Wealthstar Advisors, LLC Portfolio Holdings by Sector
Wealthstar Advisors, LLC
- $123 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY SHY QQQ OUNZ VEA VGLT VGSH AVEM 16 stocks |
$89,936
72.93% of portfolio
|
  16  
|
- |
  13  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$24,892
20.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$2,463
2.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
JLL 1 stocks |
$1,657
1.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$1,157
0.94% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR MSFT 2 stocks |
$683
0.55% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
WTBA 1 stocks |
$631
0.51% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$546
0.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$486
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$320
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$285
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$263
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|