Wealthstar Advisors, LLC Buys iShares National Muni Bond ETF, Apollo Global Management Inc, SPDR Gold Trust, Sells PIMCO Dynamic Income Fund, SPDR Barclays Intermediate Term Corporate Bond ETF, Apollo Global Management Inc

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Jan 24, 2020
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Investment company Wealthstar Advisors, LLC (Current Portfolio) buys iShares National Muni Bond ETF, Apollo Global Management Inc, SPDR Gold Trust, Invesco, Apple Inc, sells PIMCO Dynamic Income Fund, SPDR Barclays Intermediate Term Corporate Bond ETF, Apollo Global Management Inc, Berkshire Hathaway Inc, Invesco Ultra Short Duration ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Wealthstar Advisors, LLC. As of 2019Q4, Wealthstar Advisors, LLC owns 81 stocks with a total value of $160 million. These are the details of the buys and sells.

For the details of Wealthstar Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealthstar+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wealthstar Advisors, LLC
  1. iShares iBoxx $ Investment Grade Corporate Bond ET (LQD) - 317,292 shares, 25.36% of the total portfolio. Shares added by 3.05%
  2. Direxion Daily S&P 500 Bull 3X Shares (SPXL) - 405,086 shares, 16.72% of the total portfolio. Shares reduced by 0.33%
  3. iShares iBoxx $ High Yield Corporate Bond ETF (HYG) - 252,681 shares, 13.88% of the total portfolio. Shares reduced by 1.09%
  4. iShares Intermediate Government/Credit Bond ETF (GVI) - 160,849 shares, 11.32% of the total portfolio. Shares added by 9.79%
  5. iShares Intermediate Credit Bond ETF (IGIB) - 112,082 shares, 4.06% of the total portfolio. Shares reduced by 3.08%
New Purchase: Apollo Global Management Inc (APO)

Wealthstar Advisors, LLC initiated holding in Apollo Global Management Inc. The purchase prices were between $35.71 and $48.25, with an estimated average price of $42.86. The stock is now traded at around $52.14. The impact to a portfolio due to this purchase was 0.43%. The holding were 14,325 shares as of .

New Purchase: Alerian MLP ETF (AMLP)

Wealthstar Advisors, LLC initiated holding in Alerian MLP ETF. The purchase prices were between $7.68 and $8.83, with an estimated average price of $8.28. The stock is now traded at around $8.44. The impact to a portfolio due to this purchase was 0.07%. The holding were 12,500 shares as of .

Added: iShares National Muni Bond ETF (MUB)

Wealthstar Advisors, LLC added to a holding in iShares National Muni Bond ETF by 164.95%. The purchase prices were between $113.18 and $114.61, with an estimated average price of $113.91. The stock is now traded at around $115.29. The impact to a portfolio due to this purchase was 0.57%. The holding were 12,776 shares as of .

Added: SPDR Gold Trust (GLD)

Wealthstar Advisors, LLC added to a holding in SPDR Gold Trust by 41.33%. The purchase prices were between $137.01 and $142.9, with an estimated average price of $139.74. The stock is now traded at around $147.12. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,582 shares as of .

Added: Invesco Ltd (IVZ)

Wealthstar Advisors, LLC added to a holding in Invesco Ltd by 45.67%. The purchase prices were between $15.35 and $18.43, with an estimated average price of $17.09. The stock is now traded at around $18.47. The impact to a portfolio due to this purchase was 0.11%. The holding were 30,300 shares as of .

Added: Apple Inc (AAPL)

Wealthstar Advisors, LLC added to a holding in Apple Inc by 20.48%. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $319.23. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,083 shares as of .

Added: SPDR S&P 500 ETF Trust (SPY)

Wealthstar Advisors, LLC added to a holding in SPDR S&P 500 ETF Trust by 33.85%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $331.72. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,289 shares as of .

Added: Vanguard Information Technology ETF (VGT)

Wealthstar Advisors, LLC added to a holding in Vanguard Information Technology ETF by 27.53%. The purchase prices were between $209.61 and $245.73, with an estimated average price of $229.58. The stock is now traded at around $261.61. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,510 shares as of .

Sold Out: PIMCO Dynamic Income Fund (PDI)

Wealthstar Advisors, LLC sold out a holding in PIMCO Dynamic Income Fund. The sale prices were between $32.37 and $33.83, with an estimated average price of $33.

Sold Out: SPDR Barclays Intermediate Term Corporate Bond ETF (SPIB)

Wealthstar Advisors, LLC sold out a holding in SPDR Barclays Intermediate Term Corporate Bond ETF. The sale prices were between $35.06 and $35.42, with an estimated average price of $35.25.

Sold Out: Apollo Global Management Inc (AG31)

Wealthstar Advisors, LLC sold out a holding in Apollo Global Management Inc. The sale prices were between $33 and $43.4, with an estimated average price of $38.39.

Sold Out: Berkshire Hathaway Inc (BRK.A)

Wealthstar Advisors, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $305090 and $340380, with an estimated average price of $326054.

Sold Out: Invesco Ultra Short Duration ETF (GSY)

Wealthstar Advisors, LLC sold out a holding in Invesco Ultra Short Duration ETF. The sale prices were between $50.09 and $50.38, with an estimated average price of $50.23.

Sold Out: OFS Capital Corp (OFS)

Wealthstar Advisors, LLC sold out a holding in OFS Capital Corp. The sale prices were between $10.99 and $12.01, with an estimated average price of $11.56.



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