Sponsored

The Analysis of Stelac Advisory Services LLC's Holdings & P&L

Currently, Stelac Advisory Services LLC holds 163 types of securities in its portfolio with a total value $494.3M. In the most recent quarter, they have increased their positions in FSUN (+623.7K shares, valued at $22.7M), BIL (+145.7K shares, valued at $13.4M), N/A (+44.7K shares, valued at $12.9M); decreased their positions in PLD (-15.0K shares, valued at $2.0M), XLK (-4.7K shares, valued at $620.1K), DIA (-1.2K shares, valued at $543.6K); initiated new positions in FSUN (+623.7K shares, valued at $22.7M), BIL (+145.7K shares, valued at $13.4M), VRT (+41.9K shares, valued at $10.5M).

1M P&L

+17.7M+4.11%

3M P&L

+18.3M+4.26%

HY P&L

+40.6M+9.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A163.3M

40.5%

2Semiconductors34.2M

8.5%

3Software - Infrastructure30.7M

7.6%

Top Industries by Stock Count

1N/A88 stocks

58.7%

2Software - Infrastructure5 stocks

3.3%

3Semiconductors4 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC133.7K shares50.29%2026-03-312026-05-08

NVDA NVIDIA CORPORATION145.7K shares86.73%2026-03-312026-05-08

FSUN FIRSTSUN CAP BANCORP623.7K sharesnew addition2026-03-312026-05-08

VGK VANGUARD INTL EQUITY INDEX F245.4K shares35.17%2026-03-312026-05-08

PLD PROLOGIS INC.122.5K shares-10.91%2026-03-312026-05-08

MSFT MICROSOFT CORP41.9K shares117.31%2026-03-312026-05-08

SPY SPDR S&P 500 ETF TR23.5K shares4.27%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS23.4K shares5.05%2026-03-312026-05-08

Sponsored

AMZN AMAZON COM INC66.3K shares1361.76%2026-03-312026-05-08

BIL SPDR SERIES TRUST145.7K sharesnew addition2026-03-312026-05-08

LLY ELI LILLY & CO14.4K shares40.22%2026-03-312026-05-08

VRT VERTIV HOLDINGS CO41.9K sharesnew addition2026-03-312026-05-08

UPS UNITED PARCEL SERVICE INC94.5K shares0.00%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T45.2K shares5.23%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.7K shares37.60%2026-03-312026-05-08

DVY ISHARES TR53.1K shares16.33%2026-03-312026-05-08

Sponsored

LULU LULULEMON ATHLETICA INC52.4K shares49.42%2026-03-312026-05-08

BABA ALIBABA GROUP HLDG LTD59.7K shares31.69%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F131.9K shares246.14%2026-03-312026-05-08

AMAT APPLIED MATLS INC22.2K shares4884.04%2026-03-312026-05-08

PH PARKER-HANNIFIN CORP7.8K sharesnew addition2026-03-312026-05-08

TIP ISHARES TR62.5K shares10.81%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC17.3K shares0.09%2026-03-312026-05-08

EPI WISDOMTREE TR159.5K sharesnew addition2026-03-312026-05-08

Sponsored

VCIT VANGUARD SCOTTSDALE FDS75.4K shares7.69%2026-03-312026-05-08

EWJ ISHARES INC72.3K shares52.40%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MFG LTD18.0K shares2184.77%2026-03-312026-05-08

BROADCOM INC BROADCOM INC19.3K shares1042.59%2026-03-312026-05-08

EEM ISHARES TR101.3K shares42.55%2026-03-312026-05-08

AAPL APPLE INC21.7K shares277.21%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC18.8K shares0.85%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC38.0K sharesnew addition2026-03-312026-05-08

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC40.3K shares-1.35%2026-03-312026-05-08

RIO RIO TINTO PLC48.4K sharesnew addition2026-03-312026-05-08

AMP AMERIPRISE FINL INC9.7K sharesnew addition2026-03-312026-05-08

IGF ISHARES TR60.0K shares4.71%2026-03-312026-05-08

DIA SPDR DOW JONES INDL AVERAGE8.3K shares-12.31%2026-03-312026-05-08

IJH ISHARES TR56.1K shares69.34%2026-03-312026-05-08

RSPH INVESCO EXCHANGE TRADED FD T123.5K shares76.21%2026-03-312026-05-08

ENPH ENPHASE ENERGY INC97.4K shares-8.06%2026-03-312026-05-08

Sponsored

META META PLATFORMS INC6.3K shares331.62%2026-03-312026-05-08

PFE PFIZER INC126.7K sharesnew addition2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC22.7K sharesnew addition2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC3.1K sharesnew addition2026-03-312026-05-08

VDC VANGUARD WORLD FD12.8K shares1.04%2026-03-312026-05-08

PDD PDD HOLDINGS INC27.4K sharesnew addition2026-03-312026-05-08

ORCL ORACLE CORP19.2K sharesnew addition2026-03-312026-05-08

MA MASTERCARD INCORPORATED5.6K shares1434.07%2026-03-312026-05-08

Sponsored

EPP ISHARES INC51.6K shares45.47%2026-03-312026-05-08

V VISA INC9.1K shares1206.62%2026-03-312026-05-08

SNY SANOFI56.6K sharesnew addition2026-03-312026-05-08

NKE NIKE INC50.0K sharesnew addition2026-03-312026-05-08

QCOM QUALCOMM INC20.3K sharesnew addition2026-03-312026-05-08

NFLX NETFLIX INC25.9K sharesnew addition2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR18.0K shares-20.61%2026-03-312026-05-08

EWC ISHARES INC43.6K shares12.72%2026-03-312026-05-08

Sponsored

ADBE ADOBE INC9.7K sharesnew addition2026-03-312026-05-08

FTNT FORTINET INC28.7K sharesnew addition2026-03-312026-05-08

ABT ABBOTT LABS22.9K sharesnew addition2026-03-312026-05-08

NVO NOVO-NORDISK A S60.1K sharesnew addition2026-03-312026-05-08

VNQ VANGUARD INDEX FDS24.9K shares9.62%2026-03-312026-05-08

GUNR FLEXSHARES TR37.7K shares24.33%2026-03-312026-05-08

MBB ISHARES TR21.2K shares2.67%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR3.4K shares15.36%2026-03-312026-05-08

Sponsored

IBIT ISHARES BITCOIN TRUST ETF50.3K shares-13.04%2026-03-312026-05-08

GLD SPDR GOLD TR4.0K shares23.04%2026-03-312026-05-08

EMXC ISHARES INC20.1K shares8.20%2026-03-312026-05-08

RSPS INVESCO EXCHANGE TRADED FD T52.4K shares0.00%2026-03-312026-05-08

IEV ISHARES TR20.1K shares14.13%2026-03-312026-05-08

VRP INVESCO EXCH TRADED FD TR II52.4K shares2.35%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS15.5K shares0.00%2026-03-312026-05-08

IEMG ISHARES INC17.5K shares34.32%2026-03-312026-05-08

Sponsored

ZTS ZOETIS INC10.0K sharesnew addition2026-03-312026-05-08

FI FISERV INC19.9K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.4K shares64.35%2026-03-312026-05-08

IGSB ISHARES TR18.0K sharesnew addition2026-03-312026-05-08

EFA ISHARES TR9.4K shares26.97%2026-03-312026-05-08

IEI ISHARES TR7.2K sharesnew addition2026-03-312026-05-08

GOVT ISHARES TR37.2K shares0.00%2026-03-312026-05-08

VTV VANGUARD INDEX FDS4.0K shares0.00%2026-03-312026-05-08

Sponsored

BLOK AMPLIFY ETF TR15.0K shares94.36%2026-03-312026-05-08

IWM ISHARES TR2.9K shares43.47%2026-03-312026-05-08

NXTG FIRST TR EXCHANGE-TRADED FD6.4K shares174.80%2026-03-312026-05-08

IGIB ISHARES TR12.7K sharesnew addition2026-03-312026-05-08

FLOT ISHARES TR13.0K shares0.00%2026-03-312026-05-08

JTEK J P MORGAN EXCHANGE TRADED F8.0K shares0.00%2026-03-312026-05-08

RSPU INVESCO EXCHANGE TRADED FD T7.7K shares0.00%2026-03-312026-05-08

INDS PACER FDS TR16.9K sharesnew addition2026-03-312026-05-08

Sponsored

IJR ISHARES TR4.8K shares16.70%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR12.6K shares0.00%2026-03-312026-05-08

GGAL GRUPO FINANCIERO GALICIA S.A12.2K shares0.00%2026-03-312026-05-08

BKLN INVESCO EXCH TRADED FD TR II27.7K shares-10.50%2026-03-312026-05-08

SRVR PACER FDS TR17.0K sharesnew addition2026-03-312026-05-08

BOTZ GLOBAL X FDS15.9K shares194.91%2026-03-312026-05-08

VNQI VANGUARD INTL EQUITY INDEX F11.9K shares0.00%2026-03-312026-05-08

TSLA TESLA INC1.3K shares47.05%2026-03-312026-05-08

Sponsored

IGV ISHARES TR5.9K sharesnew addition2026-03-312026-05-08

BUG GLOBAL X FDS17.3K shares185.16%2026-03-312026-05-08

HTEC EXCHANGE TRADED CONCEPTS TRU12.8K shares198.86%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F7.8K sharesnew addition2026-03-312026-05-08

XLF SELECT SECTOR SPDR TR8.5K shares21.59%2026-03-312026-05-08

RH RH2.7K shares78.51%2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR2.3K sharesnew addition2026-03-312026-05-08

IWR ISHARES TR3.8K sharesnew addition2026-03-312026-05-08

Sponsored

PIZ INVESCO EXCH TRADED FD TR II7.3K sharesnew addition2026-03-312026-05-08

JFLX JPMorgan Flexible Debt ETF7.1K shares0.00%2026-03-312026-05-08

FINX GLOBAL X FDS13.5K shares192.87%2026-03-312026-05-08

AGG ISHARES TR3.1K shares0.00%2026-03-312026-05-08

SNEX STONEX GROUP INC3.8K shares50.00%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR4.9K sharesnew addition2026-03-312026-05-08

VIS VANGUARD WORLD FD891 sharesnew addition2026-03-312026-05-08

EWT ISHARES INC3.8K sharesnew addition2026-03-312026-05-08

Sponsored

IEF ISHARES TR2.8K sharesnew addition2026-03-312026-05-08

EWY ISHARES INC2.1K sharesnew addition2026-03-312026-05-08

JPM JPMORGAN CHASE & CO.851 shares44.24%2026-03-312026-05-08

ITA ISHARES TR1.1K shares0.00%2026-03-312026-05-08

DRIV GLOBAL X FDS7.8K shares0.00%2026-03-312026-05-08

WMT WALMART INC1.9K shares2.40%2026-03-312026-05-08

ABNB AIRBNB INC1.8K shares0.00%2026-03-312026-05-08

IJK ISHARES TR2.3K sharesnew addition2026-03-312026-05-08

Sponsored

IVW ISHARES TR2.0K sharesnew addition2026-03-312026-05-08

KO COCA COLA CO2.9K shares0.07%2026-03-312026-05-08

APLS APELLIS PHARMACEUTICALS INC5.5K shares0.00%2026-03-312026-05-08

IEUR ISHARES TR2.9K shares0.00%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC239 shares0.00%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR1.3K shares46.95%2026-03-312026-05-08

KLAC KLA CORP120 shares-22.58%2026-03-312026-05-08

COP CONOCOPHILLIPS1.3K sharesnew addition2026-03-312026-05-08

Sponsored

VFLO VICTORY PORTFOLIOS II4.5K shares0.00%2026-03-312026-05-08

CG CARLYLE GROUP INC3.6K shares-20.40%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC497 shares-12.96%2026-03-312026-05-08

HYG ISHARES TR2.1K shares0.00%2026-03-312026-05-08

SOXX ISHARES TR500 sharesnew addition2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP739 shares-13.26%2026-03-312026-05-08

PG PROCTER AND GAMBLE CO1.1K sharesnew addition2026-03-312026-05-08

SPG SIMON PPTY GROUP INC NEW833 shares0.00%2026-03-312026-05-08

Sponsored

BLACKSTONE INC BLACKSTONE INC1.3K shares10.06%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS707 shares0.00%2026-03-312026-05-08

WCLD WISDOMTREE TR5.6K sharesnew addition2026-03-312026-05-08

BAK BRASKEM S A40.1K sharesnew addition2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS979 shares0.00%2026-03-312026-05-08

VHT VANGUARD WORLD FD531 shares0.00%2026-03-312026-05-08

EWZ ISHARES INC3.7K shares0.00%2026-03-312026-05-08

VNM VANECK ETF TRUST8.0K sharesnew addition2026-03-312026-05-08

Sponsored

IVE ISHARES TR657 sharesnew addition2026-03-312026-05-08

KKR & CO INC KKR & CO INC1.4K shares-2.73%2026-03-312026-05-08

URA GLOBAL X FDS2.7K sharesnew addition2026-03-312026-05-08

STIP ISHARES TR1.3K sharesnew addition2026-03-312026-05-08

GFI GOLD FIELDS LTD2.8K shares0.00%2026-03-312026-05-08

EMB ISHARES TR1.3K shares0.00%2026-03-312026-05-08

EWM ISHARES INC4.1K sharesnew addition2026-03-312026-05-08

PYPL PAYPAL HLDGS INC2.6K sharesnew addition2026-03-312026-05-08

Sponsored

TDOC TELADOC HEALTH INC20.9K sharesnew addition2026-03-312026-05-08

XOM EXXON MOBIL CORP668 sharesnew addition2026-03-312026-05-08

HUN HUNTSMAN CORP8.4K sharesnew addition2026-03-312026-05-08

AVAL GRUPO AVAL ACCIONES Y VALORE25.1K sharesnew addition2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-05-08

EPHE ISHARES TR4.2K shares0.00%2026-03-312026-05-08

VTIP VANGUARD MALVERN FDS2.1K shares0.00%2026-03-312026-05-08

WELL WELLTOWER INC517 sharesnew addition2026-03-312026-05-08

Sponsored

PEJ INVESCO EXCHANGE TRADED FD T1.8K shares-6.28%2026-03-312026-05-08

NIO NIO INC16.9K sharesnew addition2026-03-312026-05-08

ASML ASML HOLDING N V76 sharesnew addition2026-03-312026-05-08

ALPHABET INC

50.29%

Shares133.7K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

86.73%

Shares145.7K

Event2026-03-31

Filed2026-05-08

FSUN

FIRSTSUN CAP BANCORP

New

Shares623.7K

Event2026-03-31

Filed2026-05-08

VGK

VANGUARD INTL EQUITY INDEX F

35.17%

Shares245.4K

Event2026-03-31

Filed2026-05-08

PLD

PROLOGIS INC.

-10.91%

Shares122.5K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

117.31%

Shares41.9K

Event2026-03-31

Filed2026-05-08

SPY

SPDR S&P 500 ETF TR

4.27%

Shares23.5K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

5.05%

Shares23.4K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

1361.76%

Shares66.3K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

New

Shares145.7K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

40.22%

Shares14.4K

Event2026-03-31

Filed2026-05-08

VRT

VERTIV HOLDINGS CO

New

Shares41.9K

Event2026-03-31

Filed2026-05-08

UPS

UNITED PARCEL SERVICE INC

0.00%

Shares94.5K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

5.23%

Shares45.2K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

37.60%

Shares17.7K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES TR

16.33%

Shares53.1K

Event2026-03-31

Filed2026-05-08

LULU

LULULEMON ATHLETICA INC

49.42%

Shares52.4K

Event2026-03-31

Filed2026-05-08

BABA

ALIBABA GROUP HLDG LTD

31.69%

Shares59.7K

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F

246.14%

Shares131.9K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

4884.04%

Shares22.2K

Event2026-03-31

Filed2026-05-08

PARKER-HANNIFIN CORP

New

Shares7.8K

Event2026-03-31

Filed2026-05-08

TIP

ISHARES TR

10.81%

Shares62.5K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

0.09%

Shares17.3K

Event2026-03-31

Filed2026-05-08

EPI

WISDOMTREE TR

New

Shares159.5K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

7.69%

Shares75.4K

Event2026-03-31

Filed2026-05-08

EWJ

ISHARES INC

52.40%

Shares72.3K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MFG LTD

2184.77%

Shares18.0K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

1042.59%

Shares19.3K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

42.55%

Shares101.3K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

277.21%

Shares21.7K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

0.85%

Shares18.8K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

New

Shares38.0K

Event2026-03-31

Filed2026-05-08

APOLLO GLOBAL MGMT INC

-1.35%

Shares40.3K

Event2026-03-31

Filed2026-05-08

RIO

RIO TINTO PLC

New

Shares48.4K

Event2026-03-31

Filed2026-05-08

AMP

AMERIPRISE FINL INC

New

Shares9.7K

Event2026-03-31

Filed2026-05-08

IGF

ISHARES TR

4.71%

Shares60.0K

Event2026-03-31

Filed2026-05-08

DIA

SPDR DOW JONES INDL AVERAGE

-12.31%

Shares8.3K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

69.34%

Shares56.1K

Event2026-03-31

Filed2026-05-08

RSPH

INVESCO EXCHANGE TRADED FD T

76.21%

Shares123.5K

Event2026-03-31

Filed2026-05-08

ENPH

ENPHASE ENERGY INC

-8.06%

Shares97.4K

Event2026-03-31

Filed2026-05-08