Wealthstar Advisors

Wealthstar Advisors as of Dec. 31, 2024

Portfolio Holdings for Wealthstar Advisors

Wealthstar Advisors holds 130 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
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 21.7 $50M 297k 168.70
Ishares Tr Iboxx Inv Cp Etf (LQD) 10.1 $23M 218k 106.84
Ishares Tr Iboxx Hi Yd Etf (HYG) 6.2 $14M 182k 78.65
Texas Instruments Incorporated (TXN) 3.8 $8.8M 47k 187.51
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.9 $6.7M 130k 51.70
Ishares Tr Intrm Gov Cr Etf (GVI) 2.7 $6.2M 59k 104.23
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.5 $5.8M 113k 51.51
RBB Us Treas 3 Mnth (TBIL) 1.6 $3.7M 74k 49.86
Amazon (AMZN) 1.5 $3.5M 16k 219.39
Neos Etf Trust Nasdaq 100 Hdgd 1.5 $3.4M 132k 26.06
Ishares Gold Tr Ishares New (IAU) 1.3 $3.0M 61k 49.51
Sixth Street Specialty Lending (TSLX) 1.2 $2.8M 131k 21.30
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.2 $2.7M 15k 184.88
NVIDIA Corporation (NVDA) 1.1 $2.6M 19k 134.29
Ishares Tr Core Total Usd (IUSB) 1.1 $2.5M 55k 45.20
Apple (AAPL) 1.0 $2.3M 9.3k 250.42
Schwab Strategic Tr Fundamental Us L (FNDX) 1.0 $2.2M 94k 23.68
Ishares Tr U.s. Finls Etf (IYF) 0.9 $2.2M 20k 110.58
Pimco Dynamic Income SHS (PDI) 0.9 $2.1M 113k 18.34
Ishares Tr Ibonds Dec 2030 (IBDV) 0.8 $1.9M 91k 21.36
Palo Alto Networks (PANW) 0.8 $1.9M 11k 181.96
Ishares Tr Us Industrials (IYJ) 0.8 $1.9M 14k 133.52
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.8 $1.9M 37k 50.11
Fs Kkr Capital Corp (FSK) 0.8 $1.8M 83k 21.72
Exxon Mobil Corporation (XOM) 0.8 $1.8M 17k 107.57
Targa Res Corp (TRGP) 0.8 $1.8M 10k 178.49
Metropcs Communications (TMUS) 0.7 $1.7M 7.7k 220.73
Ishares Tr U.s. Energy Etf (IYE) 0.7 $1.7M 38k 45.57
Ishares Tr U.s. Utilits Etf (IDU) 0.7 $1.7M 17k 96.21
Ishares Tr National Mun Etf (MUB) 0.7 $1.6M 15k 106.55
Church & Dwight (CHD) 0.7 $1.6M 15k 104.71
Ishares Tr U.s. Tech Etf (IYW) 0.7 $1.5M 9.7k 159.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.5M 2.5k 585.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.4M 3.6k 401.55
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.4M 2.00 680920.00
Main Street Capital Corporation (MAIN) 0.6 $1.3M 23k 58.58
Thomson Reuters Corp. (TRI) 0.6 $1.3M 8.1k 160.38
SkyWest (SKYW) 0.5 $1.2M 12k 100.13
Parker-Hannifin Corporation (PH) 0.5 $1.2M 1.9k 636.11
NetApp (NTAP) 0.5 $1.2M 10k 116.08
Cava Group Ord (CAVA) 0.5 $1.2M 10k 112.80
Spx Corp (SPXC) 0.5 $1.1M 7.9k 145.52
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $1.1M 11k 99.55
Carnival Corp Unit 99/99/9999 (CCL) 0.5 $1.1M 45k 24.92
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.1M 4.6k 242.13
Meta Platforms Cl A (META) 0.5 $1.1M 1.9k 585.38
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.5 $1.1M 50k 21.90
Microsoft Corporation (MSFT) 0.4 $972k 2.3k 421.56
Vanguard World Inf Tech Etf (VGT) 0.4 $967k 1.6k 621.80
Ishares Tr Core S&p500 Etf (IVV) 0.4 $890k 1.5k 588.87
Wp Carey (WPC) 0.4 $863k 16k 54.48
Select Sector Spdr Tr Energy (XLE) 0.4 $858k 10k 85.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $847k 1.9k 453.34
Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $791k 16k 50.28
Select Sector Spdr Tr Financial (XLF) 0.3 $781k 16k 48.33
Bank of America Corporation (BAC) 0.3 $775k 18k 43.95
Kinetik Holdings Com New Cl A (KNTK) 0.3 $718k 13k 56.71
International Business Machines (IBM) 0.3 $694k 3.2k 219.83
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $692k 35k 19.59
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $685k 21k 32.76
Enbridge (ENB) 0.3 $677k 16k 42.43
Oneok (OKE) 0.3 $673k 6.7k 100.40
Nl Inds Com New (NL) 0.3 $670k 86k 7.77
HSBC HLDGS Spon Adr New (HSBC) 0.3 $664k 13k 49.46
Vanguard Index Fds Growth Etf (VUG) 0.3 $662k 1.6k 410.44
Sabra Health Care REIT (SBRA) 0.3 $660k 38k 17.32
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $658k 10k 65.35
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $657k 22k 29.86
MPLX Com Unit Rep Ltd (MPLX) 0.3 $653k 14k 47.86
Enterprise Products Partners (EPD) 0.3 $652k 21k 31.36
Morgan Stanley Emerging Markets Debt (MSD) 0.3 $646k 84k 7.70
Vanguard World Financials Etf (VFH) 0.3 $630k 5.3k 118.08
salesforce (CRM) 0.3 $625k 1.9k 334.33
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.3 $606k 36k 17.08
Altria (MO) 0.3 $603k 12k 52.29
Aegon Amer Reg 1 Cert (AEG) 0.3 $601k 102k 5.89
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $585k 4.6k 127.60
Intuit (INTU) 0.3 $581k 925.00 628.50
Sfl Corporation SHS (SFL) 0.2 $569k 56k 10.22
Canadian Natural Resources (CNQ) 0.2 $567k 18k 30.87
Marathon Petroleum Corp (MPC) 0.2 $558k 4.0k 139.50
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.2 $554k 32k 17.20
Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $537k 5.8k 92.51
Alphabet Cap Stk Cl C (GOOG) 0.2 $535k 2.8k 190.42
Carpenter Technology Corporation (CRS) 0.2 $519k 3.1k 169.71
Chevron Corporation (CVX) 0.2 $504k 3.5k 144.82
Boston Scientific Corporation (BSX) 0.2 $499k 5.6k 89.32
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $497k 6.3k 78.60
Intercontinental Hotels Grou Sponsored Ads (IHG) 0.2 $497k 4.0k 124.92
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $494k 2.6k 190.91
Cameco Corporation (CCJ) 0.2 $468k 9.1k 51.39
JPMorgan Chase & Co. (JPM) 0.2 $445k 1.9k 239.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $443k 866.00 511.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $437k 16k 27.32
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $432k 2.0k 215.47
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $432k 1.9k 224.38
Select Sector Spdr Tr Indl (XLI) 0.2 $431k 3.3k 131.74
CNA Financial Corporation (CNA) 0.2 $421k 8.7k 48.37
Progressive Corporation (PGR) 0.2 $417k 1.7k 239.61
HNI Corporation (HNI) 0.2 $413k 8.2k 50.37
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.2 $395k 17k 23.07
Ishares Tr Russell 2000 Etf (IWM) 0.2 $391k 1.8k 221.02
Ing Groep Sponsored Adr (ING) 0.2 $379k 24k 15.67
Kite Rlty Group Tr Com New (KRG) 0.2 $372k 15k 25.24
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.2 $364k 15k 23.93
Travelers Companies (TRV) 0.2 $359k 1.5k 240.89
Everest Re Group (EG) 0.2 $352k 972.00 362.46
Costco Wholesale Corporation (COST) 0.2 $348k 379.00 917.25
Ishares Tr Core High Dv Etf (HDV) 0.1 $345k 3.1k 112.26
Vanguard World Mega Grwth Ind (MGK) 0.1 $318k 927.00 343.41
Ishares Tr Us Home Cons Etf (ITB) 0.1 $311k 3.0k 103.41
American Express Company (AXP) 0.1 $309k 1.0k 296.70
Select Sector Spdr Tr Technology (XLK) 0.1 $292k 1.3k 232.60
Vanguard Index Fds Value Etf (VTV) 0.1 $288k 1.7k 169.30
Ameriprise Financial (AMP) 0.1 $286k 538.00 532.43
Ishares Tr Msci Eafe Etf (EFA) 0.1 $276k 3.6k 75.61
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $276k 8.8k 31.44
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $253k 2.9k 85.96
Martin Marietta Materials (MLM) 0.1 $253k 489.00 516.50
At&t (T) 0.1 $238k 10k 22.77
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $224k 4.4k 50.88
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $216k 819.00 264.13
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $216k 2.1k 101.53
Etf Ser Solutions Defiance Connect (SIXG) 0.1 $211k 4.4k 47.65
Trane Technologies SHS (TT) 0.1 $206k 557.00 369.35
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $204k 6.2k 32.93
Marathon Digital Holdings In (MARA) 0.1 $187k 11k 16.77
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $178k 10k 17.41
Nokia Corp Sponsored Adr (NOK) 0.1 $146k 33k 4.43
Riot Blockchain (RIOT) 0.1 $116k 11k 10.21