Wealthstar Advisors, LLC Portfolio Holdings

Wealthstar Advisors, LLC

  • $220 Million
  • Q4 2024

Wealthstar Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $220 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Direxion Daily S&P 500 Bull 3 X with a value of $50M, Ishares Iboxx $ Investment Gra with a value of $23.3M, Ishares Tr with a value of $14.3M, Texas Instruments Inc with a value of $9.13M, and Ishares Trust Ishares 1 5 Year with a value of $6.73M.

Examining the 13F form we can see an increase of $96.8M in the current position value, from $123M to 220M.

Wealthstar Advisors, LLC is based out at Plano, TX

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

Portfolio value $220 Million
ETFs: $152 Million
Technology: $20.3 Million
Financial Services: $15.5 Million
Energy: $10.3 Million
Industrials: $5.89 Million
Consumer Cyclical: $5.12 Million
Communication Services: $3.59 Million
Consumer Defensive: $2.55 Million
Other: $3.38 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$9.13 Million 4.15% of portfolio
46,933
Q4 2024 New
$2.42T
$3.51 Million 1.59% of portfolio
15,997
Q4 2024 New
$0
$2.78 Million 1.26% of portfolio
130,604
Q4 2024 New
$299B
$2.59 Million 1.18% of portfolio
19,268
Q4 2024 New
$3.79T
$2.32 Million 1.05% of portfolio
9,254
Q4 2024 Added 300.78%
$0
$2.08 Million 0.94% of portfolio
113,293
Q4 2024 New
$55.2B
$1.93 Million 0.87% of portfolio
10,587
Q4 2024 New
$0
$1.81 Million 0.82% of portfolio
83,332
Q4 2024 New
$445B
$1.8 Million 0.82% of portfolio
16,735
Q4 2024 Reduced 21.81%
$44.6B
$1.78 Million 0.81% of portfolio
9,981
Q4 2024 New
$290B
$1.71 Million 0.78% of portfolio
7,749
Q4 2024 New
$25.6B
$1.6 Million 0.73% of portfolio
15,299
Q4 2024 New
$422B
$1.36 Million 0.62% of portfolio
2
Q4 2024 New
$4.66B
$1.33 Million 0.6% of portfolio
22,644
Q4 2024 New
$90.8B
$1.18 Million 0.54% of portfolio
1,860
Q4 2024 New
$6.12B
$1.19 Million 0.54% of portfolio
11,912
Q4 2024 New
$6.71B
$1.15 Million 0.52% of portfolio
7,874
Q4 2024 New
$30.8B
$1.12 Million 0.51% of portfolio
44,905
Q4 2024 New
$1.55T
$1.11 Million 0.5% of portfolio
1,883
Q4 2024 New
$3.09T
$971,000 0.44% of portfolio
2,305
Q4 2024 Added 297.41%
$11.6B
$862,000 0.39% of portfolio
15,840
Q4 2024 New
$615B
$847,000 0.38% of portfolio
1,869
Q4 2024 Added 39.06%
$372B
$774,000 0.35% of portfolio
17,630
Q4 2024 New
$2.76B
$722,000 0.33% of portfolio
12,666
Q4 2024 New
$229B
$694,000 0.32% of portfolio
3,157
Q4 2024 New
$43.4B
$673,000 0.31% of portfolio
6,705
Q4 2024 New
$63.2B
$691,000 0.31% of portfolio
35,317
Q4 2024 New
$87.6B
$676,000 0.31% of portfolio
15,946
Q4 2024 New
$376M
$670,000 0.3% of portfolio
86,240
Q4 2024 New
$52.3B
$653,000 0.3% of portfolio
13,645
Q4 2024 New
$209B
$664,000 0.3% of portfolio
13,430
Q4 2024 New
$71B
$651,000 0.3% of portfolio
20,785
Q4 2024 Added 88.07%
$3.86B
$660,000 0.3% of portfolio
38,124
Q4 2024 New
$0
$645,000 0.29% of portfolio
83,837
Q4 2024 New
$342B
$624,000 0.28% of portfolio
1,869
Q4 2024 New
$13.8B
$605,000 0.27% of portfolio
35,470
Q4 2024 New
$93.6B
$603,000 0.27% of portfolio
11,536
Q4 2024 New
$1.46B
$568,000 0.26% of portfolio
55,668
Q4 2024 New
$170B
$581,000 0.26% of portfolio
925
Q4 2024 New
$35B
$566,000 0.26% of portfolio
18,355
Q4 2024 New
$72.7B
$558,000 0.25% of portfolio
4,000
Q4 2024 New
$1.33B
$554,000 0.25% of portfolio
32,233
Q4 2024 New
$1.25T
$535,000 0.24% of portfolio
2,811
Q4 2024 New
$9.35B
$518,000 0.24% of portfolio
3,056
Q4 2024 New
$147B
$499,000 0.23% of portfolio
5,589
Q4 2024 New
$292B
$504,000 0.23% of portfolio
3,480
Q4 2024 New
$23.9B
$496,000 0.23% of portfolio
3,975
Q4 2024 New
$21.4B
$467,000 0.21% of portfolio
9,105
Q4 2024 New
$784B
$445,000 0.2% of portfolio
1,858
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $220 Million
  • Prior Value $123 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 122 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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