Stelac Advisory Services LLC Portfolio Holdings

Stelac Advisory Services LLC

  • $249 Million
  • Q4 2024

Stelac Advisory Services LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $249 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Prologis, Inc. with a value of $17.8M, Alphabet Inc. with a value of $17.2M, Nvidia Corp with a value of $16.8M, Spdr S&P 500 ETF Trust with a value of $15.5M, and Vanguard Ftse Europe ETF Ftse with a value of $12.1M.

Examining the 13F form we can see an increase of $9.33M in the current position value, from $239M to 249M.

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 $249 Million
ETFs: $133 Million
Technology: $41.9 Million
Communication Services: $28.4 Million
Real Estate: $18 Million
Healthcare: $8.91 Million
Consumer Cyclical: $8.85 Million
Financial Services: $8.15 Million
Consumer Defensive: $569,000
Other: $629,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $249 Million
  • Prior Value $239 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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