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Home > Institutional Investor > Wealthstar Advisors, Llc > Profile

Instuitional Investor - Wealthstar Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Wealthstar Advisors, Llc
Portfolio Value $626,095,699
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustCALL
 SPY 750,400 $356,672,624 56.96%
2.
Direxion Shares E T F Trust
 BGU 716,643 $74,523,801 11.9%
3.
Ishares Trust
 IEF 397,952 $44,036,901 7.03%
4.
Ishares Tr
 316,297 $24,478,443 3.9%
5.
Ishares Tr
 127,236 $13,329,135 2.12%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)