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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
33
3
3
2
1
0
20
5
2
STA WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings133

Total Value ($x1000)449,918
Activities
New51

Increased43

Unchanged11

Decreased28

Sold Out10

Top 10 Stock Holdingstotal 64.07%
VTI21.11

EEMA6.92

AMZN6.02

IWW5.25

FLOT5.19

 
EEM4.99

EWZ4.5

XLI3.39

IBB3.37

QUAL3.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
21.11%
TOTAL STK MKT
EEMA
6.92%
MSCI EM ASIA ETF
AMZN
6.02%
COM
IWW
5.25%
RUS 3000 VAL ETF
FLOT
5.19%
FLTG RATE BD ETF
EEM
4.99%
MSCI EMG MKT ETF
EWZ
4.5%
MSCI BRZ CAP ETF
XLI
3.39%
SBI INT-INDS
IBB
3.37%
NASDQ BIOTEC ETF
QUAL
3.33%
MSCI USA QLT FAC
XLB
3.32%
SBI MATERIALS
IWF
3.26%
RUS 1000 GRW ETF
ERUS
3.06%
MSCI RUS ETF NEW
VCIT
1.93%
INT-TERM CORP
PSP
1.73%
GBL LISTED PVT
XOM
1.47%
COM
SPY
1.38%
TR UNIT
STIP
1.24%
0-5 YR TIPS ETF
IWR
1.04%
RUS MID-CAP ETF
VTEB
0.88%
TAX-EXEMPT BD
IWM
0.84%
RUSSELL 2000 ETF
CVX
0.63%
COM
XLC
0.6%
COMMUNICATION
SUB
0.59%
SHT NTLAMTFR ETF
XLF
0.56%
SBI INT-FINL
AAPL
0.51%
COM
COP
0.48%
COM
INTC
0.41%
COM
TMO
0.38%
COM
ADI
0.36%
COM
LRCX
0.35%
COM
DHR
0.35%
COM
XLP
0.33%
SBI CONS STPLS
SHYG
0.32%
0-5YR HI YL CP
MSCI
0.28%
COM
RDIV
0.28%
ULTRA DIVID REV
XLU
0.27%
SBI INT-UTILS
ABTX
0.26%
COM
MSFT
0.26%
COM
THR
0.25%
COM
STAA
0.24%
COM PAR $0.01
VOO
0.21%
SHS
YUMC
0.2%
COM
ABBV
0.19%
COM
FB
0.19%
CL A
DECK
0.18%
COM
LDOS
0.18%
COM
HRS
0.18%
COM
PEP
0.17%
COM
RDS/A
0.17%
SPONS ADR A
OSK
0.17%
COM
PH
0.15%
COM
BMY
0.15%
COM
SLB
0.14%
COM
BRK.B
0.13%
CL B NEW
ABT
0.13%
COM
XLK
0.13%
TECHNOLOGY
IJH
0.13%
CORE S&P MCP ETF
SMPL
0.12%
COM
SPOT
0.12%
SHS
MO
0.12%
COM
PSX
0.11%
COM
JPM
0.11%
COM
KO
0.11%
COM
XLV
0.11%
SBI HEALTHCARE
SDY
0.11%
S&P DIVID ETF
LQD
0.11%
IBOXX INV CP ETF
PG
0.11%
COM
BP
0.11%
SPONSORED ADR
SHV
0.11%
SHRT TRS BD ETF
EPM
0.1%
COM
MCD
0.1%
COM
MDT
0.1%
SHS
HAL
0.1%
COM
HYMB
0.1%
NUV HGHYLD MUN
JNJ
0.1%
COM
LNG
0.09%
COM NEW
PHM
0.09%
COM
V
0.09%
COM CL A
CHRW
0.08%
COM NEW
SCHG
0.08%
US LCAP GR ETF
COST
0.08%
COM
WSC
0.08%
COM
PHYS
0.08%
UNIT
SCHE
0.08%
EMRG MKTEQ ETF
VWO
0.08%
FTSE EMR MKT ETF
PFE
0.07%
COM
VIG
0.07%
DIV APP ETF
WM
0.07%
COM
KMI
0.07%
COM
XLY
0.07%
SBI CONS DISCR
TSLA
0.07%
COM
MPC
0.07%
COM
MYI
0.07%
COM
NFLX
0.07%
COM
PM
0.07%
COM
BA
0.07%
COM
IBM
0.06%
COM
IDXX
0.06%
COM
IDA
0.06%
COM
BTI
0.06%
SPONSORED ADR
TGT
0.06%
COM
GPRK
0.06%
USD SHS
NVS
0.06%
SPONSORED ADR
KMB
0.06%
COM
CSCO
0.06%
COM
HON
0.05%
COM
RIG
0.05%
REG SHS
ED
0.05%
COM
EFX
0.05%
COM
VUG
0.05%
GROWTH ETF
UN
0.05%
N Y SHS NEW
SNY
0.05%
SPONSORED ADR
ADM
0.05%
COM
MS
0.05%
COM NEW
HSY
0.05%
COM
DVN
0.05%
COM
BSV
0.05%
SHORT TRM BOND
CL
0.05%
COM
TXN
0.05%
COM
BAC
0.05%
COM
LLY
0.05%
COM
K
0.05%
COM
GILD
0.05%
COM
VTV
0.05%
VALUE ETF
EPD
0.05%
COM
VWOB
0.05%
EMERG MKT BD ETF
SHY
0.05%
1-3 YR TR BD ETF
F
0.04%
COM PAR $0.01
GE
0.03%
COM
TXMD
0.02%
COM
CLIR
0.02%
COM
FAX
0.01%
COM
VXUS
0.54%
VG TL INTL STK F
TOL
0.41%
COM
ARKK
0.18%
INNOVATION ETF
ACWI
0.17%
MSCI ACWI ETF
OLN
0.11%
COM PAR $1
BBJP
0.1%
BETBULD JAPAN
WPC
0.1%
COM
LPX
0.1%
COM
IVV
0.1%
CORE S&P500 ETF
BNDX
0.09%
INTL BD IDX ETF