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Stacey Gillespie

Avestar Capital, Llc

Assets Managed
$1.557B
Holdings
460
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
0.88%(2Q avg: 0.96%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Avestar Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 460 positions.

Assets under management

The assets under management (AUM) of Avestar Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.557B in assets, with a quarterly growth rate of 0.88% and a 2-quarter average growth rate of 0.96%. The portfolio is managed by Stacey Gillespie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.39%
9.62%
$149.723M
858,495 shares@ $174.41 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 5.74%
9.38%
$145.896M
508,595 shares@ $286.87 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.81%
5.4%
$83.981M
330,907 shares@ $253.8 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 11.65%
3.67%
$57.064M
99,739 shares@ $572.14 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.8%
2.8%
$43.488M
208,806 shares@ $208.28 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 48.08%
2.67%
$41.499M
71,898 shares@ $577.19 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 7.83%
2.32%
$36.063M
97,422 shares@ $370.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.93%
2.27%
$35.192M
54,113 shares@ $650.35 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 29.9%
1.66%
$25.692M
83,009 shares@ $309.52 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
Increased 33.85%
1.58%
$24.442M
176,643 shares@ $138.38 avg price

1-10 of 460