MondegarAI
Stelac Advisory Services LLC

Q4 2024 · 13F-HR

Stelac Advisory Services LLCholdings as filed

Filed 2025-02-10 · accession 0001519676-25-000002

$256.5M
Reported value
108
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74340W103PLDPROLOGIS INC.$17.8M6.92%167,957CommonNONE
02079K305GOOGLALPHABET INC$17.2M6.69%90,660CommonNONE
67066G104NVDANVIDIA CORPORATION$16.8M6.55%125,056CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$15.6M6.07%26,493CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$12.1M4.72%190,660CommonNONE
922908363VOOVANGUARD INDEX FDS$11.9M4.66%22,165CommonNONE
78468R663BILSPDR SER TR$11.2M4.37%122,458CommonNONE
594918104MSFTMICROSOFT CORP$10.6M4.15%25,248CommonNONE
532457108LLYELI LILLY & CO$8.7M3.40%11,311CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$7.9M3.10%45,327CommonNONE
254687106DISDISNEY WALT CO$7.3M2.84%65,328CommonNONE
464287168DVYISHARES TR$6.4M2.49%48,727CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.9M2.31%17,285CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.9M2.30%12,981CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$5.6M2.20%70,372CommonNONE
464287176TIPISHARES TR$5.4M2.11%50,777CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.4M1.70%75,302CommonNONE
79466L302CRMSALESFORCE INC$4.2M1.65%12,690CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$4.1M1.61%48,773CommonNONE
46434G822EWJISHARES INC$4.1M1.60%61,228CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$3.7M1.45%8,723CommonNONE
464288372IGFISHARES TR$3.4M1.34%65,846CommonNONE
464287507IJHISHARES TR$3.2M1.24%51,185CommonNONE
02079K107GOOGALPHABET INC$3.0M1.17%15,736CommonNONE
464287861IEVISHARES TR$3.0M1.16%56,998CommonNONE
464287234EEMISHARES TR$2.9M1.14%69,544CommonNONE
92204A207VDCVANGUARD WORLD FD$2.9M1.12%13,533CommonNONE
550021109LULULULULEMON ATHLETICA INC$2.8M1.10%7,356CommonNONE
037833100AAPLAPPLE INC$2.4M0.94%9,652CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$2.4M0.92%44,147CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$2.1M0.82%71,620CommonNONE
464286665EPPISHARES INC$2.0M0.77%45,441CommonNONE
922908553VNQVANGUARD INDEX FDS$1.9M0.76%21,790CommonNONE
46434G764EMXCISHARES INC$1.9M0.74%34,103CommonNONE
464288588MBBISHARES TR$1.8M0.71%19,801CommonNONE
464286509EWCISHARES INC$1.7M0.67%42,473CommonNONE
46137V373RSPSINVESCO EXCHANGE TRADED FD T$1.6M0.63%53,538CommonNONE
29355A107ENPHENPHASE ENERGY INC$1.6M0.61%22,869CommonNONE
46090E103QQQINVESCO QQQ TR$1.4M0.56%2,828CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$1.4M0.53%55,932CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$1.3M0.51%62,069CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.49%5,756CommonNONE
33939L407GUNRFLEXSHARES TR$1.2M0.48%33,788CommonNONE
464288638IGIBISHARES TR$1.2M0.48%23,897CommonNONE
464288646IGSBISHARES TR$1.0M0.40%19,949CommonNONE
464287804IJRISHARES TR$1.0M0.40%8,811CommonNONE
46434G103IEMGISHARES INC$993,0920.39%19,012CommonNONE
30303M102METAMETA PLATFORMS INC$930,3750.36%1,589CommonNONE
922908744VTVVANGUARD INDEX FDS$880,2560.34%5,200CommonNONE
464287655IWMISHARES TR$760,5290.30%3,442CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S.A$760,3040.30%12,200CommonNONE
92826C839VVISA INC$672,3710.26%2,124CommonNONE
46429B655FLOTISHARES TR$656,5240.26%12,913CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$651,2650.25%9,912CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$632,7390.25%8,111CommonNONE
46429B267GOVTISHARES TR$604,8720.24%26,437CommonNONE
464287465EFAISHARES TR$560,6480.22%7,415CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$549,5680.21%13,892CommonNONE
37960A529SHLDGLOBAL X FDS$476,8190.19%12,756CommonNONE
464288778IATISHARES TR$452,5060.18%8,994CommonNONE
464288661IEIISHARES TR$451,0540.18%3,906CommonNONE
92204A504VHTVANGUARD WORLD FD$353,3670.14%1,391CommonNONE
92189F106GDXVANECK ETF TRUST$339,1000.13%10,000CommonNONE
78463V107GLDSPDR GOLD TR$337,8560.13%1,401CommonNONE
92189F676SMHVANECK ETF TRUST$336,6090.13%1,390CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$313,3890.12%21,900CommonNONE
88160R101TSLATESLA INC$307,7260.12%762CommonNONE
464287226AGGISHARES TR$303,8780.12%3,136CommonNONE
37954Y814FINXGLOBAL X FDS$301,6350.12%9,627CommonNONE
464288513HYGISHARES TR$296,0010.12%3,764CommonNONE
02209S103MOALTRIA GROUP INC$280,6860.11%5,269CommonNONE
37954Y384BUGGLOBAL X FDS$267,9960.10%8,341CommonNONE
464287440IEFISHARES TR$257,7730.10%2,790CommonNONE
30034W106EVRGEVERGY INC$246,2000.10%4,000CommonNONE
78468R853SPSMSPDR SER TR$244,5870.10%5,441CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$238,3360.09%7,600CommonNONE
009066101ABNBAIRBNB INC$233,9100.09%1,780CommonNONE
04010L103ARCCARES CAPITAL CORP$218,9000.09%10,000CommonNONE
33737K205NXTGFIRST TR EXCHANGE TRADED FD$217,9290.08%2,551CommonNONE
594972408MSTRMICROSTRATEGY INC$214,3190.08%740CommonNONE
64828T201RITMRITHM CAPITAL CORP$208,3040.08%18,800CommonNONE
37954Y715BOTZGLOBAL X FDS$190,5580.07%5,942CommonNONE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$176,1430.07%5,520CommonNONE
301505723HTECEXCHANGE TRADED CONCEPTS TRU$172,6180.07%5,980CommonNONE
57636Q104MAMASTERCARD INCORPORATED$164,3570.06%310CommonNONE
46434V738IEURISHARES TR$156,9200.06%2,907CommonNONE
191216100KOCOCA COLA CO$152,5740.06%2,439CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$151,7170.06%881CommonNONE
17888H103CIVICIVITAS RESOURCES INC$145,8670.06%3,180CommonNONE
931142103WMTWALMART INC$144,3450.06%1,584CommonNONE
032108607BLOKAMPLIFY ETF TR$138,9370.05%3,220CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$138,4520.05%707CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$131,7980.05%798CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$124,9110.05%979CommonNONE
46434G814EWMISHARES INC$122,7820.05%4,979CommonNONE
97717Y691WCLDWISDOMTREE TR$118,6670.05%3,164CommonNONE
48251W104KKRKKR & CO INC$118,4760.05%801CommonNONE
464287523SOXXISHARES TR$117,6580.05%546CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$117,2100.05%852CommonNONE
37954Y434GNOMEURGLOBAL X FDS$116,2450.05%11,984CommonNONE
11135F101AVGOBROADCOM INC$111,2830.04%480CommonNONE
46429B309EIDOISHARES TR$109,6860.04%5,850CommonNONE
46429B408EPHEISHARES TR$107,1790.04%4,199CommonNONE
92189F817VNMVANECK ETF TRUST$106,0250.04%9,124CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$104,2740.04%435CommonNONE
09260D107BXBLACKSTONE INC$102,0730.04%592CommonNONE
464286624THDISHARES INC$100,8970.04%1,653CommonNONE
30212P303EXPEEXPEDIA GROUP INC$100,8050.04%541CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.