Sterling Wealth Management, Inc. Purchases in Q2 2025

Sterling Wealth Management, Inc.

  • $293 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
138K
+ 64.99%
$41.1 - $42.37 $5.65M - $5.83M
349K $14.8B
DUHP
Dimensional ETF Tr Dimensional

ETFs
107K
+ 30.58%
$29.36 - $35.56 $3.15M - $3.81M
458K $16.3B
DFSD
Dimensional ETF Tr Short Durat

ETFs
61.6K
+ 40.57%
$47.09 - $48.01 $2.9M - $2.96M
213K $10.2B
DFAE
Dimensional ETF Tr

ETFs
23.1K
+ 5.94%
$22.87 - $28.95 $527K - $667K
411K $11.9B
Dimensional ETF Trust
29.9K
+ 11.59%
N/A
288K $8.93B
DFIS
Dimensional ETF Tr Dimensional

ETFs
29.5K
+ 55.13%
$23.2 - $29.84 $683K - $879K
82.9K $2.47B
DISV
Dimensional ETF Tr Dimensional

ETFs
13.3K
+ 16.99%
$25.93 - $32.91 $344K - $436K
91.2K $3B
DFIV
Dimensional ETF Tr

ETFs
4.04K
+ 4.03%
$34.67 - $43.21 $140K - $174K
104K $4.46B
Dimensional ETF Trust
15.3K
+ 27.15%
N/A
71.8K $3.83B
PG
Procter & Gamble CO

Consumer Defensive
5.29K
+ 105.25%
$157.66 - $172.39 $835K - $913K
10.3K $1.64B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.52K
+ 0.51%
$36.25 - $42.28 $55K - $64.1K
299K $12.7B
Dimensional ETF Trust
4.67K
+ 35.02%
N/A
18K $1.21B
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.61%
$210.28 - $289.91 $8.41K - $11.6K
6.58K $1.91B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.68K
+ 113.87%
$46.77 - $47.89 $313K - $320K
12.6K $595M
CVS
Cvs Health Corp

Healthcare
4.37K
New
$60.04 - $70.18 $262K - $307K
4.37K $301M
META
Meta Platforms, Inc.

Communication Services
325
New
$484.66 - $738.09 $158K - $240K
325 $240M
Ge Vernova Inc
442
New
N/A
442 $234M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
553
+ 1.67%
$32.66 - $40.75 $18.1K - $22.5K
33.7K $1.37B
PM
Philip Morris International Inc.

Consumer Defensive
1.25K
New
$149.23 - $184.95 $186K - $230K
1.25K $227M
HWM
Howmet Aerospace Inc.

Industrials
1.12K
New
$112.33 - $186.13 $126K - $208K
1.12K $208M
IBM
International Business Machines Corp

Technology
703
New
$221.03 - $294.78 $155K - $207K
703 $207M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.52K
New
$24.94 - $31.15 $163K - $203K
6.52K $203M
SO
Southern CO

Utilities
2.21K
New
$84.91 - $92.56 $187K - $204K
2.21K $203M
DFAI
Dimensional ETF Tr

ETFs
65
+ 0.26%
$28.02 - $34.71 $1.82K - $2.26K
25.1K $866M
AXP
American Express CO

Financial Services
8
+ 0.16%
$231.39 - $318.98 $1.85K - $2.55K
5.14K $1.64B
NVDA
Nvidia Corp

Technology
187
+ 7.21%
$94.31 - $157.99 $17.6K - $29.5K
2.78K $439M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
197
+ 0.74%
$81.46 - $94.63 $16K - $18.6K
26.7K $2.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45
+ 3.04%
$483.48 - $539.8 $21.8K - $24.3K
1.53K $741M
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.09%
$138.36 - $161.45 $415 - $484
3.39K $502M
KO
Coca Cola CO

Consumer Defensive
39
+ 0.77%
$68.37 - $73.9 $2.67K - $2.88K
5.12K $362M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
209
+ 4.55%
$86.93 - $109.64 $18.2K - $22.9K
4.8K $527M
LECO
Lincoln Electric Holdings Inc

Industrials
1
+ 0.05%
$167.18 - $211.38 $167 - $211
2.08K $431M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5
+ 0.27%
$104.23 - $134.39 $521 - $672
1.89K $254M
DIS
Walt Disney CO

Communication Services
11
+ 0.38%
$81.72 - $124.01 $899 - $1.36K
2.91K $360M
QCOM
Qualcomm Inc

Technology
11
+ 0.36%
$124.66 - $159.48 $1.37K - $1.75K
3.1K $494M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 0.18%
$212.1 - $244.27 $1.06K - $1.22K
2.82K $616M
AMGN
Amgen Inc

Healthcare
7
+ 0.87%
$262.28 - $309.85 $1.84K - $2.17K
810 $226M
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.69%
$276.76 - $326.81 $1.66K - $1.96K
878 $271M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.12%
$228.25 - $285.3 $228 - $285
849 $242M
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.09%
$313.51 - $363.51 $941 - $1.09K
3.31K $1.14B
ALL
Allstate Corp

Financial Services
5
+ 0.48%
$180.53 - $212.64 $903 - $1.06K
1.05K $212M
HBAN
Huntington Bancshares Inc

Financial Services
28
+ 0.28%
$12.49 - $16.76 $350 - $469
10.1K $169M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 0.04%
$77.74 - $78.78 $77.7 - $78.8
2.76K $217M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.2%
$422.19 - $533.73 $844 - $1.07K
1.02K $545M
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.29%
$218.41 - $252.43 $1.09K - $1.26K
1.72K $425M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3
+ 0.12%
$83.54 - $100.04 $251 - $300
2.56K $255M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.77%
$335.24 - $380.78 $3.35K - $3.81K
1.31K $478M
CMCSA
Comcast Corp

Communication Services
62
+ 0.18%
$32.84 - $36.72 $2.04K - $2.28K
33.9K $1.21B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.24K
+ 1.32%
$52.31 - $63.72 $117K - $143K
172K $10.9B
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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