Portfolio (Quarterly)
Guide ↗
Wealthstar Advisors, LLC
· CIK 0001602224| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | VTC | VANGUARD SCOTTSDALE FDS | — | 6,055 | $470K | 0.21% | SOLD |
| 22 | UNM | UNUM GROUP | Financial Services | 5,953 | $461K | 0.20% | SOLD |
| 23 | TLH | ISHARES TR | — | 4,522 | $460K | 0.20% | SOLD |
| 24 | TBIL | RBB FD INC | — | 8,920 | $445K | 0.20% | SOLD |
| 25 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 5,162 | $433K | 0.19% | SOLD |
| 26 | TMUS | T-MOBILE US INC | Communication Services | 2,098 | $426K | 0.19% | SOLD |
| 27 | ONEQ | FIDELITY COMWLTH TR | — | 3,986 | $364K | 0.16% | SOLD |
| 28 | SAP | SAP SE | Technology | 1,414 | $343K | 0.15% | SOLD |
| 29 | SE | SEA LTD | Consumer Cyclical | 2,679 | $342K | 0.15% | SOLD |
| 30 | CVX | CHEVRON CORP NEW | Energy | 1,900 | $290K | 0.13% | SOLD |
| 31 | TRV | TRAVELERS COMPANIES INC | Financial Services | 977 | $283K | 0.12% | SOLD |
| 32 | VGT | VANGUARD WORLD FD | — | 366 | $276K | 0.12% | SOLD |
| 33 | FNDX | SCHWAB STRATEGIC TR | — | 9,552 | $260K | 0.11% | SOLD |
| 34 | — | BERKSHIRE HATHAWAY INC DEL | — | 469 | $236K | 0.10% | SOLD |
| 35 | GOOGL | ALPHABET INC | Communication Services | 701 | $219K | 0.10% | SOLD |
| 36 | TYGO | TIGO ENERGY INC | Energy | 29,387 | $41K | 0.02% | 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%