Wealthstar Advisors, LLC Reduced Holdings in Q1 2025

Wealthstar Advisors, LLC

  • $208 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-110K
- 50.45%
$105.1 - $109.61 $11.5M - $12M
108K $11.7M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-498
- 0.17%
$135.34 - $188.66 $67.4K - $94K
296K $41.6M
HYG
Ishares Tr

ETFs
-71.4K
- 39.32%
$78.51 - $80.11 $5.6M - $5.72M
110K $8.69M
TXN
Texas Instruments Inc

Technology
-8.63K
- 18.39%
N/A
38.3K $7.45M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.44K
- 33.99%
$190.26 - $242.06 $1.03M - $1.32M
10.6K $2.01M
NVDA
Nvidia Corp

Technology
-7.77K
- 40.32%
$106.98 - $149.43 $831K - $1.16M
11.5K $1.25M
PANW
Palo Alto Networks Inc

Technology
-5.78K
- 54.6%
$167.82 - $208.28 $970K - $1.2M
4.81K $820K
GVI
Ishares Tr

ETFs
-11K
- 18.59%
$103.49 - $106.02 $1.14M - $1.17M
48.2K $5.11M
CHD
Church & Dwight CO Inc

Consumer Defensive
-10.1K
- 66.08%
$101.42 - $113.2 $1.03M - $1.14M
5.19K $571K
IAU
Ishares Gold Trust

ETFs
-17.3K
- 28.36%
$49.74 - $58.96 $858K - $1.02M
43.6K $2.57M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.16K
- 11.95%
$140.44 - $166.79 $163K - $194K
8.55K $1.2M
AAPL
Apple Inc.

Technology
-201
- 2.17%
$209.68 - $247.1 $42.1K - $49.7K
9.05K $2.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-463
- 30.62%
$554.06 - $615.85 $257K - $285K
1.05K $589K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-285
- 7.99%
$360.07 - $417.26 $103K - $119K
3.28K $1.19M
MAIN
Main Street Capital Corp

Financial Services
-2.94K
- 12.96%
$54.71 - $63.1 $161K - $185K
19.7K $1.11M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-3.84K
- 10.39%
$50.03 - $50.27 $192K - $193K
33.1K $1.66M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
-25.1K
- 29.89%
$7.63 - $8.31 $191K - $208K
58.8K $473K
VUG
Vanguard Growth ETF

ETFs
-212
- 13.15%
$369.1 - $427.61 $78.2K - $90.7K
1.4K $519K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-273
- 6.87%
$109.48 - $136.56 $29.9K - $37.3K
3.7K $405K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-3.72K
- 21.74%
$23.03 - $23.17 $85.8K - $86.3K
13.4K $308K
SPY
Spdr S&P 500 ETF Trust

ETFs
-30
- 1.2%
$551.42 - $612.93 $16.5K - $18.4K
2.47K $1.38M
SSO
Proshares Ultra S&P 500

ETFs
-79
- 1.36%
$80.57 - $100.21 $6.37K - $7.92K
5.73K $473K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-48
- 5.54%
$468.34 - $539.52 $22.5K - $25.9K
818 $383K
CRS
Carpenter Technology Corp

Industrials
-467
- 15.28%
$172.39 - $212.53 $80.5K - $99.3K
2.59K $469K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.4K
- 15.94%
$30.73 - $32.26 $42.9K - $45.1K
7.37K $226K
VTV
Vanguard Value ETF

ETFs
-278
- 16.37%
$167.73 - $179.21 $46.6K - $49.8K
1.42K $245K
HSBC
Hsbc Holdings PLC

Financial Services
-2.53K
- 18.86%
$48.68 - $61.58 $123K - $156K
10.9K $625K
IWM
Ishares Russell 2000 ETF

ETFs
-6
- 0.34%
$198.1 - $229.79 $1.19K - $1.38K
1.77K $352K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-229
- 4.99%
$126.11 - $135.06 $28.9K - $30.9K
4.36K $562K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-724
- 3.29%
$29.82 - $30.1 $21.6K - $21.8K
21.3K $640K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-477
- 3.03%
$49.67 - $51.43 $23.7K - $24.5K
15.3K $779K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-397
- 10.88%
$74.85 - $84.89 $29.7K - $33.7K
3.25K $265K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-561
- 2.68%
$32.5 - $33.3 $18.2K - $18.7K
20.4K $676K
Aegon LTD
-7.05K
- 6.9%
N/A
95K $0
TRV
Travelers Companies, Inc.

Financial Services
-108
- 7.24%
$232.43 - $265.13 $25.1K - $28.6K
1.38K $365K
ENB
Enbridge Inc

Energy
-478
- 3.0%
$41.54 - $45.45 $19.9K - $21.7K
15.5K $685K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-50
- 0.44%
$97.38 - $104.52 $4.87K - $5.23K
11.2K $1.15M
MPLX
Mplx LP

Energy
-644
- 4.72%
$47.88 - $54.65 $30.8K - $35.2K
13K $695K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-732
- 0.65%
$50.82 - $52.7 $37.2K - $38.6K
112K $5.87M
WPC
W. P. Carey Inc.

Real Estate
-539
- 3.4%
$53.5 - $65.05 $28.8K - $35.1K
15.3K $965K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-606
- 0.46%
$20.96 - $23.51 $12.7K - $14.2K
130K $2.91M
PDI
Pimco Dynamic Income Fund

Financial Services
-223
- 0.2%
$18.51 - $20.05 $4.13K - $4.47K
113K $2.24M
XOM
Exxon Mobil Corp

Energy
-127
- 0.76%
$105.44 - $118.93 $13.4K - $15.1K
16.6K $1.98M
Activity Summary
Buys All Purchases 78 New Holdings 25 Increased Positions 53 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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