Wealthstar Advisors, LLC Buys Direxion Daily S&P 500 Bull 3X Shares, SPDR Portfolio Intermediate Term Corporate Bond, PIMCO Dynamic Income Fund, Sells iShares iBoxx $ Investment Grade Corporate Bond, iShares Intermediate Credit Bond ETF, EPR Properties

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May 12, 2020
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Investment company Wealthstar Advisors, LLC (Current Portfolio) buys Direxion Daily S&P 500 Bull 3X Shares, SPDR Portfolio Intermediate Term Corporate Bond, PIMCO Dynamic Income Fund, Berkshire Hathaway Inc, Invesco Ultra Short Duration, sells iShares iBoxx $ Investment Grade Corporate Bond, iShares Intermediate Credit Bond ETF, EPR Properties, Bank of America Corp, Valero Energy Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Wealthstar Advisors, LLC. As of 2020Q1, Wealthstar Advisors, LLC owns 58 stocks with a total value of $141 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 (LQD) - 244,679 shares, 21.47% of the total portfolio. Shares reduced by 22.89%
  2. Direxion Daily S&P 500 Bull 3X Shares (SPXL) - 908,976 shares, 16.82% of the total portfolio. Shares added by 124.39%
  3. iShares iBoxx $ High Yield Corporate Bond (HYG) - 242,478 shares, 13.26% of the total portfolio. Shares reduced by 4.04%
  4. iShares Intermediate Government/Credit Bond (GVI) - 153,454 shares, 12.51% of the total portfolio. Shares reduced by 4.6%
  5. SPDR S&P 500 (SPY) - 803,800 shares, 7.35% of the total portfolio.
New Purchase: SPDR Portfolio Intermediate Term Corporate Bond (SPIB)

Wealthstar Advisors, LLC initiated holding in SPDR Portfolio Intermediate Term Corporate Bond. The purchase prices were between $30.81 and $36.22, with an estimated average price of $35.15. The stock is now traded at around $35.24. The impact to a portfolio due to this purchase was 0.91%. The holding were 37,561 shares as of .

New Purchase: PIMCO Dynamic Income Fund (PDI)

Wealthstar Advisors, LLC initiated holding in PIMCO Dynamic Income Fund. The purchase prices were between $17.74 and $33.61, with an estimated average price of $30.1. The stock is now traded at around $22.90. The impact to a portfolio due to this purchase was 0.72%. The holding were 46,029 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

Wealthstar Advisors, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $172.81. The impact to a portfolio due to this purchase was 0.46%. The holding were 3,519 shares as of .

New Purchase: Invesco Ultra Short Duration (GSY)

Wealthstar Advisors, LLC initiated holding in Invesco Ultra Short Duration. The purchase prices were between $47.6 and $50.24, with an estimated average price of $49.67. The stock is now traded at around $50.13. The impact to a portfolio due to this purchase was 0.4%. The holding were 11,364 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.A)

Wealthstar Advisors, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $240000 and $344970, with an estimated average price of $319779. The stock is now traded at around $260000.00. The impact to a portfolio due to this purchase was 0.19%. The holding were 1 shares as of .

New Purchase: Blackrock Muniholdings Fund II , Inc (MUH)

Wealthstar Advisors, LLC initiated holding in Blackrock Muniholdings Fund II , Inc. The purchase prices were between $10.89 and $16.45, with an estimated average price of $15.03. The stock is now traded at around $13.69. The impact to a portfolio due to this purchase was 0.15%. The holding were 14,850 shares as of .

Added: Direxion Daily S&P 500 Bull 3X Shares (SPXL)

Wealthstar Advisors, LLC added to a holding in Direxion Daily S&P 500 Bull 3X Shares by 124.39%. The purchase prices were between $17.55 and $75.83, with an estimated average price of $57.57. The stock is now traded at around $34.24. The impact to a portfolio due to this purchase was 9.32%. The holding were 908,976 shares as of .

Added: AT&T Inc (T)

Wealthstar Advisors, LLC added to a holding in AT&T Inc by 116.13%. The purchase prices were between $26.77 and $39.37, with an estimated average price of $36.28. The stock is now traded at around $28.89. The impact to a portfolio due to this purchase was 0.17%. The holding were 15,064 shares as of .

Added: SPDR S&P 500 (SPY)

Wealthstar Advisors, LLC added to a holding in SPDR S&P 500 by 31.11%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $305.03. The stock is now traded at around $286.67. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,690 shares as of .

Added: Exxon Mobil Corp (XOM)

Wealthstar Advisors, LLC added to a holding in Exxon Mobil Corp by 23.18%. The purchase prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $44.12. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,819 shares as of .

Added: Invesco Ltd (IVZ)

Wealthstar Advisors, LLC added to a holding in Invesco Ltd by 25.41%. The purchase prices were between $7.61 and $18.89, with an estimated average price of $15.33. The stock is now traded at around $7.24. The impact to a portfolio due to this purchase was 0.05%. The holding were 38,000 shares as of .

Sold Out: EPR Properties (EPR)

Wealthstar Advisors, LLC sold out a holding in EPR Properties. The sale prices were between $13.92 and $73.17, with an estimated average price of $57.98.

Sold Out: Valero Energy Corp (VLO)

Wealthstar Advisors, LLC sold out a holding in Valero Energy Corp. The sale prices were between $32.62 and $96.89, with an estimated average price of $73.41.

Sold Out: Bank of America Corp (BAC)

Wealthstar Advisors, LLC sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.

Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)

Wealthstar Advisors, LLC sold out a holding in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $119.13 and $199.18, with an estimated average price of $176.08.

Sold Out: Marathon Petroleum Corp (MPC)

Wealthstar Advisors, LLC sold out a holding in Marathon Petroleum Corp. The sale prices were between $16.62 and $61.91, with an estimated average price of $46.65.

Sold Out: Alerian MLP (AMLP)

Wealthstar Advisors, LLC sold out a holding in Alerian MLP. The sale prices were between $2.73 and $8.4, with an estimated average price of $6.48.



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