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CIK: 0001519676
Total reported value
$536.6M
$536.6M
108 檔
14.8%
As reported in its official Q4 2024 Form 13F filing, Stelac Advisory Services LLC's tracked investment portfolio stood at $536.6M with 108 total positions.
During Q4 2024, Stelac Advisory Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | Stock-Real Estate | 6.92% | -0.95% | +21.36% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.69% | +1.14% | -0.01% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.55% | +0.30% | +1.90% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.07% | +0.32% | -3.28% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.72% | -0.08% | +1.68% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.66% | +0.16% | -1.75% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.37% | -0.31% | +32.44% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.15% | +0.03% | -0.80% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.40% | +0.56% | — | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.10% | +0.06% | +19.34% | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.84% | — | -0.61% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.49% | -0.10% | +0.89% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.31% | +1.09% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.30% | -0.07% | +0.02% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.20% | -0.11% | +2.92% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.11% | -0.12% | +6.29% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.70% | -0.12% | — | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.65% | — | — | |
| 19 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.61% | -0.43% | — | |
| 20 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.60% | -0.01% | -5.84% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.45% | +0.03% | -1.29% | |
| 22 | IGF | Ishares Global Infrastructur | ETF-Other | 1.34% | +0.01% | +1.17% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.24% | +0.03% | +38.19% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.04% | +3.68% | |
| 25 | IEV | Ishares Europe ETF | ETF-Other | 1.16% | -0.01% | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.14% | +0.10% | +2.41% | |
| 27 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.12% | -0.04% | — | |
| 28 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.10% | -0.22% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.06% | -5.22% | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.92% | -0.08% | -10.80% | |
| 31 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.82% | -0.19% | — | |
| 32 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.77% | -0.03% | +0.91% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.76% | — | +2.15% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.74% | +0.06% | — | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.71% | -0.04% | +3.42% | |
| 36 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.67% | -0.03% | +0.89% | |
| 37 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.63% | -0.09% | — | |
| 38 | ENPH | Enphase Energy Inc | Stock-Tech | 0.61% | +0.11% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.06% | — | |
| 40 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.53% | -0.01% | +2.27% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.51% | -0.01% | +3.19% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.15% | +3.82% | |
| 43 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.48% | -0.09% | — | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.48% | -0.01% | — | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.40% | -0.01% | — | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.40% | +0.01% | +86.08% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | +0.03% | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | +0.20% | -0.25% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.34% | +0.01% | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | +0.01% | +47.92% |
According to official SEC Form 13F filings, Stelac Advisory Services LLC reported a total U.S. public equity portfolio value of $536.6M across 108 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including PLD, GOOGL, NVDA) accounted for 14.8% of total reported equity market value during Q4 2024.
During Q4 2024, Stelac Advisory Services LLC's top holdings by market value included PLD (6.9%)、GOOGL (6.7%)、NVDA (6.5%). The largest single position, PLD, represented 6.9% of total portfolio value.
In Q4 2024, Stelac Advisory Services LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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