Sterling Group Wealth Management, LLC Portfolio Holdings
Sterling Group Wealth Management, LLC
- $179 Million
- Q2 2025
Sterling Group Wealth Management, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Million distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $75M, Invesco Exchange Traded Fd Tr with a value of $19.8M, Ishares Tr Msci Eafe ETF with a value of $12.8M, Vanguard Ftse Developed Market with a value of $11M, and Blackrock ETF Tr U S Equity Fa with a value of $8.7M.
Examining the 13F form we can see an decrease of $6.96M in the current position value, from $186M to 179M.
Sterling Group Wealth Management, LLC is based out at Pasadena, CA
Below you can find more details about Sterling Group Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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