Stelac Advisory Services LLC Portfolio Holdings

Stelac Advisory Services LLC

  • $239 Million
  • Q3 2024

Stelac Advisory Services LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $239 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Prologis, Inc. with a value of $17.5M, Spdr S&P 500 ETF Trust with a value of $15.7M, Alphabet Inc. with a value of $15M, Nvidia Corp with a value of $14.9M, and Vanguard Ftse Europe ETF Ftse with a value of $13.3M.

Examining the 13F form we can see an increase of $14M in the current position value, from $225M to 239M.

Stelac Advisory Services LLC is based out at New York, NY

Below you can find more details about Stelac Advisory Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $239 Million
ETFs: $132 Million
Technology: $36.7 Million
Communication Services: $24.8 Million
Real Estate: $17.8 Million
Healthcare: $10.3 Million
Consumer Cyclical: $8.62 Million
Financial Services: $7.53 Million
Energy: $860,000
Other: $940,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$209,000 0.09% of portfolio
10,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $239 Million
  • Prior Value $225 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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