Sterling Wealth Management, Inc. Purchases in Q3 2025

Sterling Wealth Management, Inc.

  • $330 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.61K
+ 4.95%
$303.93 - $329.86 $1.71M - $1.85M
119K $39B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
94.1K
+ 26.94%
$41.8 - $43.15 $3.93M - $4.06M
443K $19B
DUHP
Dimensional ETF Tr Dimensional

ETFs
71.8K
+ 15.7%
$35.76 - $37.93 $2.57M - $2.73M
529K $20B
DFAT
Dimensional ETF Tr U S Target

ETFs
23K
+ 7.68%
$53.36 - $59.69 $1.23M - $1.37M
322K $18.8B
DFSD
Dimensional ETF Tr Short Durat

ETFs
51.1K
+ 23.95%
$47.86 - $48.43 $2.45M - $2.47M
264K $12.7B
DFAE
Dimensional ETF Tr

ETFs
41.3K
+ 10.04%
$28.84 - $31.84 $1.19M - $1.31M
453K $14.3B
Dimensional ETF Trust
40.9K
+ 14.2%
N/A
329K $10.8B
VEA
Vanguard Ftse Developed Market

ETFs
16.8K
+ 6.47%
$56.02 - $60.3 $940K - $1.01M
276K $16.5B
NVDA
Nvidia Corp

Technology
8.63K
+ 310.43%
$153.3 - $186.58 $1.32M - $1.61M
11.4K $2.13B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.42K
+ 3.76%
$49.43 - $54.52 $367K - $404K
205K $11.1B
AAPL
Apple Inc.

Technology
1.59K
+ 14.8%
$202.38 - $256.87 $321K - $408K
12.3K $3.14B
Dimensional ETF Trust
14.1K
+ 19.63%
N/A
85.9K $4.63B
DFIV
Dimensional ETF Tr

ETFs
7.73K
+ 7.42%
$42.66 - $46.53 $330K - $360K
112K $5.16B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.56K
+ 8.44%
$68.24 - $73.73 $379K - $410K
71.4K $5.25B
DISV
Dimensional ETF Tr Dimensional

ETFs
11.6K
+ 12.73%
$32.78 - $35.79 $381K - $416K
103K $3.67B
Dimensional ETF Trust
12.8K
+ 2.78%
N/A
473K $24B
DFIS
Dimensional ETF Tr Dimensional

ETFs
9.95K
+ 12.01%
$29.65 - $31.77 $295K - $316K
92.8K $2.94B
EFV
Msci Eafe Value ETF

ETFs
2.34K
+ 5.86%
$62.79 - $68.42 $147K - $160K
42.3K $2.87B
Dimensional ETF Trust
3.03K
+ 16.85%
N/A
21K $1.51B
DFUS
Dimensional ETF Tr U S Equity

ETFs
17
+ 0.03%
$67.01 - $72.84 $1.14K - $1.24K
48.9K $3.54B
Dimensional ETF Trust
7.38K
+ 9.36%
N/A
86.2K $2.35B
R
Ryder System Inc

Industrials
1.23K
New
$168.66 - $189.57 $207K - $233K
1.23K $232M
SPY
Spdr S&P 500 ETF Trust

ETFs
322
New
$617.65 - $666.84 $199K - $215K
322 $215M
DGRO
Ishares Core Dividend Growth E

ETFs
3.06K
New
$64.12 - $68.08 $196K - $209K
3.06K $209M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
350
+ 22.95%
$459.11 - $506.91 $161K - $177K
1.88K $943M
INTC
Intel Corp

Technology
5.99K
New
$19.31 - $35.5 $116K - $212K
5.99K $201M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
614
New
$275.84 - $326.36 $169K - $200K
614 $200M
VUG
Vanguard Growth ETF

ETFs
31
+ 0.78%
$433.97 - $484.08 $13.5K - $15K
4.01K $1.92B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.08K
+ 24.56%
$47.18 - $48.17 $145K - $149K
15.6K $750M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
108
+ 0.4%
$94.17 - $99.95 $10.2K - $10.8K
26.8K $2.68B
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.07%
$184.85 - $231.54 $370 - $463
2.88K $667M
CMI
Cummins Inc

Industrials
1
+ 0.09%
$327.85 - $426.39 $328 - $426
1.11K $469M
VTV
Vanguard Value ETF

ETFs
389
+ 20.39%
$175.51 - $186.57 $68.3K - $72.6K
2.3K $428M
AEP
American Electric Power CO Inc

Utilities
451
+ 11.53%
$103.26 - $115.0 $46.6K - $51.9K
4.36K $491M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.01%
$133.81 - $152.16 $134 - $152
8.58K $1.2B
XOM
Exxon Mobil Corp

Energy
145
+ 1.35%
$105.83 - $117.22 $15.3K - $17K
10.9K $1.23B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7
+ 0.15%
$109.47 - $119.06 $766 - $833
4.81K $570M
REET
Ishares Global Reit ETF

ETFs
327
+ 0.89%
$24.45 - $25.91 $8K - $8.47K
37.2K $950M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
391
+ 12.12%
$62.09 - $66.51 $24.3K - $26K
3.62K $236M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.08%
$98.99 - $112.2 $198 - $224
2.57K $284M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.12%
$285.05 - $309.14 $285 - $309
850 $262M
DFSU
Dimensional ETF Tr Dimen Us Su
12
+ 0.23%
N/A
5.18K $220M
AMZN
Amazon Com Inc

Consumer Cyclical
18
+ 0.99%
$211.65 - $238.24 $3.81K - $4.29K
1.83K $402M
PG
Procter & Gamble CO

Consumer Defensive
387
+ 3.75%
$150.47 - $161.22 $58.2K - $62.4K
10.7K $1.65B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 0.04%
$78.11 - $79.07 $78.1 - $79.1
2.76K $218M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.62%
$695.21 - $791.73 $1.39K - $1.58K
327 $240M
KO
Coca Cola CO

Consumer Defensive
250
+ 4.88%
$65.67 - $71.67 $16.4K - $17.9K
5.37K $356M
DIS
Walt Disney CO

Communication Services
76
+ 2.62%
$112.25 - $124.0 $8.53K - $9.42K
2.98K $341M
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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