Avestar Capital, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Stacey Gillespie on October 28, 2026, reports that the firm holds positions in 519 different companies.
The filing lists a total of 519 equity securities held by the firm. The top holdings in the portfolio include shares of Apple Inc., Amazon.com Inc., Alphabet Inc. Class A, and Microsoft Corporation, though the specific share counts for these major positions are not detailed in the provided text.
The portfolio is diversified across various sectors, including technology, healthcare, finance, and energy. Specific positions named in the filing include:
- Technology: NVIDIA Corporation, Broadcom Inc., Salesforce.com Inc., and CrowdStrike Holdings Inc.
- Healthcare: Eli Lilly & Co., UnitedHealth Group Inc., and Bristol-Myers Squibb Co.
- Finance: JPMorgan Chase & Co., Visa Inc., and Mastercard Inc.
- Energy: Exxon Mobil Corporation and Chevron Corporation.
The filing also includes positions in exchange-traded funds (ETFs) and other investment vehicles, such as the SPDR S&P 500 ETF Trust and various sector-specific funds.
