Stelac Advisory Services LLC Closed Holding Positions

Stelac Advisory Services LLC

  • $256 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MRVL
Marvell Technology, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
2,627
$57.59 - $91.51 $151K - $240K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
28,191
$22.59 - $55.52 $637K - $1.57M
Vereit Inc
Q4 2021 Filed on Feb 14, 2022
2,369
N/A
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
494
$255.99 - $314.27 $126K - $155K
SRET
Global X Fds Superdividend Rei

ETFs
Q4 2021 Filed on Feb 14, 2022
14,623
$27.03 - $29.82 $395K - $436K
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
16,904
$22.73 - $26.26 $384K - $444K
PLUG
Plug Power Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
5,734
$24.32 - $44.55 $139K - $255K
U
Unity Software Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
1,402
$119.85 - $201.12 $168K - $282K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
743
$158.3 - $265.08 $118K - $197K
NOVA
Sunnova Energy International Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
3,638
$25.19 - $44.63 $91.6K - $162K
FSLR
First Solar, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
1,512
$85.76 - $121.14 $130K - $183K
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
3,148
$62.76 - $108.07 $198K - $340K
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
747
$1052.95 - $1709.98 $787K - $1.28M
NEP
Nextera Energy Partners, LP

Utilities
Q4 2021 Filed on Feb 14, 2022
1,982
$76.06 - $87.69 $151K - $174K
VITL
Vital Farms, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
24,536
$16.35 - $20.03 $401K - $491K
RYN
Rayonier Inc

Real Estate
Q4 2021 Filed on Feb 14, 2022
7,632
$35.06 - $40.8 $268K - $311K
COP
Conocophillips

Energy
Q4 2021 Filed on Feb 14, 2022
5,843
$68.6 - $77.03 $401K - $450K
FPI
Farmland Partners Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
20,688
$11.12 - $12.77 $230K - $264K
NEE
Nextera Energy Inc

Utilities
Q4 2021 Filed on Feb 14, 2022
1,301
$77.83 - $93.36 $101K - $121K
LAND
Gladstone Land Corp

Real Estate
Q4 2021 Filed on Feb 14, 2022
10,744
$22.14 - $33.76 $238K - $363K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2021 Filed on Feb 14, 2022
5,530
$59.71 - $64.17 $330K - $355K
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
1,513
$199.42 - $227.75 $302K - $345K
INDA
Ishares Msci India Index Fund

ETFs
Q4 2021 Filed on Feb 14, 2022
9,500
$43.63 - $50.78 $414K - $482K
PCH
Potlatchdeltic Corp

Real Estate
Q4 2021 Filed on Feb 14, 2022
4,522
$51.36 - $61.05 $232K - $276K
MRO
Marathon Oil Corp

Energy
Q4 2021 Filed on Feb 14, 2022
9,488
$14.24 - $17.26 $135K - $164K
Ishares Tr
Q3 2021 Filed on Nov 15, 2021
6,870
N/A
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q3 2021 Filed on Nov 15, 2021
58,600
$19.68 - $22.51 $1.15M - $1.32M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q3 2021 Filed on Nov 15, 2021
3,319
$38.92 - $43.2 $129K - $143K
UPS
United Parcel Service Inc

Industrials
Q3 2021 Filed on Nov 15, 2021
818
$182.1 - $214.26 $149K - $175K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
2,267
$72.99 - $79.0 $165K - $179K
STAG
Stag Industrial, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
3,037
$37.37 - $43.27 $113K - $131K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
1,000
$85.4 - $126.43 $85.4K - $126K
AXP
American Express CO

Financial Services
Q3 2021 Filed on Nov 15, 2021
1,632
$158.72 - $176.77 $259K - $288K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
656
$154.62 - $164.07 $101K - $108K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
1,198
$273.65 - $297.37 $328K - $356K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q3 2021 Filed on Nov 15, 2021
1,406
$230.42 - $251.05 $324K - $353K
SNPS
Synopsys Inc

Technology
Q3 2021 Filed on Nov 15, 2021
1,754
$274.48 - $337.74 $481K - $592K
XOM
Exxon Mobil Corp

Energy
Q3 2021 Filed on Nov 15, 2021
3,792
$52.73 - $63.26 $200K - $240K
SCHW
Schwab Charles Corp

Financial Services
Q3 2021 Filed on Nov 15, 2021
3,305
$66.68 - $77.38 $220K - $256K
LMT
Lockheed Martin Corp

Industrials
Q3 2021 Filed on Nov 15, 2021
268
$336.05 - $383.48 $90.1K - $103K
JOE
St Joe CO

Real Estate
Q3 2021 Filed on Nov 15, 2021
4,398
$40.87 - $47.03 $180K - $207K
EPR
Epr Properties

Real Estate
Q3 2021 Filed on Nov 15, 2021
2,317
$47.21 - $55.33 $109K - $128K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
6,652
$21.59 - $23.82 $144K - $158K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
646
$263.36 - $285.1 $170K - $184K
DOCU
Docusign, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
391
$256.89 - $310.05 $100K - $121K
ITW
Illinois Tool Works Inc

Industrials
Q3 2021 Filed on Nov 15, 2021
486
$206.63 - $235.2 $100K - $114K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 15, 2021
3,710
$73.87 - $92.86 $274K - $345K
Proshares Tr
Q3 2021 Filed on Nov 15, 2021
1,359
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2021 Filed on Nov 15, 2021
3,100
$48.16 - $48.66 $149K - $151K
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