Avestar Capital, LLC Incresed Positions in Q4 2024

Avestar Capital, LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DTD
Wisdomtree Tr U.S Total Divide

ETFs
3.91K
+ 112.83%
$75.44 - $80.53 $295K - $314K
7.37K $558K
SHOP
Shopify Inc.

Technology
568
+ 6.98%
$78.14 - $119.49 $44.4K - $67.9K
8.7K $925K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
15.6K
+ 26.68%
$19.27 - $20.9 $301K - $326K
74.1K $1.46M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.25K
+ 4.64%
$89.01 - $96.24 $289K - $313K
73.4K $6.59M
AXP
American Express CO

Financial Services
448
+ 9.17%
$267.35 - $305.57 $120K - $137K
5.33K $1.58M
BMY
Bristol Myers Squibb CO

Healthcare
3.58K
+ 31.6%
$51.92 - $59.94 $186K - $214K
14.9K $842K
CSCO
Cisco Systems, Inc.

Technology
2.27K
+ 11.37%
$52.45 - $60.02 $119K - $136K
22.3K $1.32M
COF
Capital One Financial Corp

Financial Services
222
+ 3.0%
$145.19 - $192.01 $32.2K - $42.6K
7.62K $1.36M
MCK
Mckesson Corp

Healthcare
258
+ 20.35%
$482.27 - $628.5 $124K - $162K
1.53K $869K
GS
Goldman Sachs Group Inc

Financial Services
132
+ 7.24%
$486.1 - $608.57 $64.2K - $80.3K
1.96K $1.12M
BA
Boeing CO

Industrials
893
+ 43.93%
$138.14 - $180.72 $123K - $161K
2.93K $517K
HON
Honeywell International Inc

Industrials
359
+ 5.57%
$202.84 - $236.0 $72.8K - $84.7K
6.81K $1.54M
ACN
Accenture PLC

Technology
576
+ 17.28%
$343.9 - $376.86 $198K - $217K
3.91K $1.38M
CDNS
Cadence Design Systems Inc

Technology
475
+ 26.73%
$249.1 - $324.54 $118K - $154K
2.25K $676K
BX
Blackstone Inc.

Financial Services
486
+ 9.16%
$148.45 - $199.05 $72.1K - $96.7K
5.79K $998K
GILD
Gilead Sciences, Inc.

Healthcare
1.36K
+ 19.64%
$83.95 - $97.9 $114K - $133K
8.3K $766K
DXCM
Dexcom Inc

Healthcare
1.77K
+ 43.33%
$65.68 - $81.01 $116K - $143K
5.84K $454K
FNDX
Schwab Fundamental U S Large C

ETFs
37.1K
+ 255.62%
$23.49 - $71.77 $871K - $2.66M
51.6K $1.22M
SNOW
Snowflake Inc.

Technology
207
+ 5.61%
$109.65 - $186.51 $22.7K - $38.6K
3.9K $601K
DASH
Door Dash, Inc.

Communication Services
75
+ 1.15%
$141.93 - $180.48 $10.6K - $13.5K
6.62K $1.11M
PH
Parker Hannifin Corp

Industrials
252
+ 39.07%
$621.74 - $709.46 $157K - $179K
897 $570K
INTU
Intuit Inc

Technology
210
+ 5.31%
$602.01 - $706.25 $126K - $148K
4.16K $2.62M
SCHW
Schwab Charles Corp

Financial Services
1.34K
+ 19.99%
$63.31 - $82.85 $84.8K - $111K
8.04K $594K
EXPE
Expedia Group, Inc.

Consumer Cyclical
537
+ 34.29%
$146.47 - $191.01 $78.7K - $103K
2.1K $391K
ABT
Abbott Laboratories

Healthcare
1.41K
+ 15.9%
$111.93 - $119.39 $157K - $168K
10.2K $1.16M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.15K
+ 26.0%
$55.73 - $66.16 $120K - $142K
10.4K $627K
CPRT
Copart Inc

Consumer Cyclical
533
+ 2.25%
$51.36 - $63.8 $27.4K - $34K
24.2K $1.39M
SNPS
Synopsys Inc

Technology
372
+ 23.97%
$485.36 - $588.0 $181K - $219K
1.92K $933K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
24K
+ 26.17%
$8.17 - $8.66 $196K - $208K
116K $945K
ORCL
Oracle Corp

Technology
1.11K
+ 10.47%
$165.41 - $192.43 $183K - $213K
11.7K $1.95M
PYPL
Pay Pal Holdings, Inc.

Financial Services
991
+ 12.21%
$77.25 - $91.3 $76.6K - $90.5K
9.11K $777K
SPGI
S&P Global Inc.

Financial Services
362
+ 18.62%
$480.36 - $529.17 $174K - $192K
2.31K $1.15M
GM
General Motors CO

Consumer Cyclical
1.16K
+ 12.08%
$44.82 - $60.2 $51.9K - $69.8K
10.8K $572K
ADP
Automatic Data Processing Inc

Industrials
363
+ 16.65%
$280.08 - $307.97 $102K - $112K
2.54K $744K
IHDG
Wisdomtree Tr

ETFs
3.95K
+ 27.79%
$43.38 - $46.0 $171K - $182K
18.2K $789K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
172
+ 9.14%
$173.13 - $258.09 $29.8K - $44.4K
2.05K $473K
HPE
Hewlett Packard Enterprise CO

Technology
5.66K
+ 39.62%
$19.31 - $23.95 $109K - $136K
19.9K $425K
TDG
Trans Digm Group Inc

Industrials
181
+ 29.62%
$1239.0 - $1442.53 $224K - $261K
792 $1M
MSI
Motorola Solutions, Inc.

Technology
249
+ 20.1%
$449.08 - $504.6 $112K - $126K
1.49K $687K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.47K
+ 13.21%
$44.04 - $49.49 $373K - $419K
72.6K $3.2M
EMR
Emerson Electric CO

Industrials
325
+ 5.48%
$108.13 - $134.33 $35.1K - $43.7K
6.26K $775K
T
At&T Inc.

Communication Services
4.23K
+ 11.47%
$21.22 - $23.88 $89.8K - $101K
41.1K $936K
PM
Philip Morris International Inc.

Consumer Defensive
1.23K
+ 5.64%
$118.38 - $133.06 $145K - $164K
23K $2.77M
TMUS
T Mobile Us, Inc.

Communication Services
274
+ 6.17%
$206.1 - $246.94 $56.5K - $67.7K
4.72K $1.04M
RTX
Raytheon Technologies Corp

Industrials
1.73K
+ 11.98%
$114.45 - $127.21 $198K - $220K
16.2K $1.87M
IBM
International Business Machines Corp

Technology
569
+ 12.36%
$204.9 - $238.04 $117K - $135K
5.17K $1.14M
PWR
Quanta Services, Inc.

Industrials
218
+ 8.03%
$296.05 - $346.6 $64.5K - $75.6K
2.93K $927K
DLR
Digital Realty Trust, Inc.

Real Estate
525
+ 34.61%
$156.46 - $195.69 $82.1K - $103K
2.04K $362K
EBAY
Ebay Inc

Consumer Cyclical
2.23K
+ 34.54%
$57.51 - $67.17 $128K - $149K
8.67K $536K
Activity Summary
Buys All Purchases 360 New Holdings 71 Increased Positions 289 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 31 Puts 9
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