Portfolio (Quarterly)
Guide ↗
Wealthstar Advisors, LLC
· CIK 0001602224| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IYK | ISHARES TR | — | 25,940 | $1.8M | 0.70% | SOLD |
| 2 | IYC | ISHARES TR | — | 16,840 | $1.8M | 0.70% | SOLD |
| 3 | — | BERKSHIRE HATHAWAY INC DEL | — | 2 | $1.5M | 0.59% | SOLD |
| 4 | GEV | GE VERNOVA INC | Utilities | 2,200 | $1.4M | 0.53% | SOLD |
| 5 | CTVA | CORTEVA INC | Basic Materials | 17,460 | $1.2M | 0.47% | SOLD |
| 6 | NOBL | PROSHARES TR | — | 11,235 | $1.2M | 0.46% | SOLD |
| 7 | SRAD | SPORTRADAR GROUP AG | Technology | 39,863 | $1.1M | 0.42% | SOLD |
| 8 | MPC | MARATHON PETE CORP | Energy | 4,000 | $771K | 0.30% | SOLD |
| 9 | INTU | INTUIT | Technology | 925 | $632K | 0.25% | SOLD |
| 10 | VUG | VANGUARD INDEX FDS | — | 1,282 | $615K | 0.24% | SOLD |
| 11 | — | INVESCO EXCH TRD SLF IDX FD | — | 19,767 | $456K | 0.18% | SOLD |
| 12 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,480 | $418K | 0.17% | SOLD |
| 13 | HDV | ISHARES TR | — | 3,070 | $376K | 0.15% | SOLD |
| 14 | XLK | SELECT SECTOR SPDR TR | — | 1,254 | $353K | 0.14% | SOLD |
| 15 | OKLO | OKLO INC | Utilities | 3,044 | $340K | 0.13% | SOLD |
| 16 | ITB | ISHARES TR | — | 2,812 | $302K | 0.12% | SOLD |
| 17 | AVGO | BROADCOM INC | Technology | 847 | $280K | 0.11% | SOLD |
| 18 | UFOX | ETF SER SOLUTIONS | — | 4,421 | $273K | 0.11% | SOLD |
| 19 | VTV | VANGUARD INDEX FDS | — | 1,420 | $265K | 0.10% | SOLD |
| 20 | GD | GENERAL DYNAMICS CORP | Industrials | 731 | $249K | 0.10% | SOLD |
Sector Allocation
Financial Services
28.7%
Technology
22.5%
Healthcare
8.4%
Energy
8.2%
Industrials
8.0%
Communication Services
6.7%
Real Estate
5.5%
Basic Materials
4.3%
Utilities
3.7%
Consumer Cyclical
3.0%