WEALTHSTAR ADVISORS, LLC

PrivateCIK: 1602224
Location

PLANO, TX

110
Positions
$213.30M
Total AUM (reported)
3.11M
Total Shares

Allocation by class

TOTAL AUM$213.30M110 positions
TR UNIT$46.30M21.7%
COM$38.97M18.3%
DAILY S&P 500 BU$27.32M12.8%
ISHS 1-5YR INVS$10.03M4.7%
IBOXX INV CP ETF$9.72M4.6%
IBOXX HI YD ETF$7.86M3.7%
SPONSORED ADR$4.66M2.2%

Portfolio Concentration

Top 339.2%4–1016.4%11–2514.5%Rest29.9%TOP 1055.6%0%100%
Top 3$83.65M39.2%
4–10$34.92M16.4%
11–25$30.86M14.5%
Rest$63.87M29.9%

Top 3 weight

39.2%

Top 10 weight

55.6%

Voting Authority Distribution

Total shares with voting rights: 3.04M

Sole

Full voting authority

3.04M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole110
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings110
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares71.20K
TypeSH
Market value$46.30M
21.71%
Sole
1.50K
Shared
0.00
None
0.00

DIREXION SHARES ETF TRUST

SOLE
DAILY S&P 500 BU
Shares147.74K
TypeSH
Market value$27.32M
12.81%
Sole
147.74K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 1-5YR INVS
Shares190.78K
TypeSH
Market value$10.03M
4.70%
Sole
190.78K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX INV CP ETF
Shares89.15K
TypeSH
Market value$9.72M
4.56%
Sole
89.15K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares98.75K
TypeSH
Market value$7.86M
3.68%
Sole
98.75K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares25.58K
TypeSH
Market value$4.97M
2.33%
Sole
25.58K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 5-10YR INVT
Shares70.27K
TypeSH
Market value$3.74M
1.75%
Sole
70.27K
Shared
0.00
None
0.00

NEOS ETF TRUST

SOLE
NASDAQ 100 HDGD
Shares65.78K
TypeSH
Market value$3.37M
1.58%
Sole
65.78K
Shared
0.00
None
0.00

ISHARES TR

SOLE
INTRM GOV CR ETF
Shares26.14K
TypeSH
Market value$2.79M
1.31%
Sole
26.14K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBONDS DEC 2031
Shares118.75K
TypeSH
Market value$2.49M
1.17%
Sole
118.75K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE UNIVRSL USD
Shares53.52K
TypeSH
Market value$2.47M
1.16%
Sole
53.52K
Shared
0.00
None
0.00

ISHARES TR

SOLE
U.S. ENERGY ETF
Shares37.93K
TypeSH
Market value$2.46M
1.15%
Sole
37.93K
Shared
0.00
None
0.00

SIXTH STREET SPECIALTY LENDI

SOLE
COM
Shares129.52K
TypeSH
Market value$2.38M
1.12%
Sole
129.52K
Shared
0.00
None
0.00

PLAINS ALL AMERN PIPELINE L

SOLE
UNIT LTD PARTN
Shares103.58K
TypeSH
Market value$2.31M
1.08%
Sole
103.58K
Shared
0.00
None
0.00

ISHARES TR

SOLE
U.S. UTILITS ETF
Shares19.27K
TypeSH
Market value$2.24M
1.05%
Sole
19.27K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBONDS 27 ETF
Shares88.11K
TypeSH
Market value$2.14M
1.00%
Sole
88.11K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares15.69K
TypeSH
Market value$2.13M
1.00%
Sole
15.69K
Shared
0.00
None
0.00

ISHARES TR

SOLE
U.S. BAS MTL ETF
Shares10.99K
TypeSH
Market value$1.93M
0.91%
Sole
10.99K
Shared
0.00
None
0.00

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares4.86K
TypeSH
Market value$1.92M
0.90%
Sole
4.86K
Shared
0.00
None
0.00

PIMCO DYNAMIC INCOME FD

SOLE
SHS
Shares109K
TypeSH
Market value$1.86M
0.87%
Sole
109K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBONDS DEC 2030
Shares84.21K
TypeSH
Market value$1.84M
0.86%
Sole
84.21K
Shared
0.00
None
0.00

KEYSIGHT TECHNOLOGIES INC

SOLE
COM
Shares6.46K
TypeSH
Market value$1.83M
0.86%
Sole
6.46K
Shared
0.00
None
0.00

BP PLC

SOLE
SPONSORED ADR
Shares38.70K
TypeSH
Market value$1.82M
0.85%
Sole
38.70K
Shared
0.00
None
0.00

WESTERN DIGITAL CORP

SOLE
COM
Shares6.57K
TypeSH
Market value$1.78M
0.83%
Sole
6.57K
Shared
0.00
None
0.00

ISHARES TR

SOLE
U.S. FINLS ETF
Shares14.93K
TypeSH
Market value$1.76M
0.82%
Sole
14.93K
Shared
0.00
None
0.00
Page 1 of 5