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Home > Institutional Investor > Sta Wealth Management, Llc > Profile

Instuitional Investor - Sta Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Sta Wealth Management, Llc
Portfolio Value $2,246,184,501
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 573,740 $322,384,347 14.35%
2.
Ishares Tr - CORE MSCI EAFE
 1,873,507 $141,730,813 6.31%
3.
Nvidia Corp
 NVDA 878,520 $95,213,953 4.24%
4.
Ishares Tr - USD INV GRDE ETF
 1,273,650 $65,058,031 2.9%
5.
Spdr Series Trust
 985,796 $64,825,946 2.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)