Avestar Capital, LLC Purchases in Q2 2025

Avestar Capital, LLC

  • $1.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EWL
Ishares Inc Msci Switzerlnd

ETFs
7.9K
New
$47.04 - $56.27 $371K - $444K
7.9K $432K
SO
Southern CO

Utilities
4.64K
+ 91.52%
$84.91 - $92.56 $394K - $429K
9.71K $891K
KLAC
Kla Corp

Technology
149
+ 11.17%
$576.53 - $902.94 $85.9K - $135K
1.48K $1.33M
UBER
Uber Technologies, Inc

Technology
129
+ 0.64%
$64.62 - $93.3 $8.34K - $12K
20.1K $1.88M
JCI
Johnson Controls International PLC

Industrials
2.53K
+ 42.83%
$71.14 - $105.62 $180K - $267K
8.42K $889K
TT
Trane Technologies PLC

Industrials
523
+ 32.38%
$315.21 - $437.41 $165K - $229K
2.14K $935K
SHEL
Shell PLC

Energy
5.53K
New
$59.75 - $73.05 $330K - $404K
5.53K $389K
RPG
Invesco Exchange Traded Fd Tr

ETFs
8.43K
New
$33.86 - $45.77 $285K - $386K
8.43K $385K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.76K
New
$48.13 - $49.85 $373K - $387K
7.76K $380K
AMAT
Applied Materials Inc

Technology
367
+ 4.48%
$126.95 - $183.52 $46.6K - $67.4K
8.56K $1.57M
AXP
American Express CO

Financial Services
186
+ 2.98%
$231.39 - $318.98 $43K - $59.3K
6.43K $2.05M
NEM
Newmont Corp

Basic Materials
5.41K
+ 103.3%
$44.18 - $59.46 $239K - $322K
10.6K $620K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
11.6K
+ 8.03%
$24.61 - $25.89 $285K - $300K
156K $4.01M
SCHW
Schwab Charles Corp

Financial Services
2.52K
+ 24.88%
$69.06 - $91.24 $174K - $230K
12.6K $1.15M
AAPL
Apple Inc.

Technology
26.8K
+ 8.84%
$172.42 - $223.89 $4.62M - $6M
330K $67.7M
FTNT
Fortinet, Inc.

Technology
2.88K
+ 54.78%
$84.71 - $108.69 $244K - $313K
8.13K $859K
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.24K
+ 27.47%
$32.41 - $42.59 $170K - $223K
24.3K $1.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.58K
+ 98.18%
$55.54 - $69.09 $254K - $317K
9.25K $638K
FCX
Freeport Mcmoran Inc

Basic Materials
5.65K
+ 30.27%
$29.15 - $44.46 $165K - $251K
24.3K $1.05M
SWKS
Skyworks Solutions, Inc.

Technology
4.6K
New
$49.2 - $74.95 $226K - $345K
4.6K $342K
MAR
Marriott International Inc

Consumer Cyclical
1.1K
+ 103.2%
$211.12 - $274.14 $232K - $301K
2.16K $590K
CRM
Salesforce, Inc.

Technology
1.05K
+ 9.96%
$236.26 - $291.15 $249K - $307K
11.6K $3.17M
NTAP
Net App, Inc.

Technology
2.59K
+ 86.04%
$76.1 - $106.55 $197K - $276K
5.6K $596K
JMEE
J P Morgan Exchange Traded Fd

ETFs
4.33K
+ 18.94%
$49.07 - $59.23 $212K - $256K
27.2K $1.61M
CDNS
Cadence Design Systems Inc

Technology
623
+ 24.97%
$231.64 - $323.08 $144K - $201K
3.12K $960K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
30.6K
+ 23.42%
$12.21 - $13.9 $374K - $426K
161K $2.11M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
32.5K
+ 307.53%
$9.72 - $10.39 $316K - $338K
43.1K $426K
HWM
Howmet Aerospace Inc.

Industrials
1.15K
+ 65.77%
$112.33 - $186.13 $129K - $214K
2.9K $539K
C
Citigroup Inc

Financial Services
1.38K
+ 9.98%
$58.13 - $85.12 $80.5K - $118K
15.2K $1.3M
VO
Vanguard Mid Cap ETF

ETFs
1.12K
New
$228.54 - $279.83 $255K - $312K
1.12K $312K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
17.8K
+ 20.73%
$19.55 - $21.78 $349K - $389K
104K $2.16M
PFE
Pfizer Inc

Healthcare
13.9K
+ 51.41%
$21.59 - $24.84 $301K - $346K
41K $994K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
9.36K
New
$26.38 - $32.66 $247K - $306K
9.36K $305K
T
At&T Inc.

Communication Services
9.49K
+ 20.78%
$26.33 - $28.94 $250K - $275K
55.2K $1.6M
ASML
Asml Holding Nv

Technology
231
+ 29.35%
$595.37 - $815.24 $138K - $188K
1.02K $815K
DFUS
Dimensional ETF Tr U S Equity

ETFs
760
+ 2.05%
$53.65 - $67.02 $40.8K - $50.9K
37.9K $2.54M
ABT
Abbott Laboratories

Healthcare
1.85K
+ 16.84%
$123.95 - $138.08 $229K - $255K
12.8K $1.74M
CI
Cigna Corp

Healthcare
861
+ 34.58%
$301.89 - $340.04 $260K - $293K
3.35K $1.11M
MPC
Marathon Petroleum Corp

Energy
1.55K
+ 104.72%
$118.55 - $170.08 $184K - $264K
3.04K $504K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.77K
New
$160.0 - $195.62 $283K - $345K
1.77K $287K
GWW
W.W. Grainger, Inc.

Industrials
256
+ 69.0%
$919.93 - $1101.66 $236K - $282K
627 $652K
NTRS
Northern Trust Corp

Financial Services
2.25K
New
$84.45 - $126.79 $190K - $286K
2.25K $285K
SYK
Stryker Corp

Healthcare
516
+ 14.92%
$337.37 - $395.63 $174K - $204K
3.97K $1.57M
CME
Cme Group Inc.

Financial Services
946
+ 49.79%
$252.37 - $290.71 $239K - $275K
2.85K $784K
CL
Colgate Palmolive CO

Consumer Defensive
3.2K
+ 68.97%
$87.57 - $96.0 $280K - $307K
7.84K $712K
SHOP
Shopify Inc.

Technology
958
+ 11.54%
$76.89 - $115.35 $73.7K - $111K
9.26K $1.07M
EBAY
Ebay Inc

Consumer Cyclical
3.01K
+ 42.33%
$59.52 - $79.36 $179K - $239K
10.1K $753K
CTAS
Cintas Corp

Industrials
957
+ 29.37%
$190.11 - $227.66 $182K - $218K
4.22K $939K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.88K
+ 44.84%
$45.98 - $56.15 $178K - $218K
12.5K $703K
Activity Summary
Buys All Purchases 277 New Holdings 41 Increased Positions 236 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 31 Puts 17
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