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.

Portfolio value $166 Million
ETFs: $138 Million
Technology: $16.1 Million
Consumer Cyclical: $2.67 Million
Financial Services: $2.25 Million
Communication Services: $1.72 Million
Healthcare: $1.32 Million
Industrials: $1.21 Million
Energy: $1.1 Million
Other: $598,000

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 65
  • Current Value $166 Million
  • Prior Value $159 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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