Avestar Capital, LLC
Top Portfolio Positions
307 positions ·
$969,982,667 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
858,495 | $149,721,528 | 15.44% | |
| AAPL |
Apple Inc.
Technology
|
330,907 | $83,980,887 | 8.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
99,739 | $57,063,674 | 5.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
208,806 | $43,488,025 | 4.48% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
71,898 | $41,498,087 | 4.28% | |
| MSFT |
Microsoft Corp
Technology
|
97,422 | $36,062,701 | 3.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
54,113 | $35,191,848 | 3.63% | |
| AVGO |
Broadcom Inc.
Technology
|
83,009 | $25,692,115 | 2.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
60,499 | $22,490,503 | 2.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
73,067 | $21,011,146 | 2.17% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AGEN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,940 | 41,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $128,740 | 41,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $157,850 | 41,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $187,370 | 41,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $61,910 | 41,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $113,573 | 41,450 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $227,146 | 41,450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $694,287 | 41,450 | Shares | Sole | 2024-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||