Avestar Capital, LLC Reduced Holdings in Q3 2025

Avestar Capital, LLC

  • $1.49 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-22.1K
- 24.61%
$695.21 - $791.73 $15.4M - $17.5M
67.8K $49.8M
PULS
Pgim ETF Tr

ETFs
-144K
- 55.16%
$49.58 - $49.83 $7.14M - $7.17M
117K $5.83M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-56.9K
- 13.98%
$50.52 - $50.75 $2.88M - $2.89M
350K $17.8M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-63.1K
- 8.64%
$40.49 - $40.7 $2.55M - $2.57M
667K $27.1M
VTI
Vanguard Total Stock Market Et

ETFs
-8.76K
- 50.05%
$303.93 - $329.86 $2.66M - $2.89M
8.74K $2.87M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-33.9K
- 7.78%
$50.37 - $50.7 $1.71M - $1.72M
401K $20.4M
PUBM
Pub Matic, Inc.

Technology
-25K
- 8.2%
$7.82 - $13.67 $196K - $342K
280K $2.32M
PG
Procter & Gamble CO

Consumer Defensive
-4.38K
- 8.93%
$150.47 - $161.22 $659K - $706K
44.7K $6.87M
NFLX
Netflix Inc

Communication Services
-37
- 0.6%
$1147.87 - $1297.18 $42.5K - $48K
6.13K $7.35M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.11K
- 2.15%
$211.65 - $238.24 $869K - $978K
187K $41M
ISRG
Intuitive Surgical Inc

Healthcare
-598
- 10.44%
$433.66 - $544.47 $259K - $326K
5.13K $2.29M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-5.64K
- 18.59%
$225.11 - $247.9 $1.27M - $1.4M
24.7K $6.1M
LLY
Eli Lilly & CO

Healthcare
-803
- 10.71%
$625.65 - $812.69 $502K - $653K
6.7K $5.11M
DE
Deere & CO

Industrials
-1.13K
- 31.3%
$457.26 - $524.37 $515K - $590K
2.47K $1.13M
ACN
Accenture PLC

Technology
-1.92K
- 49.74%
$232.56 - $304.78 $446K - $584K
1.94K $477K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13.2K
- 4.36%
$50.47 - $50.74 $667K - $670K
290K $14.7M
PM
Philip Morris International Inc.

Consumer Defensive
-800
- 3.09%
$157.77 - $183.27 $126K - $147K
25.1K $4.07M
INDA
Ishares Msci India Index Fund

ETFs
-9.15K
- 20.89%
$51.98 - $55.84 $476K - $511K
34.7K $1.8M
COST
Costco Wholesale Corp

Consumer Defensive
-292
- 5.23%
$915.95 - $994.57 $267K - $290K
5.3K $4.9M
INTU
Intuit Inc

Technology
-208
- 4.51%
$646.03 - $807.39 $134K - $168K
4.4K $3.01M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-8.61K
- 6.87%
$70.85 - $76.96 $610K - $662K
117K $8.88M
KO
Coca Cola CO

Consumer Defensive
-5.83K
- 14.35%
$65.67 - $71.67 $383K - $418K
34.8K $2.31M
FLIN
Franklin Templeton ETF Tr

ETFs
-12.7K
- 38.69%
$37.28 - $39.98 $473K - $507K
20.1K $749K
CRM
Salesforce, Inc.

Technology
-495
- 4.25%
$231.66 - $273.65 $115K - $135K
11.1K $2.64M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.2K
- 15.73%
$182.33 - $194.5 $766K - $817K
22.5K $4.38M
TDG
Trans Digm Group Inc

Industrials
-225
- 21.84%
$1271.04 - $1620.83 $286K - $365K
805 $1.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.68K
- 8.02%
$459.11 - $506.91 $772K - $853K
19.3K $9.69M
IBM
International Business Machines Corp

Technology
-1.34K
- 18.76%
$234.77 - $292.47 $314K - $391K
5.79K $1.63M
BSX
Boston Scientific Corp

Healthcare
-2.69K
- 14.77%
$97.03 - $108.14 $261K - $291K
15.5K $1.52M
HON
Honeywell International Inc

Industrials
-1.26K
- 16.59%
$207.7 - $240.4 $262K - $303K
6.34K $1.33M
IGV
Ishares Expanded Tech Software

ETFs
-7.13K
- 10.07%
$105.96 - $117.79 $755K - $839K
63.6K $7.32M
CL
Colgate Palmolive CO

Consumer Defensive
-4.22K
- 53.86%
$79.36 - $93.33 $335K - $394K
3.62K $289K
MS
Morgan Stanley

Financial Services
-4.8K
- 24.37%
$139.09 - $161.16 $668K - $774K
14.9K $2.37M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-10K
- 7.62%
$15.39 - $17.94 $154K - $180K
122K $1.94M
MA
Mastercard Inc

Financial Services
-772
- 10.91%
$550.18 - $598.96 $425K - $462K
6.31K $3.59M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-6.15K
- 21.85%
$25.5 - $35.2 $157K - $217K
22K $561K
DIS
Walt Disney CO

Communication Services
-1.59K
- 8.6%
$112.25 - $124.0 $179K - $197K
16.9K $1.94M
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
-7.49K
- 1.84%
$49.7 - $49.94 $372K - $374K
400K $20M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-6.29K
- 7.14%
$96.83 - $101.71 $609K - $640K
81.9K $8.32M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.09K
- 11.47%
$194.44 - $206.51 $600K - $637K
23.8K $4.92M
UNP
Union Pacific Corp

Industrials
-1.55K
- 34.32%
$214.91 - $237.16 $332K - $367K
2.96K $699K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-5.66K
- 6.22%
$59.81 - $60.11 $338K - $340K
85.3K $5.11M
CMCSA
Comcast Corp

Communication Services
-6.68K
- 25.76%
$31.41 - $36.33 $210K - $243K
19.3K $604K
SPGI
S&P Global Inc.

Financial Services
-422
- 15.38%
$484.94 - $564.15 $205K - $238K
2.32K $1.13M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-239
- 5.81%
$366.54 - $479.53 $87.6K - $115K
3.87K $1.52M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-33
- 9.88%
$5364.25 - $5815.92 $177K - $192K
301 $1.63M
EFG
Msci Eafe Growth ETF

ETFs
-3.06K
- 12.37%
$106.99 - $114.46 $327K - $350K
21.7K $2.47M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.58K
- 49.53%
$68.24 - $73.73 $313K - $338K
4.67K $342K
CI
Cigna Corp

Healthcare
-497
- 14.83%
$262.23 - $334.39 $130K - $166K
2.85K $822K
Activity Summary
Buys All Purchases 150 New Holdings 34 Increased Positions 116 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 26 Puts 20
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