SA

Stelac Advisory Services LLC

13F
Stelac Advisory Services LLC
Last update 2024-07-29 105 Stocks (7 new)
Value $236.00 Mil Turnover 11 %
Countries:
Top Holdings: GOOGL(6.98%)PLD(6.58%)SPY(6.45%)NVDA(6.40%)VGK(4.91%)
Portfolio Report
Summary Stock Picks Current Portfolio
Stelac Advisory Services LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL 		Alphabet Inc
90,624
16507.250
-4.88%
6.980
-0.33%
0.000
-9.31%
+16.49%
2005587.250
Interactive Media
PLD 		Prologis Inc
138,395
15543.140
0%
6.580
0%
0.010
+14.33%
-2.72%
117294.405
REITs
SPY 		S&P 500 ETF TRUST ETF
27,924
15234.320
-5.51%
6.450
-0.40%
-
+5.26%
+20.20%
569404.493
 
NVDA 		NVIDIA Corp
122,440
15126.240
0%
6.400
0%
0.000
+2.41%
+144.29%
2966903.500
Semiconductors
VGK 		Vanguard FTSE Europe ETF
173,724
11599.550
+2.47%
4.910
+0.12%
-
+4.49%
+9.65%
20116.242
 
MSFT 		Microsoft Corp
25,178
11253.340
-4.12%
4.760
-0.21%
0.000
-3.93%
+14.79%
3191040.542
Software
LLY 		Eli Lilly and Co
11,311
10240.750
0%
4.330
0%
0.000
+4.00%
+59.36%
832380.602
Drug Manufacturers
VOO 		Vanguard S&P 500 ETF
19,770
9904.580
+5.19%
4.190
+0.21%
-
0%
0%
491791.938
 
BRK.B 		Berkshire Hathaway Inc
18,172
7392.450
+0.26%
3.130
+0.01%
0.000
+9.80%
+27.45%
980743.431
Insurance
CRM 		Salesforce Inc
28,158
7239.420
0%
3.060
0%
0.000
+13.06%
+3.23%
258540.640
Software

Stelac Advisory Services LLC's Historical Top Holdings Breakdowns

Stelac Advisory Services LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-06-30New Buy
+2.96%
●
91.42 ($91.61) 91.82
$91.75
0.15%
New holding
76,090
76,090
SHV 		iShares Short Treasury Bond ETF2024-06-30New Buy
+2.58%
●
110.04 ($110.27) 110.51
$110.56
0.26%
New holding
55,227
55,227
GUNR 		FlexShares Global Upstream Natural Resources Index Fund2024-06-30New Buy
+0.57%
●
39.9 ($41.64) 43.46
$40.96
-1.63%
New holding
33,448
33,448
IBIT 		iShares Bitcoin Trust2024-06-30Add
+0.56%
●
32.39 ($37.35) 40.95
$36.64
-1.90%
Add 1536.08%
41,311
38,786
SPY 		S&P 500 ETF TRUST ETF2024-06-30Reduce
-0.40%
●
495.16 ($523.39) 548.49
$571.30
9.15%
Reduce -5.51%
27,924
-1,628
GOOGL 		Alphabet Inc2024-06-30Reduce
-0.33%
●
150.53 ($168.57) 185.41
$162.32
-3.71%
Reduce -4.88%
90,624
-4,648
DVY 		iShares Select Dividend ETF2024-06-30Add
+0.28%
●
115.73 ($121.39) 125.75
$135.59
11.70%
Add 13.79%
44,278
5,365
TIP 		iShares TIPS Bond ETF2024-06-30Add
+0.28%
●
105.01 ($106.33) 107.23
$110.83
4.23%
Add 18.27%
39,712
6,135
WY 		Weyerhaeuser Co2024-06-30Sold Out
-0.28%
●
27.96 ($30.93) 35.56
$33.78
9.21%
Sold Out
0
-16,805
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-06-30Add
+0.26%
●
77.99 ($79.4) 80.49
$83.99
5.78%
Add 16.59%
53,760
7,649

Stelac Advisory Services LLC Total Holding History ($B)

To

Stelac Advisory Services LLC's Asset Allocation

To

Stelac Advisory Services LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stelac Advisory Services LLC's Hypothetical Growth since 2024-06-30

Stelac Advisory Services LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stelac Advisory Services LLC's Holdings Heat Map

Size field:

Stelac Advisory Services LLC's Holdings Bubble Chart

Stelac Advisory Services LLC News

  • 1

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