Sterling Wealth Advisors Inc Portfolio Holdings

Sterling Wealth Advisors Inc

  • $127 Billion
  • Q4 2024

Sterling Wealth Advisors Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $38.4B, Dimensional ETF Tr Short Durat with a value of $23.8B, Dimensional ETF Tr U S Equity with a value of $19.5B, Dimensional ETF Tr with a value of $10.3B, and Dimensional ETF Tr Dimensional with a value of $7.81B.

Examining the 13F form we can see an increase of $127B in the current position value.

Sterling Wealth Advisors Inc is based out at Plantation, FL

Below you can find more details about Sterling Wealth Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
ETFs: $127 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $127 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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