Avestar Capital, LLC Purchases in Q2 2025

Avestar Capital, LLC

  • $1.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SAP
Sap Se

Technology
221
+ 10.03%
$237.53 - $309.8 $52.5K - $68.5K
2.43K $737K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
12.6K
+ 59.2%
$10.86 - $11.48 $137K - $145K
33.9K $386K
ZS
Zscaler, Inc.

Technology
7
+ 0.59%
$174.67 - $315.32 $1.22K - $2.21K
1.2K $377K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
10K
+ 6.82%
$11.4 - $13.51 $114K - $135K
157K $2.1M
INTC
Intel Corp

Technology
6.2K
+ 29.18%
$18.13 - $22.69 $112K - $141K
27.4K $614K
CB
Chubb LTD

Financial Services
571
+ 18.56%
$274.32 - $302.46 $157K - $173K
3.65K $1.06M
VZ
Verizon Communications Inc

Communication Services
4.15K
+ 15.51%
$41.67 - $45.62 $173K - $190K
30.9K $1.34M
UNP
Union Pacific Corp

Industrials
633
+ 16.34%
$208.27 - $238.46 $132K - $151K
4.51K $1.04M
VST
Vistra Corp.

Utilities
79
+ 5.73%
$98.07 - $195.04 $7.75K - $15.4K
1.46K $282K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
300
+ 0.16%
$7.19 - $8.75 $2.16K - $2.63K
190K $1.66M
CMCSA
Comcast Corp

Communication Services
3.95K
+ 17.94%
$32.84 - $36.72 $130K - $145K
25.9K $925K
WM
Waste Management Inc

Industrials
518
+ 12.08%
$216.47 - $242.1 $112K - $125K
4.81K $1.1M
AFL
Aflac Inc

Financial Services
1.23K
+ 29.3%
$99.77 - $112.45 $123K - $138K
5.42K $571K
TTD
Trade Desk, Inc.

Technology
166
+ 3.08%
$45.27 - $79.4 $7.51K - $13.2K
5.56K $400K
APP
App Lovin Corp

Technology
23
+ 2.1%
$219.37 - $417.89 $5.05K - $9.61K
1.12K $391K
VTRS
Viatris Inc

Healthcare
11.2K
New
$7.26 - $9.12 $81.1K - $102K
11.2K $99K
HPE
Hewlett Packard Enterprise CO

Technology
902
+ 5.74%
$12.51 - $20.45 $11.3K - $18.4K
16.6K $339K
NEE
Nextera Energy Inc

Utilities
1.65K
+ 12.97%
$64.11 - $75.0 $106K - $124K
14.4K $999K
MRK
Merck & Co., Inc.

Healthcare
2.95K
+ 21.31%
$73.47 - $87.12 $217K - $257K
16.8K $1.33M
SHW
Sherwin Williams CO

Basic Materials
285
+ 13.44%
$313.51 - $363.51 $89.4K - $104K
2.41K $826K
ABBV
Abb Vie Inc.

Healthcare
2.2K
+ 16.25%
$170.16 - $206.27 $374K - $453K
15.7K $2.92M
FISV
Fiserv Inc

Technology
674
+ 16.16%
N/A
4.84K $606K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.11K
+ 12.4%
$32.56 - $35.71 $101K - $111K
28.2K $930K
MCHI
Ishares Msci China ETF

ETFs
1.04K
+ 6.24%
$45.22 - $55.86 $47.2K - $58.3K
17.8K $978K
UPS
United Parcel Service Inc

Industrials
840
+ 43.82%
$91.92 - $110.2 $77.2K - $92.6K
2.76K $278K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.68K
+ 1631.58%
$87.84 - $1441.89 $762K - $12.5M
9.21K $830K
JNJ
Johnson & Johnson

Healthcare
1.69K
+ 11.39%
$146.36 - $159.82 $248K - $270K
16.6K $2.53M
DLR
Digital Realty Trust, Inc.

Real Estate
17
+ 0.87%
$136.11 - $177.69 $2.31K - $3.02K
1.97K $342K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
216
+ 2.59%
$49.48 - $61.22 $10.7K - $13.2K
8.56K $521K
AVUS
American Centy ETF Tr Avantis

ETFs
121
+ 2.19%
$81.38 - $100.82 $9.85K - $12.2K
5.66K $570K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
609
+ 20.37%
$212.1 - $244.27 $129K - $149K
3.6K $786K
HUBB
Hubbell Inc

Industrials
17
+ 2.73%
$315.94 - $408.41 $5.37K - $6.94K
639 $260K
BIIB
Biogen Inc.

Healthcare
622
+ 28.6%
$113.38 - $135.49 $70.5K - $84.3K
2.8K $351K
VRSN
Verisign Inc

Technology
83
+ 10.15%
$234.49 - $288.8 $19.5K - $24K
901 $260K
MCD
Mcdonalds Corp

Consumer Cyclical
592
+ 9.81%
$285.55 - $321.23 $169K - $190K
6.63K $1.94M
AEM
Agnico Eagle Mines LTD

Basic Materials
20
+ 0.61%
$99.48 - $124.46 $1.99K - $2.49K
3.3K $392K
HYDB
Ishares Tr Edge High Yield Def

ETFs
464
+ 1.58%
$44.64 - $47.48 $20.7K - $22K
29.9K $1.42M
AMT
American Tower Corp

Real Estate
110
+ 5.05%
$203.96 - $228.19 $22.4K - $25.1K
2.29K $506K
CMI
Cummins Inc

Industrials
60
+ 8.2%
$267.12 - $336.65 $16K - $20.2K
792 $259K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
335
+ 2.0%
$94.78 - $95.97 $31.8K - $32.1K
17.1K $1.64M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
2K
+ 1.98%
$28.36 - $31.3 $56.7K - $62.5K
103K $3.17M
PGR
Progressive Corp

Financial Services
353
+ 8.32%
$255.27 - $288.74 $90.1K - $102K
4.6K $1.23M
NOC
Northrop Grumman Corp

Industrials
52
+ 12.12%
$456.3 - $540.39 $23.7K - $28.1K
481 $240K
NVO
Novo Nordisk A S

Healthcare
334
+ 6.91%
$58.08 - $81.05 $19.4K - $27.1K
5.17K $356K
ABC
Amerisourcebergen Corp

Healthcare
111
+ 11.34%
N/A
1.09K $201K
SBAC
Sba Communications Corp

Real Estate
4
+ 0.39%
$208.57 - $243.4 $834 - $974
1.04K $243K
XOM
Exxon Mobil Corp

Energy
3.17K
+ 10.82%
$99.93 - $119.04 $316K - $377K
32.4K $3.49M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
1
+ 0.01%
$71.89 - $88.34 $71.9 - $88.3
9.97K $872K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
208
+ 1.17%
$48.5 - $49.35 $10.1K - $10.3K
18K $888K
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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