Avestar Capital, LLC Incresed Positions in Q1 2025

Avestar Capital, LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
Ishares Bitcoin Trust ETF
4.92K
+ 5.92%
N/A
88K $0
Linde PLC
256
+ 5.78%
N/A
4.69K $0
Bank Montreal Que
4.97K
+ 61.71%
N/A
13K $0
Blackrock Inc
97
+ 11.93%
N/A
910 $0
J P Morgan Exchange Traded F
11.7K
+ 72.44%
N/A
27.8K $0
Arista Networks Inc
1.89K
+ 0.98%
N/A
195K $0
Celestica Inc
100
+ 1.69%
N/A
6K $0
Te Connectivity PLC
330
+ 8.94%
N/A
4.02K $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
EXPE
Expedia Group, Inc.

Consumer Cyclical
77
+ 3.66%
$157.11 - $206.52 $12.1K - $15.9K
2.18K $366K
DIS
Walt Disney CO

Communication Services
1.62K
+ 10.58%
$96.87 - $114.0 $157K - $185K
17K $1.68M
HPQ
Hp Inc

Technology
1.46K
+ 9.12%
$27.69 - $34.72 $40.5K - $50.8K
17.5K $484K
CDNS
Cadence Design Systems Inc

Technology
243
+ 10.79%
$233.96 - $324.52 $56.9K - $78.9K
2.5K $634K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
61
+ 2.05%
$221.78 - $273.45 $13.5K - $16.7K
3.04K $691K
CFLT
Confluent, Inc.

Technology
402
+ 3.37%
$23.44 - $37.65 $9.42K - $15.1K
12.3K $288K
CARR
Carrier Global Corp

Industrials
5
+ 0.04%
$62.07 - $70.55 $310 - $353
11.8K $750K
ETN
Eaton Corp PLC

Industrials
377
+ 12.87%
$271.83 - $371.23 $102K - $140K
3.31K $898K
OC
Owens Corning

Industrials
71
+ 2.03%
$137.83 - $191.19 $9.79K - $13.6K
3.56K $508K
CAT
Caterpillar Inc

Industrials
26
+ 0.73%
$326.75 - $407.63 $8.5K - $10.6K
3.58K $1.18M
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 0.08%
$476.63 - $610.45 $1.91K - $2.44K
4.98K $2.46M
BX
Blackstone Inc.

Financial Services
283
+ 4.89%
$136.53 - $186.74 $38.6K - $52.8K
6.07K $849K
ADBE
Adobe Inc.

Technology
2
+ 0.06%
$377.84 - $464.11 $756 - $928
3.34K $1.28M
ORCL
Oracle Corp

Technology
674
+ 5.77%
$139.81 - $186.47 $94.2K - $126K
12.4K $1.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
57
+ 0.56%
$165.25 - $224.62 $9.42K - $12.8K
10.2K $1.7M
NOW
Service Now, Inc.

Technology
121
+ 7.2%
$783.83 - $1170.39 $94.8K - $142K
1.8K $1.43M
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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