Avestar Capital, LLC
461 holdingsFiling period: 2026-03-31Current AUM: $1.77Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 858.5K | $149.7M | $172.3M | 9.74% | +3.3K | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 508.6K | $145.9M | $181.4M | 10.25% | +27.6K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 330.9K | $84.0M | $102.2M | 5.77% | +2.6K | 2026-03-31 |
| 4 | META | META PLATFORMS INC | 99.7K | $57.1M | $55.5M | 3.14% | +10.4K | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 208.8K | $43.5M | $56.7M | 3.20% | +3.7K | 2026-03-31 |
| 6 | QQQ | INVESCO QQQ TR | 71.9K | $41.5M | $49.5M | 2.79% | +23.3K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 97.4K | $36.1M | $45.3M | 2.56% | +7.1K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 54.1K | $35.2M | $40.4M | 2.28% | +2.0K | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 83.0K | $25.7M | $32.3M | 1.83% | +19.1K | 2026-03-31 |
| 10 | ACWI | ISHARES TR | 176.6K | $24.4M | $27.6M | 1.56% | +44.7K | 2026-03-31 |
| 11 | ULST | SSGA ACTIVE ETF TR | 590.0K | $23.9M | $23.8M | 1.35% | -33,300 | 2026-03-31 |
| 12 | ICSH | ISHARES TR | 471.8K | $23.9M | $23.9M | 1.35% | +126.1K | 2026-03-31 |
| 13 | TSLA | TESLA INC | 60.5K | $22.5M | $18.8M | 1.06% | +19.6K | 2026-03-31 |
| 14 | GOOGL | ALPHABET INC | 73.1K | $21.0M | $26.0M | 1.47% | -15,170 | 2026-03-31 |
| 15 | IVV | ISHARES TR | 32.0K | $20.9M | $24.0M | 1.36% | -98 | 2026-03-31 |
| 16 | GSST | GOLDMAN SACHS ETF TR | 406.5K | $20.5M | $20.6M | 1.16% | +3.2K | 2026-03-31 |
| 17 | IAUM | ISHARES GOLD TR | 367.8K | $17.2M | $14.8M | 0.84% | +13.2K | 2026-03-31 |
| 18 | GSY | INVESCO ACTIVELY MANAGED EXC | 298.0K | $14.9M | $14.9M | 0.84% | +17.5K | 2026-03-31 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | 222.2K | $14.2M | $15.7M | 0.89% | +132.3K | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 47.8K | $14.1M | $16.8M | 0.95% | +10.9K | 2026-03-31 |
| 21 | DUSB | DIMENSIONAL ETF TRUST | 273.3K | $13.9M | $13.9M | 0.78% | -- | 2026-03-31 |
| 22 | FTSM | FIRST TR EXCHANGE-TRADED FD | 229.1K | $13.7M | $13.7M | 0.77% | +132.0K | 2026-03-31 |
| 23 | SPYG | SPDR SERIES TRUST | 138.7K | $13.6M | $16.2M | 0.92% | +2.0K | 2026-03-31 |
| 24 | NOW | SERVICENOW INC | 126.5K | $13.2M | $14.1M | 0.79% | -5,125 | 2026-03-31 |
| 25 | PM | PHILIP MORRIS INTL INC | 74.1K | $12.3M | $14.2M | 0.80% | +43.5K | 2026-03-31 |
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