Crescent Sterling, Ltd. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 77 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 $5.73B, Microsoft Corp with a value of $5.28B, Apple Inc. with a value of $5.2B, Chevron Corp with a value of $4.29B, and Procter & Gamble CO with a value of $3.97B.
Examining the 13F form we can see an decrease of $5.34B in the current position value, from $110B to 104B.
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
$104 Billion
Technology: $19.7 Billion
ETFs: $19.1 Billion
Healthcare: $16.4 Billion
Energy: $12.2 Billion
Consumer Defensive: $12 Billion
Industrials: $6.56 Billion
Financial Services: $6.2 Billion
Basic Materials: $5.49 Billion
Other: $6.76 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions