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報告されたホールディングス
STA Wealth Management LLC

Legal Name: STA WEALTH MANAGEMENT, LLC

報告期間: Jun 30, 2019
有効日: Aug 14, 2019

セキュリティ 保有株式/元本 市場価格 オプション
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

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