Wealthstar Advisors

Wealthstar Advisors as of March 31, 2025

Portfolio Holdings for Wealthstar Advisors

Wealthstar Advisors holds 134 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 19.0 $42M 296k 140.39
Ishares Tr Iboxx Inv Cp Etf (LQD) 5.4 $12M 108k 108.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.0 $8.7M 110k 78.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.2 $7.1M 135k 52.37
Texas Instruments Incorporated (TXN) 3.2 $6.9M 38k 179.70
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.7 $5.9M 112k 52.52
RBB Us Treas 3 Mnth (TBIL) 2.7 $5.9M 117k 50.01
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.6 $5.7M 55k 103.75
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 2.5 $5.5M 71k 76.80
Ishares Tr Intrm Gov Cr Etf (GVI) 2.3 $5.1M 48k 106.02
Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 1.5 $3.2M 66k 48.82
Sixth Street Specialty Lending (TSLX) 1.3 $2.9M 130k 22.38
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.2 $2.6M 16k 161.27
Ishares Gold Tr Ishares New (IAU) 1.2 $2.6M 44k 58.96
Ishares Tr Core Total Usd (IUSB) 1.2 $2.5M 55k 46.08
Schwab Strategic Tr Fundamental Us L (FNDX) 1.2 $2.5M 107k 23.61
Ishares Tr Us Consm Staples (IYK) 1.1 $2.5M 35k 71.57
Ishares Tr Ibonds Dec 2030 (IBDV) 1.1 $2.3M 107k 21.72
Ishares Tr U.s. Finls Etf (IYF) 1.0 $2.3M 20k 112.85
Pimco Dynamic Income SHS (PDI) 1.0 $2.2M 113k 19.80
Targa Res Corp (TRGP) 1.0 $2.2M 11k 200.47
Metropcs Communications (TMUS) 1.0 $2.1M 7.9k 266.72
Ishares Tr U.s. Energy Etf (IYE) 0.9 $2.1M 42k 49.30
Apple (AAPL) 0.9 $2.0M 9.1k 222.13
Amazon (AMZN) 0.9 $2.0M 11k 190.26
Exxon Mobil Corporation (XOM) 0.9 $2.0M 17k 118.93
Ishares Tr U.s. Utilits Etf (IDU) 0.9 $1.9M 19k 101.42
AFLAC Incorporated (AFL) 0.8 $1.8M 16k 111.19
Fs Kkr Capital Corp (FSK) 0.8 $1.7M 83k 20.95
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.8 $1.7M 33k 50.12
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.6M 2.00 798441.50
Ishares Tr National Mun Etf (MUB) 0.7 $1.6M 15k 105.44
Essex Property Trust (ESS) 0.7 $1.5M 4.9k 306.57
Citigroup Com New (C) 0.7 $1.5M 21k 70.99
Gilead Sciences (GILD) 0.7 $1.4M 13k 112.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.4M 2.5k 559.48
Abbott Laboratories (ABT) 0.6 $1.4M 10k 132.65
Parker-Hannifin Corporation (PH) 0.6 $1.3M 2.2k 607.93
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.3M 4.6k 288.14
Nl Inds Com New (NL) 0.6 $1.3M 167k 7.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.3M 2.4k 532.54
NVIDIA Corporation (NVDA) 0.6 $1.2M 12k 108.38
Meta Platforms Cl A (META) 0.6 $1.2M 2.1k 576.37
Ishares Tr U.s. Tech Etf (IYW) 0.5 $1.2M 8.6k 140.45
Ing Groep Sponsored Adr (ING) 0.5 $1.2M 61k 19.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.2M 3.3k 361.14
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.5 $1.2M 55k 21.21
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $1.1M 11k 102.18
Globus Med Cl A (GMED) 0.5 $1.1M 15k 73.20
Main Street Capital Corporation (MAIN) 0.5 $1.1M 20k 56.56
Carnival Corp Unit 99/99/9999 (CCL) 0.5 $990k 51k 19.53
Wp Carey (WPC) 0.4 $966k 15k 63.11
Select Sector Spdr Tr Energy (XLE) 0.4 $948k 10k 93.45
Sportradar Group Class A Ord Shs (SRAD) 0.4 $942k 44k 21.62
Agnico (AEM) 0.4 $924k 8.5k 108.41
Microsoft Corporation (MSFT) 0.4 $882k 2.3k 375.39
Select Sector Spdr Tr Financial (XLF) 0.4 $850k 17k 49.81
Vanguard World Inf Tech Etf (VGT) 0.4 $843k 1.6k 542.38
Ishares Tr Core High Dv Etf (HDV) 0.4 $839k 6.9k 121.13
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $822k 44k 18.59
Palo Alto Networks (PANW) 0.4 $820k 4.8k 170.64
International Business Machines (IBM) 0.4 $809k 3.3k 248.70
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $779k 15k 51.08
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.3 $747k 37k 20.00
Sabra Health Care REIT (SBRA) 0.3 $732k 42k 17.47
Enterprise Products Partners (EPD) 0.3 $719k 21k 34.14
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.3 $717k 34k 21.01
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $713k 10k 68.32
MPLX Com Unit Rep Ltd (MPLX) 0.3 $696k 13k 53.52
Entergy Corporation (ETR) 0.3 $696k 8.1k 85.49
Enbridge (ENB) 0.3 $685k 16k 44.31
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $677k 20k 33.24
Hess Midstream Cl A Shs (HESM) 0.3 $670k 16k 42.29
JPMorgan Chase & Co. (JPM) 0.3 $645k 2.6k 245.28
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $640k 21k 30.10
Vanguard World Financials Etf (VFH) 0.3 $639k 5.3k 119.47
Aegon Amer Reg 1 Cert (AEG) 0.3 $626k 95k 6.59
HSBC HLDGS Spon Adr New (HSBC) 0.3 $626k 11k 57.43
Boston Scientific Corporation (BSX) 0.3 $606k 6.0k 100.88
Annaly Capital Management In Com New (NLY) 0.3 $593k 29k 20.31
Alphabet Cap Stk Cl C (GOOG) 0.3 $590k 3.8k 156.22
Ishares Tr Core S&p500 Etf (IVV) 0.3 $590k 1.0k 562.16
Bank of New York Mellon Corporation (BK) 0.3 $586k 7.0k 83.87
Marathon Petroleum Corp (MPC) 0.3 $583k 4.0k 145.69
Chevron Corporation (CVX) 0.3 $582k 3.5k 167.28
Progressive Corporation (PGR) 0.3 $577k 2.0k 283.01
CNA Financial Corporation (CNA) 0.3 $574k 11k 50.79
Church & Dwight (CHD) 0.3 $571k 5.2k 110.10
Intuit (INTU) 0.3 $568k 925.00 613.99
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $562k 4.4k 128.97
Natwest Group Spons Adr (NWG) 0.2 $538k 45k 11.92
Vanguard Index Fds Growth Etf (VUG) 0.2 $519k 1.4k 370.82
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $517k 6.3k 81.67
Unum (UNM) 0.2 $491k 6.0k 81.46
Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $474k 5.7k 82.78
Morgan Stanley Emerging Markets Debt (MSD) 0.2 $473k 59k 8.05
Carpenter Technology Corporation (CRS) 0.2 $469k 2.6k 181.18
Everest Re Group (EG) 0.2 $448k 1.2k 363.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $447k 16k 27.96
HNI Corporation (HNI) 0.2 $445k 10k 44.35
Select Sector Spdr Tr Indl (XLI) 0.2 $432k 3.3k 131.09
Tc Energy Corp (TRP) 0.2 $432k 9.1k 47.21
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.2 $406k 17k 23.61
Intercontinental Hotels Grou Sponsored Ads (IHG) 0.2 $406k 3.7k 109.59
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $387k 2.1k 188.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $384k 818.00 468.90
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $382k 1.9k 197.46
Travelers Companies (TRV) 0.2 $366k 1.4k 264.44
Costco Wholesale Corporation (COST) 0.2 $361k 382.00 944.79
American Express Company (AXP) 0.2 $357k 1.3k 269.15
Ishares Tr Russell 2000 Etf (IWM) 0.2 $352k 1.8k 199.51
Kite Rlty Group Tr Com New (KRG) 0.2 $330k 15k 22.37
Old Republic International Corporation (ORI) 0.1 $327k 8.3k 39.22
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $316k 7.0k 44.88
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $309k 13k 23.05
Ishares Tr Us Home Cons Etf (ITB) 0.1 $287k 3.0k 95.21
Vanguard World Mega Grwth Ind (MGK) 0.1 $286k 927.00 308.88
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $268k 2.9k 91.19
Ishares Tr Msci Eafe Etf (EFA) 0.1 $266k 3.3k 81.73
Ameriprise Financial (AMP) 0.1 $261k 538.00 484.11
Select Sector Spdr Tr Technology (XLK) 0.1 $259k 1.3k 206.40
Vanguard Index Fds Value Etf (VTV) 0.1 $245k 1.4k 172.74
Visa Com Cl A (V) 0.1 $241k 689.00 350.34
Ishares Msci Italy Etf (EWI) 0.1 $231k 5.5k 42.32
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $226k 7.4k 30.73
Raytheon Technologies Corp (RTX) 0.1 $218k 1.6k 132.49
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $205k 10k 20.00
Palantir Technologies Cl A (PLTR) 0.1 $204k 2.4k 84.40
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $204k 6.5k 31.19
salesforce (CRM) 0.1 $203k 757.00 268.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $201k 2.2k 92.83
Nokia Corp Sponsored Adr (NOK) 0.1 $174k 33k 5.27
Marathon Digital Holdings In (MARA) 0.1 $129k 11k 11.50
Riot Blockchain (RIOT) 0.0 $81k 11k 7.12