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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 $2,460,300,721
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 606,257 $376,425,091 15.3%
2.
Ishares Tr - CORE MSCI EAFE
 1,919,424 $160,233,538 6.51%
3.
Nvidia Corp
 NVDA 732,838 $115,781,036 4.71%
4.
Ishares Tr - USD INV GRDE ETF
 1,360,396 $69,978,792 2.84%
5.
Ishares Tr - MBS ETF
 685,940 $64,402,861 2.62%
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)