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 SGOL
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,582,748 | 237,175 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,360,365 | 227,857 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,666,732 | 181,112 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,762,981 | 151,014 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,319,532 | 111,319 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,751,867 | 109,855 | Shares | Sole | 2025-01-29 | |
| 2021-03-31 | $166,771 | 10,169 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,649,733 | 90,248 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,590,611 | 87,637 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,528,322 | 89,167 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,459,905 | 162,370 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||