Crescent Sterling, Ltd. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $97.5 Billion distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $6.83B, Apple Inc. with a value of $4.99B, Microsoft Corp with a value of $4.45B, Jpmorgan Chase & CO with a value of $4.26B, and Chevron Corp with a value of $3.99B.
Examining the 13F form we can see an increase of $49.6M in the current position value, from $97.5B to 97.5B.
Crescent Sterling, Ltd. is based out at Metairie, LA
Below you can find more details about Crescent Sterling, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$97.5 Billion
ETFs: $19.3 Billion
Technology: $17.5 Billion
Healthcare: $14.3 Billion
Consumer Defensive: $11.1 Billion
Energy: $10.7 Billion
Industrials: $6.46 Billion
Financial Services: $5.97 Billion
Basic Materials: $4.95 Billion
Other: $7.21 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
