WA
| |
Wealthstar Advisors, LLC13F | |
| Wealthstar Advisors, LLC | |
| Last update 2025-07-24 | 140 Stocks (18 new) |
| Value $266.00 Mil | Turnover 22 % |
Wealthstar Advisors, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPXL |
Direxion Daily S&P 500 Bull 3X Shares
Direxion Daily S&P 500 Bull 3X Shares
| 481,825 | 83,611.1 | +62.72% | 31.470 | +12.13% | 1.570 | +52.05% | +11.23% | 5,712.2 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 95,492 | 10,466.9 | -11.45% | 3.940 | -0.61% | 0.040 | +2.29% | +4.01% | 27,171.4 | ||
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 104,012 | 8,388.5 | -5.61% | 3.160 | -0.22% | 0.050 | +3.71% | +5.25% | 17,052.5 | ||
TXN | Texas Instruments Inc | 37,753 | 7,838.3 | -1.44% | 2.950 | -0.05% | 0.000 | +15.51% | +0.61% | 168,792.2 | Semiconductors | |
TBIL | US Treasury 3 Month Bill ETF | 133,289 | 6,663.8 | +13.68% | 2.510 | +0.30% | 0.110 | -0.04% | +0.18% | 5,807.2 | ||
VTC | Vanguard Total Corporate ETF | 85,399 | 6,603.9 | +20.17% | 2.490 | +0.42% | 0.560 | +0.96% | +1.38% | 1,174.2 | ||
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 64,074 | 6,509.9 | +16.07% | 2.450 | +0.34% | 0.060 | -0.60% | +2.03% | 11,259.7 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 121,995 | 6,436.5 | -9.48% | 2.420 | -0.31% | 0.030 | +1.74% | +3.96% | 21,617.6 | ||
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 77,954 | 4,154.2 | -30.25% | 1.560 | -0.81% | 0.030 | +2.84% | +5.23% | 15,532.3 | ||
GVI |
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
| 36,380 | 3,885.0 | -24.46% | 1.460 | -0.57% | 0.110 | +1.17% | +3.67% | 3,494.1 |
Wealthstar Advisors, LLC's Historical Top Holdings Breakdowns
Wealthstar Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPXL |
Direxion Daily S&P 500 Bull 3X Shares
Direxion Daily S&P 500 Bull 3X Shares
| 2025-06-30 | Add Add | +12.13% | 96.11 ($140.9) 173.53 | $186.37 | 32.27% | Add 62.72% | 481,825 | 185,713 | |
IYK | iShares U.S. Consumer Staples ETF | 2025-06-30 | Sold Out Sold Out | -1.15% | 67.29 ($70.45) 72.42 | $70.06 | -0.55% | Sold Out | 0 | -35,034 | |
IYF | iShares U.S. Financials ETF | 2025-06-30 | Reduce Reduce | -0.93% | 99.23 ($112.69) 120.99 | $123.64 | 9.72% | Reduce -89.43% | 2,129 | -18,017 | |
SE | Sea Ltd | 2025-06-30 | New Buy New Buy | +0.89% | 105.57 ($144.55) 170.4 | $157.87 | 9.21% | New holding | 14,775 | 14,775 | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 2025-06-30 | Reduce Reduce | -0.81% | 51.1 ($52.19) 53.29 | $52.97 | 1.49% | Reduce -30.25% | 77,954 | -33,806 | |
IYW | iShares U.S. Technology ETF | 2025-06-30 | Add Add | +0.80% | 122.57 ($151.41) 173.27 | $179.47 | 18.53% | Add 144.38% | 20,897 | 12,346 | |
IAU | iShares Gold Trust | 2025-06-30 | Reduce Reduce | -0.74% | 56.1 ($61.92) 64.74 | $63.53 | 2.60% | Reduce -62.9% | 16,169 | -27,418 | |
IYC |
iShares U.S. Consumer Discretionary ETF
iShares U.S. Consumer Discretionary ETF
| 2025-06-30 | New Buy New Buy | +0.72% | 79.19 ($92.59) 99.64 | $100.73 | 8.79% | New holding | 19,219 | 19,219 | |
GEV | GE Vernova Inc | 2025-06-30 | New Buy New Buy | +0.71% | 271.48 ($414.61) 529.15 | $623.97 | 50.50% | New holding | 3,548 | 3,548 | |
C | Citigroup Inc | 2025-06-30 | Sold Out Sold Out | -0.68% | 58.13 ($72.26) 85.12 | $95.39 | 32.01% | Sold Out | 0 | -20,849 |
Wealthstar Advisors, LLC Total Holding History ($B)
Wealthstar Advisors, LLC's Asset Allocation
Wealthstar Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wealthstar Advisors, LLC's Hypothetical Growth since 2025-06-30
Wealthstar Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wealthstar Advisors, LLC's Holdings Heat Map
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Wealthstar Advisors, LLC's Holdings Bubble Chart
Wealthstar Advisors, LLC News
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