WA
| |
Wealthstar Advisors, LLC13F | |
| Wealthstar Advisors, LLC | |
| Last update 2025-04-25 | 134 Stocks (25 new) |
| Value $218.00 Mil | Turnover 19 % |
Wealthstar Advisors, LLC Top Holdings of 2025-03-31
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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
| 296,112 | 41,571.2 | -0.17% | 19.030 | -0.04% | 0.920 | +59.92% | +10.17% | 5,657.7 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 107,842 | 11,721.3 | -50.45% | 5.370 | -5.10% | 0.040 | +3.40% | +4.07% | 27,187.6 | ||
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 110,192 | 8,693.0 | -39.32% | 3.980 | -2.44% | 0.050 | +4.73% | +5.33% | 17,066.3 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 134,772 | 7,058.0 | +3.46% | 3.230 | +0.11% | 0.030 | +2.22% | +4.03% | 21,632.0 | ||
TXN | Texas Instruments Inc | 38,304 | 6,883.2 | -18.39% | 3.150 | -0.70% | 0.000 | +25.75% | +2.79% | 172,446.4 | Semiconductors | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 111,760 | 5,869.6 | -0.65% | 2.690 | -0.02% | 0.040 | +3.74% | +5.34% | 15,548.4 | ||
TBIL | US Treasury 3 Month Bill ETF | 117,247 | 5,863.5 | +59.36% | 2.680 | +1.00% | 0.110 | +1.02% | +2.30% | 5,806.0 | ||
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 55,201 | 5,727.1 | New Holding | 2.620 | +2.62% | 0.060 | +0.25% | +2.07% | 11,264.2 | ||
VTC | Vanguard Total Corporate ETF | 71,068 | 5,458.0 | New Holding | 2.500 | +2.50% | 0.450 | +3.14% | +3.88% | 1,175.2 | ||
GVI |
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
| 48,163 | 5,106.3 | -18.59% | 2.340 | -0.50% | 0.150 | +1.66% | +3.75% | 3,496.7 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -5.10% | 105.1 ($107.75) 109.61 | $108.70 | 0.89% | Reduce -50.45% | 107,842 | -109,812 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | New Buy New Buy | +2.62% | 97.25 ($101.36) 104.79 | $99.61 | -1.73% | New holding | 55,201 | 55,201 | |
VTC | Vanguard Total Corporate ETF | 2025-03-31 | New Buy New Buy | +2.50% | 74.74 ($76.24) 77.39 | $76.81 | 0.74% | New holding | 71,068 | 71,068 | |
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -2.44% | 78.51 ($79.37) 80.13 | $80.50 | 1.42% | Reduce -39.32% | 110,192 | -71,389 | |
NUSI | NEOS Nasdaq-100 | 2025-03-31 | Sold Out Sold Out | -1.49% | 25.92 ($38.56) 53.72 | $26.78 | -30.55% | Sold Out | 0 | -131,614 | |
QQQH |
NEOS Nasdaq-100 Hedged Equity Income ETF
NEOS Nasdaq-100 Hedged Equity Income ETF
| 2025-03-31 | New Buy New Buy | +1.47% | 48.82 ($51.72) 53.72 | $52.73 | 1.95% | New holding | 65,759 | 65,759 | |
IYK | iShares U.S. Consumer Staples ETF | 2025-03-31 | New Buy New Buy | +1.15% | 63.29 ($67.9) 71.8 | $70.48 | 3.80% | New holding | 35,034 | 35,034 | |
TBIL | US Treasury 3 Month Bill ETF | 2025-03-31 | Add Add | +1.00% | 49.85 ($49.94) 50.04 | $49.94 | 0% | Add 59.36% | 117,247 | 43,672 | |
IYJ | iShares U.S. Industrials ETF | 2025-03-31 | Sold Out Sold Out | -0.84% | 127.48 ($135.56) 142 | $146.65 | 8.18% | Sold Out | 0 | -14,411 | |
AFL | Aflac Inc | 2025-03-31 | New Buy New Buy | +0.82% | 100.99 ($106.07) 111.19 | $102.39 | -3.47% | New holding | 16,074 | 16,074 |
Wealthstar Advisors, LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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Wealthstar Advisors, LLC's Hypothetical Growth since 2025-03-31
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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