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
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
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
DFUS
Dimensional ETF Tr U S Equity

ETFs
760
+ 2.05%
$53.65 - $67.02 $40.8K - $50.9K
37.9K $2.54M
ASML
Asml Holding Nv

Technology
231
+ 29.35%
$595.37 - $815.24 $138K - $188K
1.02K $815K
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
GWW
W.W. Grainger, Inc.

Industrials
256
+ 69.0%
$919.93 - $1101.66 $236K - $282K
627 $652K
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
MNST
Monster Beverage Corp

Consumer Defensive
3.74K
+ 59.1%
$55.01 - $64.24 $206K - $240K
10.1K $631K
EQIX
Equinix Inc

Real Estate
349
+ 39.08%
$740.07 - $914.43 $258K - $319K
1.24K $987K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.86K
+ 64.95%
$63.54 - $68.5 $245K - $264K
9.79K $660K
BSX
Boston Scientific Corp

Healthcare
1.33K
+ 7.88%
$89.7 - $107.41 $119K - $143K
18.2K $1.96M
QCOM
Qualcomm Inc

Technology
1.22K
+ 12.0%
$124.66 - $159.48 $152K - $195K
11.4K $1.82M
ROP
Roper Technologies Inc

Industrials
457
+ 93.46%
$519.19 - $590.78 $237K - $270K
946 $536K
RSP
Invesco S&P 500 Equal Weight E

ETFs
880
+ 8.51%
$152.93 - $181.74 $135K - $160K
11.2K $2.04M
NKE
Nike, Inc.

Consumer Cyclical
2.67K
+ 35.95%
$53.27 - $72.04 $142K - $193K
10.1K $718K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.75K
+ 7.81%
$35.9 - $43.76 $98.8K - $120K
38K $1.64M
MCK
Mckesson Corp

Healthcare
196
+ 11.86%
$652.83 - $732.78 $128K - $144K
1.85K $1.35M
HON
Honeywell International Inc

Industrials
367
+ 5.08%
$182.86 - $232.88 $67.1K - $85.5K
7.6K $1.77M
MRVL
Marvell Technology, Inc.

Technology
91
+ 0.63%
$49.38 - $79.97 $4.49K - $7.28K
14.6K $1.13M
HCA
Hca Healthcare, Inc.

Healthcare
500
+ 49.31%
$317.61 - $387.52 $159K - $194K
1.51K $580K
LMT
Lockheed Martin Corp

Industrials
456
+ 49.46%
$430.82 - $486.45 $196K - $222K
1.38K $638K
ELV
Elevance Health, Inc.

Healthcare
695
+ 69.71%
$372.27 - $452.69 $259K - $315K
1.69K $658K
DUK
Duke Energy Corp

Utilities
2.03K
+ 50.84%
$112.46 - $124.05 $228K - $251K
6.01K $709K
WTMF
Wisdomtree Tr Managed Futures

ETFs
1.48K
+ 1.03%
$32.91 - $35.38 $48.5K - $52.2K
145K $5.11M
MO
Altria Group, Inc.

Consumer Defensive
3.95K
+ 41.6%
$55.56 - $60.91 $220K - $241K
13.5K $788K
GM
General Motors CO

Consumer Cyclical
3.92K
+ 40.84%
$42.48 - $50.46 $166K - $198K
13.5K $665K
ADSK
Autodesk, Inc.

Technology
860
+ 29.76%
N/A
3.75K $921K
BK
Bank Of New York Mellon Corp

Financial Services
1.88K
+ 41.79%
$73.31 - $91.62 $138K - $172K
6.38K $580K
TDG
Trans Digm Group Inc

Industrials
35
+ 3.52%
$1231.75 - $1520.64 $43.1K - $53.2K
1.03K $1.57M
ADP
Automatic Data Processing Inc

Industrials
589
+ 22.72%
$276.76 - $326.81 $163K - $192K
3.18K $981K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3.08K
+ 25.48%
$55.57 - $62.73 $171K - $193K
15.2K $935K
MMM
3 M CO

Industrials
1.15K
+ 46.28%
$126.09 - $154.15 $144K - $177K
3.62K $550K
CVS
Cvs Health Corp

Healthcare
2.63K
+ 56.01%
$60.04 - $70.18 $158K - $185K
7.33K $505K
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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