Wealthstar Advisors, LLC Portfolio Holdings

Wealthstar Advisors, LLC

  • $208 Million
  • Q1 2025

Wealthstar Advisors, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $208 Million distributed in 134 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 $41.6M, Ishares Iboxx $ Investment Gra with a value of $11.7M, Ishares Tr with a value of $8.69M, Texas Instruments Inc with a value of $7.45M, and Ishares Trust Ishares 1 5 Year with a value of $7.06M.

Examining the 13F form we can see an decrease of $12.6M in the current position value, from $220M to 208M.

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 $208 Million
ETFs: $136 Million
Financial Services: $21.6 Million
Technology: $15.4 Million
Energy: $10.1 Million
Healthcare: $4.53 Million
Communication Services: $3.9 Million
Industrials: $3.78 Million
Real Estate: $3.56 Million
Other: $6.67 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4B
$1.11 Million 0.54% of portfolio
19,709
Q1 2025 Reduced 12.96%
$5.43B
$1.12 Million 0.54% of portfolio
15,252
Q1 2025 New
$4.91B
$941,000 0.45% of portfolio
43,548
Q1 2025 New
$3.99B
$732,000 0.35% of portfolio
41,914
Q1 2025 Added 9.94%
$4.85B
$329,000 0.16% of portfolio
14,728
Q4 2024 New
$2.64B
$252,000 0.12% of portfolio
11,202
Q1 2025 Added 0.45%
$3.23B
$205,000 0.1% of portfolio
10,250
Q1 2025 Added 0.2%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $208 Million
  • Prior Value $220 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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