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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Avestar Capital, LLC

Quarter ended Q3 2023 · Filed August 2, 2023 · Accession 0001172661-23-002711

Total Value
$624.1M
Positions
334
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (334)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL233,340$45.3M7.25%
2ALPHABET INCGOOG351,901$42.6M6.82%
3SPDR S&P 500 ETF TRSPY55,000$24.4M3.91%
4INVESCO EXCHANGE TRADED FD TIVZ56,877$19.9M3.19%
5J P MORGAN EXCHANGE TRADED F46641Q332343,876$19.0M3.05%
6DIMENSIONAL ETF TRUST25434V401360,111$17.3M2.78%
7J P MORGAN EXCHANGE TRADED F46641Q837340,308$17.1M2.73%
8INVESCO EXCH TRD SLF IDX FDIVZ336,055$16.5M2.64%
9ISHARES TR464287465223,839$16.2M2.60%
10PGIM ETF TR69344A107293,339$14.5M2.32%
11ISHARES TR46428754936,538$14.4M2.30%
12GOLDMAN SACHS ETF TRNVGLF264,785$13.2M2.12%
13MICROSOFT CORPMSFT38,402$13.1M2.10%
14INVESCO ACTIVELY MANAGED ETFIVZ259,164$12.9M2.06%
15AMAZON COM INCAMZN95,416$12.4M1.99%
16ISHARES TR46428720024,662$11.0M1.76%
17FIRST TR EXCHANGE-TRADED FD33739Q408181,546$10.8M1.73%
18SSGA ACTIVE ETF TR78467V103356,745$9.5M1.52%
19META PLATFORMS INCMETA31,903$9.2M1.47%
20ISHARES TR46434V878173,935$8.7M1.40%
21SSGA ACTIVE ETF TR78467V707217,324$8.7M1.40%
22ISHARES TR46428762235,372$8.6M1.38%
23ISHARES TR46435U713193,708$7.6M1.21%
24ISHARES TR46429B671164,819$7.4M1.18%
25WISDOMTREE TRWT146,438$7.4M1.18%
26ARISTA NETWORKS INCANET40,743$6.6M1.06%
27ALPHABET INCGOOG52,208$6.2M1.00%
28WISDOMTREE TRWT177,070$6.2M0.99%
29SPDR S&P 500 ETF TRSPY12,862$5.7M0.91%
30PROCTER AND GAMBLE CO74271810935,175$5.3M0.86%
31SELECT SECTOR SPDR TR81369Y85281,743$5.3M0.85%
32INVESCO EXCHANGE TRADED FD TIVZ32,305$4.8M0.77%
33FIRST TR EXCHANGE TRADED FD33734X127308,244$4.8M0.77%
34ISHARES TR46428715049,000$4.8M0.77%
35NVIDIA CORPORATIONNVDA11,266$4.8M0.76%
36ISHARES TR464287184171,571$4.7M0.75%
37BERKSHIRE HATHAWAY INC DELBRK-A12,581$4.3M0.69%
38INVESCO QQQ TRIVZ11,000$4.1M0.65%
39INVESCO QQQ TRIVZ10,062$3.7M0.60%
40TESLA INCTSLA13,925$3.6M0.58%
41VANGUARD INDEX FDS92290876912,613$2.8M0.45%
42PACER FDS TR69374H76662,644$2.5M0.39%
43UNITEDHEALTH GROUP INCUNH5,092$2.4M0.39%
44ISHARES TR46432F83436,600$2.3M0.37%
45SPDR S&P 500 ETF TRSPY5,000$2.2M0.36%
46ISHARES TR46429B66321,750$2.2M0.35%
47VISA INCV8,649$2.1M0.33%
48DIREXION SHS ETF TR25460E30768,516$2.0M0.32%
49PALO ALTO NETWORKS INCPANW7,234$1.8M0.30%
50INNOVATOR ETFS TRINHD65,191$1.8M0.28%
51JPMORGAN CHASE & COVYLD12,031$1.7M0.28%
52PHILIP MORRIS INTL INC71817210916,495$1.6M0.26%
53NVIDIA CORPORATIONNVDA3,600$1.5M0.24%
54PALO ALTO NETWORKS INCPANW5,800$1.5M0.24%
55WELLS FARGO CO NEW94974610134,656$1.5M0.24%
56NETFLIX INCNFLX3,152$1.4M0.22%
57MICROSOFT CORPMSFT4,000$1.4M0.22%
58APPLE INCAAPL6,800$1.3M0.21%
59HOME DEPOT INCHD4,170$1.3M0.21%
60VANGUARD INDEX FDS9229087449,068$1.3M0.21%
61THE CIGNA GROUP1255231004,550$1.3M0.20%
62INTUITINTU2,742$1.3M0.20%
63QUEST DIAGNOSTICS INCDGX8,933$1.3M0.20%
64MARVELL TECHNOLOGY INCMRVL20,931$1.3M0.20%
65JPMORGAN CHASE & COVYLD8,000$1.2M0.19%
66SPDR SER TR78464A40918,765$1.1M0.18%
67CAPITAL ONE FINL CORP14040H10510,238$1.1M0.18%
68OWENS CORNING NEWOC8,561$1.1M0.18%
69ON SEMICONDUCTOR CORPON11,800$1.1M0.18%
70LILLY ELI & COLLY2,366$1.1M0.18%
71ISHARES TR46434V61324,300$1.1M0.18%
72CROWDSTRIKE HLDGS INCCRWD7,500$1.1M0.18%
73COCA COLA COKO18,147$1.1M0.18%
74COSTCO WHSL CORP NEW22160K1051,994$1.1M0.17%
75META PLATFORMS INCMETA3,700$1.1M0.17%
76BROADCOM INCAVGO1,220$1.1M0.17%
77JOHNSON & JOHNSONJNJ6,331$1.0M0.17%
78EXXON MOBIL CORPXOM9,376$1.0M0.16%
79INTUITIVE SURGICAL INCISRG2,920$998,4650.16%
80ADOBE SYSTEMS INCORPORATEDADBE1,993$974,5570.16%
81TESLA INCTSLA3,700$968,5490.16%
82AUTOZONE INCAZO387$964,9300.15%
83TJX COS INC NEW87254010911,347$962,1490.15%
84ENPHASE ENERGY INCENPH5,700$954,6360.15%
85PIMCO ETF TR72201R71810,131$949,6900.15%
86COPART INCCPRT10,331$942,2910.15%
87RAYTHEON TECHNOLOGIES CORPRTX9,374$918,2770.15%
88ISHARES U S ETF TR46431W83818,206$908,2970.15%
89MASTERCARD INCORPORATEDMA2,300$904,5900.14%
90FIRST TR EXCH TRADED FD III33739N10817,743$899,2150.14%
91APPLIED MATLS INC0382221056,217$898,6050.14%
92WALMART INCWMT5,713$897,9690.14%
93VIATRIS INCVTRS89,563$893,8390.14%
94CAESARSTONE LTDCSTE169,500$888,1800.14%
95SALESFORCE INCCRM4,194$886,0240.14%
96MARKEL GROUP INCMKL622$860,3380.14%
97MERCK & CO INCMRK7,360$854,6090.14%
98CHEVRON CORP NEWCVX5,103$803,0280.13%
99ORACLE CORPORCL-PD6,632$789,8050.13%
100NIKE INCNKE7,083$784,2110.13%
101MCDONALDS CORPMCD2,575$768,5770.12%
102AMERICAN CENTY ETF TR02507288510,148$763,0280.12%
103MICROCHIP TECHNOLOGY INC.MCHPP8,503$761,7840.12%
104EATON CORP PLCETN3,777$759,5550.12%
105COMCAST CORP NEWCCZ18,267$758,9940.12%
106LOWES COS INC5486611073,332$752,1180.12%
107ALPHABET INCGOOG6,200$750,0140.12%
108ABBVIE INCABBV5,540$746,4250.12%
109MONGODB INCMDB1,816$746,3580.12%
110HONEYWELL INTL INC4385161063,525$731,4380.12%
111TECK RESOURCES LTDTCKRF17,330$729,9250.12%
112J P MORGAN EXCHANGE TRADED F46641Q64713,684$687,3470.11%
113VERTEX PHARMACEUTICALS INCVRTX1,950$686,2250.11%
114ISHARES TR46435G25014,878$665,0470.11%
115WISDOMTREE TRWT31,536$662,8870.11%
116LINDE PLCLIN1,733$660,4760.11%
117JOHNSON CTLS INTL PLCG515021059,689$660,2080.11%
118ISHARES TR46428824013,367$657,9240.11%
119SNOWFLAKE INCSNOW3,728$656,0530.11%
120US BANCORP DELUSB-PS19,773$653,3000.10%
121MCKESSON CORPMCK1,526$652,8470.10%
122TE CONNECTIVITY LTDTEL4,653$652,1640.10%
123ANALOG DEVICES INCADI3,318$646,3800.10%
124BANK AMERICA CORP06050510422,368$641,7380.10%
125PIMCO ETF TR72201R87412,844$636,1630.10%
126SPDR SER TR78464A8707,605$632,7360.10%
127TAIWAN SEMICONDUCTOR MFG LTD8740391006,050$613,2010.10%
128PFIZER INCPFE16,554$607,2010.10%
129QUALCOMM INCQCOM5,094$606,4290.10%
130NU HLDGS LTDNU76,692$605,1000.10%
131ADVANCED MICRO DEVICES INCAMD5,307$604,5200.10%
132PEPSICO INCPEP3,236$599,3720.10%
133TEXAS INSTRS INC8825081043,320$597,6660.10%
134SALESFORCE INCCRM2,800$591,5280.09%
135AUTODESK INCADSK2,841$581,2970.09%
136CARRIER GLOBAL CORPORATIONCARR11,679$580,5630.09%
137INTEL CORPINTC17,113$572,2590.09%
138BIOGEN INCBIIB2,008$571,9790.09%
139FORD MTR CO DEL34537086036,730$555,7280.09%
140AMAZON COM INCAMZN4,200$547,5120.09%
141SHOPIFY INCSHOP8,449$545,8050.09%
142SCHWAB CHARLES CORPSCHW-PJ9,500$538,4600.09%
143FREEPORT-MCMORAN INCFCX13,375$535,0000.09%
144CROWDSTRIKE HLDGS INCCRWD3,624$532,2570.09%
145VANGUARD WORLD FDS92204A7021,177$521,2190.08%
146AIRBNB INCABNB4,049$518,9200.08%
147THERMO FISHER SCIENTIFIC INCTMO982$512,3590.08%
148ABBOTT LABSABLZF4,684$510,6950.08%
149BOSTON SCIENTIFIC CORPBSX9,375$507,0940.08%
150S&P GLOBAL INCSPGI1,264$506,7250.08%
151TOTALENERGIES SETTE8,776$505,8490.08%
152ACCENTURE PLC IRELANDACN1,630$502,9850.08%
153INVESCO EXCH TRADED FD TR IIIVZ7,973$500,7840.08%
154VANGUARD INDEX FDS9229083631,217$497,5780.08%
155FORTINET INCFTNT6,582$497,5330.08%
156HESS CORPHESM3,622$492,4110.08%
157CISCO SYS INCCSCO9,280$480,1470.08%
158DISNEY WALT CO2546871065,342$476,9340.08%
159BANK AMERICA CORP06050510416,500$473,3850.08%
160DIMENSIONAL ETF TRUST25434V8499,876$470,3940.08%
161CBOE GLOBAL MKTS INC12503M1083,344$461,5050.07%
162VANGUARD WORLD FD9219108732,766$432,7680.07%
163ACADEMY SPORTS & OUTDOORS INASO8,000$432,4000.07%
164CVS HEALTH CORPCVS6,213$429,5050.07%
165SELECT SECTOR SPDR TR81369Y2093,218$427,1610.07%
166TJX COS INC NEW8725401095,000$423,9500.07%
167INVESCO ACTIVELY MANAGED ETFIVZ19,594$422,8390.07%
168AMERICAN CENTY ETF TR02507252110,251$422,6920.07%
169BOOZ ALLEN HAMILTON HLDG CORBAH3,779$421,7360.07%
170VANGUARD STAR FDS9219097687,505$420,9340.07%
171NEXTERA ENERGY INCNEE-PW5,616$416,7070.07%
172HUMANA INCHUM920$411,3750.07%
173HUBBELL INCHUBB1,238$410,4710.07%
174SHELL PLCRYDAF6,781$409,4370.07%
175HERSHEY COHSY1,633$407,7600.07%
176WATSCO INCWSO-B1,065$406,2660.07%
177CASEYS GEN STORES INC1475281031,658$404,3530.06%
178STARBUCKS CORPSBUX4,061$402,3330.06%
179SKYWORKS SOLUTIONS INCSWKS3,634$402,2470.06%
180ALLIANT ENERGY CORPLNT7,644$401,1570.06%
181AMERICAN TOWER CORP NEW03027X1002,052$400,9930.06%
182DIAMONDBACK ENERGY INCFANG3,042$399,5970.06%
183THE TRADE DESK INC88339J1055,143$397,1420.06%
184FERGUSON PLC NEWG3421J1062,522$396,7360.06%
185DOORDASH INCDASH5,142$392,9520.06%
186FIRST TR EXCHANGE-TRADED FD33739Q2008,230$392,3240.06%
187CONFLUENT INC20717M10311,096$391,8000.06%
188CATERPILLAR INCCAT1,574$387,2830.06%
189BROADRIDGE FINL SOLUTIONS IN11133T1032,315$385,1130.06%
190PIMCO CORPORATE & INCOME OPPPTY27,180$383,7490.06%
191UNITY SOFTWARE INCU8,831$383,4420.06%
192ALCON AGALC4,617$381,1660.06%
193JANUS DETROIT STR TR47103U1006,598$374,7000.06%
194ON SEMICONDUCTOR CORPON3,917$370,4700.06%
195EXPEDITORS INTL WASH INC3021301093,058$370,4160.06%
196EQUINIX INCEQIX472$370,0200.06%
197DARLING INGREDIENTS INCDAR5,765$367,7490.06%
198GOLDMAN SACHS GROUP INCGSCE1,128$363,8250.06%
199ULTA BEAUTY INCULTA766$360,4760.06%
200UNITED PARCEL SERVICE INCUPS1,987$356,1700.06%
201BWX TECHNOLOGIES INCBWXT4,967$355,4880.06%
202SMITH A O CORPAOS4,816$350,5080.06%
203ALIBABA GROUP HLDG LTDBBAAY4,183$348,6530.06%
204VANGUARD WORLD FD9219108161,470$345,9200.06%
205GLOBE LIFE INCGL-PD3,109$340,8090.05%
206VENTYX BIOSCIENCES INC92332V10710,379$340,4310.05%
207GARTNER INCIT970$339,8010.05%
208ASTRAZENECA PLCAZN4,729$338,4550.05%
209INVESCO EXCH TRD SLF IDX FDIVZ9,335$338,2070.05%
210MARSH & MCLENNAN COS INC5717481021,796$337,7920.05%
211DEVON ENERGY CORP NEW25179M1036,946$335,8030.05%
212PROSHARES TR74347G44019,648$333,6230.05%
213VERIZON COMMUNICATIONS INCVZ8,950$332,8510.05%
214BOEING COBA-PA1,576$332,7880.05%
215TRANE TECHNOLOGIES PLCTT1,713$327,6280.05%
216ATLASSIAN CORPORATIONTEAM1,951$327,3970.05%
217M & T BK CORP55261F1042,633$325,8600.05%
218DEERE & CODE799$323,7470.05%
219ACADEMY SPORTS & OUTDOORS INASO5,950$322,1480.05%
220VONTIER CORPORATIONVNT9,998$322,0360.05%
221CANADIAN PACIFIC KANSAS CITYCP3,893$314,6820.05%
222ROYCE VALUE TR INCRVT22,800$314,6400.05%
223SYNOPSYS INCSNPS722$314,3660.05%
224BLOCK INCBSQKZ4,714$313,8110.05%
225FIRST AMERN FINL CORP31847R1025,489$312,9830.05%
226ZOETIS INCZTS1,811$311,8720.05%
227EXPEDIA GROUP INCEXPE2,839$310,5580.05%
228DIAGEO PLCDGEAF1,779$308,6210.05%
229ISHARES TR46429B6974,122$306,3880.05%
230FLUOR CORP NEWFLR10,308$305,1170.05%
231MASTERBRAND INCMBC26,226$305,0080.05%
232GRAINGER W W INC384802104386$304,3960.05%
233CHARLES RIV LABS INTL INC1598641071,433$301,2880.05%
234INSPERITY INCNSP2,513$298,9460.05%
235PIMCO DYNAMIC INCOME FD72201Y10115,462$293,3220.05%
236WILLIS TOWERS WATSON PLC LTDWTW1,244$292,9620.05%
237ENTERGY CORP NEWENO3,002$292,3050.05%
238STRYKER CORPORATIONSYK954$291,0560.05%
239ALEXANDRIA REAL ESTATE EQ IN0152711092,548$289,1730.05%
240SHOCKWAVE MED INC82489T1041,000$285,4100.05%
241VANGUARD SCOTTSDALE FDS92206C6643,773$285,3140.05%
242PORTLAND GEN ELEC CO7365088476,010$281,4480.05%
243MEDTRONIC PLCMDT3,184$280,5100.04%
244SUN CMNTYS INC8666741042,108$275,0100.04%
245ROYAL GOLD INCRGLD2,387$273,9800.04%
246SERVICENOW INCNOW487$273,6790.04%
247PAYPAL HLDGS INCPYPL4,099$273,5260.04%
248XCEL ENERGY INCXELLL4,394$273,1750.04%
249INVESCO EXCH TRADED FD TR IIIVZ5,278$273,1370.04%
250J P MORGAN EXCHANGE TRADED F46641Q3085,388$272,0400.04%
251INTERNATIONAL BUSINESS MACHSINTR2,028$271,3670.04%
252VALE S AVALE20,000$268,4000.04%
253MONDELEZ INTL INC6092071053,677$268,2080.04%
254INVESCO EXCH TRADED FD TR IIIVZ12,500$263,0000.04%
255EVERSOURCE ENERGYES3,691$261,7660.04%
256SS&C TECHNOLOGIES HLDGS INCSSNC4,271$258,8230.04%
257MONSTER BEVERAGE CORP NEWMNST4,482$257,4460.04%
258SELECT SECTOR SPDR TR81369Y5063,152$255,9220.04%
259ISHARES TR46432F3961,773$255,7550.04%
260ISHARES TR46432F3391,894$255,4440.04%
261DANAHER CORPORATION2358511021,063$255,1340.04%
262BRISTOL-MYERS SQUIBB COCELG-RI3,987$255,0250.04%
263AMERICAN EXPRESS COAXP1,453$253,1130.04%
264DEXCOM INCDXCM1,965$252,5220.04%
265BRILLIANT EARTH GROUP INCBRLT65,000$252,2000.04%
266DOW INCDOW4,717$251,2270.04%
267WESCO INTL INC95082P1051,397$250,1470.04%
268ZSCALER INCZS1,700$248,7100.04%
269AGILON HEALTH INCAGL14,314$248,2050.04%
270AMERICOLD REALTY TRUST INCCOLD7,671$247,7730.04%
271BLACKROCK INCBLK352$243,2810.04%
272PROLOGIS INC.PLDGP1,979$242,6850.04%
273VANGUARD WORLD FDS92204A504987$242,5060.04%
274SAP SESAPGF1,763$241,1960.04%
275SPIRIT AIRLS INC84857710214,000$240,2400.04%
276SCHWAB CHARLES CORPSCHW-PJ4,221$239,2460.04%
277BERKLEY W R CORPWRB-PH4,015$239,1330.04%
278ING GROEP N.V.INGVF17,751$239,1060.04%
279GILEAD SCIENCES INCGILD3,100$238,9170.04%
280CITIGROUP INCC-PR5,147$236,9850.04%
281ISHARES TR4642874572,920$236,7540.04%
282T-MOBILE US INCTMUSZ1,688$234,4630.04%
283SONY GROUP CORPORATIONSNEJF2,593$233,4740.04%
284SHERWIN WILLIAMS COSHW878$233,1270.04%
285HALLIBURTON COHAL7,035$232,0870.04%
286AVERY DENNISON CORPAVY1,349$231,7580.04%
287AMERICAN CENTY ETF TR0250726044,289$230,7910.04%
288UBER TECHNOLOGIES INCUBER5,324$229,8370.04%
289TARGET CORPTGT1,741$229,6380.04%
290ISHARES TR46434V2748,519$228,3940.04%
291HUBSPOT INCHUBS429$228,2670.04%
292MORGAN STANLEYMS-PQ2,663$227,4200.04%
293LOWES COS INC5486611071,000$225,7000.04%
294LOCKHEED MARTIN CORPLMT482$221,9030.04%
295BOOKING HOLDINGS INCBKNG82$221,4270.04%
296LAMAR ADVERTISING CO NEWLAMR2,210$219,3430.04%
297LKQ CORPLKQ3,761$219,1530.04%
298PROGRESSIVE CORP7433151031,640$217,0870.03%
299ALCOA CORPAA6,325$214,6070.03%
300LIBERTY BROADBAND CORPLBRDP2,654$212,6120.03%
301SPDR SER TR78464A5084,904$211,8530.03%
302BOEING COBA-PA1,000$211,1600.03%
303SELECT SECTOR SPDR TR81369Y6056,256$210,9200.03%
304FISERV INCFISV1,670$210,6710.03%
305ALLIANCEBERNSTEIN GLOBAL HIGAWF20,500$204,1830.03%
306VANGUARD INDEX FDS9229086371,000$202,7200.03%
307VALE S AVALE14,914$200,1460.03%
308SHOCKWAVE MED INC82489T104700$199,7870.03%
309ORANGEORANY16,351$190,3260.03%
310INVESCO ACTVELY MNGD ETC FDIVZ13,814$187,9390.03%
311SNAP INCSNAP15,836$187,4980.03%
312C3 AI INCAI5,000$182,1500.03%
313CHARGEPOINT HOLDINGS INCCHPT20,246$177,9620.03%
314NOKIA CORPNOKBF40,507$168,5090.03%
315VODAFONE GROUP PLC NEW92857W30816,353$154,5360.02%
316CHARGEPOINT HOLDINGS INCCHPT17,000$149,4300.02%
317ZSCALER INCZS1,000$146,3000.02%
318BLACKROCK MUNIYIELD N Y QUALBLK14,300$145,3090.02%
319SOUNDHOUND AI INCSOUNW29,000$131,9500.02%
320SOFI TECHNOLOGIES INCSOFI15,332$127,8690.02%
321ACTIVISION BLIZZARD INC00507V1091,427$120,2960.02%
322ZSCALER INCZS755$110,4570.02%
323ENPHASE ENERGY INCENPH607$101,6600.02%
324ALCOA CORPAA2,600$88,2180.01%
325TJX COS INC NEW8725401091,000$84,7900.01%
326NUVEEN N Y MUN VALUE FDNU10,000$84,7800.01%
327ACTIVISION BLIZZARD INC00507V1091,000$84,3000.01%
328Y-MABS THERAPEUTICS INC98424110910,000$67,9000.01%
329SHOCKWAVE MED INC82489T104226$64,5030.01%
330ADOBE SYSTEMS INCORPORATEDADBE100$48,8990.01%
331VIMEO INC92719V10011,763$48,4640.01%
332C3 AI INCAI1,280$46,6300.01%
333UNITY SOFTWARE INCU500$21,7100.00%
334ADVENT TECHNOLOGIES HOLDNG IADNH21,050$12,3880.00%