Avestar Capital, LLC Diversified Active

Location: New York, NY

CIK: 0001704404 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 29, 2020

Total Value: $226M (100.0% shares, 0.0% debt)

Holdings (184)

AAPL APPLE INC 9.7%
Value $21.95M Shares 60,156 Est. Cost $41.85 Unrealized +79.4%
AMZN AMAZON COM INC 5.4%
Value $12.23M Shares 4,432 Est. Cost $72.13 Unrealized +67.4%
IWB ISHARES TR 4.2%
Value $9.516M Shares 55,427 Est. Cost $152.00 Unrealized
SPY SPDR S&P 500 ETF TR 3.9%
Value $8.758M Shares 28,402 Est. Cost $273.73 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 3.2%
Value $7.206M Shares 237,652 Est. Cost $30.33 Unrealized
META FACEBOOK INC 3.1%
Value $6.982M Shares 30,747 Est. Cost $186.02 Unrealized +11.5%
QQQ INVESCO QQQ TR 2.9%
Value $6.584M Shares 26,592 Est. Cost $238.95 Unrealized
GLD SPDR GOLD TR 2.5%
Value $5.635M Shares 33,667 Est. Cost $148.25 Unrealized
MSFT MICROSOFT CORP 2.4%
Value $5.452M Shares 26,788 Est. Cost $131.54 Unrealized +31.6%
PG PROCTER AND GAMBLE CO 2.3%
Value $5.311M Shares 44,420 Est. Cost $72.54 Unrealized +40.0%
MINT PIMCO ETF TR 2.0%
Value $4.51M Shares 44,350 Est. Cost $100.36 Unrealized
VUG VANGUARD INDEX FDS 1.7%
Value $3.96M Shares 19,595 Est. Cost $151.04 Unrealized
GOOG ALPHABET INC 1.7%
Value $3.958M Shares 2,800 Est. Cost $58.77 Unrealized +14.0%
FUMB FIRST TR EXCH TRADED FD III 1.6%
Value $3.616M Shares 180,000 Est. Cost $20.10 Unrealized
FMB FIRST TR EXCH TRADED FD III 1.2%
Value $2.693M Shares 48,953 Est. Cost $53.46 Unrealized
IWD ISHARES TR 1.0%
Value $2.376M Shares 21,100 Est. Cost $110.94 Unrealized
IBUY AMPLIFY ETF TR 1.0%
Value $2.363M Shares 33,622 Est. Cost $70.28 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.0%
Value $2.328M Shares 38,784 Est. Cost $59.31 Unrealized
CRM SALESFORCE COM INC 1.0%
Value $2.286M Shares 12,203 Est. Cost $159.46 Unrealized +4.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 1.0%
Value $2.151M Shares 8,485 Est. Cost $87.95 Unrealized +104.6%
SCHG SCHWAB STRATEGIC TR 0.9%
Value $2.115M Shares 20,830 Est. Cost $72.30 Unrealized
HERO GLOBAL X FDS 0.9%
Value $2.094M Shares 90,701 Est. Cost $23.09 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.9%
Value $1.927M Shares 58,321 Est. Cost $33.04 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value $1.875M Shares 48,325 Est. Cost $43.36 Unrealized
IXJ ISHARES TR 0.8%
Value $1.77M Shares 25,727 Est. Cost $57.40 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.8%
Value $1.713M Shares 7,940 Est. Cost $189.92 Unrealized
RDN RADIAN GROUP INC 0.7%
Value $1.557M Shares 100,357 Est. Cost $12.38 Unrealized 0.0%
OKTA OKTA INC 0.7%
Value $1.557M Shares 7,777 Est. Cost $169.77 Unrealized 0.0%
AZO AUTOZONE INC 0.7%
Value $1.557M Shares 1,380 Est. Cost $901.60 Unrealized +16.8%
SGOL ABERDEEN STD GOLD ETF TR 0.7%
Value $1.528M Shares 89,167 Est. Cost $35.35 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.7%
Value $1.479M Shares 11,569 Est. Cost $86.96 Unrealized +11.0%
FSMB FIRST TR EXCH TRADED FD III 0.6%
Value $1.444M Shares 70,368 Est. Cost $20.43 Unrealized
MEAR ISHARES U S ETF TR 0.6%
Value $1.404M Shares 28,000 Est. Cost $49.94 Unrealized
ANGLOGOLD ASHANTI LIMITED 0.6%
Value $1.386M Shares 47,013 Est. Cost $29.48 Unrealized
GOOGL ALPHABET INC 0.6%
Value $1.376M Shares 970 Est. Cost $56.92 Unrealized +17.6%
QCOM QUALCOMM INC 0.6%
Value $1.329M Shares 14,568 Est. Cost $59.71 Unrealized +18.8%
NFLX NETFLIX INC 0.6%
Value $1.323M Shares 2,907 Est. Cost $31.74 Unrealized +34.1%
PM PHILIP MORRIS INTL INC 0.6%
Value $1.309M Shares 18,388 Est. Cost $63.17 Unrealized -13.3%
JNJ JOHNSON & JOHNSON 0.6%
Value $1.306M Shares 9,285 Est. Cost $114.76 Unrealized +8.3%
MSCI MSCI INC 0.6%
Value $1.26M Shares 3,774 Est. Cost $267.10 Unrealized +14.4%
JPST J P MORGAN EXCHANGE-TRADED F 0.5%
Value $1.235M Shares 24,349 Est. Cost $49.50 Unrealized
EA ELECTRONIC ARTS INC 0.5%
Value $1.229M Shares 9,305 Est. Cost $102.32 Unrealized +12.3%
CSGP COSTAR GROUP INC 0.5%
Value $1.225M Shares 1,724 Est. Cost $65.18 Unrealized -0.8%
STAMPS COM INC 0.5%
Value $1.169M Shares 6,364 Est. Cost $130.06 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.5%
Value $1.166M Shares 10,861 Est. Cost $97.35 Unrealized -4.5%
V VISA INC 0.5%
Value $1.161M Shares 6,010 Est. Cost $144.20 Unrealized +21.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $1.104M Shares 6,187 Est. Cost $194.33 Unrealized -6.0%
IBDT ISHARES TR 0.5%
Value $1.095M Shares 37,953 Est. Cost $26.64 Unrealized
CITRIX SYS INC 0.5%
Value $1.094M Shares 7,398 Est. Cost $110.84 Unrealized
IBDR ISHARES TR 0.5%
Value $1.086M Shares 40,694 Est. Cost $24.85 Unrealized
IBDS ISHARES TR 0.5%
Value $1.086M Shares 40,283 Est. Cost $24.87 Unrealized
ISHARES TR 0.5%
Value $1.081M Shares 40,049 Est. Cost $25.27 Unrealized
ABT ABBOTT LABS 0.5%
Value $1.074M Shares 11,750 Est. Cost $70.35 Unrealized +16.5%
INVESCO EXCH TRD SLF IDX FD 0.5%
Value $1.044M Shares 44,824 Est. Cost $23.03 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.5%
Value $1.033M Shares 40,642 Est. Cost $23.78 Unrealized
IWF ISHARES TR 0.5%
Value $1.022M Shares 5,324 Est. Cost $137.12 Unrealized
IGBH ISHARES U S ETF TR 0.4%
Value $1.013M Shares 45,103 Est. Cost $21.08 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value $1.011M Shares 44,559 Est. Cost $22.22 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value $1.01M Shares 42,112 Est. Cost $22.72 Unrealized
MCD MCDONALDS CORP 0.4%
Value $1.009M Shares 5,468 Est. Cost $166.98 Unrealized -3.6%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value $998K Shares 44,735 Est. Cost $21.79 Unrealized
ABBV ABBVIE INC 0.4%
Value $970K Shares 9,883 Est. Cost $66.13 Unrealized +6.6%
PYPL PAYPAL HLDGS INC 0.4%
Value $966K Shares 5,546 Est. Cost $137.88 Unrealized 0.0%
TSLA TESLA INC 0.4%
Value $965K Shares 894 Est. Cost $42.26 Unrealized +28.0%
OPTU ALTICE USA INC 0.4%
Value $943K Shares 41,845 Est. Cost $26.11 Unrealized -6.1%
JD JD.COM INC 0.4%
Value $941K Shares 15,635 Est. Cost $60.19 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.4%
Value $918K Shares 18,000 Est. Cost $50.43 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value $903K Shares 14,647 Est. Cost $54.61 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.4%
Value $868K Shares 3,345 Est. Cost $114.80 Unrealized +83.4%
JPM JPMORGAN CHASE & CO 0.4%
Value $859K Shares 9,133 Est. Cost $90.30 Unrealized -9.5%
MA MASTERCARD INCORPORATED 0.4%
Value $858K Shares 2,901 Est. Cost $279.69 Unrealized -2.3%
AKAM AKAMAI TECHNOLOGIES INC 0.4%
Value $803K Shares 7,496 Est. Cost $82.98 Unrealized +21.2%
CPRT COPART INC 0.3%
Value $781K Shares 9,383 Est. Cost $21.34 Unrealized -6.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $781K Shares 14,167 Est. Cost $37.27 Unrealized +9.4%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $770K Shares 2,612 Est. Cost $199.68 Unrealized +30.8%
BP BP PLC 0.3%
Value $763K Shares 32,717 Est. Cost $23.96 Unrealized
NKE NIKE INC 0.3%
Value $732K Shares 7,443 Est. Cost $55.14 Unrealized +55.0%
BLACKROCK CORPOR HI YLD FD I 0.3%
Value $706K Shares 69,450 Est. Cost $10.66 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value $704K Shares 4,500 Est. Cost $128.89 Unrealized
NBIS YANDEX N V 0.3%
Value $700K Shares 14,000 Est. Cost $34.03 Unrealized
BAX BAXTER INTL INC 0.3%
Value $697K Shares 8,068 Est. Cost $72.51 Unrealized +7.1%
ACN ACCENTURE PLC IRELAND 0.3%
Value $673K Shares 3,132 Est. Cost $177.04 Unrealized -1.4%
CMCSA COMCAST CORP NEW 0.3%
Value $670K Shares 17,197 Est. Cost $30.83 Unrealized +6.3%
UBER UBER TECHNOLOGIES INC 0.3%
Value $666K Shares 21,418 Est. Cost $31.07 Unrealized +0.3%
HD HOME DEPOT INC 0.3%
Value $636K Shares 2,538 Est. Cost $162.49 Unrealized +22.9%
DEO DIAGEO P L C 0.3%
Value $634K Shares 4,718 Est. Cost $142.39 Unrealized
RFEM FIRST TR EXCH TRADED FD III 0.3%
Value $628K Shares 11,280 Est. Cost $56.03 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value $628K Shares 1,102 Est. Cost $176.41 Unrealized +1.6%
DHR DANAHER CORPORATION 0.3%
Value $626K Shares 3,540 Est. Cost $131.31 Unrealized +6.6%
EBAY EBAY INC. 0.3%
Value $622K Shares 11,860 Est. Cost $38.43 Unrealized 0.0%
PIMCO DYNAMIC CR INCOME FD 0.3%
Value $614K Shares 33,002 Est. Cost $23.13 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $612K Shares 1,612 Est. Cost $4.82 Unrealized +67.2%
ADBE ADOBE INC 0.3%
Value $607K Shares 1,395 Est. Cost $244.56 Unrealized +51.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value $603K Shares 5,728 Est. Cost $39.80 Unrealized +1.4%
HFXI INDEXIQ ETF TR 0.2%
Value $563K Shares 29,060 Est. Cost $17.91 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value $554K Shares 9,694 Est. Cost $38.82 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.2%
Value $544K Shares 5,136 Est. Cost $91.61 Unrealized +10.1%
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value $528K Shares 1,035 Est. Cost $507.25 Unrealized 0.0%
MDT MEDTRONIC PLC 0.2%
Value $526K Shares 5,708 Est. Cost $70.24 Unrealized +16.4%
PTON PELOTON INTERACTIVE INC 0.2%
Value $520K Shares 9,000 Est. Cost $41.39 Unrealized 0.0%
BIIB BIOGEN INC 0.2%
Value $511K Shares 1,911 Est. Cost $314.71 Unrealized -4.5%
CANADIAN PAC RY LTD 0.2%
Value $510K Shares 1,998 Est. Cost $219.58 Unrealized
TMUS T-MOBILE US INC 0.2%
Value $503K Shares 4,825 Est. Cost $92.61 Unrealized 0.0%
FTDR FRONTDOOR INC 0.2%
Value $497K Shares 11,213 Est. Cost $40.80 Unrealized 0.0%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.2%
Value $490K Shares 13,961 Est. Cost $30.17 Unrealized
XYZ SQUARE INC 0.2%
Value $488K Shares 4,652 Est. Cost $68.39 Unrealized +11.9%
CNC CENTENE CORP DEL 0.2%
Value $486K Shares 7,649 Est. Cost $65.11 Unrealized 0.0%
XPEL XPEL INC 0.2%
Value $471K Shares 30,084 Est. Cost $13.67 Unrealized 0.0%
DPZ DOMINOS PIZZA INC 0.2%
Value $469K Shares 1,270 Est. Cost $287.28 Unrealized +19.7%
UPBD RENT A CTR INC NEW 0.2%
Value $457K Shares 16,438 Est. Cost $24.07 Unrealized -7.7%
BX BLACKSTONE GROUP INC 0.2%
Value $446K Shares 7,874 Est. Cost $45.26 Unrealized -3.9%
CSCO CISCO SYS INC 0.2%
Value $426K Shares 9,132 Est. Cost $28.63 Unrealized +29.2%
GBDC GOLUB CAP BDC INC 0.2%
Value $415K Shares 35,625 Est. Cost $8.62 Unrealized -25.3%
HON HONEYWELL INTL INC 0.2%
Value $403K Shares 2,789 Est. Cost $136.57 Unrealized -13.7%
LOW LOWES COS INC 0.2%
Value $400K Shares 2,963 Est. Cost $90.57 Unrealized +14.1%
INTC INTEL CORP 0.2%
Value $395K Shares 6,602 Est. Cost $39.03 Unrealized +36.3%
IHS MARKIT LTD 0.2%
Value $388K Shares 5,139 Est. Cost $75.31 Unrealized
SAP SAP SE 0.2%
Value $385K Shares 2,752 Est. Cost $116.22 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $380K Shares 3,143 Est. Cost $98.28 Unrealized -7.0%
MO ALTRIA GROUP INC 0.2%
Value $379K Shares 9,418 Est. Cost $30.90 Unrealized -19.2%
DGX QUEST DIAGNOSTICS INC 0.2%
Value $372K Shares 3,266 Est. Cost $80.65 Unrealized +18.0%
MDLZ MONDELEZ INTL INC 0.2%
Value $371K Shares 7,219 Est. Cost $41.94 Unrealized +6.2%
FCN FTI CONSULTING INC 0.2%
Value $371K Shares 3,235 Est. Cost $121.03 Unrealized 0.0%
IJR ISHARES TR 0.2%
Value $369K Shares 5,399 Est. Cost $78.73 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value $360K Shares 4,677 Est. Cost $55.78 Unrealized +10.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value $330K Shares 903 Est. Cost $323.73 Unrealized 0.0%
CI CIGNA CORP NEW 0.1%
Value $328K Shares 1,750 Est. Cost $177.73 Unrealized -2.3%
LUV SOUTHWEST AIRLS CO 0.1%
Value $325K Shares 9,500 Est. Cost $29.57 Unrealized 0.0%
GSY INVESCO ACTIVELY MANAGED ETF 0.1%
Value $324K Shares 6,429 Est. Cost $49.71 Unrealized
KO COCA COLA CO 0.1%
Value $320K Shares 7,093 Est. Cost $40.13 Unrealized -3.5%
SPMD SPDR SER TR 0.1%
Value $317K Shares 10,147 Est. Cost $30.39 Unrealized
PFE PFIZER INC 0.1%
Value $316K Shares 9,674 Est. Cost $25.52 Unrealized +1.8%
BTI BRITISH AMERN TOB PLC 0.1%
Value $311K Shares 8,004 Est. Cost $38.86 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value $309K Shares 12,912 Est. Cost $23.93 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value $305K Shares 6,688 Est. Cost $44.86 Unrealized 0.0%
DBX DROPBOX INC 0.1%
Value $297K Shares 13,662 Est. Cost $21.13 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value $296K Shares 2,829 Est. Cost $80.51 Unrealized
VARIAN MED SYS INC 0.1%
Value $294K Shares 2,400 Est. Cost $122.50 Unrealized
AVGO BROADCOM INC 0.1%
Value $292K Shares 926 Est. Cost $24.52 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value $292K Shares 4,064 Est. Cost $56.22 Unrealized 0.0%
MDB MONGODB INC 0.1%
Value $291K Shares 1,285 Est. Cost $185.21 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value $288K Shares 11,267 Est. Cost $23.98 Unrealized 0.0%
MRK MERCK & CO. INC 0.1%
Value $283K Shares 3,634 Est. Cost $57.37 Unrealized +9.6%
ADI ANALOG DEVICES INC 0.1%
Value $278K Shares 2,271 Est. Cost $86.54 Unrealized +14.8%
NUVEEN QUALITY MUNCP INCOME 0.1%
Value $273K Shares 19,478 Est. Cost $14.44 Unrealized
XOP SPDR SER TR 0.1%
Value $271K Shares 5,200 Est. Cost $52.12 Unrealized
PFF ISHARES TR 0.1%
Value $268K Shares 7,750 Est. Cost $36.33 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $261K Shares 720 Est. Cost $223.07 Unrealized +48.1%
DIS DISNEY WALT CO 0.1%
Value $260K Shares 2,332 Est. Cost $104.92 Unrealized +2.8%
CVS CVS HEALTH CORP 0.1%
Value $259K Shares 3,990 Est. Cost $52.60 Unrealized 0.0%
XEL XCEL ENERGY INC 0.1%
Value $256K Shares 4,092 Est. Cost $38.84 Unrealized +36.0%
PEP PEPSICO INC 0.1%
Value $249K Shares 1,883 Est. Cost $97.80 Unrealized +13.3%
TLT ISHARES TR 0.1%
Value $246K Shares 1,500 Est. Cost $164.67 Unrealized
HAL HALLIBURTON CO 0.1%
Value $245K Shares 18,865 Est. Cost $9.78 Unrealized 0.0%
NUVEEN NEW YORK QLT MUN INC 0.1%
Value $244K Shares 17,983 Est. Cost $14.26 Unrealized
ZTS ZOETIS INC 0.1%
Value $236K Shares 1,720 Est. Cost $118.09 Unrealized +5.4%
MANAGED PORTFOLIO SER 0.1%
Value $233K Shares 14,076 Est. Cost $16.85 Unrealized
MAS MASCO CORP 0.1%
Value $231K Shares 4,595 Est. Cost $39.39 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $230K Shares 793 Est. Cost $271.12 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $229K Shares 2,768 Est. Cost $79.00 Unrealized
ALL ALLSTATE CORP 0.1%
Value $226K Shares 2,323 Est. Cost $85.63 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $217K Shares 4,123 Est. Cost $53.02 Unrealized 0.0%
BERRY GLOBAL GROUP INC 0.1%
Value $215K Shares 4,860 Est. Cost $44.24 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $215K Shares 5,108 Est. Cost $32.91 Unrealized 0.0%
GL GLOBE LIFE INC 0.1%
Value $212K Shares 2,853 Est. Cost $72.40 Unrealized 0.0%
EHC ENCOMPASS HEALTH CORP 0.1%
Value $212K Shares 3,409 Est. Cost $50.52 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value $211K Shares 2,418 Est. Cost $85.89 Unrealized
ADSK AUTODESK INC 0.1%
Value $210K Shares 880 Est. Cost $196.57 Unrealized 0.0%
LQD ISHARES TR 0.1%
Value $209K Shares 1,555 Est. Cost $134.41 Unrealized
RIGS ALPS ETF TR 0.1%
Value $203K Shares 8,256 Est. Cost $24.19 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value $203K Shares 1,889 Est. Cost $105.95 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $202K Shares 2,126 Est. Cost $95.01 Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN 0.1%
Value $140K Shares 12,877 Est. Cost $8.17 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $132K Shares 11,760 Est. Cost $8.44 Unrealized 0.0%
BDN BRANDYWINE RLTY TR 0.0%
Value $110K Shares 10,132 Est. Cost $10.86 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $105K Shares 30,920 Est. Cost $4.87 Unrealized
ABEV AMBEV SA 0.0%
Value $95,000 Shares 36,087 Est. Cost $2.91 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value $94,000 Shares 10,103 Est. Cost $9.30 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value $86,000 Shares 18,000 Est. Cost $4.97 Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value $78,000 Shares 16,626 Est. Cost $4.69 Unrealized
CRMD CORMEDIX INC 0.0%
Value $63,000 Shares 10,000 Est. Cost $4.63 Unrealized 0.0%
AEGON N V 0.0%
Value $50,000 Shares 16,989 Est. Cost $2.94 Unrealized
FINV FINVOLUTION GROUP 0.0%
Value $46,000 Shares 25,648 Est. Cost $1.79 Unrealized
CHEMBIO DIAGNOSTICS INC 0.0%
Value $38,000 Shares 11,810 Est. Cost $3.22 Unrealized