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
$144B
$416,000 0.19% of portfolio
1,740
Q4 2024 New
$2.06B
$413,000 0.19% of portfolio
8,204
Q4 2024 New
$13.3B
$420,000 0.19% of portfolio
8,700
Q4 2024 New
$62.4B
$379,000 0.17% of portfolio
24,203
Q4 2024 New
$5.07B
$371,000 0.17% of portfolio
14,728
Q4 2024 New
$14.5B
$360,000 0.16% of portfolio
972
Q4 2024 New
$434B
$347,000 0.16% of portfolio
379
Q4 2024 New
$57.5B
$359,000 0.16% of portfolio
1,491
Q4 2024 New
$237B
$308,000 0.14% of portfolio
1,041
Q4 2024 New
$58B
$286,000 0.13% of portfolio
538
Q4 2024 New
$2.64B
$251,000 0.11% of portfolio
11,152
Q4 2024 New
$33.9B
$252,000 0.11% of portfolio
489
Q4 2024 New
$169B
$237,000 0.11% of portfolio
10,430
Q4 2024 New
$84.1B
$205,000 0.09% of portfolio
557
Q4 2024 New
$3.08B
$178,000 0.08% of portfolio
10,230
Q4 2024 New
$25.8B
$145,000 0.07% of portfolio
32,923
Q4 2024 New
-
$0 0.0% of portfolio
-
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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