Stelac Advisory Services LLC Purchases in Q4 2024

Stelac Advisory Services LLC

  • $249 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
30K
+ 32.44%
$91.29 - $91.8 $2.74M - $2.75M
122K $11.2M
NVDA
Nvidia Corp

Technology
2.33K
+ 1.9%
$117.0 - $148.88 $273K - $347K
125K $16.8M
ENPH
Enphase Energy, Inc.

Technology
22.9K
New
$59.52 - $111.18 $1.36M - $2.54M
22.9K $1.57M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.35K
+ 19.34%
$174.22 - $187.62 $1.28M - $1.38M
45.3K $7.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.1K
+ 38.19%
$61.68 - $67.87 $872K - $960K
51.2K $3.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.08K
+ 86.08%
$113.92 - $127.38 $464K - $519K
8.81K $1.02M
GOOG
Alphabet Inc.

Communication Services
559
+ 3.68%
$163.08 - $198.16 $91.2K - $111K
15.7K $3M
IAT
Ishares Tr

ETFs
8.99K
New
$46.07 - $56.9 $414K - $512K
8.99K $452K
PLD
Prologis, Inc.

Real Estate
29.6K
+ 21.36%
$101.4 - $126.96 $3M - $3.75M
168K $17.8M
IWM
Ishares Russell 2000 ETF

ETFs
1.12K
+ 47.92%
$216.13 - $242.4 $241K - $270K
3.44K $760K
TIP
Ishares Tr Tips Bd ETF

ETFs
3K
+ 6.29%
$106.33 - $110.69 $319K - $333K
50.8K $5.41M
APO
Apollo Global Management, Inc.

Financial Services
798
New
$131.36 - $178.61 $105K - $143K
798 $131K
TSLA
Tesla, Inc.

Consumer Cyclical
38
+ 5.25%
$213.65 - $479.86 $8.12K - $18.2K
762 $307K
AVGO
Broadcom Inc.

Technology
480
New
$159.67 - $250.0 $76.6K - $120K
480 $111K
JPM
Jpmorgan Chase & CO

Financial Services
435
New
$205.18 - $250.29 $89.3K - $109K
435 $104K
BX
Blackstone Inc.

Financial Services
592
New
$148.45 - $199.05 $87.9K - $118K
592 $102K
EXPE
Expedia Group, Inc.

Consumer Cyclical
541
New
$146.47 - $191.01 $79.2K - $103K
541 $100K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
390
+ 39.0%
$238.25 - $261.28 $92.9K - $102K
1.39K $336K
V
Visa Inc.

Financial Services
10
+ 0.47%
$273.87 - $320.91 $2.74K - $3.21K
2.12K $671K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
564
+ 16.88%
$115.08 - $119.55 $64.9K - $67.4K
3.91K $451K
GLD
Spdr Gold Trust

ETFs
193
+ 15.98%
$236.59 - $257.5 $45.7K - $49.7K
1.4K $339K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.92K
+ 3.19%
$20.98 - $21.19 $40.3K - $40.7K
62.1K $1.31M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.24K
+ 2.27%
$24.19 - $24.63 $30K - $30.5K
55.9K $1.35M
IEF
Ishares Barclays

ETFs
282
+ 11.24%
$92.08 - $98.18 $26K - $27.7K
2.79K $257K
MO
Altria Group, Inc.

Consumer Defensive
69
+ 1.33%
$49.06 - $57.74 $3.39K - $3.98K
5.27K $275K
Global X Fds
12.8K
New
N/A
12.8K $0
MBB
Ishares Tr

ETFs
655
+ 3.42%
$91.26 - $95.82 $59.8K - $62.8K
19.8K $1.82M
EWC
Ishares Msci Canada ETF

ETFs
373
+ 0.89%
$39.64 - $43.28 $14.8K - $16.1K
42.5K $1.71M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.99K
+ 2.92%
$80.13 - $83.77 $160K - $167K
70.4K $5.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.02%
$442.29 - $483.08 $1.33K - $1.45K
13K $5.88M
IGF
Ishares Global Infrastructure

ETFs
763
+ 1.17%
$51.2 - $55.7 $39.1K - $42.5K
65.8K $3.44M
DVY
Ishares Tr

ETFs
431
+ 0.89%
$129.55 - $143.41 $55.8K - $61.8K
48.7K $6.4M
VNQ
Vanguard Specialized Funds Van

ETFs
458
+ 2.15%
$87.85 - $98.6 $40.2K - $45.2K
21.8K $1.94M
EEM
Ishares Msci Emerging Markets

ETFs
1.64K
+ 2.41%
$41.82 - $47.36 $68.5K - $77.5K
69.5K $2.91M
EPP
Ishares Inc

ETFs
408
+ 0.91%
$43.59 - $49.13 $17.8K - $20K
45.4K $1.99M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.16K
+ 1.68%
$63.27 - $70.31 $200K - $222K
191K $12.1M
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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