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
PSA
Public Storage

Real Estate
-164
- 15.53%
$266.31 - $309.77 $43.7K - $50.8K
892 $261K
HES
Hess Corp

Energy
-117
- 6.85%
$126.32 - $161.29 $14.8K - $18.9K
1.59K $220K
VICI
Vici Properties Inc.

Real Estate
-1.56K
- 17.05%
$29.41 - $32.97 $46K - $51.6K
7.61K $248K
VALE
Vale S.A.

Basic Materials
-4.16K
- 19.8%
$8.26 - $10.1 $34.4K - $42K
16.9K $163K
VTR
Ventas, Inc.

Real Estate
-253
- 4.87%
$62.45 - $70.08 $15.8K - $17.7K
4.94K $312K
OC
Owens Corning

Industrials
-182
- 5.11%
$126.32 - $147.75 $23K - $26.9K
3.38K $464K
O
Realty Income Corp

Real Estate
-691
- 15.19%
$52.27 - $58.52 $36.1K - $40.4K
3.86K $222K
IVE
Ishares S&P 500 Value ETF

ETFs
-882
- 3.17%
$168.34 - $195.42 $148K - $172K
26.9K $5.26M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-27
- 1.46%
$99.37 - $134.05 $2.68K - $3.62K
1.82K $206K
QCON
American Centy ETF Tr Quality
-1.97K
- 10.14%
$42.37 - $47.53 $83.6K - $93.7K
17.5K $830K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
-3K
- 21.43%
$9.36 - $10.03 $28.1K - $30.1K
11K $104K
IT
Gartner Inc

Technology
-52
- 7.02%
$377.5 - $449.52 $19.6K - $23.4K
689 $278K
OKTA
Okta, Inc.

Technology
-198
- 8.74%
$91.24 - $127.3 $18.1K - $25.2K
2.07K $206K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-314
- 0.7%
$51.14 - $57.0 $16.1K - $17.9K
44.7K $2.54M
GDDY
Go Daddy Inc.

Technology
-167
- 9.23%
$162.11 - $192.36 $27.1K - $32.1K
1.64K $295K
MET
Metlife Inc

Financial Services
-370
- 8.51%
$68.42 - $82.49 $25.3K - $30.5K
3.98K $319K
WELL
Welltower Inc.

Real Estate
-209
- 7.2%
$136.49 - $155.22 $28.5K - $32.4K
2.69K $414K
AIG
American International Group, Inc.

Financial Services
-301
- 10.45%
$77.56 - $87.72 $23.3K - $26.4K
2.58K $220K
KMB
Kimberly Clark Corp

Consumer Defensive
-37
- 2.07%
$126.84 - $145.22 $4.69K - $5.37K
1.75K $225K
PAYX
Paychex Inc

Industrials
-69
- 4.26%
$137.01 - $159.78 $9.45K - $11K
1.55K $225K
MCO
Moodys Corp

Financial Services
-92
- 12.65%
$396.7 - $501.59 $36.5K - $46.1K
635 $318K
PCAR
Paccar Inc

Industrials
-122
- 4.84%
$86.4 - $99.09 $10.5K - $12.1K
2.4K $227K
NXPI
Nxp Semiconductors N.V.

Technology
-249
- 18.31%
$153.5 - $218.72 $38.2K - $54.5K
1.11K $242K
TRMB
Trimble Inc.

Technology
-1.68K
- 15.39%
$55.12 - $75.98 $92.5K - $127K
9.22K $700K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.14K
- 15.75%
$7.69 - $11.46 $16.5K - $24.5K
11.5K $131K
TXN
Texas Instruments Inc

Technology
-51
- 0.88%
N/A
5.72K $1.11M
ECL
Ecolab Inc.

Basic Materials
-96
- 8.47%
$225.65 - $270.95 $21.7K - $26K
1.04K $279K
PSX
Phillips 66

Energy
-2
- 0.11%
$92.87 - $125.73 $186 - $251
1.88K $224K
DAL
Delta Air Lines, Inc.

Industrials
-921
- 13.45%
$35.88 - $52.99 $33K - $48.8K
5.93K $291K
CBRE
Cbre Group, Inc.

Real Estate
-183
- 9.02%
$113.94 - $140.12 $20.9K - $25.6K
1.85K $258K
KMI
Kinder Morgan, Inc.

Energy
-510
- 4.65%
$25.21 - $29.4 $12.9K - $15K
10.5K $307K
TFC
Truist Financial Corp

Financial Services
-334
- 6.44%
$34.79 - $42.99 $11.6K - $14.4K
4.86K $208K
WIT
Wipro LTD

Technology
-1.51K
- 11.65%
$2.7 - $3.09 $4.08K - $4.67K
11.5K $34K
CBOE
Cboe Global Markets, Inc.

Financial Services
-77
- 3.99%
$205.81 - $234.23 $15.8K - $18K
1.86K $432K
GCT
Giga Cloud Technology Inc.

Technology
-4.7K
- 37.6%
N/A
7.8K $0
Atlassian Corporation
-40
- 2.87%
N/A
1.35K $0
Wisdomtree Tr
-36.7K
- 32.99%
N/A
74.6K $0
Arista Networks Inc
-65
- 0.03%
N/A
195K $0
J P Morgan Exchange Traded F
-15.1K
- 54.48%
N/A
12.6K $0
CHTR
Charter Communications, Inc.

Communication Services
-74
- 9.41%
$321.68 - $427.25 $23.8K - $31.6K
712 $291K
TRV
Travelers Companies, Inc.

Financial Services
-2
- 0.18%
$233.83 - $276.34 $468 - $553
1.1K $295K
WMB
Williams Companies, Inc.

Energy
-198
- 3.94%
$54.33 - $62.87 $10.8K - $12.4K
4.83K $303K
VUG
Vanguard Growth ETF

ETFs
-267
- 14.83%
$329.49 - $438.4 $88K - $117K
1.53K $672K
XLF
Financial Sector Spdr

ETFs
-194
- 3.15%
$43.92 - $52.37 $8.52K - $10.2K
5.96K $312K
WRB
Berkley W R Corp

Financial Services
-33
- 0.88%
$64.28 - $75.17 $2.12K - $2.48K
3.71K $272K
PINS
Pinterest, Inc.

Communication Services
-766
- 10.96%
$24.21 - $35.95 $18.5K - $27.5K
6.23K $223K
F
Ford Motor CO

Consumer Cyclical
-413
- 2.59%
$8.69 - $10.85 $3.59K - $4.48K
15.5K $168K
RMD
Resmed Inc

Healthcare
-85
- 9.34%
$204.54 - $258.0 $17.4K - $21.9K
825 $212K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-131
- 3.84%
$65.84 - $80.81 $8.63K - $10.6K
3.28K $262K
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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