Sterling Financial Group, Inc. Portfolio Holdings
Sterling Financial Group, Inc.
- $166 Million
- Q2 2024
Sterling Financial Group, Inc. has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $166 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amplify ETF Tr Amplify Cwp Enh with a value of $24.7M, Dimensional ETF Tr with a value of $23.9M, Invesco Et Sf Idxd Fd Tr Bulle with a value of $18M, Vanguard Bd Index Fd Inc Long with a value of $17.1M, and Dimensional ETF Tr with a value of $13.2M.
Examining the 13F form we can see an increase of $6.62M in the current position value, from $159M to 166M.
Sterling Financial Group, Inc. is based out at Pasadena, CA
Below you can find more details about Sterling Financial Group, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|