Avestar Capital, LLC Reduced Holdings in Q2 2025

Avestar Capital, LLC

  • $1.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-121K
- 94.29%
$49.82 - $50.25 $6.02M - $6.07M
7.31K $365K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-80.2K
- 31.18%
$49.98 - $50.26 $4.01M - $4.03M
177K $8.87M
UNH
Unitedhealth Group Inc

Healthcare
-2.99K
- 41.57%
$274.35 - $599.47 $821K - $1.79M
4.21K $1.31M
CPRT
Copart Inc

Consumer Cyclical
-22.1K
- 49.81%
$47.72 - $63.84 $1.06M - $1.41M
22.3K $1.09M
VGT
Vanguard Information Technolog

ETFs
-2.27K
- 85.67%
$470.37 - $663.28 $1.07M - $1.5M
379 $251K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-53.2K
- 33.01%
$22.27 - $29.21 $1.18M - $1.55M
108K $3.15M
PM
Philip Morris International Inc.

Consumer Defensive
-9.21K
- 26.21%
$149.23 - $184.95 $1.37M - $1.7M
25.9K $4.72M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.9K
- 45.92%
$273.67 - $366.17 $795K - $1.06M
3.42K $1.25M
AMGN
Amgen Inc

Healthcare
-1.39K
- 26.13%
$262.28 - $309.85 $365K - $431K
3.94K $1.1M
XLV
Select Sector Spdr Fund Health

ETFs
-3.3K
- 51.69%
$128.77 - $144.3 $425K - $477K
3.09K $416K
ARES
Ares Management Corp

Financial Services
-3.78K
- 67.06%
$118.04 - $175.83 $447K - $665K
1.86K $321K
LLY
Eli Lilly & CO

Healthcare
-80
- 1.06%
$713.71 - $898.95 $57.1K - $71.9K
7.5K $5.85M
PEP
Pepsico Inc

Consumer Defensive
-1.66K
- 20.55%
$128.02 - $151.37 $212K - $251K
6.41K $846K
GD
General Dynamics Corp

Industrials
-1.46K
- 42.76%
$247.68 - $291.66 $361K - $425K
1.95K $568K
URTH
Ishares Msci World ETF

ETFs
-3.94K
- 18.69%
$136.3 - $169.38 $537K - $667K
17.1K $2.9M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-11.4K
- 35.57%
$32.02 - $39.74 $366K - $454K
20.7K $820K
BMY
Bristol Myers Squibb CO

Healthcare
-1.31K
- 7.82%
$44.12 - $59.6 $57.7K - $78K
15.4K $713K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.74K
- 60.73%
$72.61 - $88.75 $271K - $332K
2.42K $214K
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.42K
- 59.7%
$104.34 - $138.68 $253K - $336K
1.64K $226K
CTSH
Cognizant Technology Solutions Corp

Technology
-3.33K
- 50.41%
$66.47 - $81.81 $221K - $272K
3.27K $255K
COP
Conocophillips

Energy
-304
- 2.3%
$82.66 - $106.1 $25.1K - $32.3K
12.9K $1.16M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.13K
- 7.87%
$119.13 - $135.03 $254K - $287K
24.9K $3.08M
AMP
Ameriprise Financial Inc

Financial Services
-464
- 53.7%
$422.19 - $533.73 $196K - $248K
400 $213K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-164
- 24.33%
$483.07 - $625.6 $79.2K - $103K
510 $267K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.45K
- 27.12%
$70.44 - $86.87 $173K - $213K
6.59K $572K
AZN
Astrazeneca PLC

Healthcare
-1.3K
- 8.41%
$64.87 - $75.0 $84.3K - $97.4K
14.2K $989K
IHDG
Wisdomtree Tr

ETFs
-3.63K
- 24.57%
$38.54 - $46.0 $140K - $167K
11.1K $501K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-7.38K
- 11.82%
$21.04 - $22.42 $155K - $165K
55.1K $1.23M
EOG
Eog Resources Inc

Energy
-851
- 27.05%
$104.61 - $129.97 $89K - $111K
2.3K $274K
FANG
Diamondback Energy, Inc.

Energy
-569
- 27.47%
$119.25 - $161.49 $67.9K - $91.9K
1.5K $206K
PLD
Prologis, Inc.

Real Estate
-866
- 17.19%
$89.76 - $112.34 $77.7K - $97.3K
4.17K $438K
DHR
Danaher Corp

Healthcare
-457
- 11.78%
$174.64 - $205.16 $79.8K - $93.8K
3.42K $676K
ADBE
Adobe Inc.

Technology
-336
- 10.06%
$340.0 - $420.68 $114K - $141K
3.01K $1.16M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-5.53K
- 26.08%
$27.26 - $34.48 $151K - $191K
15.7K $540K
PHM
Pultegroup Inc

Consumer Cyclical
-1.12K
- 36.4%
$92.02 - $106.54 $103K - $120K
1.96K $207K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-625
- 28.67%
$136.63 - $176.62 $85.4K - $110K
1.56K $262K
SLB
Schlumberger Limited

Energy
-1.14K
- 14.49%
$31.95 - $42.2 $36.5K - $48.2K
6.74K $227K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-203
- 47.65%
$430.72 - $497.52 $87.4K - $101K
223 $100K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.56K
- 23.9%
$50.28 - $50.47 $78.6K - $78.9K
4.98K $250K
XLE
Energy Sector Spdr

ETFs
-583
- 18.45%
$76.44 - $94.13 $44.6K - $54.9K
2.58K $218K
BKR
Baker Hughes CO

Energy
-1.02K
- 15.99%
$35.0 - $44.92 $35.8K - $45.9K
5.37K $205K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-515
- 26.0%
$149.76 - $186.42 $77.1K - $96K
1.47K $273K
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
-3.36K
- 7.4%
N/A
42K $929K
APD
Air Products & Chemicals, Inc.

Basic Materials
-214
- 21.53%
$248.61 - $294.96 $53.2K - $63.1K
780 $220K
SPG
Simon Property Group Inc

Real Estate
-367
- 14.74%
$140.37 - $171.44 $51.5K - $62.9K
2.12K $341K
TGT
Target Corp

Consumer Defensive
-473
- 13.07%
$88.76 - $105.77 $42K - $50K
3.15K $310K
AON
Aon PLC

Financial Services
-84
- 10.23%
$335.85 - $398.81 $28.2K - $33.5K
737 $262K
USB
Us Bancorp \De\

Financial Services
-1.8K
- 25.85%
$36.4 - $45.76 $65.5K - $82.4K
5.16K $233K
ITW
Illinois Tool Works Inc

Industrials
-220
- 19.38%
$218.41 - $252.43 $48.1K - $55.5K
915 $226K
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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