Wealthstar Advisors, LLC
WealthStar Advisors, LLC is a Texas-based SEC-registered investment adviser founded in 2010. The firm provides financial planning and wealth management services to high net worth individuals, families, and businesses across North America. Its team includes experienced professionals, such as co-founder Scott Stockton, MBA, CFP®, CRPC®, who have backgrounds in both independent and large investment adviser settings. WealthStar Advisors was incorporated in Texas and continues to be headquartered in Plano, TX.
Investment Strategy
WealthStar Advisors focuses on delivering consistent long-term returns for clients while lowering portfolio risk. The firm employs unique indicators and signals to manage portfolios, tailoring strategies for each client. Services emphasize comprehensive financial planning and wealth management for high net worth individuals and families, integrating portfolio management with risk mitigation.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPXL | DIREXION SHS ETF TR | 31.47% | $83.6M | 481,825 | $170.56 | $173.53 | +$42.0M |
L LQD | ISHARES TR | 3.94% | $10.5M | 95,492 | $106.84 | $109.61 | -$1.3M |
H HYG | ISHARES TR | 3.16% | $8.4M | 104,012 | $78.65 | $80.65 | -$304.5K |
T TXN | TEXAS INSTRS INC | 2.95% | $7.8M | 37,753 | $187.51 | $207.62 | +$955.1K |
T TBIL | RBB FD INC | 2.51% | $6.7M | 133,289 | $49.93 | $50.00 | +$800.3K |