Stelac Advisory Services LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA Stelac Advisory Services LLC | Institutional Filer | ▲ 74.76% | $494.3M | 163 |
Current Portfolio Holdings
Showing all 163 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | Technology | 134K | $38.4M | 7.77% |
| 2 | NVDA | NVIDIA Corporation | Technology | 146K | $25.4M | 5.13% |
| 3 | FSUN | FirstSun Capital Bancorp | Financial Services | 624K | $22.7M | 4.60% |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | — | 245K | $20.2M | 4.09% |
| 5 | PLD | Prologis, Inc. | Real Estate | 122K | $16.2M | 3.28% |
| 6 | MSFT | Microsoft Corporation | Technology | 42K | $15.5M | 3.14% |
| 7 | SPY | SPDR S&P 500 ETF Trust | — | 23K | $15.3M | 3.09% |
| 8 | VOO | VANGUARD INDEX FDS | — | 23K | $14.0M | 2.83% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 66K | $13.8M | 2.79% |
| 10 | BIL | SPDR SERIES TRUST | — | 146K | $13.4M | 2.70% |
| 11 | LLY | Eli Lilly and Company | Healthcare | 14K | $13.2M | 2.67% |
| 12 | VRT | Vertiv Holdings Co | Industrials | 42K | $10.5M | 2.12% |
| 13 | UPS | United Parcel Service, Inc. | Industrials | 95K | $9.3M | 1.88% |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | — | 45K | $8.7M | 1.75% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 18K | $8.5M | 1.72% |
Showing 1 to 15 of 163 holdings