Wealthstar Advisors, LLC New Holdings in Q4 2024

Wealthstar Advisors, LLC

  • $220 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ENB
Enbridge Inc

Energy
15.9K
New
$40.4 - $43.92 $644K - $700K
15.9K $676K
OKE
Oneok Inc

Energy
6.71K
New
$92.28 - $117.05 $619K - $785K
6.71K $673K
NL
Nl Industries Inc

Industrials
86.2K
New
$7.04 - $8.59 $607K - $741K
86.2K $670K
HSBC
Hsbc Holdings PLC

Financial Services
13.4K
New
$43.83 - $49.51 $589K - $665K
13.4K $664K
VUG
Vanguard Growth ETF

ETFs
1.61K
New
$378.79 - $428.11 $611K - $690K
1.61K $661K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
38.1K
New
$16.73 - $19.67 $638K - $750K
38.1K $660K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
10.1K
New
$64.85 - $73.04 $653K - $735K
10.1K $658K
SPSB
Spdr Portfolio Short Term Corp

ETFs
22K
New
$29.77 - $30.19 $655K - $664K
22K $656K
MPLX
Mplx LP

Energy
13.6K
New
$43.77 - $51.66 $597K - $705K
13.6K $653K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
83.8K
New
$7.31 - $8.06 $613K - $676K
83.8K $645K
CRM
Salesforce, Inc.

Technology
1.87K
New
$270.87 - $367.87 $506K - $688K
1.87K $624K
PAA
Plains All American Pipeline LP

Energy
35.5K
New
$16.27 - $18.67 $577K - $662K
35.5K $605K
MO
Altria Group, Inc.

Consumer Defensive
11.5K
New
$49.06 - $57.74 $566K - $666K
11.5K $603K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.59K
New
$126.68 - $134.74 $581K - $618K
4.59K $585K
INTU
Intuit Inc

Technology
925
New
$602.01 - $706.25 $557K - $653K
925 $581K
SFL
Sfl Corp Ltd.

Industrials
55.7K
New
$9.72 - $11.76 $541K - $655K
55.7K $568K
CNQ
Canadian Natural Resources LTD

Energy
18.4K
New
$29.51 - $37.6 $542K - $690K
18.4K $566K
MPC
Marathon Petroleum Corp

Energy
4K
New
$131.65 - $174.84 $527K - $699K
4K $558K
SPH
Suburban Propane Partners LP

Utilities
32.2K
New
$17.0 - $19.85 $548K - $640K
32.2K $554K
SSO
Proshares Ultra S&P 500

ETFs
5.81K
New
$87.92 - $99.73 $510K - $579K
5.81K $537K
GOOG
Alphabet Inc.

Communication Services
2.81K
New
$163.08 - $198.16 $458K - $557K
2.81K $535K
CRS
Carpenter Technology Corp

Industrials
3.06K
New
$149.5 - $196.14 $457K - $599K
3.06K $518K
CVX
Chevron Corp

Energy
3.48K
New
$141.15 - $162.53 $491K - $566K
3.48K $504K
BSX
Boston Scientific Corp

Healthcare
5.59K
New
$83.62 - $91.5 $467K - $511K
5.59K $499K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
3.98K
New
$109.13 - $130.93 $434K - $520K
3.98K $496K
IVE
Ishares S&P 500 Value ETF

ETFs
2.59K
New
$189.5 - $206.17 $490K - $533K
2.59K $493K
XLP
Consumer Staples Sector Spdr

ETFs
6.32K
New
N/A
6.32K $480K
CCJ
Cameco Corp

Energy
9.11K
New
$48.64 - $61.14 $443K - $557K
9.11K $467K
JPM
Jpmorgan Chase & CO

Financial Services
1.86K
New
$205.18 - $250.29 $381K - $465K
1.86K $445K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16K
New
$26.93 - $84.95 $430K - $1.36M
16K $436K
SOXX
Ishares Semiconductor ETF

ETFs
2.01K
New
$211.27 - $239.8 $424K - $481K
2.01K $432K
XLI
Industrial Sector Spdr

ETFs
3.27K
New
$131.76 - $143.99 $431K - $471K
3.27K $431K
XLY
Select Sector Spdr Consumer Di

ETFs
1.92K
New
$194.8 - $239.43 $375K - $460K
1.92K $431K
CNA
Cna Financial Corp

Financial Services
8.7K
New
$46.76 - $50.95 $407K - $443K
8.7K $420K
PGR
Progressive Corp

Financial Services
1.74K
New
$239.6 - $268.88 $417K - $468K
1.74K $416K
HNI
Hni Corp

Industrials
8.2K
New
$49.28 - $57.49 $404K - $472K
8.2K $413K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
17.1K
New
$23.02 - $23.23 $394K - $398K
17.1K $395K
IWM
Ishares Russell 2000 ETF

ETFs
1.77K
New
$216.13 - $242.4 $383K - $429K
1.77K $391K
ING
Ing Groep Nv

Financial Services
24.2K
New
$15.1 - $17.73 $365K - $429K
24.2K $379K
KRG
Kite Realty Group Trust

Real Estate
14.7K
New
$24.49 - $27.85 $361K - $410K
14.7K $371K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
15.2K
New
$23.8 - $24.11 $361K - $366K
15.2K $363K
RE
Everest Re Group LTD

Financial Services
972
New
N/A
972 $360K
TRV
Travelers Companies, Inc.

Financial Services
1.49K
New
$225.97 - $266.66 $337K - $398K
1.49K $359K
COST
Costco Wholesale Corp

Consumer Defensive
379
New
$873.59 - $994.69 $331K - $377K
379 $347K
HDV
Ishares Core High Dividend ETF

ETFs
3.07K
New
$110.82 - $121.28 $340K - $372K
3.07K $344K
MGK
Vanguard Mega Cap Growth ETF

ETFs
927
New
$316.94 - $357.88 $294K - $332K
927 $318K
ITB
Ishares Tr

ETFs
3.01K
New
$103.31 - $129.34 $311K - $389K
3.01K $310K
AXP
American Express CO

Financial Services
1.04K
New
$267.35 - $305.57 $278K - $318K
1.04K $308K
XLK
Technology Sector Spdr

ETFs
1.25K
New
$220.26 - $241.44 $276K - $303K
1.25K $291K
Activity Summary
Buys All Purchases 126 New Holdings 122 Increased Positions 4 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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