Avestar Capital, LLC Portfolio Holdings
Avestar Capital, LLC
- $951 Million
- Q3 2024
Avestar Capital, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $951 Million distributed in 469 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $67M, Apple Inc. with a value of $66.5M, Meta Platforms, Inc. with a value of $29.6M, Microsoft Corp with a value of $29.2M, and Nvidia Corp with a value of $28.8M.
Examining the 13F form we can see an decrease of $13.7M in the current position value, from $965M to 951M.
Below you can find more details about Avestar Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$951 Million
ETFs: $370 Million
Technology: $231 Million
Communication Services: $130 Million
Consumer Cyclical: $57.6 Million
Financial Services: $47.2 Million
Healthcare: $41.4 Million
Consumer Defensive: $24.9 Million
Industrials: $24.1 Million
Other: $22.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 469
- Current Value $951 Million
- Prior Value $965 Million
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 53 stocks
- Additional Purchases 228 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks