Avestar Capital, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 485 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $86.5M, Alphabet Inc. with a value of $70.7M, Apple Inc. with a value of $67.3M, Meta Platforms, Inc. with a value of $40.9M, and Amazon Com Inc with a value of $29.2M.

Examining the 13F form we can see an decrease of $33.6M in the current position value, from $1.12B to 1.08B.

Below you can find more details about Avestar Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Billion
ETFs: $387 Million
Technology: $276 Million
Communication Services: $162 Million
Consumer Cyclical: $72.2 Million
Financial Services: $59.8 Million
Healthcare: $43.2 Million
Consumer Defensive: $30.9 Million
Industrials: $26.1 Million
Other: $24.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 485
  • Current Value $1.08 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 224 stocks
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