Stelac Advisory Services LLC Incresed Positions in Q1 2025

Stelac Advisory Services LLC

  • $236 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ENPH
Enphase Energy, Inc.

Technology
36.6K
+ 160.17%
$52.87 - $73.51 $1.94M - $2.69M
59.5K $3.69M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.81K
+ 3.05%
$63.07 - $73.5 $367K - $427K
196K $13.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
130
+ 1.0%
$442.66 - $534.52 $57.5K - $69.5K
13.1K $6.98M
PLD
Prologis, Inc.

Real Estate
49
+ 0.03%
$103.59 - $124.04 $5.08K - $6.08K
168K $18.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.17K
+ 10.17%
$106.22 - $111.09 $549K - $574K
55.9K $6.21M
JPM
Jpmorgan Chase & CO

Financial Services
2.95K
+ 677.01%
$225.19 - $279.95 $663K - $824K
3.38K $829K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.93K
+ 29.12%
$54.25 - $57.64 $539K - $572K
44K $2.43M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.31K
+ 14.97%
$408.78 - $448.82 $534K - $586K
10K $4.21M
DVY
Ishares Tr

ETFs
2.4K
+ 4.92%
$128.58 - $138.1 $308K - $331K
51.1K $6.87M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.32K
+ 6.14%
$79.17 - $82.04 $342K - $355K
74.7K $6.11M
EEM
Ishares Msci Emerging Markets

ETFs
5.69K
+ 8.19%
$40.81 - $45.34 $232K - $258K
75.2K $3.29M
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.3K
+ 12.71%
$36.6 - $39.56 $157K - $170K
38.1K $1.48M
VNQ
Vanguard Specialized Funds Van

ETFs
2.36K
+ 10.84%
$85.55 - $94.34 $202K - $223K
24.2K $2.19M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.3K
+ 28.37%
$77.7 - $78.94 $179K - $182K
10.4K $821K
HYG
Ishares Tr

ETFs
2.2K
+ 58.53%
$78.51 - $80.11 $173K - $176K
5.97K $470K
BLOK
Amplify ETF Tr Trnsformational

ETFs
4.49K
+ 139.5%
$36.88 - $49.3 $166K - $221K
7.71K $284K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
1.62K
+ 63.5%
$83.91 - $90.87 $136K - $147K
4.17K $353K
EPP
Ishares Inc

ETFs
2.66K
+ 5.85%
$43.24 - $46.56 $115K - $124K
48.1K $2.12M
MBB
Ishares Tr

ETFs
915
+ 4.62%
$90.37 - $94.08 $82.7K - $86.1K
20.7K $1.94M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.44K
+ 10.37%
$20.7 - $21.15 $133K - $136K
68.5K $1.42M
BOTZ
Global X Fds

ETFs
3.76K
+ 63.19%
$28.46 - $34.53 $107K - $130K
9.7K $275K
AVGO
Broadcom Inc.

Technology
651
+ 135.63%
$167.43 - $244.7 $109K - $159K
1.13K $189K
EWC
Ishares Msci Canada ETF

ETFs
1.32K
+ 3.1%
$39.3 - $42.52 $51.7K - $56K
43.8K $1.78M
BUG
Global X Fds Cybersecurity ETF

ETFs
1.91K
+ 22.95%
$31.56 - $36.78 $60.4K - $70.4K
10.3K $331K
RSP
Invesco S&P 500 Equal Weight E

ETFs
825
+ 1.82%
$169.43 - $182.84 $140K - $151K
46.2K $7.99M
FINX
Global X Fds Fintech ETF (De)

ETFs
2.98K
+ 30.9%
$27.43 - $33.5 $81.6K - $99.7K
12.6K $347K
APO
Apollo Global Management, Inc.

Financial Services
460
+ 57.64%
$126.01 - $172.06 $58K - $79.1K
1.26K $172K
HTEC
Robo Global Healthcare

ETFs
1.77K
+ 29.67%
$27.33 - $31.35 $48.5K - $55.6K
7.75K $211K
KO
Coca Cola CO

Consumer Defensive
204
+ 8.36%
$60.81 - $72.32 $12.4K - $14.8K
2.64K $189K
MA
Mastercard Inc

Financial Services
44
+ 14.19%
$504.67 - $576.31 $22.2K - $25.4K
354 $194K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
1.13K
+ 35.78%
$32.02 - $41.58 $36.2K - $47.1K
4.3K $139K
WMT
Walmart Inc.

Consumer Defensive
196
+ 12.37%
$84.5 - $105.05 $16.6K - $20.6K
1.78K $156K
GNOM
Global X Fds Genomics & Biotec

ETFs
3.02K
+ 25.2%
$7.95 - $10.29 $24K - $31.1K
15K $119K
Ishares Bitcoin Trust ETF
3.06K
+ 6.93%
N/A
47.2K $0
SPG
Simon Property Group Inc

Real Estate
17
+ 1.93%
$159.48 - $187.78 $2.71K - $3.19K
898 $149K
QQQ
Invesco Qqq Trust, Series 1

ETFs
191
+ 6.75%
$468.34 - $539.52 $89.5K - $103K
3.02K $1.42M
TSLA
Tesla, Inc.

Consumer Cyclical
266
+ 34.91%
$222.15 - $428.22 $59.1K - $114K
1.03K $266K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
635
+ 2.86%
$507.05 - $563.67 $322K - $358K
22.8K $11.7M
CRM
Salesforce, Inc.

Technology
71
+ 0.56%
$268.36 - $359.95 $19.1K - $25.6K
12.8K $3.42M
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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