Crescent Sterling, Ltd. Portfolio Holdings

Crescent Sterling, Ltd.

  • $97.5 Billion
  • Q4 2024

Crescent Sterling, Ltd. has filed its 13F form on January 13, 2025 for Q4 2024 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 $6.29B, Apple Inc. with a value of $5.92B, Microsoft Corp with a value of $4.94B, Jpmorgan Chase & CO with a value of $4.22B, and Procter & Gamble CO with a value of $3.75B.

Examining the 13F form we can see an decrease of $7.51B in the current position value, from $105B 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 Billion
Technology: $18.3 Billion
Healthcare: $13 Billion
Consumer Defensive: $12 Billion
Energy: $9.61 Billion
Industrials: $6.76 Billion
Financial Services: $6.54 Billion
Consumer Cyclical: $5.02 Billion
Other: $7.08 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $97.5 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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