Avoid Fraud, Get The Facts, And Find The Best
Legal Name: STA WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
370,988 |
$55,682k |
|
|
ISHARES TR (46432F339)
|
487,014 |
$44,547k |
|
|
Amazon.com Inc (023135106)
|
21,057 |
$39,874k |
|
|
ISHARES TR (464287663)
|
689,098 |
$39,037k |
|
|
ISHARES FLT (46429B655)
|
466,042 |
$23,735k |
|
|
ISHARES INC (464286400)
|
502,555 |
$21,972k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
106,654 |
$16,781k |
|
|
ISHARES INC (46434G798)
|
410,168 |
$16,148k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
206,573 |
$15,993k |
|
|
ISHARES (464287234)
|
310,017 |
$13,303k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
110,801 |
$9,955k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V589)
|
665,344 |
$7,944k |
|
|
Exxon Mobil Corp (30231G102)
|
95,450 |
$7,314k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
24,439 |
$7,161k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
131,630 |
$6,986k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
104,708 |
$5,850k |
|
|
ISHARES (46429B747)
|
55,305 |
$5,563k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
34,962 |
$5,437k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
43,806 |
$4,668k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
145,289 |
$4,010k |
|
|
Chevron Corp (166764100)
|
19,837 |
$2,469k |
|
|
Apple Inc (037833100)
|
12,379 |
$2,450k |
|
|
SELECT SECTOR SPDR TR (81369Y852)
|
35,110 |
$1,728k |
|
|
ANALOG DEVICES INC (032654105)
|
14,765 |
$1,667k |
|
|
ConocoPhillips (20825C104)
|
26,906 |
$1,641k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
28,116 |
$1,633k |
|
|
JOHNSON & JOHNSON (478160104)
|
10,823 |
$1,507k |
|
|
MICROSOFT CORP (594918104)
|
10,934 |
$1,465k |
|
|
ISHARES TR (46434V407)
|
31,255 |
$1,460k |
|
|
LEIDOS HOLDINGS INC (525327102)
|
17,641 |
$1,409k |
|
|
DIODES INC (254543101)
|
38,044 |
$1,384k |
|
|
MERCK & CO INC (58933Y105)
|
15,365 |
$1,288k |
|
|
Thermon Group Holdings, Inc. (88362T103)
|
45,959 |
$1,179k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
19,682 |
$1,174k |
|
|
CHEMED CORPORATION (16359R103)
|
3,116 |
$1,124k |
|
|
ALLEGIANCE BANCSHARES INC COM (01748H107)
|
33,681 |
$1,123k |
|
|
Facebook Inc (30303M102)
|
5,599 |
$1,081k |
|
|
Deckers Outdoor Corp (243537107)
|
5,698 |
$1,003k |
|
|
BLUCORA INC (095229100)
|
30,231 |
$918k |
|
|
PEPSICO INC (713448108)
|
6,955 |
$912k |
|
|
TAL EDUCATION GROUP SPON ADS EACH REP 0.3333 CL A ORD SHS (874080104)
|
23,410 |
$892k |
|
|
SPDR SERIES TRUST (78464A284)
|
15,181 |
$887k |
|
|
Royal Dutch Shell PLC (780259206)
|
13,141 |
$855k |
|
|
PULTE GROUP INC (745867101)
|
26,991 |
$853k |
|
|
ABBVIE INC (00287Y109)
|
11,635 |
$846k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
3,076 |
$828k |
|
|
TRIBUNE (896047503)
|
17,770 |
$821k |
|
|
OSHKOSH CORPORATION (688239201)
|
9,805 |
$819k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
4,117 |
$800k |
|
|
ASTRONICS CORP (046433108)
|
17,625 |
$709k |
|
|
MONDELEZ INTL INC (609207105)
|
12,615 |
$680k |
|
|
HOLLYSYS AUTOMATION TECHNOLO (G45667105)
|
35,477 |
$674k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,085 |
$658k |
|
|
HARSCO CORP (415864107)
|
23,599 |
$648k |
|
|
Bristol-Myers Squibb Co (110122108)
|
14,172 |
$643k |
|
|
ABBOTT LABS (002824100)
|
7,461 |
$627k |
|
|
SIMPLY GOOD FOODS CO/THE (82900L102)
|
25,413 |
$612k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,066 |
$609k |
|
|
Caterpillar Inc (149123101)
|
4,331 |
$590k |
|
|
Incyte Corp (45337C102)
|
6,734 |
$572k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
7,272 |
$568k |
|
|
VISA INC COM CL A (92826C839)
|
3,260 |
$566k |
|
|
PROCTER & GAMBLE CO (742718109)
|
5,128 |
$562k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
4,986 |
$557k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
1,854 |
$544k |
|
|
BJ'S WHOLESALE CLUB HOLDINGS (05550J101)
|
20,511 |
$541k |
|
|
Schlumberger Ltd (806857108)
|
13,447 |
$534k |
|
|
Phillips 66 (718546104)
|
5,560 |
$520k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
5,117 |
$516k |
|
|
MEDTRONIC PLC (G5960L103)
|
5,167 |
$503k |
|
|
EVOLUTION PETROLEUM CORP (30049A107)
|
69,958 |
$500k |
|
|
COCA-COLA CO (191216100)
|
9,640 |
$491k |
|
|
MCDONALDS CORP (580135101)
|
2,198 |
$456k |
|
|
ALTRIA GROUP INC (02209S103)
|
9,532 |
$451k |
|
|
BP PLC (055622104)
|
10,545 |
$440k |
|
|
ISHARES (464287242)
|
3,511 |
$437k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
10,105 |
$430k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,532 |
$405k |
|
|
PFIZER INC (717081103)
|
9,157 |
$397k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
4,699 |
$391k |
|
|
SPROTT PHYSICAL GOLD TRUST (85207H104)
|
33,040 |
$374k |
|
|
NOVARTIS AG (66987V109)
|
4,090 |
$373k |
|
|
TARGET CORPORATION (87612E106)
|
4,298 |
$372k |
|
|
WASTE MGMT INC DEL (94106L109)
|
3,224 |
$372k |
|
|
BMC Stk Holdings Inc (05591B109)
|
17,167 |
$364k |
|
|
UNILEVER N.V (904784709)
|
5,964 |
$362k |
|
|
ISHARES TR (464288679)
|
3,258 |
$360k |
|
|
FIRST TR NASDAQ100 TECH INDE (337345102)
|
4,089 |
$350k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
3,720 |
$345k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
5,130 |
$342k |
|
|
Netflix Inc (64110L106)
|
920 |
$338k |
|
|
KIMBERLY CLARK CORP (494368103)
|
2,519 |
$336k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
1,695 |
$335k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
5,588 |
$327k |
|
|
THE HERSHEY COMPANY (427866108)
|
2,412 |
$323k |
|
|
KINDER MORGAN INC (49456B101)
|
15,401 |
$322k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,828 |
$320k |
|
|
BAUSCH HEALTH COMPAN (071734107)
|
12,450 |
$314k |
|
|
CONSOLDTD EDISON INC (209115104)
|
3,579 |
$314k |
|
|
BLACKROCK MUNIYIELD QLTY FD (09254E103)
|
23,522 |
$310k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
4,990 |
$306k |
|
|
Bank of America Corp. (060505104)
|
10,508 |
$305k |
|
|
ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND (464286426)
|
4,525 |
$299k |
|
|
VANECK VECTORS ETF TR (92189F429)
|
15,114 |
$299k |
|
|
HONEYWELL INTL INC (438516106)
|
1,697 |
$296k |
|
|
Marathon Petroleum Corp (56585A102)
|
5,285 |
$295k |
|
|
Halliburton Co (406216101)
|
12,924 |
$294k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
5,134 |
$293k |
|
|
SANOFI (80105N105)
|
6,751 |
$292k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
4,066 |
$291k |
|
|
Boeing Co/The (097023105)
|
786 |
$286k |
|
|
TEXAS INSTRUMENTS (882508104)
|
2,493 |
$286k |
|
|
Archer-Daniels-Midland Co (039483102)
|
6,965 |
$284k |
|
|
GILEAD SCIENCES INC (375558103)
|
4,206 |
$284k |
|
|
Celanese (CE) (150870103)
|
2,626 |
$283k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,025 |
$279k |
|
|
DANAHER CORP (235851102)
|
1,915 |
$274k |
|
|
BRITISH AMER TOB PLC (110448107)
|
7,840 |
$273k |
|
|
HOME DEPOT INC (437076102)
|
1,313 |
$273k |
|
|
INTEL CORP (458140100)
|
5,657 |
$271k |
|
|
WILLSCOT CORP COM (971375126)
|
18,000 |
$271k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
3,351 |
$270k |
|
|
CARDINAL HEALTH INC (14149Y108)
|
5,609 |
$264k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,309 |
$260k |
|
|
KELLOGG CO (487836108)
|
4,801 |
$257k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
2,148 |
$256k |
|
|
TARGET HOSPITALITY CORP (87615L107)
|
28,000 |
$255k |
|
|
ISHARES TR CORE DIV GRWTH (46434V621)
|
6,661 |
$254k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
9,608 |
$252k |
|
|
Tesla Inc (88160R101)
|
1,125 |
$251k |
|
|
MORGAN STANLEY (617446448)
|
5,695 |
$250k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,197 |
$244k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,490 |
$243k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
4,091 |
$234k |
|
|
NEXTERA ENERGY INC (65339F101)
|
1,130 |
$232k |
|
|
DISNEY WALT CO (254687106)
|
1,628 |
$227k |
|
|
LILLY ELI & CO (532457108)
|
1,901 |
$211k |
|
|
ISHARES (464287556)
|
1,868 |
$204k |
|
|
TRANSOCEAN LTD (H8817H100)
|
30,990 |
$199k |
|
|
FORD MOTOR CO (345370860)
|
18,777 |
$192k |
|
|
ACELRX PHARMACEUTICALS INC (00444T100)
|
63,000 |
$159k |
|
|
GENERAL ELECTRIC CO (369604103)
|
11,780 |
$124k |
|
|
CLEARSIGN COMBUSTION CORP (185064102)
|
95,995 |
$110k |
|
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
12,888 |
$54k |
|
|
THERAPEUTICSMD INC (88338N107)
|
15,873 |
$41k |
|
|
GRAN TIERRA ENERGY INC (38500T101)
|
10,000 |
$16k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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