Avestar Capital, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.12 Billion distributed in 519 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $105M, Alphabet Inc. with a value of $84.3M, Apple Inc. with a value of $74.1M, Amazon Com Inc with a value of $32.2M, and Meta Platforms, Inc. with a value of $32M.

Examining the 13F form we can see an increase of $167M in the current position value, from $951M to 1.12B.

Below you can find more details about Avestar Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.12 Billion
ETFs: $391 Million
Technology: $310 Million
Communication Services: $160 Million
Consumer Cyclical: $80.4 Million
Financial Services: $53.9 Million
Healthcare: $40.8 Million
Industrials: $26.5 Million
Consumer Defensive: $24.5 Million
Other: $25.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 519
  • Current Value $1.12 Billion
  • Prior Value $951 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 71 stocks
  • Additional Purchases 289 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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