STA Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationhouston, TX
- CIK0001471474
- Alternate namesAvidian Wealth Enterprises, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
507 | $2.23B | IVV, IEFA, NVDA, IJH | 13F-HR | Jan 29, 2025 | 000166773125000150 | ||
499 | $2.20B | IVV, IEFA, NVDA, IJH | 13F-HR | Oct 30, 2024 | 000147147424000005 | ||
499 | $2.41B | NVDA, IVV, IEFA, NVDA | 13F-HR | Aug 6, 2024 | 000147147424000003 | ||
440 | $2.06B | IVV, NVDA, IEFA, NVDA | 13F-HR | May 3, 2024 | 000147147424000002 | ||
416 | $1.63B | IVV, IEFA, IEMG, MBB | 13F-HR | Feb 6, 2024 | 000147147424000001 | ||
397 | $1.42B | IVV, IEFA, IEMG, MBB | 13F-HR | Oct 13, 2023 | 000147147423000004 | ||
411 | $1.53B | IVV, IEFA, IEMG, IWF | 13F-HR | Aug 3, 2023 | 000147147423000003 | ||
475 | $1.82B | IVV, IEFA, IEMG, IWF | 13F-HR | May 8, 2023 | 000147147423000002 | ||
446 | $1.54B | IVV, IEFA, MBB, IEMG | 13F-HR | Feb 6, 2023 | 000147147423000001 | ||
418 | $1.38B | IVV, IEFA, MBB, IEMG | 13F-HR | Nov 3, 2022 | 000147147422000005 | ||
449 | $1.41B | IVV, IEFA, MBB, IEMG | 13F-HR | Jul 29, 2022 | 000147147422000004 | ||
487 | $1.63B | IVV, IEFA, MBB, QUAL | 13F-HR | May 10, 2022 | 000147147422000003 | ||
537 | $1.61B | IVV, IEFA, MBB, QUAL | 13F-HR | Feb 14, 2022 | 000147147422000002 | ||
387 | $1.31B | IVV, IEFA, IEMG, MBB | 13F-HR | Nov 10, 2021 | 000181204621000106 | ||
393 | $1.30B | IVV, IEFA, IEMG, MBB | 13F-HR | Aug 9, 2021 | 000181204621000076 | ||
368 | $1.17B | IVV, IEFA, MBB, IEMG | 13F-HR | May 5, 2021 | 000181204621000048 | ||
327 | $1.05B | IVV, IEFA, AAPL, MBB | 13F-HR | Feb 9, 2021 | 000181204621000023 | ||
280 | $882.66M | IVV, IEFA, TBLL, AAPL | NEW HOLDINGS | Feb 3, 2021 | 000181204621000018 | ||
159 | $431.73M | IEFA, TBLL, AAPL, QUAL | 13F-HR | Nov 6, 2020 | 000181204620000034 | ||
263 | $741.29M | IVV, TBLL, QUAL, IEFA | 13F-HR | Aug 10, 2020 | 000181204620000016 | ||
210 | $623.26M | TBLL, VTI, AGG, QUAL | 13F-HR | Apr 22, 2020 | 000147147420000002 | ||
231 | $703.70M | VTI, IEFA, QUAL, AGG | 13F-HR | Feb 13, 2020 | 000108514620000624 | ||
190 | $607.13M | VTI, IEFA, AGG, QUAL | 13F-HR | Nov 14, 2019 | 000108514619002973 | ||
146 | $422.95M | VTI, QUAL, AMZN, IUSV | 13F-HR | Aug 14, 2019 | 000108514619002275 | ||
133 | $449.92M | VTI, EEMA, AMZN, IUSV | 13F-HR | May 15, 2019 | 000131586319000471 | ||
92 | $286.44M | FLOT, VOO, VTI, AMZN | 13F-HR | Feb 14, 2019 | 000131586319000197 | ||
105 | $319.61M | VOO, FLOT, QUAL, IUSV | 13F-HR | Nov 14, 2018 | 000131586318000891 | ||
101 | $316.86M | VOO, FLOT, QUAL, IUSV | 13F-HR | Aug 14, 2018 | 000131586318000663 | ||
98 | $298.35M | EEM, FLOT, QUAL, IUSV | 13F-HR | May 15, 2018 | 000131586318000449 | ||
105 | $373.76M | SNY, EEM, VOO, SPSB | 13F-HR | Feb 14, 2018 | 000131586318000172 | ||
92 | $262.40M | VOO, EEM, SPSB, QUAL | 13F-HR | Nov 14, 2017 | 000131586317000888 | ||
88 | $240.57M | VOO, POWERSHARES ETF TR II, EEM, SCHP | 13F-HR | Aug 14, 2017 | 000131586317000675 | ||
85 | $260.94M | VOO, POWERSHARES ETF TR II, EEM, SCHP | 13F-HR | May 15, 2017 | 000131586317000448 | ||
83 | $229.57M | VOO, POWERSHARES ETF TR II, XLY, VNQ | 13F-HR | Feb 14, 2017 | 000131586317000146 | ||
76 | $246.65M | OUNZ, VOO, POWERSHARES ETF TR II, XLY | 13F-HR | Nov 14, 2016 | 000131586316001917 | ||
70 | $274.81M | FIS, OUNZ, XLY, XLV | 13F-HR | Aug 15, 2016 | 000131586316001722 | ||
80 | $186.38M | KRE, XLY, XLV, XLP | 13F-HR | May 16, 2016 | 000131586316001455 | ||
50 | $204.86M | KRE, XLY, XLK, XLF | 13F-HR | Feb 12, 2016 | 000131586316001154 | ||
33 | $160.01M | KRE, XLY, XLF, XLK | 13F-HR | Nov 16, 2015 | 000131586315000910 | ||
39 | $239.72M | KRE, XLK, XLY, XLF | 13F-HR | Aug 14, 2015 | 000131586315000687 | ||
40 | $236.24M | KRE, XLK, XLY, XLF | 13F-HR | May 15, 2015 | 000131586315000456 | ||
36 | $242.87M | KRE, XLK, XLY, XLF | 13F-HR | Feb 17, 2015 | 000131586315000154 | ||
42 | $255.50M | KRE, XLK, XLF, DWX | 13F-HR | Nov 14, 2014 | 000131586314000647 | ||
46 | $271.43M | KRE, XLK, XLF, DWX | 13F-HR | Aug 14, 2014 | 000108514614001724 | ||
14 | $176.52M | KRE, XLK, XLF, DWX | 13F-HR | May 15, 2014 | 000138171514000004 | ||
28 | $108.63M | KRE, XLK, XLU, XOP | 13F-HR | Feb 18, 2014 | 000147147414000002 |