Portfolio (Quarterly)
Guide ↗
Wealthstar Advisors, LLC
· CIK 0001602224| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IYF | ISHARES TR | — | 20,943 | $2.7M | 1.19% | SOLD |
| 2 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 15,577 | $1.8M | 0.79% | SOLD |
| 3 | PH | PARKER-HANNIFIN CORP | Industrials | 1,690 | $1.5M | 0.65% | SOLD |
| 4 | KGC | KINROSS GOLD CORP | Basic Materials | 52,098 | $1.5M | 0.65% | SOLD |
| 5 | ABT | ABBOTT LABS | Healthcare | 11,591 | $1.5M | 0.64% | SOLD |
| 6 | VTR | VENTAS INC | Real Estate | 18,139 | $1.4M | 0.62% | SOLD |
| 7 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 7,856 | $1.3M | 0.59% | SOLD |
| 8 | LLY | ELI LILLY & CO | Healthcare | 1,169 | $1.3M | 0.55% | SOLD |
| 9 | JNJ | JOHNSON & JOHNSON | Healthcare | 5,644 | $1.2M | 0.51% | SOLD |
| 10 | HCA | HCA HEALTHCARE INC | Healthcare | 2,162 | $1.0M | 0.44% | SOLD |
| 11 | — | NATWEST GROUP PLC | — | 40,576 | $710K | 0.31% | SOLD |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 3,799 | $675K | 0.30% | SOLD |
| 13 | — | ENTERGY CORP NEW | — | 6,946 | $642K | 0.28% | SOLD |
| 14 | TRP | TC ENERGY CORP | Energy | 11,300 | $622K | 0.27% | SOLD |
| 15 | MUB | ISHARES TR | — | 5,754 | $616K | 0.27% | SOLD |
| 16 | CNA | CNA FINL CORP | Financial Services | 12,695 | $606K | 0.27% | SOLD |
| 17 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 6,134 | $585K | 0.26% | SOLD |
| 18 | ORI | OLD REP INTL CORP | Financial Services | 11,961 | $546K | 0.24% | SOLD |
| 19 | PANW | PALO ALTO NETWORKS INC | Technology | 2,754 | $507K | 0.22% | SOLD |
| 20 | AFL | AFLAC INC | Financial Services | 4,343 | $479K | 0.21% | SOLD |
Sector Allocation
Technology
43.8%
Financial Services
25.0%
Industrials
9.1%
Energy
8.8%
Utilities
3.5%
Real Estate
3.0%
Healthcare
2.7%
Consumer Cyclical
1.8%
Consumer Defensive
1.2%
Communication Services
1.1%