Avestar Capital, LLC Purchases in Q1 2025

Avestar Capital, LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
361
+ 10.28%
$225.21 - $254.42 $81.3K - $91.8K
3.87K $915K
FXN
First Tr Exchange Traded Fd Fi

ETFs
2.92K
+ 0.81%
$15.13 - $18.07 $44.2K - $52.8K
365K $6.03M
ELV
Elevance Health, Inc.

Healthcare
130
+ 14.99%
$365.9 - $436.25 $47.6K - $56.7K
997 $433K
TMO
Thermo Fisher Scientific Inc.

Healthcare
396
+ 10.45%
$497.6 - $606.74 $197K - $240K
4.18K $2.08M
TXN
Texas Instruments Inc

Technology
533
+ 10.18%
N/A
5.77K $1.12M
MDT
Medtronic PLC

Healthcare
453
+ 7.64%
$79.84 - $94.5 $36.2K - $42.8K
6.38K $573K
AXP
American Express CO

Financial Services
909
+ 17.04%
$255.39 - $325.87 $232K - $296K
6.24K $1.68M
CB
Chubb LTD

Financial Services
53
+ 1.75%
$257.71 - $301.99 $13.7K - $16K
3.08K $928K
WAT
Waters Corp

Healthcare
248
+ 35.43%
$362.16 - $417.28 $89.8K - $103K
948 $349K
COF
Capital One Financial Corp

Financial Services
441
+ 5.79%
$163.87 - $209.82 $72.3K - $92.5K
8.06K $1.44M
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.44K
+ 5.14%
$46.82 - $47.8 $67.2K - $68.6K
29.4K $1.38M
PWR
Quanta Services, Inc.

Industrials
983
+ 33.5%
$236.71 - $358.03 $233K - $352K
3.92K $995K
TRMB
Trimble Inc.

Technology
1.72K
+ 18.75%
$65.52 - $77.49 $113K - $133K
10.9K $715K
NEE
Nextera Energy Inc

Utilities
1.06K
+ 9.04%
$66.96 - $76.16 $70.8K - $80.5K
12.7K $903K
PHM
Pultegroup Inc

Consumer Cyclical
759
+ 32.59%
$101.09 - $118.51 $76.7K - $89.9K
3.09K $317K
VTR
Ventas, Inc.

Real Estate
196
+ 3.92%
$56.9 - $70.47 $11.2K - $13.8K
5.2K $357K
SLB
Schlumberger Limited

Energy
870
+ 12.42%
$38.4 - $43.74 $33.4K - $38.1K
7.88K $329K
ADSK
Autodesk, Inc.

Technology
245
+ 9.26%
N/A
2.89K $710K
SAP
Sap Se

Technology
36
+ 1.66%
$241.4 - $293.69 $8.69K - $10.6K
2.2K $591K
AFL
Aflac Inc

Financial Services
251
+ 6.37%
$100.99 - $111.19 $25.3K - $27.9K
4.19K $465K
AGL
Agilon Health, Inc.

Healthcare
5.22K
+ 36.44%
$1.92 - $4.61 $10K - $24K
19.5K $84K
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.12%
$308.86 - $455.36 $1.85K - $2.73K
4.97K $1.75M
ADP
Automatic Data Processing Inc

Industrials
49
+ 1.93%
$286.85 - $318.64 $14.1K - $15.6K
2.59K $791K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
629
+ 3.66%
$48.31 - $49.23 $30.4K - $31K
17.8K $876K
BAC
Bank Of America Corp

Financial Services
3.31K
+ 7.27%
$39.61 - $47.74 $131K - $158K
48.9K $2.04M
XLE
Energy Sector Spdr

ETFs
148
+ 4.91%
$85.7 - $93.96 $12.7K - $13.9K
3.16K $295K
EMR
Emerson Electric CO

Industrials
1.09K
+ 17.44%
$108.64 - $131.17 $119K - $143K
7.35K $805K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
3K
+ 27.27%
$9.85 - $10.28 $29.6K - $30.8K
14K $139K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
1.89K
+ 3.12%
$21.89 - $22.65 $41.4K - $42.8K
62.4K $1.37M
F
Ford Motor CO

Consumer Cyclical
1.71K
+ 11.98%
$9.12 - $10.43 $15.6K - $17.8K
16K $160K
WDAY
Workday, Inc.

Technology
194
+ 15.93%
$233.53 - $277.82 $45.3K - $53.9K
1.41K $329K
ABC
Amerisourcebergen Corp

Healthcare
54
+ 5.84%
N/A
979 $181K
BND
Vanguard Bd Index Fd Inc Total

ETFs
19
+ 0.43%
$71.17 - $73.66 $1.35K - $1.4K
4.42K $324K
QCON
American Centy ETF Tr Quality
496
+ 2.62%
$44.15 - $47.12 $21.9K - $23.4K
19.4K $868K
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 6.79%
$167.82 - $208.28 $195K - $242K
18.3K $3.12M
PSA
Public Storage

Real Estate
10
+ 0.96%
$288.99 - $313.98 $2.89K - $3.14K
1.06K $316K
Te Connectivity PLC
330
+ 8.94%
N/A
4.02K $0
Linde PLC
256
+ 5.78%
N/A
4.69K $0
Celestica Inc
100
+ 1.69%
N/A
6K $0
Blackrock Inc
97
+ 11.93%
N/A
910 $0
Ishares Bitcoin Trust ETF
4.92K
+ 5.92%
N/A
88K $0
Bank Montreal Que
173K
New
N/A
173K $0
Bank Montreal Que
4.97K
+ 61.71%
N/A
13K $0
Arista Networks Inc
1.89K
+ 0.98%
N/A
195K $0
J P Morgan Exchange Traded F
11.7K
+ 72.44%
N/A
27.8K $0
AVB
Avalonbay Communities Inc

Real Estate
9
+ 0.81%
$207.86 - $228.08 $1.87K - $2.05K
1.12K $241K
NXPI
Nxp Semiconductors N.V.

Technology
95
+ 7.51%
$189.99 - $245.86 $18K - $23.4K
1.36K $258K
HON
Honeywell International Inc

Industrials
419
+ 6.15%
$202.75 - $226.52 $85K - $94.9K
7.23K $1.53M
GS
Goldman Sachs Group Inc

Financial Services
53
+ 2.71%
$524.81 - $672.19 $27.8K - $35.6K
2.01K $1.1M
Activity Summary
Buys All Purchases 175 New Holdings 16 Increased Positions 159 Sells All Sells 224 Reductions 224 Sold out 0 Options Calls 35 Puts 21
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