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Wealthstar Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ava Hoppe | 27 July, 2023

Attention investors! We have some exciting news for you regarding the latest changes in the holdings of Wealthstar Advisors, LLC. In this blog post, we will provide you with an in-depth analysis of the Q1 2023 vs. Q2 2023 13F Holdings Comparison. Stay tuned to discover which stocks have witnessed significant changes and how these changes may impact your investment decisions.

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Title: Wealthstar Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison: Analyzing the Recent Shifts in Investment Portfolio

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When it comes to investing, staying informed about the latest changes in the market is crucial. Wealthstar Advisors, LLC is a prominent investment firm that diligently files Form 13F with the Securities and Exchange Commission (SEC). This form provides valuable insights into the company's holdings, allowing investors and analysts to track their movements.

In Q1 2023, Wealthstar Advisors, LLC made some noteworthy changes to its investment portfolio. One of the intriguing shifts is in the holdings of DIREXION SHS ETF TR (SPXL). The number of shares remained relatively stable, with a marginal decrease from 722,219 to 722,035. However, the value of these shares increased from $52,852,000 to $64,968,000, reflecting a notable increase of 22.9%.

Another significant change occurred in the holdings of ISHARES TR (LQD). Although the number of shares witnessed a marginal decline from 422,893 to 421,855, the value of these shares decreased slightly from $46,353,000 to $45,619,000, resulting in a modest decrease of 1.6%.

Moving on, ISHARES TR (HYG) also experienced a minor change. The number of shares increased slightly from 330,505 to 330,641, while the value of these shares decreased marginally from $24,969,000 to $24,820,000, reflecting a small decline of 0.6%.

Among the stocks with a more significant change was ISHARES TR (GVI). The number of shares decreased from 217,150 to 213,149, leading to a decrease in the value of these shares from $22,690,000 to $21,933,000, representing a reduction of 3.3%.

TEXAS INSTRS INC (TXN) also witnessed a notable change in holdings. The number of shares increased from 63,112 to 63,807, while the value of these shares slightly decreased from $11,739,000 to $11,486,000, indicating a decrease of 2.2%.

Furthermore, ISHARES TR (IGIB) experienced a slight adjustment. The number of shares decreased from 97,237 to 95,992, with the value of these shares decreasing from $4,986,000 to $4,854,000, reflecting a drop of 2.6%.

Similarly, the holdings of ISHARES TR (IGSB) also witnessed a marginal change. The number of shares decreased from 74,015 to 72,432, resulting in a decrease in the value of these shares from $3,740,000 to $3,633,000, representing a minor decrease of 2.9%.

Moving forward, ISHARES GOLD TR (IAU) experienced a noticeable change. The number of shares decreased from 85,685 to 84,958, leading to a decrease in the value of these shares from $3,202,000 to $3,091,000, reflecting a decline of 3.4%.

ETF SER SOLUTIONS (NUSI) stands out as one of the stocks with a significant change. The number of shares decreased from 135,052 to 132,388, whereas the value of these shares increased from $2,653,000 to $2,852,000, indicating an impressive increase of 7.5%.

In addition, ISHARES TR (IUSB) experienced a notable change. The number of shares decreased from 63,042 to 61,383, leading to a decrease in the value of these shares from $2,909,000 to $2,791,000, reflecting a decrease of 4.1%.

These are just a few examples of the changes observed in the holdings of Wealthstar Advisors, LLC during Q1 2023. It is essential to analyze all the data before making any investment decisions. Remember, the stock market is highly dynamic, and these changes can impact the future performance of your investments.

In conclusion, Wealthstar Advisors, LLC has made several noteworthy changes to its investment portfolio during Q1 2023. It is crucial for investors to stay updated on these fluctuations, as they can help shape better investment decisions. By analyzing the changes in holdings, investors can gain valuable insights into the firm's investment strategy and potentially make more informed choices regarding their own portfolios. Stay tuned for more updates on Wealthstar Advisors, LLC's future 13F filings and the exciting changes in their holdings.

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