Stelac Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
KraneShares CSI China Internet ETF
KWEB
|
+$2.91M |
| 2 |
Enphase Energy
ENPH
|
+$2.32M |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$1.48M |
| 4 |
JPMorgan Chase
JPM
|
+$751K |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$565K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$5.44M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$4.35M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$2.59M |
| 4 |
NVIDIA
NVDA
|
+$1.98M |
| 5 |
Microsoft
MSFT
|
+$1.07M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.63% |
| 2 | Communication Services | 8.65% |
| 3 | Real Estate | 7.8% |
| 4 | Financials | 3.92% |
| 5 | Consumer Discretionary | 3.9% |
Similar funds
Stelac Advisory Services's Q1 2025 Portfolio in Review
As of Q1 2025, Stelac Advisory Services held 120 positions worth $243M, down 5.4% from $256M the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Stelac Advisory Services withdrew a net $9.13M in Q1 2025, closing 20 positions and reducing 23 holdings. Its most notable exit was JPMorgan Equity Premium Income ETF, an estimated $4.35M position sold in full.
By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Communication Services and Real Estate.
Against the trend, Stelac Advisory Services opened a new position in KraneShares CSI China Internet ETF worth $3.06M.
- Stelac Advisory Services's largest Q1 2025 buy was KraneShares CSI China Internet ETF: 87,936 shares worth $3.06M.
- Stelac Advisory Services added most to Enphase Energy in Q1 2025, an estimated $2.32M increase.
- Stelac Advisory Services's biggest Q1 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $5.44M.
- Stelac Advisory Services fully exited JPMorgan Equity Premium Income ETF in Q1 2025, selling an estimated $4.35M.
- Stelac Advisory Services's ten largest holdings make up 48% of its $243M portfolio in Q1 2025.
- Stelac Advisory Services opened 12 new positions and closed 20 in Q1 2025.
- Stelac Advisory Services's portfolio value fell 5.4% quarter-over-quarter to $243M.
Based on Stelac Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.