Avestar Capital, LLC Reduced Holdings in Q4 2024

Avestar Capital, LLC

  • $1.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
-100
- 0.99%
$110.82 - $121.28 $11.1K - $12.1K
10K $1.12M
JCI
Johnson Controls International PLC

Industrials
-940
- 12.3%
$74.23 - $86.6 $69.8K - $81.4K
6.7K $529K
O
Realty Income Corp

Real Estate
-176
- 3.39%
$51.76 - $64.71 $9.11K - $11.4K
5.02K $267K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-586
- 5.06%
$86.65 - $94.9 $50.8K - $55.6K
11K $956K
IR
Ingersoll Rand Inc.

Industrials
-364
- 11.1%
$90.46 - $105.35 $32.9K - $38.3K
2.91K $263K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-24
- 0.18%
$174.22 - $187.62 $4.18K - $4.5K
13.1K $2.3M
BDX
Becton Dickinson & CO

Healthcare
-172
- 14.92%
$220.02 - $243.75 $37.8K - $41.9K
981 $222K
CSX
Csx Corp

Industrials
-940
- 9.27%
$31.58 - $36.88 $29.7K - $34.7K
9.2K $296K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-37
- 0.12%
$176.42 - $186.91 $6.53K - $6.92K
29.7K $5.29M
SWKS
Skyworks Solutions, Inc.

Technology
-151
- 5.04%
$83.18 - $99.15 $12.6K - $15K
2.84K $252K
KMB
Kimberly Clark Corp

Consumer Defensive
-46
- 2.36%
$130.37 - $146.09 $6K - $6.72K
1.91K $249K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-160
- 5.59%
$96.64 - $101.23 $15.5K - $16.2K
2.7K $261K
TXN
Texas Instruments Inc

Technology
-146
- 2.71%
N/A
5.23K $1.02M
SHV
Ishares Tr

ETFs
-121
- 3.24%
$109.92 - $110.57 $13.3K - $13.4K
3.61K $397K
YUM
Yum Brands Inc

Consumer Cyclical
-24
- 1.53%
$130.36 - $139.54 $3.13K - $3.35K
1.54K $207K
ZS
Zscaler, Inc.

Technology
-100
- 7.29%
$166.99 - $211.99 $16.7K - $21.2K
1.27K $229K
SAP
Sap Se

Technology
-173
- 7.39%
$218.13 - $255.54 $37.7K - $44.2K
2.17K $533K
FICO
Fair Isaac Corp

Technology
-4
- 2.84%
$1911.01 - $2382.4 $7.64K - $9.53K
137 $272K
AVUS
American Centy ETF Tr Avantis

ETFs
-197
- 2.1%
$94.36 - $102.06 $18.6K - $20.1K
9.17K $889K
IGM
Ishares Expanded Tech Sector E

ETFs
-949
- 5.87%
$94.19 - $106.95 $89.4K - $101K
15.2K $1.55M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
-2.7K
- 3.4%
$26.57 - $28.65 $71.7K - $77.3K
76.6K $2.12M
FTNT
Fortinet, Inc.

Technology
-977
- 15.21%
$76.49 - $99.21 $74.7K - $96.9K
5.45K $514K
KR
Kroger CO

Consumer Defensive
-59
- 1.14%
$55.21 - $63.3 $3.26K - $3.73K
5.1K $311K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-246
- 23.43%
$260.53 - $404.79 $64.1K - $99.6K
804 $307K
BK
Bank Of New York Mellon Corp

Financial Services
-3
- 0.06%
$70.82 - $81.87 $212 - $246
5.01K $384K
TRMB
Trimble Inc.

Technology
-794
- 7.96%
$60.21 - $75.4 $47.8K - $59.9K
9.18K $648K
HOOD
Robinhood Markets, Inc.

Technology
-1.96K
- 19.37%
$22.33 - $43.2 $43.8K - $84.8K
8.17K $304K
VTI
Vanguard Total Stock Market Et

ETFs
-128
- 0.75%
$280.04 - $302.45 $35.8K - $38.7K
17K $4.93M
C
Citigroup Inc

Financial Services
-196
- 1.61%
$61.31 - $72.5 $12K - $14.2K
12K $841K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-293
- 1.27%
$311.11 - $335.64 $91.2K - $98.3K
22.8K $7.33M
SPYG
Spdr Portfolio

ETFs
-3.77K
- 2.45%
$81.74 - $91.38 $308K - $344K
150K $13.2M
V
Visa Inc.

Financial Services
-214
- 1.39%
$273.87 - $320.91 $58.6K - $68.7K
15.2K $4.81M
Activity Summary
Buys All Purchases 360 New Holdings 71 Increased Positions 289 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 31 Puts 9
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