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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 $2,655,258,403
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 618,683 $414,084,719 15.59%
2.
Ishares Trust
 VLUE 1,943,248 $169,665,026 6.39%
3.
Nvidia Corp
 NVDA 657,957 $122,761,666 4.62%
4.
Spdr Series Trust
 1,039,233 $81,413,533 3.07%
5.
Ishares Tr - USD INV GRDE ETF
 1,432,442 $74,802,144 2.82%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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