STA Wealth Management LLC

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Assets, Funds, Holdings

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STA Wealth Management LLC
CRD #127186
SEC #801-64386
CIK #0001471474
AUM$931.3 MM
Employees32
Phone281-822-8800
Address800 Town Country Blvd Ste 410
Houston, TX 77024
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SNY 107,870.0 59.0
EEM 39.4
VOO 39.2
SPSB 26.7
QUAL 25.9
IUSV 22.5
VWOB 14.7
XLK 12.0
XLI 11.7
EEMA 11.6
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Holdings by Sector ($BB)
Private Fund Fund Form D AUM ($MM)
STA Real Estate Fund 1 LP RE 2016-01-04external 10.5
The Streettalk Advisors Premier Fund LP PE 2011-12-23external 5.2
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