Wealthstar Advisors

Wealthstar Advisors as of June 30, 2025

Portfolio Holdings for Wealthstar Advisors

Wealthstar Advisors holds 140 positions in its portfolio as reported in the June 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) 31.5 $84M 482k 173.53
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.9 $11M 96k 109.61
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.2 $8.4M 104k 80.65
Texas Instruments Incorporated (TXN) 3.0 $7.8M 38k 207.62
RBB Us Treas 3 Mnth (TBIL) 2.5 $6.7M 133k 50.00
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 2.5 $6.6M 85k 77.33
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.5 $6.5M 64k 101.60
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.4 $6.4M 122k 52.76
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.6 $4.2M 78k 53.29
Ishares Tr Intrm Gov Cr Etf (GVI) 1.5 $3.9M 36k 106.79
Ishares Tr U.s. Tech Etf (IYW) 1.4 $3.6M 21k 173.27
Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 1.3 $3.4M 66k 52.38
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.2 $3.2M 16k 197.22
Sixth Street Specialty Lending (TSLX) 1.2 $3.1M 130k 23.81
Schwab Strategic Tr Fundamental Us L (FNDX) 1.0 $2.7M 110k 24.54
Ishares Tr Core Total Usd (IUSB) 1.0 $2.5M 55k 46.23
Sea Sponsord Ads (SE) 0.9 $2.4M 15k 159.94
Ishares Tr U.s. Utilits Etf (IDU) 0.9 $2.3M 22k 104.57
Pimco Dynamic Income SHS (PDI) 0.8 $2.1M 113k 18.97
Carpenter Technology Corporation (CRS) 0.8 $2.1M 7.7k 276.38
Ishares Tr U.s. Energy Etf (IYE) 0.8 $2.0M 45k 45.22
Ishares Tr Ibonds Dec 2030 (IBDV) 0.8 $2.0M 91k 21.98
Amazon (AMZN) 0.7 $2.0M 8.9k 219.39
Ishares Tr Us Consum Discre (IYC) 0.7 $1.9M 19k 99.64
Ge Vernova (GEV) 0.7 $1.9M 3.5k 529.15
Apple (AAPL) 0.7 $1.9M 9.0k 205.18
Fs Kkr Capital Corp (FSK) 0.7 $1.7M 84k 20.75
Exxon Mobil Corporation (XOM) 0.6 $1.7M 16k 107.80
Corteva (CTVA) 0.6 $1.7M 22k 74.53
EQT Corporation (EQT) 0.6 $1.7M 29k 58.32
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.6 $1.7M 33k 50.14
Ing Groep Sponsored Adr (ING) 0.6 $1.6M 74k 21.87
Meta Platforms Cl A (META) 0.6 $1.6M 2.2k 738.25
NVIDIA Corporation (NVDA) 0.6 $1.6M 10k 158.00
Parker-Hannifin Corporation (PH) 0.6 $1.6M 2.3k 698.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.6M 2.5k 617.97
Ventas (VTR) 0.6 $1.5M 25k 63.15
Ishares Tr National Mun Etf (MUB) 0.6 $1.5M 14k 104.48
Essex Property Trust (ESS) 0.6 $1.5M 5.2k 283.42
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 728800.00
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.4M 4.6k 304.83
Sap Se Spon Adr (SAP) 0.5 $1.4M 4.6k 304.10
Sportradar Group Class A Ord Shs (SRAD) 0.5 $1.3M 47k 28.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.3M 3.0k 424.54
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.5 $1.2M 58k 20.83
Microsoft Corporation (MSFT) 0.4 $1.2M 2.3k 497.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.1M 2.3k 485.73
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $1.1M 11k 100.70
Agnico (AEM) 0.4 $1.1M 9.4k 118.93
Triumph (TGI) 0.4 $1.1M 43k 25.75
Vanguard World Inf Tech Etf (VGT) 0.4 $1.0M 1.6k 663.28
Ishares Gold Tr Ishares New (IAU) 0.4 $1.0M 16k 62.36
Kinross Gold Corp (KGC) 0.4 $987k 63k 15.63
Select Sector Spdr Tr Financial (XLF) 0.4 $960k 18k 52.37
Wp Carey (WPC) 0.4 $954k 15k 62.38
Abbott Laboratories (ABT) 0.4 $934k 6.9k 136.01
Select Sector Spdr Tr Energy (XLE) 0.3 $868k 10k 84.81
Palo Alto Networks (PANW) 0.3 $817k 4.0k 204.64
Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $776k 15k 51.44
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $771k 43k 18.13
Hess Midstream Cl A Shs (HESM) 0.3 $759k 20k 38.51
International Business Machines (IBM) 0.3 $758k 2.6k 294.77
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.3 $758k 41k 18.32
Metropcs Communications (TMUS) 0.3 $738k 3.1k 238.22
Boston Scientific Corporation (BSX) 0.3 $735k 6.8k 107.41
Intuit (INTU) 0.3 $729k 925.00 787.63
Sabra Health Care REIT (SBRA) 0.3 $728k 40k 18.44
JPMorgan Chase & Co. (JPM) 0.3 $718k 2.5k 289.96
Entergy Corporation (ETR) 0.3 $717k 8.6k 83.12
Aegon Amer Reg 1 Cert (AEG) 0.3 $702k 97k 7.24
MPLX Com Unit Rep Ltd (MPLX) 0.3 $702k 14k 51.51
CNA Financial Corporation (CNA) 0.3 $698k 15k 46.53
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $697k 11k 63.95
Enbridge (ENB) 0.3 $696k 15k 45.32
HSBC HLDGS Spon Adr New (HSBC) 0.3 $682k 11k 60.79
Vanguard World Financials Etf (VFH) 0.3 $681k 5.4k 127.29
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.3 $681k 37k 18.53
Natwest Group Spons Adr (NWG) 0.3 $676k 48k 14.15
Targa Res Corp (TRGP) 0.3 $673k 3.9k 174.07
Marathon Petroleum Corp (MPC) 0.3 $664k 4.0k 166.11
Ishares Tr Core S&p500 Etf (IVV) 0.2 $652k 1.0k 621.19
Spdr Series Trust Portfolio Intrmd (SPIB) 0.2 $652k 19k 33.58
Tc Energy Corp (TRP) 0.2 $648k 13k 48.79
Church & Dwight (CHD) 0.2 $647k 6.7k 96.11
Bank of New York Mellon Corporation (BK) 0.2 $632k 6.9k 91.11
Select Sector Spdr Tr Indl (XLI) 0.2 $617k 4.2k 147.51
Vanguard Index Fds Growth Etf (VUG) 0.2 $614k 1.4k 438.40
Old Republic International Corporation (ORI) 0.2 $590k 15k 38.44
Canadian Natural Resources (CNQ) 0.2 $589k 19k 31.40
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $585k 4.4k 133.32
Spdr Series Trust Portfolio Short (SPSB) 0.2 $583k 19k 30.19
Alphabet Cap Stk Cl C (GOOG) 0.2 $576k 3.2k 177.39
Unum (UNM) 0.2 $569k 7.0k 80.75
Enterprise Products Partners (EPD) 0.2 $536k 17k 31.01
Intercontinental Hotels Grou Sponsored Ads (IHG) 0.2 $526k 4.6k 115.34
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $525k 6.5k 80.97
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $500k 4.5k 110.10
Everest Re Group (EG) 0.2 $496k 1.5k 339.93
Proshares Tr Pshs Ult S&p 500 (SSO) 0.2 $484k 5.0k 97.72
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $453k 1.9k 238.68
Morgan Stanley Emerging Markets Debt (MSD) 0.2 $450k 58k 7.73
American Express Company (AXP) 0.2 $446k 1.4k 318.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $444k 805.00 551.72
Progressive Corporation (PGR) 0.2 $444k 1.7k 266.86
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.2 $441k 19k 23.56
Costco Wholesale Corporation (COST) 0.2 $430k 434.00 989.61
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $423k 16k 26.50
Chevron Corporation (CVX) 0.2 $419k 2.9k 143.17
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $413k 7.0k 58.59
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $411k 2.7k 150.87
AFLAC Incorporated (AFL) 0.2 $408k 3.9k 105.45
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $384k 1.8k 217.33
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $384k 4.8k 80.10
Travelers Companies (TRV) 0.1 $371k 1.4k 267.53
Palantir Technologies Cl A (PLTR) 0.1 $363k 2.7k 136.32
Ishares Tr Russell 2000 Etf (IWM) 0.1 $363k 1.7k 215.85
Ishares Tr Core High Dv Etf (HDV) 0.1 $360k 3.1k 117.19
Vanguard World Mega Grwth Ind (MGK) 0.1 $339k 927.00 366.17
Kite Rlty Group Tr Com New (KRG) 0.1 $334k 15k 22.65
Tidal Trust Iii Vistashares Arti (AIS) 0.1 $325k 12k 28.12
Select Sector Spdr Tr Technology (XLK) 0.1 $318k 1.3k 253.16
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $310k 13k 23.07
Ameriprise Financial (AMP) 0.1 $287k 538.00 533.73
Ishares Tr Us Home Cons Etf (ITB) 0.1 $281k 3.0k 93.17
Ishares Tr U.s. Finls Etf (IYF) 0.1 $258k 2.1k 121.01
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $254k 2.9k 86.10
Vanguard Index Fds Value Etf (VTV) 0.1 $251k 1.4k 176.74
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $236k 6.9k 34.49
Etf Ser Solutions Defiance Connect (SIXG) 0.1 $233k 4.4k 52.76
Raytheon Technologies Corp (RTX) 0.1 $231k 1.6k 146.06
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $224k 7.3k 30.68
Broadcom (AVGO) 0.1 $218k 791.00 275.71
Trane Technologies SHS (TT) 0.1 $218k 498.00 437.25
General Dynamics Corporation (GD) 0.1 $213k 731.00 291.69
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $206k 736.00 279.83
Visa Com Cl A (V) 0.1 $202k 568.00 355.13
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $197k 10k 19.25
Marathon Digital Holdings In (MARA) 0.1 $181k 12k 15.68
Nokia Corp Sponsored Adr (NOK) 0.1 $171k 33k 5.18
Riot Blockchain (RIOT) 0.1 $135k 12k 11.30