Sterling Wealth Management, Inc. Reduced Holdings in Q4 2024

Sterling Wealth Management, Inc.

  • $271 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-4.26K
- 7.58%
$87.85 - $98.6 $374K - $420K
51.9K $4.63B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.01K
- 25.74%
$570.51 - $610.59 $573K - $614K
2.9K $1.71B
VBR
Vanguard Small Cap Value ETF

ETFs
-549
- 1.39%
$197.36 - $217.3 $108K - $119K
38.8K $7.69B
EFV
Msci Eafe Value ETF

ETFs
-40
- 0.1%
$51.78 - $57.15 $2.07K - $2.29K
40K $2.1B
PEP
Pepsico Inc

Consumer Defensive
-49
- 0.57%
$151.29 - $176.1 $7.41K - $8.63K
8.57K $1.3B
REET
Ishares Global Reit ETF

ETFs
-1.99K
- 4.77%
$23.43 - $26.54 $46.7K - $52.9K
39.8K $953M
NVDA
Nvidia Corp

Technology
-1.47K
- 36.16%
$117.0 - $148.88 $172K - $219K
2.59K $348M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-777
- 2.29%
$34.13 - $37.35 $26.5K - $29K
33.2K $1.13B
XOM
Exxon Mobil Corp

Energy
-246
- 2.21%
$105.51 - $125.37 $26K - $30.8K
10.9K $1.17B
MSFT
Microsoft Corp

Technology
-155
- 2.61%
$406.35 - $454.46 $63K - $70.4K
5.78K $2.44B
MUB
Ishares National Muni Bond ETF

ETFs
-896
- 20.35%
$105.78 - $108.7 $94.8K - $97.4K
3.51K $374M
MRK
Merck & Co., Inc.

Healthcare
-400
- 9.44%
$96.31 - $114.76 $38.5K - $45.9K
3.84K $382M
FE
Firstenergy Corp

Utilities
-1.12K
- 15.02%
$39.14 - $44.52 $44K - $50K
6.36K $253M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-677
- 24.27%
$124.26 - $134.12 $84.1K - $90.8K
2.11K $272M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-849
- 8.43%
$38.37 - $42.82 $32.6K - $36.4K
9.22K $354M
AMGN
Amgen Inc

Healthcare
-31
- 3.72%
$258.78 - $328.31 $8.02K - $10.2K
803 $209M
QCOM
Qualcomm Inc

Technology
-41
- 1.31%
$150.4 - $178.04 $6.17K - $7.3K
3.09K $475M
PFE
Pfizer Inc

Healthcare
-975
- 11.31%
$24.8 - $30.19 $24.2K - $29.4K
7.65K $203M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-429
- 6.33%
$37.12 - $41.23 $15.9K - $17.7K
6.35K $236M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-529
- 16.07%
$77.02 - $78.58 $40.7K - $41.6K
2.76K $213M
CEG
Constellation Energy Corp

Utilities
-35
- 3.59%
$224.28 - $285.52 $7.85K - $9.99K
939 $210M
PG
Procter & Gamble CO

Consumer Defensive
-38
- 0.75%
$161.05 - $179.7 $6.12K - $6.83K
5.03K $843M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-225
- 4.75%
$113.92 - $127.38 $25.6K - $28.7K
4.51K $519M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-213
- 6.47%
$74.5 - $78.37 $15.9K - $16.7K
3.08K $230M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-30
- 1.57%
$114.08 - $125.68 $3.42K - $3.77K
1.89K $216M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-31
- 2.05%
$442.29 - $483.08 $13.7K - $15K
1.48K $671M
ORCL
Oracle Corp

Technology
-97
- 4.97%
$165.41 - $192.43 $16K - $18.7K
1.86K $309M
VTV
Vanguard Value ETF

ETFs
-3
- 0.13%
$168.32 - $181.87 $505 - $546
2.37K $401M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-95
- 2.83%
$61.68 - $67.87 $5.86K - $6.45K
3.27K $203M
MA
Mastercard Inc

Financial Services
-35
- 2.78%
$491.3 - $536.15 $17.2K - $18.8K
1.22K $645M
CMI
Cummins Inc

Industrials
-18
- 1.5%
$324.93 - $383.42 $5.85K - $6.9K
1.18K $413M
AMZN
Amazon Com Inc

Consumer Cyclical
-219
- 9.61%
$180.88 - $232.93 $39.6K - $51K
2.06K $452M
BMY
Bristol Myers Squibb CO

Healthcare
-83
- 0.95%
$51.92 - $59.94 $4.31K - $4.98K
8.67K $490M
DIS
Walt Disney CO

Communication Services
-64
- 2.16%
$92.39 - $117.6 $5.91K - $7.53K
2.89K $322M
GOOG
Alphabet Inc.

Communication Services
-200
- 4.77%
$163.08 - $198.16 $32.6K - $39.6K
4K $761M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-419
- 0.15%
$33.92 - $36.6 $14.2K - $15.3K
281K $9.72B
CSCO
Cisco Systems, Inc.

Technology
-400
- 2.15%
$52.45 - $60.02 $21K - $24K
18.2K $1.08B
JPM
Jpmorgan Chase & CO

Financial Services
-70
- 1.06%
$205.18 - $250.29 $14.4K - $17.5K
6.54K $1.57B
AAPL
Apple Inc.

Technology
-293
- 1.67%
$221.69 - $259.02 $65K - $75.9K
17.3K $4.33B
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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