Avestar Capital, LLC Incresed Positions in Q2 2025

Avestar Capital, LLC

  • $1.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
2.67K
+ 15.63%
$99.83 - $140.86 $266K - $375K
19.7K $2.78M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.48K
+ 300.97%
$310.86 - $348.77 $772K - $866K
3.31K $1.06M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
643
+ 6.28%
$141.37 - $228.57 $90.9K - $147K
10.9K $2.47M
DASH
Door Dash, Inc.

Communication Services
1.32K
+ 19.35%
$163.16 - $246.51 $215K - $324K
8.12K $2M
CSCO
Cisco Systems, Inc.

Technology
7.85K
+ 31.17%
$53.19 - $69.38 $418K - $545K
33K $2.29M
COF
Capital One Financial Corp

Financial Services
2.01K
+ 24.98%
$150.57 - $212.76 $303K - $428K
10.1K $2.14M
NU
Nu Holdings Ltd.

Financial Services
30.7K
+ 40.14%
$9.6 - $13.72 $294K - $421K
107K $1.47M
GS
Goldman Sachs Group Inc

Financial Services
484
+ 24.09%
$462.22 - $707.75 $224K - $343K
2.49K $1.76M
HD
Home Depot, Inc.

Consumer Cyclical
1.79K
+ 24.36%
$335.24 - $380.78 $598K - $680K
9.11K $3.34M
ISRG
Intuitive Surgical Inc

Healthcare
754
+ 15.16%
$451.58 - $565.94 $340K - $427K
5.73K $3.11M
COST
Costco Wholesale Corp

Consumer Defensive
397
+ 7.65%
$908.13 - $1056.85 $361K - $420K
5.59K $5.53M
BAC
Bank Of America Corp

Financial Services
7.37K
+ 15.08%
$34.39 - $47.46 $253K - $350K
56.2K $2.66M
DIS
Walt Disney CO

Communication Services
1.53K
+ 8.99%
$81.72 - $124.01 $125K - $189K
18.5K $2.29M
MA
Mastercard Inc

Financial Services
927
+ 15.07%
$479.92 - $590.74 $445K - $548K
7.08K $3.98M
CEG
Constellation Energy Corp

Utilities
1.3K
+ 86.9%
$170.96 - $322.76 $222K - $420K
2.8K $902K
BKNG
Booking Holdings Inc.

Consumer Cyclical
44
+ 15.17%
$4164.15 - $5789.24 $183K - $255K
334 $1.93M
IAU
Ishares Gold Trust

ETFs
4.37K
+ 4.72%
$56.1 - $64.74 $245K - $283K
97K $6.05M
SNPS
Synopsys Inc

Technology
871
+ 58.46%
$380.9 - $517.66 $332K - $451K
2.36K $1.21M
SNOW
Snowflake Inc.

Technology
359
+ 5.93%
$130.53 - $223.77 $46.9K - $80.3K
6.41K $1.43M
MU
Micron Technology Inc

Technology
2.68K
+ 46.43%
$64.72 - $127.91 $173K - $342K
8.44K $1.04M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
515
+ 13.03%
$456.74 - $568.03 $235K - $293K
4.47K $2.54M
DOV
Dover Corp

Industrials
2.58K
+ 110.25%
$151.14 - $186.7 $390K - $482K
4.92K $901K
BA
Boeing CO

Industrials
1.89K
+ 78.51%
$136.59 - $217.51 $258K - $412K
4.3K $901K
CRDO
Credo Technology Group Holding LTD

Technology
580
+ 6.99%
$33.3 - $95.05 $19.3K - $55.1K
8.88K $822K
EFG
Msci Eafe Growth ETF

ETFs
1.79K
+ 7.83%
$89.8 - $112.0 $161K - $201K
24.7K $2.77M
ETN
Eaton Corp PLC

Industrials
520
+ 15.73%
$246.52 - $356.99 $128K - $186K
3.83K $1.37M
ADI
Analog Devices Inc

Technology
1.41K
+ 39.99%
$164.6 - $238.02 $232K - $335K
4.93K $1.17M
GILD
Gilead Sciences, Inc.

Healthcare
4.3K
+ 31.09%
$96.91 - $113.0 $416K - $485K
18.1K $2.01M
RTX
Raytheon Technologies Corp

Industrials
1.49K
+ 8.98%
$113.75 - $148.48 $170K - $222K
18.1K $2.64M
KO
Coca Cola CO

Consumer Defensive
6.67K
+ 19.63%
$68.37 - $73.9 $456K - $493K
40.6K $2.88M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
785
+ 44.33%
$177.93 - $313.14 $140K - $246K
2.56K $800K
WFC
Wells Fargo & Company

Financial Services
1.08K
+ 2.58%
$60.98 - $80.12 $65.9K - $86.5K
42.9K $3.44M
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
AMAT
Applied Materials Inc

Technology
367
+ 4.48%
$126.95 - $183.52 $46.6K - $67.4K
8.56K $1.57M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.01K
+ 46.46%
$57.41 - $74.81 $230K - $300K
12.6K $939K
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
MAR
Marriott International Inc

Consumer Cyclical
1.1K
+ 103.2%
$211.12 - $274.14 $232K - $301K
2.16K $590K
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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