Avestar Capital, LLC

13F filer · CIK 0001704404

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$1.79BU.S. long equity reported on 13F

Positions33146 new · 30 closed

Net flow last quarter+$22.9MBuys minus sells

Top 10 positions weight39.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026331 positions
GOOGAlphabet Inc.	$178M	9.92%	Not reported	+2.2%	Q4 2017
NVDANvidia Corp	$168M	9.40%	0.00%	-1.0%	Q4 2017
AAPLApple Inc.	$92.3M	5.15%	0.00%	+0.7%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$47.2M	2.64%	Not reported	+16.9%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$45.9M	2.56%	Not reported	+14.4%	Q2 2018
METAMeta Platforms, Inc.	$45M	2.51%	Not reported	+2.1%	Q4 2017
AMZNAmazon Com Inc	$44.6M	2.49%	0.00%	-0.3%	Q4 2017
MSFTMicrosoft Corp	$30.2M	1.69%	0.00%	-1.8%	Q4 2017
GOOGLAlphabet Inc.	$26.3M	1.47%	0.00%	+0.6%	Q4 2017
AVGOBroadcom Inc.	$22.7M	1.27%	0.00%	-11.1%	Q4 2017
TSLATesla, Inc.	$19.4M	1.08%	0.00%	+11.2%	Q4 2017
IAUMiShares Gold Trust Micro	$14.6M	0.82%	0.23%	-0.6%	Q2 2025
PMPhilip Morris International Inc.	$13.9M	0.77%	0.00%	+9.9%	Q4 2017
AMDAdvanced Micro Devices Inc	$12.3M	0.69%	0.00%	+0.2%	Q2 2018
NOWServiceNow, Inc.	$11.8M	0.66%	0.01%	-4.2%	Q1 2018
MUMicron Technology Inc	$11.3M	0.63%	0.00%	+4.8%	Q4 2017
JPMJPMorgan Chase & Co	$10.8M	0.61%	0.00%	-0.6%	Q4 2017
IAUIshares Gold Trust	$10.8M	0.60%	0.02%	+6.9%	Q3 2023
BRK.BBerkshire Hathaway Inc	$10.6M	0.59%	Not reported	+6.2%	Q4 2017
LLYELI LILLY & Co	$10.1M	0.57%	0.00%	+0.9%	Q4 2017
SGOLabrdn Gold ETF Trust	$9.23M	0.52%	0.14%	+1.8%	Q4 2018
ANETArista Networks, Inc.	$7.41M	0.41%	0.00%	+4.7%	Q4 2017
PULSPulse Electronics Corp	$7.07M	0.39%	0.81%	+32.5%	Q2 2021
PANWPalo Alto Networks Inc	$6.68M	0.37%	0.00%	+1.6%	Q4 2017
MAMastercard Inc	$6.39M	0.36%	0.00%	-2.3%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.32M	0.35%	0.00%	+6.2%	Q4 2017
VVisa Inc.	$5.87M	0.33%	0.00%	+4.3%	Q4 2017
WMTWalmart Inc.	$5.81M	0.32%	0.00%	+5.3%	Q4 2017
INTCIntel Corp	$5.8M	0.32%	0.00%	+8.5%	Q4 2017
PGPROCTER & GAMBLE Co	$5.79M	0.32%	0.00%	-3.6%	Q4 2017
AMATApplied Materials Inc	$5.73M	0.32%	0.00%	-2.6%	Q4 2017
COSTCostco Wholesale Corp	$5.3M	0.30%	0.00%	+0.7%	Q4 2017
KLACKla Corp	$5.28M	0.29%	0.00%	+2.8%	Q4 2017
LRCXLam Research Corp	$4.93M	0.28%	0.00%	+12.9%	Q4 2017
GLDSPDR Gold Trust	$4.78M	0.27%	0.00%	+37.2%	Q4 2017
JNJJohnson & Johnson	$4.76M	0.27%	0.00%	-1.5%	Q4 2017
PLTRPalantir Technologies Inc.	$4.36M	0.24%	0.00%	-3.4%	Q1 2021
XOMExxonMobil Holdings Corp	$4.24M	0.24%	0.00%	-2.0%	Q4 2017
NFLXNetflix Inc	$4.11M	0.23%	0.00%	-4.1%	Q4 2017
MRVLMarvell Technology, Inc.	$4.1M	0.23%	0.00%	+22.6%	Q4 2017
IBITiShares Bitcoin Trust ETF	$3.96M	0.22%	0.01%	+0.8%	Q1 2024
CSCOCisco Systems, Inc.	$3.75M	0.21%	0.00%	-6.9%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$3.73M	0.21%	0.00%	-9.0%	Q4 2019
SPGIS&P Global Inc.	$3.62M	0.20%	0.00%	-6.3%	Q4 2017
CATCaterpillar Inc	$3.62M	0.20%	0.00%	+2.7%	Q4 2017
ABBVAbbVie Inc.	$3.61M	0.20%	0.00%	-2.8%	Q4 2017
GEGeneral Electric Co	$3.57M	0.20%	0.00%	-1.1%	Q3 2023
TJXTJX Companies Inc	$3.56M	0.20%	0.00%	-8.2%	Q4 2017
BACBank of America Corp	$3.39M	0.19%	0.00%	+0.1%	Q4 2017
WDCWestern Digital Corp	$3.38M	0.19%	0.00%	-1.9%	Q4 2017

Q1 2026Reported May 13, 2026313 positions
NVDANvidia Corp	$148M	9.51%	0.00%	+3.3%	Q4 2017
GOOGAlphabet Inc.	$141M	9.07%	Not reported	+3.6%	Q4 2017
AAPLApple Inc.	$80.4M	5.16%	0.00%	0.0%	Q4 2017
METAMeta Platforms, Inc.	$44.8M	2.88%	Not reported	+8.0%	Q4 2017
AMZNAmazon Com Inc	$39.1M	2.51%	0.00%	+2.0%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$35.2M	2.26%	Not reported	+28.6%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$31.5M	2.02%	Not reported	+12.2%	Q2 2018
MSFTMicrosoft Corp	$30.5M	1.96%	0.00%	-1.7%	Q4 2017
GOOGLAlphabet Inc.	$21M	1.35%	0.00%	+3.3%	Q4 2017
AVGOBroadcom Inc.	$20.9M	1.34%	0.00%	+32.1%	Q4 2017
IAUMiShares Gold Trust Micro	$17.2M	1.10%	0.24%	+3.7%	Q2 2025
TSLATesla, Inc.	$15.4M	0.99%	0.00%	+10.7%	Q4 2017
NOWServiceNow, Inc.	$13M	0.84%	0.01%	+3.2%	Q1 2018
IAUIshares Gold Trust	$11.8M	0.75%	0.02%	+13.6%	Q3 2023
PMPhilip Morris International Inc.	$11.6M	0.74%	0.00%	+157.1%	Q4 2017
SGOLabrdn Gold ETF Trust	$10.6M	0.68%	0.13%	+4.1%	Q4 2018
JPMJPMorgan Chase & Co	$9.8M	0.63%	0.00%	+15.0%	Q4 2017
BRK.BBerkshire Hathaway Inc	$9.56M	0.61%	Not reported	+3.2%	Q4 2017
LLYELI LILLY & Co	$7.71M	0.50%	0.00%	+10.3%	Q4 2017
MAMastercard Inc	$6.36M	0.41%	0.00%	+81.4%	Q4 2017
WMTWalmart Inc.	$6.06M	0.39%	0.00%	-1.2%	Q4 2017
PGPROCTER & GAMBLE Co	$5.92M	0.38%	0.00%	+1.5%	Q4 2017
NFLXNetflix Inc	$5.76M	0.37%	0.00%	+2.0%	Q4 2017
PLTRPalantir Technologies Inc.	$5.66M	0.36%	0.00%	+33.2%	Q1 2021
COSTCostco Wholesale Corp	$5.61M	0.36%	0.00%	+5.0%	Q4 2017
XOMExxonMobil Holdings Corp	$5.36M	0.34%	0.00%	0.0%	Q4 2017
PULSPulse Electronics Corp	$5.32M	0.34%	0.61%	-23.8%	Q2 2021
ANETArista Networks, Inc.	$5.11M	0.33%	0.00%	+7.1%	Q4 2017
VVisa Inc.	$4.96M	0.32%	0.00%	-14.3%	Q4 2017
BULZBank of Montreal	$4.84M	0.31%	Not reported	+48.0%	Q1 2025
JNJJohnson & Johnson	$4.65M	0.30%	0.00%	+1.0%	Q4 2017
IBITiShares Bitcoin Trust ETF	$4.53M	0.29%	0.01%	-51.3%	Q1 2024
AMDAdvanced Micro Devices Inc	$4.31M	0.28%	0.00%	+0.1%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.21M	0.27%	0.00%	+1.9%	Q4 2017
TJXTJX Companies Inc	$4.09M	0.26%	0.00%	+16.0%	Q4 2017
GLDSPDR Gold Trust	$4.06M	0.26%	0.00%	+524.3%	Q4 2017
SPGIS&P Global Inc.	$4.04M	0.26%	0.00%	+375.2%	Q4 2017
ABBVAbbVie Inc.	$3.21M	0.21%	0.00%	+0.3%	Q4 2017
MUMicron Technology Inc	$3.16M	0.20%	0.00%	+8.2%	Q4 2017
WFCWells Fargo & Company	$3.11M	0.20%	0.00%	-1.8%	Q4 2017
PANWPalo Alto Networks Inc	$3.09M	0.20%	0.00%	+12.7%	Q4 2017
RTXRTX Corp	$3.05M	0.20%	0.00%	+3.4%	Q2 2020
GEVGE Vernova Inc.	$3.01M	0.19%	0.00%	-0.7%	Q2 2024
BACBank of America Corp	$2.9M	0.19%	0.00%	-1.0%	Q4 2017
KOCoca Cola Co	$2.89M	0.19%	0.00%	+0.4%	Q4 2017
AMATApplied Materials Inc	$2.78M	0.18%	0.00%	+2.4%	Q4 2017
CVXChevron Corp	$2.76M	0.18%	0.00%	+7.1%	Q4 2017
GEGeneral Electric Co	$2.74M	0.18%	0.00%	+20.7%	Q3 2023
GILDGilead Sciences, Inc.	$2.68M	0.17%	0.00%	-11.8%	Q4 2017
CSCOCisco Systems, Inc.	$2.66M	0.17%	0.00%	+4.9%	Q4 2017

Q4 2025Reported Feb 10, 2026290 positions
NVDANvidia Corp	$153M	9.94%	0.00%	+1.4%	Q4 2017
GOOGAlphabet Inc.	$149M	9.66%	Not reported	+0.3%	Q4 2017
AAPLApple Inc.	$86.1M	5.58%	0.00%	-0.5%	Q4 2017
METAMeta Platforms, Inc.	$47.8M	3.10%	Not reported	+6.8%	Q4 2017
AMZNAmazon Com Inc	$42.5M	2.75%	0.00%	-1.4%	Q4 2017
MSFTMicrosoft Corp	$40.6M	2.63%	0.00%	+2.7%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$29.8M	1.93%	Not reported	-3.8%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$28.7M	1.86%	Not reported	-13.3%	Q4 2017
GOOGLAlphabet Inc.	$22.1M	1.43%	0.00%	+4.9%	Q4 2017
NOWServiceNow, Inc.	$18.5M	1.20%	0.01%	-11.7%	Q1 2018
AVGOBroadcom Inc.	$17.7M	1.15%	0.00%	+16.0%	Q4 2017
TSLATesla, Inc.	$16.9M	1.09%	0.00%	+7.7%	Q4 2017
IAUMiShares Gold Trust Micro	$15.2M	0.99%	0.26%	+18.6%	Q2 2025
IBITiShares Bitcoin Trust ETF	$12M	0.78%	0.02%	+158.6%	Q1 2024
BRK.BBerkshire Hathaway Inc	$9.71M	0.63%	Not reported	+0.2%	Q4 2017
IAUIshares Gold Trust	$9.53M	0.62%	0.01%	+12.5%	Q3 2023
SGOLabrdn Gold ETF Trust	$9.36M	0.61%	0.13%	+25.8%	Q4 2018
JPMJPMorgan Chase & Co	$9.34M	0.60%	0.00%	-1.6%	Q4 2017
LLYELI LILLY & Co	$8.17M	0.53%	0.00%	+13.5%	Q4 2017
PULSPulse Electronics Corp	$7.01M	0.45%	0.80%	+20.6%	Q2 2021
VVisa Inc.	$6.71M	0.44%	0.00%	-7.9%	Q4 2017
PGPROCTER & GAMBLE Co	$5.78M	0.37%	0.00%	-9.7%	Q4 2017
NFLXNetflix Inc	$5.51M	0.36%	0.00%	-4.2%	Q4 2017
WMTWalmart Inc.	$5.5M	0.36%	0.00%	-3.8%	Q4 2017
PLTRPalantir Technologies Inc.	$5.16M	0.33%	0.00%	-2.3%	Q1 2021
ANETArista Networks, Inc.	$5.1M	0.33%	0.00%	+4.3%	Q4 2017
BULZBank of Montreal	$4.82M	0.31%	Not reported	Not reported	Q1 2025
COSTCostco Wholesale Corp	$4.62M	0.30%	0.00%	+1.3%	Q4 2017
AMDAdvanced Micro Devices Inc	$4.53M	0.29%	0.00%	+17.1%	Q2 2018
PMPhilip Morris International Inc.	$4.35M	0.28%	0.00%	+8.0%	Q4 2017
MAMastercard Inc	$4.01M	0.26%	0.00%	+11.3%	Q4 2017
JNJJohnson & Johnson	$3.9M	0.25%	0.00%	+6.2%	Q4 2017
XOMExxonMobil Holdings Corp	$3.8M	0.25%	0.00%	+5.1%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.72M	0.24%	0.00%	+10.5%	Q4 2017
WFCWells Fargo & Company	$3.71M	0.24%	0.00%	+0.4%	Q4 2017
TJXTJX Companies Inc	$3.39M	0.22%	0.00%	-21.4%	Q4 2017
ABBVAbbVie Inc.	$3.36M	0.22%	0.00%	+1.7%	Q4 2017
BACBank of America Corp	$3.3M	0.21%	0.00%	+7.8%	Q4 2017
PANWPalo Alto Networks Inc	$3.15M	0.20%	0.00%	-7.9%	Q4 2017
ISRGIntuitive Surgical Inc	$3.05M	0.20%	0.00%	+5.0%	Q4 2017
TMOThermo Fisher Scientific Inc.	$3.03M	0.20%	0.00%	-10.3%	Q4 2017
INTUIntuit Inc.	$2.93M	0.19%	0.00%	+0.5%	Q4 2017
CRMSalesforce, Inc.	$2.81M	0.18%	0.00%	-4.8%	Q4 2017
RTXRTX Corp	$2.81M	0.18%	0.00%	-7.9%	Q2 2020
HDHome Depot, Inc.	$2.79M	0.18%	0.00%	-10.4%	Q4 2017
GILDGilead Sciences, Inc.	$2.67M	0.17%	0.00%	+13.8%	Q4 2017
KOCoca Cola Co	$2.64M	0.17%	0.00%	+8.3%	Q4 2017
MSMorgan Stanley	$2.56M	0.17%	0.00%	-3.2%	Q4 2017
SHOPShopify Inc.	$2.53M	0.16%	0.00%	+37.6%	Q1 2021
CSCOCisco Systems, Inc.	$2.52M	0.16%	0.00%	+4.8%	Q4 2017

Q3 2025Reported Nov 7, 2025292 positions
NVDANvidia Corp	$151M	9.90%	0.00%	-2.3%	Q4 2017
GOOGAlphabet Inc.	$115M	7.55%	Not reported	-22.2%	Q4 2017
AAPLApple Inc.	$81M	5.30%	0.00%	-3.6%	Q4 2017
METAMeta Platforms, Inc.	$49.8M	3.26%	Not reported	-24.6%	Q4 2017
MSFTMicrosoft Corp	$42.3M	2.77%	0.00%	-2.0%	Q4 2017
AMZNAmazon Com Inc	$41M	2.68%	0.00%	-2.2%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$32.3M	2.12%	Not reported	+31.0%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$30.3M	1.98%	Not reported	+132.6%	Q2 2018
NOWServiceNow, Inc.	$25.1M	1.65%	0.01%	+946.2%	Q1 2018
GOOGLAlphabet Inc.	$16.4M	1.07%	0.00%	-27.6%	Q4 2017
TSLATesla, Inc.	$15.5M	1.01%	0.00%	-7.2%	Q4 2017
AVGOBroadcom Inc.	$14.5M	0.95%	0.00%	-7.1%	Q4 2017
IAUMiShares Gold Trust Micro	$11.5M	0.75%	0.30%	-1.7%	Q2 2025
BRK.BBerkshire Hathaway Inc	$9.69M	0.63%	Not reported	-8.0%	Q4 2017
JPMJPMorgan Chase & Co	$9.29M	0.61%	0.00%	-8.9%	Q4 2017
IAUIshares Gold Trust	$7.59M	0.50%	0.01%	+7.5%	Q3 2023
NFLXNetflix Inc	$7.35M	0.48%	0.00%	-0.6%	Q4 2017
VVisa Inc.	$7.1M	0.46%	0.00%	+1.4%	Q4 2017
PGPROCTER & GAMBLE Co	$6.87M	0.45%	0.00%	-8.9%	Q4 2017
SGOLabrdn Gold ETF Trust	$6.67M	0.44%	0.11%	+19.9%	Q4 2018
IBITiShares Bitcoin Trust ETF	$6.08M	0.40%	0.01%	+3.2%	Q1 2024
PULSPulse Electronics Corp	$5.83M	0.38%	0.67%	-55.2%	Q2 2021
ANETArista Networks, Inc.	$5.43M	0.36%	0.00%	-80.9%	Q4 2017
PLTRPalantir Technologies Inc.	$5.43M	0.36%	0.00%	+4.9%	Q1 2021
WMTWalmart Inc.	$5.28M	0.35%	0.00%	-2.0%	Q4 2017
LLYELI LILLY & Co	$5.11M	0.33%	0.00%	-10.7%	Q4 2017
COSTCostco Wholesale Corp	$4.9M	0.32%	0.00%	-5.2%	Q4 2017
PMPhilip Morris International Inc.	$4.07M	0.27%	0.00%	-3.1%	Q4 2017
TJXTJX Companies Inc	$4.05M	0.27%	0.00%	+12.5%	Q4 2017
PANWPalo Alto Networks Inc	$3.78M	0.25%	0.00%	-3.5%	Q4 2017
HDHome Depot, Inc.	$3.67M	0.24%	0.00%	-0.7%	Q4 2017
ORCLOracle Corp	$3.6M	0.24%	0.00%	-8.4%	Q4 2017
MAMastercard Inc	$3.59M	0.23%	0.00%	-10.9%	Q4 2017
XOMExxonMobil Holdings Corp	$3.39M	0.22%	0.00%	-7.2%	Q4 2017
ABBVAbbVie Inc.	$3.35M	0.22%	0.00%	-7.9%	Q4 2017
WFCWells Fargo & Company	$3.33M	0.22%	0.00%	-7.5%	Q4 2017
JNJJohnson & Johnson	$3.29M	0.22%	0.00%	+7.1%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.09M	0.20%	0.00%	+1.5%	Q4 2017
INTUIntuit Inc.	$3.01M	0.20%	0.00%	-4.5%	Q4 2017
AMDAdvanced Micro Devices Inc	$2.92M	0.19%	0.00%	+2.7%	Q2 2018
CRWDCrowdStrike Holdings, Inc.	$2.89M	0.19%	0.00%	+8.4%	Q4 2019
BACBank of America Corp	$2.88M	0.19%	0.00%	-0.9%	Q4 2017
TMOThermo Fisher Scientific Inc.	$2.82M	0.18%	0.00%	+28.1%	Q4 2017
RTXRTX Corp	$2.78M	0.18%	0.00%	-8.3%	Q2 2020
CRMSalesforce, Inc.	$2.64M	0.17%	0.00%	-4.3%	Q4 2017
LOWLowes Companies Inc	$2.39M	0.16%	0.00%	+5.5%	Q4 2017
MSMorgan Stanley	$2.37M	0.16%	0.00%	-24.4%	Q4 2017
KOCoca Cola Co	$2.32M	0.15%	0.00%	-14.4%	Q4 2017
PUBMPubMatic, Inc.	$2.32M	0.15%	Not reported	-8.2%	Q4 2024
ISRGIntuitive Surgical Inc	$2.29M	0.15%	0.00%	-10.4%	Q4 2017

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