Wealthstar Advisors

Wealthstar Advisors as of June 30, 2024

Portfolio Holdings for Wealthstar Advisors

Wealthstar Advisors holds 28 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
Vanguard Index Fds Total Stk Mkt (VTI) 20.2 $25M 93k 267.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 14.1 $17M 32k 544.22
Ishares Tr 1 3 Yr Treas Bd (SHY) 11.2 $14M 169k 81.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.5 $13M 27k 479.10
Vaneck Merk Gold Tr Gold Trust (OUNZ) 7.5 $9.2M 410k 22.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.1 $7.5M 152k 49.42
Vanguard Scottsdale Fds Long Term Treas (VGLT) 5.2 $6.4M 111k 57.68
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.4 $5.4M 94k 57.99
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.9 $4.8M 79k 61.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $4.6M 106k 43.76
Select Sector Spdr Tr Energy (XLE) 2.4 $3.0M 32k 91.15
Exxon Mobil Corporation (XOM) 2.0 $2.5M 21k 115.12
Jones Lang LaSalle Incorporated (JLL) 1.3 $1.7M 8.1k 205.28
Alps Etf Tr Alerian Mlp (AMLP) 1.3 $1.6M 34k 47.98
Nrg Energy Com New (NRG) 0.9 $1.2M 15k 77.86
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.8 $937k 33k 28.87
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $793k 16k 50.75
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.5 $677k 13k 53.24
West Bancorporation Cap Stk (WTBA) 0.5 $631k 35k 17.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $547k 1.3k 406.80
Apple (AAPL) 0.4 $486k 2.3k 210.65
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $477k 7.9k 60.30
Palantir Technologies Cl A (PLTR) 0.3 $424k 17k 25.33
Enterprise Products Partners (EPD) 0.3 $320k 11k 28.98
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $311k 3.3k 93.64
Merck & Co (MRK) 0.2 $286k 2.3k 123.80
Pepsi (PEP) 0.2 $264k 1.6k 164.93
Microsoft Corporation (MSFT) 0.2 $259k 580.00 447.20