.41 |
|
|
| Cme (CME) | 0.0 | $507k | +11% | 2.2k | 232.67 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $506k | 1.3k | 375.38 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $504k | 2.2k | 232.81 |
|
|
| Simon Property (SPG) | 0.0 | $499k | +9% | 2.9k | 172.21 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $496k | +20% | 5.6k | 89.33 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $493k | +12% | 4.6k | 107.74 |
|
| Expedia Group Com New Call Option (EXPE) | 0.0 | $485k | +66% | 2.6k | 186.33 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $485k | +13% | 7.0k | 69.61 |
|
| Ge Vernova (GEV) | 0.0 | $485k | +7% | 1.5k | 328.95 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $481k | +15% | 13k | 38.08 |
|
| Medtronic SHS (MDT) | 0.0 | $474k | +15% | 5.9k | 79.92 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $474k | +9% | 2.1k | 230.71 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $468k | +14% | 5.1k | 90.91 |
|
| Constellation Energy (CEG) | 0.0 | $466k | +12% | 2.1k | 223.71 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $465k | -10% | 7.7k | 60.19 |
|
| CBOE Holdings (CBOE) | 0.0 | $463k | +9% | 2.4k | 195.40 |
|
| Teck Resources CL B (TECK) | 0.0 | $460k | 11k | 40.53 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $459k | +7% | 3.1k | 149.01 |
|
| Gigacloud Technology Class A Ord Put Option (GCT) | 0.0 | $457k | +26% | 25k | 18.52 |
|
| Gartner (IT) | 0.0 | $453k | +15% | 934.00 | 484.47 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $452k | +6% | 7.5k | 60.50 |
|
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.0 | $452k | NEW | 21k | 21.77 |
|
| American Electric Power Company (AEP) | 0.0 | $446k | +3% | 4.8k | 92.25 |
|
| PNC Financial Services (PNC) | 0.0 | $442k | 2.3k | 192.85 |
|
|
| Godaddy Cl A (GDDY) | 0.0 | $435k | +4% | 2.2k | 197.37 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $430k | 2.8k | 154.96 |
|
|
| J P Morgan Exchange Traded F Betabuilders Us (BBAG) | 0.0 | $428k | NEW | 9.4k | 45.35 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $426k | +39% | 20k | 21.36 |
|
| Microchip Technology (MCHP) | 0.0 | $420k | -25% | 7.3k | 57.35 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $416k | -34% | 8.7k | 47.87 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $415k | NEW | 4.4k | 93.40 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $410k | +11% | 1.5k | 278.94 |
|
| Diamondback Energy (FANG) | 0.0 | $410k | +5% | 2.5k | 163.83 |
|
| NetApp (NTAP) | 0.0 | $409k | +27% | 3.5k | 116.08 |
|
| AFLAC Incorporated (AFL) | 0.0 | $408k | +34% | 3.9k | 103.44 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $403k | +26% | 3.2k | 126.03 |
|
| Roper Industries (ROP) | 0.0 | $400k | +22% | 769.00 | 519.85 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $397k | -3% | 3.6k | 110.11 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $395k | +5% | 2.8k | 139.50 |
|
| FedEx Corporation (FDX) | 0.0 | $391k | +10% | 1.4k | 282.69 |
|
| EOG Resources (EOG) | 0.0 | $390k | +22% | 3.2k | 122.58 |
|
| 3M Company (MMM) | 0.0 | $387k | +7% | 3.0k | 129.09 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $385k | 5.0k | 76.83 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $384k | 8.3k | 46.29 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $383k | +2% | 1.5k | 254.39 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $383k | NEW | 4.3k | 89.43 |
|
| MetLife (MET) | 0.0 | $382k | +9% | 4.7k | 81.88 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $381k | +5% | 9.9k | 38.65 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $376k | -5% | 19k | 19.84 |
|
| Moody's Corporation (MCO) | 0.0 | $375k | +9% | 793.00 | 473.37 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $375k | 9.2k | 40.92 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $374k | NEW | 1.4k | 264.13 |
|
| Kkr & Co (KKR) | 0.0 | $366k | +15% | 2.5k | 147.91 |
|
| Monster Beverage Corp (MNST) | 0.0 | $364k | +28% | 6.9k | 52.56 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $363k | -17% | 41k | 8.87 |
|
| Digital Realty Trust (DLR) | 0.0 | $362k | +34% | 2.0k | 177.40 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $354k | +19% | 7.3k | 48.33 |
|
| Aon Shs Cl A (AON) | 0.0 | $352k | +16% | 979.00 | 359.16 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.0 | $351k | 3.0k | 116.23 |
|
|
| Kinder Morgan (KMI) | 0.0 | $349k | +8% | 13k | 27.40 |
|
| United Parcel Service CL B (UPS) | 0.0 | $347k | +20% | 2.8k | 126.10 |
|
| Ameriprise Financial (AMP) | 0.0 | $347k | NEW | 652.00 | 532.43 |
|
| Ecolab (ECL) | 0.0 | $346k | +9% | 1.5k | 234.36 |
|
| Vistra Energy Call Option (VST) | 0.0 | $345k | NEW | 2.5k | 137.87 |
|
| Hca Holdings (HCA) | 0.0 | $345k | +27% | 1.1k | 300.15 |
|
| Cummins (CMI) | 0.0 | $344k | +3% | 987.00 | 348.60 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $344k | 1.4k | 243.38 |
|
|
| Biogen Idec (BIIB) | 0.0 | $343k | +2% | 2.2k | 152.92 |
|
| Air Products & Chemicals (APD) | 0.0 | $343k | +10% | 1.2k | 290.04 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $342k | -98% | 6.8k | 50.32 |
|
| Williams Companies (WMB) | 0.0 | $339k | +20% | 6.3k | 54.12 |
|
| Confluent Class A Com (CFLT) | 0.0 | $333k | 12k | 27.96 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $332k | +5% | 804.00 | 413.44 |
|
| Illinois Tool Works (ITW) | 0.0 | $331k | +21% | 1.3k | 255.06 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $331k | 23k | 14.37 |
|
|
| Paccar (PCAR) | 0.0 | $330k | +13% | 3.1k | 107.04 |
|
| Shell Spon Ads (SHEL) | 0.0 | $327k | +10% | 5.2k | 62.65 |
|
| Hubbell (HUBB) | 0.0 | $326k | +34% | 777.00 | 418.89 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $322k | +10% | 7.8k | 41.02 |
|
| Anthem (ELV) | 0.0 | $320k | -27% | 867.00 | 368.90 |
|
| Las Vegas Sands (LVS) | 0.0 | $318k | NEW | 6.2k | 51.36 |
|
| Travelers Companies (TRV) | 0.0 | $318k | +12% | 1.3k | 240.89 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $318k | +9% | 677.00 | 469.29 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $317k | +7% | 1.1k | 283.85 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $316k | 4.4k | 71.91 |
|
|
| Super Micro Computer Com New (SMCI) | 0.0 | $315k | NEW | 10k | 30.48 |
|
| Workday Cl A (WDAY) | 0.0 | $314k | NEW | 1.2k | 258.03 |
|
| Public Storage (PSA) | 0.0 | $313k | +50% | 1.0k | 299.44 |
|
| Enbridge (ENB) | 0.0 | $313k | 7.4k | 42.43 |
|
|
| L3harris Technologies (LHX) | 0.0 | $312k | +18% | 1.5k | 210.28 |
|
| Kroger (KR) | 0.0 | $312k | 5.1k | 61.15 |
|
|
| Ross Stores (ROST) | 0.0 | $311k | +23% | 2.1k | 151.27 |
|
| Intel Corporation (INTC) | 0.0 | $310k | +5% | 16k | 20.05 |
|
| First Tr Exch Trd Alphdx China Alphadex (FCA) | 0.0 | $308k | NEW | 15k | 20.05 |
|
| Lululemon Athletica (LULU) | 0.0 | $308k | -23% | 804.00 | 382.41 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $304k | -19% | 8.2k | 37.26 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $303k | +6% | 885.00 | 342.77 |
|
| CSX Corporation (CSX) | 0.0 | $297k | -9% | 9.2k | 32.27 |
|
| Ventas (VTR) | 0.0 | $295k | NEW | 5.0k | 58.92 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $294k | +2% | 7.2k | 40.67 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $293k | +3% | 1.3k | 226.96 |
|
| Fidelity National Information Services (FIS) | 0.0 | $290k | +9% | 3.6k | 80.77 |
|
| American Intl Group Com New (AIG) | 0.0 | $290k | +9% | 4.0k | 72.80 |
|
| Prudential Financial (PRU) | 0.0 | $289k | +10% | 2.4k | 118.53 |
|
| Vici Pptys (VICI) | 0.0 | $282k | +26% | 9.6k | 29.22 |
|
| Verisk Analytics (VRSK) | 0.0 | $282k | +2% | 1.0k | 275.43 |
|
| Icici Bank Adr (IBN) | 0.0 | $279k | +4% | 9.3k | 29.86 |
|
| Oneok (OKE) | 0.0 | $278k | +17% | 2.8k | 100.40 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $275k | 4.7k | 58.93 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $275k | +4% | 3.0k | 90.22 |
|
| Crown Castle Intl (CCI) | 0.0 | $274k | +8% | 3.0k | 90.76 |
|
| Dow (DOW) | 0.0 | $274k | +13% | 6.8k | 40.13 |
|
| Nasdaq Omx Call Option (NDAQ) | 0.0 | $274k | NEW | 3.5k | 77.31 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $273k | +4% | 6.3k | 43.38 |
|
| M&T Bank Corporation (MTB) | 0.0 | $273k | +2% | 1.5k | 188.01 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $273k | -2% | 137.00 | 1990.93 |
|
| ResMed (RMD) | 0.0 | $272k | +7% | 1.2k | 228.69 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $270k | 1.0k | 269.70 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $269k | +13% | 7.0k | 38.36 |
|
| Realty Income (O) | 0.0 | $268k | -3% | 5.0k | 53.41 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $268k | +6% | 4.6k | 58.52 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $267k | NEW | 2.0k | 131.29 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $264k | -7% | 1.3k | 208.85 |
|
| Ingersoll Rand (IR) | 0.0 | $264k | -11% | 2.9k | 90.46 |
|
| Dupont De Nemours (DD) | 0.0 | $264k | +22% | 3.5k | 76.25 |
|
| United Rentals (URI) | 0.0 | $263k | +9% | 373.00 | 704.44 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $262k | -5% | 2.7k | 96.90 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $261k | +6% | 1.2k | 211.38 |
|
| Insulet Corporation (PODD) | 0.0 | $260k | +3% | 996.00 | 261.07 |
|
| Waters Corporation (WAT) | 0.0 | $260k | NEW | 700.00 | 370.98 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $258k | +12% | 3.0k | 85.67 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $254k | +38% | 1.9k | 134.36 |
|
| Pulte (PHM) | 0.0 | $254k | +8% | 2.3k | 109.11 |
|
| Paychex (PAYX) | 0.0 | $253k | +10% | 1.8k | 140.22 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $252k | -2% | 1.9k | 132.34 |
|
| Skyworks Solutions (SWKS) | 0.0 | $252k | -5% | 2.8k | 88.68 |
|
| Norfolk Southern (NSC) | 0.0 | $251k | +6% | 1.1k | 234.70 |
|
| Synchrony Financial (SYF) | 0.0 | $250k | NEW | 3.8k | 65.00 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $248k | NEW | 1.1k | 224.55 |
|
| General Mills (GIS) | 0.0 | $248k | +7% | 3.9k | 63.77 |
|
| Msci (MSCI) | 0.0 | $248k | +9% | 413.00 | 600.01 |
|
| Allstate Corporation (ALL) | 0.0 | $247k | +19% | 1.3k | 193.69 |
|
| AvalonBay Communities (AVB) | 0.0 | $245k | NEW | 1.1k | 220.01 |
|
| Hess (HES) | 0.0 | $243k | +17% | 1.8k | 133.01 |
|
| Dominion Resources (D) | 0.0 | $243k | +16% | 4.5k | 53.86 |
|
| Xcel Energy (XEL) | 0.0 | $239k | +10% | 3.5k | 67.52 |
|
| Devon Energy Corporation (DVN) | 0.0 | $235k | NEW | 7.2k | 32.73 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $232k | NEW | 3.4k | 67.88 |
|
| D.R. Horton (DHI) | 0.0 | $230k | +37% | 1.6k | 139.82 |
|
| Electronic Arts (EA) | 0.0 | $230k | NEW | 1.6k | 146.30 |
|
| Zscaler Incorporated (ZS) | 0.0 | $230k | -62% | 1.3k | 180.41 |
|
| Pinterest Cl A (PINS) | 0.0 | $229k | NEW | 7.9k | 29.00 |
|
| Phillips 66 (PSX) | 0.0 | $228k | +6% | 2.0k | 113.93 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $228k | NEW | 981.00 | 232.53 |
|
| Valero Energy Corporation (VLO) | 0.0 | $227k | +7% | 1.9k | 122.59 |
|
| Hubspot (HUBS) | 0.0 | $226k | NEW | 325.00 | 696.77 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $225k | NEW | 4.5k | 49.42 |
|
| Sofi Technologies (SOFI) | 0.0 | $225k | 15k | 15.40 |
|
|
| Block Cl A (SQ) | 0.0 | $224k | NEW | 2.6k | 84.99 |
|
| Omni (OMC) | 0.0 | $223k | +19% | 2.6k | 86.05 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $223k | NEW | 1.1k | 203.80 |
|
| Becton, Dickinson and (BDX) | 0.0 | $223k | -14% | 981.00 | 226.91 |
|
| Targa Res Corp (TRGP) | 0.0 | $222k | NEW | 1.2k | 178.50 |
|
| Fastenal Company (FAST) | 0.0 | $222k | +7% | 3.1k | 71.91 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $222k | +12% | 1.3k | 176.40 |
|
| ON Semiconductor (ON) | 0.0 | $221k | -41% | 3.5k | 63.05 |
|
| Howmet Aerospace (HWM) | 0.0 | $220k | NEW | 2.0k | 109.37 |
|
| Peak (DOC) | 0.0 | $220k | 11k | 20.27 |
|
|
| Axon Enterprise (AXON) | 0.0 | $220k | NEW | 370.00 | 594.32 |
|
| Corteva (CTVA) | 0.0 | $220k | NEW | 3.9k | 56.96 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $218k | NEW | 1.2k | 184.08 |
|
| Tractor Supply Company (TSCO) | 0.0 | $216k | NEW | 4.1k | 53.06 |
|
| Kenvue (KVUE) | 0.0 | $215k | NEW | 10k | 21.35 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $214k | +6% | 5.8k | 37.22 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $214k | +9% | 4.2k | 51.14 |
|
| Equifax (EFX) | 0.0 | $212k | +10% | 833.00 | 254.85 |
|
| BP Sponsored Adr (BP) | 0.0 | $211k | NEW | 7.1k | 29.56 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $210k | 868.00 | 242.13 |
|
|
| Exelon Corporation (EXC) | 0.0 | $210k | +10% | 5.6k | 37.64 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $209k | NEW | 4.0k | 52.22 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $208k | NEW | 968.00 | 214.87 |
|
| AmerisourceBergen (COR) | 0.0 | $208k | NEW | 925.00 | 224.68 |
|
| Yum! Brands (YUM) | 0.0 | $207k | 1.5k | 134.16 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $207k | NEW | 804.00 | 257.23 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $207k | NEW | 2.2k | 92.35 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $206k | +6% | 2.2k | 92.61 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.0 | $205k | NEW | 9.0k | 22.78 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $204k | NEW | 1.0k | 203.09 |
|
| Verisign (VRSN) | 0.0 | $204k | NEW | 984.00 | 206.96 |
|
| Edwards Lifesciences (EW) | 0.0 | $203k | NEW | 2.7k | 74.03 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $203k | +2% | 2.6k | 78.19 |
|
| Casey's General Stores (CASY) | 0.0 | $203k | NEW | 512.00 | 396.23 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $200k | NEW | 2.3k | 87.25 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $200k | NEW | 833.00 | 240.28 |
|
| Snap Cl A (SNAP) | 0.0 | $185k | 17k | 10.77 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $152k | +9% | 14k | 10.57 |
|
| Ford Motor Company (F) | 0.0 | $141k | +4% | 14k | 9.90 |
|
| Agenus Com New (AGEN) | 0.0 | $114k | 42k | 2.74 |
|
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $111k | 11k | 10.08 |
|
|
| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $111k | 11k | 10.46 |
|
|
| Nuveen NY Municipal Value (NNY) | 0.0 | $80k | 10k | 8.04 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $54k | NEW | 15k | 3.54 |
|
| Brilliant Earth Group Cl A Com (BRLT) | 0.0 | $42k | 20k | 2.10 |
|
|
| Inspiremd (NSPR) | 0.0 | $40k | 15k | 2.63 |
|
|
| Agilon Health (AGL) | 0.0 | $27k | 14k | 1.90 |
|
|
| Ventyx Biosciences (VTYX) | 0.0 | $25k | 11k | 2.19 |
|
|
| Douglas Elliman (DOUG) | 0.0 | $17k | NEW | 10k | 1.67 |
|
Past Filings by Avestar Capital
SEC 13F filings are viewable for Avestar Capital going back to 2017
- Avestar Capital 2024 Q4 filed Jan. 29, 2025
- Avestar Capital 2024 Q3 filed Nov. 13, 2024
- Avestar Capital 2024 Q2 filed Aug. 8, 2024
- Avestar Capital 2024 Q1 filed May 10, 2024
- Avestar Capital 2023 Q4 filed Feb. 12, 2024
- Avestar Capital 2023 Q3 filed Oct. 20, 2023
- Avestar Capital 2023 Q2 filed Aug. 2, 2023
- Avestar Capital 2023 Q1 filed April 20, 2023
- Avestar Capital 2022 Q4 filed Jan. 20, 2023
- Avestar Capital 2022 Q3 filed Oct. 26, 2022
- Avestar Capital 2022 Q2 filed July 28, 2022
- Avestar Capital 2022 Q1 filed April 26, 2022
- Avestar Capital 2021 Q4 filed Feb. 1, 2022
- Avestar Capital 2021 Q3 filed Nov. 9, 2021
- Avestar Capital 2021 Q2 filed Aug. 3, 2021
- Avestar Capital 2021 Q1 filed May 3, 2021