Avestar Capital, LLC Reduced Holdings in Q1 2025

Avestar Capital, LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIG
American International Group, Inc.

Financial Services
-1.1K
- 27.63%
$70.5 - $86.94 $77.6K - $95.6K
2.88K $250K
WMB
Williams Companies, Inc.

Energy
-1.23K
- 19.65%
$54.02 - $61.09 $66.4K - $75.1K
5.03K $300K
MCO
Moodys Corp

Financial Services
-66
- 8.32%
$437.8 - $527.48 $28.9K - $34.8K
727 $338K
IFRA
Ishares Tr

ETFs
-609
- 7.35%
$44.8 - $49.25 $27.3K - $30K
7.68K $346K
KMI
Kinder Morgan, Inc.

Energy
-1.75K
- 13.76%
$26.1 - $31.22 $45.7K - $54.6K
11K $313K
CL
Colgate Palmolive CO

Consumer Defensive
-504
- 9.8%
$85.68 - $97.5 $43.2K - $49.1K
4.64K $434K
AJG
Arthur J. Gallagher & Co.

Financial Services
-291
- 26.08%
$275.89 - $345.24 $80.3K - $100K
825 $284K
MET
Metlife Inc

Financial Services
-315
- 6.75%
$77.7 - $87.0 $24.5K - $27.4K
4.35K $349K
XEL
Xcel Energy Inc

Utilities
-536
- 15.18%
$63.37 - $72.1 $34K - $38.6K
3K $212K
AIQ
Global X Funds Global X Artifi

ETFs
-100
- 1.02%
$36.38 - $42.77 $3.64K - $4.28K
9.75K $354K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-1
- 0.03%
$106.43 - $123.29 $106 - $123
3.02K $326K
TRV
Travelers Companies, Inc.

Financial Services
-214
- 16.21%
$232.43 - $265.13 $49.7K - $56.7K
1.11K $292K
MMM
3 M CO

Industrials
-524
- 17.48%
$129.7 - $155.12 $68K - $81.3K
2.47K $363K
AON
Aon PLC

Financial Services
-158
- 16.14%
$348.44 - $409.32 $55.1K - $64.7K
821 $327K
HOOD
Robinhood Markets, Inc.

Technology
-1.41K
- 17.27%
$35.63 - $65.28 $50.3K - $92.1K
6.76K $281K
NRG
Nrg Energy, Inc.

Utilities
-402
- 13.2%
$84.82 - $113.33 $34.1K - $45.6K
2.64K $252K
VIS
Vanguard Industrial ETF

ETFs
-43
- 2.86%
$243.63 - $273.99 $10.5K - $11.8K
1.46K $361K
VOX
Vanguard Communication Service

ETFs
-14
- 0.5%
$147.73 - $169.24 $2.07K - $2.37K
2.76K $410K
BR
Broadridge Financial Solutions, Inc.

Technology
-150
- 11.63%
$221.46 - $244.83 $33.2K - $36.7K
1.14K $276K
ENB
Enbridge Inc

Energy
-638
- 8.64%
$41.54 - $45.45 $26.5K - $29K
6.74K $298K
WIT
Wipro LTD

Technology
-2.18K
- 14.41%
$3.0 - $3.77 $6.55K - $8.23K
13K $39K
CHTR
Charter Communications, Inc.

Communication Services
-99
- 11.19%
$334.89 - $384.77 $33.2K - $38.1K
786 $289K
AEP
American Electric Power CO Inc

Utilities
-870
- 18.0%
$90.32 - $109.27 $78.6K - $95.1K
3.96K $432K
USFR
Wisdomtree Floating Rate Treas

ETFs
-260
- 3.82%
$50.29 - $50.5 $13.1K - $13.1K
6.54K $329K
PINS
Pinterest, Inc.

Communication Services
-909
- 11.51%
$29.79 - $40.0 $27.1K - $36.4K
6.99K $216K
FTNT
Fortinet, Inc.

Technology
-198
- 3.63%
$92.49 - $114.57 $18.3K - $22.7K
5.25K $505K
VDC
Vanguard Consumer Staples ETF

ETFs
-80
- 6.49%
$206.54 - $226.16 $16.5K - $18.1K
1.15K $252K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-740
- 5.16%
$9.47 - $11.46 $7.01K - $8.48K
13.6K $145K
BK
Bank Of New York Mellon Corp

Financial Services
-513
- 10.24%
$75.42 - $88.95 $38.7K - $45.6K
4.5K $377K
DUK
Duke Energy Corp

Utilities
-591
- 12.91%
$105.87 - $121.97 $62.6K - $72.1K
3.99K $486K
O
Realty Income Corp

Real Estate
-467
- 9.31%
$51.67 - $58.49 $24.1K - $27.3K
4.55K $263K
FAST
Fastenal CO

Industrials
-255
- 8.26%
$71.11 - $79.98 $18.1K - $20.4K
2.83K $219K
CME
Cme Group Inc.

Financial Services
-280
- 12.84%
$225.82 - $266.54 $63.2K - $74.6K
1.9K $504K
CBRE
Cbre Group, Inc.

Real Estate
-6
- 0.29%
$121.79 - $147.13 $731 - $883
2.03K $265K
PAYX
Paychex Inc

Industrials
-182
- 10.09%
$136.06 - $154.52 $24.8K - $28.1K
1.62K $250K
PLD
Prologis, Inc.

Real Estate
-297
- 5.57%
$103.59 - $124.04 $30.8K - $36.8K
5.04K $563K
WRB
Berkley W R Corp

Financial Services
-825
- 18.05%
$56.7 - $71.27 $46.8K - $58.8K
3.75K $266K
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
-45
- 0.1%
N/A
45.4K $1M
Wisdomtree Tr
-24.8K
- 18.19%
N/A
111K $0
Atlassian Corporation
-19
- 1.34%
N/A
1.39K $0
Ge Vernova Inc
-278
- 18.87%
N/A
1.2K $0
GCT
Giga Cloud Technology Inc.

Technology
-1.15K
- 8.42%
N/A
12.5K $0
Lam Research Corp
-701
- 8.51%
N/A
7.54K $0
Agenus Inc
-450
- 1.09%
N/A
41K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
-283
- 0.35%
N/A
81.2K $0
Ea Series Trust
-16.2K
- 20.61%
N/A
62.6K $0
EXC
Exelon Corp

Utilities
-950
- 17.04%
$37.3 - $46.08 $35.4K - $43.8K
4.63K $213K
VRSN
Verisign Inc

Technology
-166
- 16.87%
$205.1 - $254.74 $34K - $42.3K
818 $207K
KMB
Kimberly Clark Corp

Consumer Defensive
-122
- 6.4%
$124.46 - $147.4 $15.2K - $18K
1.79K $253K
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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