Sterling Wealth Management, Inc. Reduced Holdings in Q2 2025

Sterling Wealth Management, Inc.

  • $293 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.54K
- 37.88%
$172.42 - $223.89 $1.13M - $1.47M
10.7K $2.2B
Dimensional ETF Trust
-38.6K
- 7.74%
N/A
460K $23.4B
VNQ
Vanguard Specialized Funds Van

ETFs
-10.1K
- 19.46%
$79.79 - $91.42 $806K - $924K
41.8K $3.73B
CVX
Chevron Corp

Energy
-2.95K
- 56.96%
$133.73 - $168.51 $394K - $496K
2.23K $319M
MA
Mastercard Inc

Financial Services
-789
- 64.46%
$479.92 - $590.74 $379K - $466K
435 $244M
Dimensional ETF Trust
-14.9K
- 15.89%
N/A
78.8K $2.12B
VBR
Vanguard Small Cap Value ETF

ETFs
-717
- 1.85%
$162.76 - $195.77 $117K - $140K
38.1K $7.43B
GOOG
Alphabet Inc.

Communication Services
-1.17K
- 29.15%
$146.58 - $180.01 $171K - $210K
2.83K $502M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.11K
- 46.85%
$90.56 - $109.49 $191K - $231K
2.4K $262M
GOOGL
Alphabet Inc.

Communication Services
-756
- 18.08%
$144.7 - $178.6 $109K - $135K
3.43K $604M
CSCO
Cisco Systems, Inc.

Technology
-4.28K
- 23.5%
$53.19 - $69.38 $227K - $297K
13.9K $966M
MRK
Merck & Co., Inc.

Healthcare
-406
- 10.58%
$73.47 - $87.12 $29.8K - $35.4K
3.43K $272M
BMY
Bristol Myers Squibb CO

Healthcare
-273
- 3.15%
$44.12 - $59.6 $12K - $16.3K
8.39K $388M
VTV
Vanguard Value ETF

ETFs
-462
- 19.49%
$153.67 - $176.74 $71K - $81.7K
1.91K $337M
ORCL
Oracle Corp

Technology
-695
- 37.47%
$122.82 - $218.63 $85.4K - $152K
1.16K $254M
AMZN
Amazon Com Inc

Consumer Cyclical
-244
- 11.85%
$167.32 - $223.3 $40.8K - $54.5K
1.82K $398M
CMI
Cummins Inc

Industrials
-75
- 6.33%
$267.12 - $336.65 $20K - $25.2K
1.11K $363M
LLY
Eli Lilly & CO

Healthcare
-72
- 4.82%
$713.71 - $898.95 $51.4K - $64.7K
1.42K $1.11B
REET
Ishares Global Reit ETF

ETFs
-2.93K
- 7.36%
$21.59 - $25.16 $63.2K - $73.6K
36.8K $910M
CAT
Caterpillar Inc

Industrials
-187
- 8.62%
$273.94 - $388.21 $51.2K - $72.6K
1.98K $769M
XOM
Exxon Mobil Corp

Energy
-156
- 1.43%
$99.93 - $119.04 $15.6K - $18.6K
10.7K $1.16B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.27K
- 13.82%
$34.72 - $42.74 $44.2K - $54.5K
7.95K $340M
MCD
Mcdonalds Corp

Consumer Cyclical
-113
- 0.91%
$285.55 - $321.23 $32.3K - $36.3K
12.3K $3.58B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-39
- 1.19%
$51.16 - $62.02 $2K - $2.42K
3.23K $200M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-111
- 3.6%
$75.05 - $77.34 $8.33K - $8.58K
2.97K $230M
VUG
Vanguard Growth ETF

ETFs
-266
- 6.27%
$329.49 - $438.4 $87.6K - $117K
3.98K $1.74B
DFSU
Dimensional ETF Tr Dimen Us Su
-120
- 2.27%
N/A
5.17K $203M
HYG
Ishares Tr

ETFs
-143
- 1.95%
$75.75 - $80.65 $10.8K - $11.5K
7.2K $581M
AEP
American Electric Power CO Inc

Utilities
-441
- 10.14%
$98.59 - $109.11 $43.5K - $48.1K
3.91K $406M
ABBV
Abb Vie Inc.

Healthcare
-87
- 2.93%
$170.16 - $206.27 $14.8K - $17.9K
2.88K $535M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-60
- 1.0%
$114.78 - $133.31 $6.89K - $8K
5.97K $795M
MMM
3 M CO

Industrials
-120
- 6.19%
$126.09 - $154.15 $15.1K - $18.5K
1.82K $277M
JNJ
Johnson & Johnson

Healthcare
-130
- 2.19%
$146.36 - $159.82 $19K - $20.8K
5.82K $888M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-41
- 0.65%
$35.9 - $43.76 $1.47K - $1.79K
6.31K $273M
ABT
Abbott Laboratories

Healthcare
-220
- 7.26%
$123.95 - $138.08 $27.3K - $30.4K
2.81K $382M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.37K
- 2.72%
$53.65 - $67.02 $73.3K - $91.6K
48.8K $3.27B
DE
Deere & CO

Industrials
-101
- 5.73%
$412.99 - $531.48 $41.7K - $53.7K
1.66K $845M
MSFT
Microsoft Corp

Technology
-681
- 11.78%
$354.56 - $497.45 $241K - $339K
5.1K $2.54B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.14K
- 1.12%
$29.12 - $35.84 $91.5K - $113K
278K $9.96B
EFV
Msci Eafe Value ETF

ETFs
-88
- 0.22%
$52.4 - $64.65 $4.61K - $5.69K
39.9K $2.53B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.53K
- 2.26%
$55.54 - $69.09 $84.7K - $105K
65.9K $4.55B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.66K
- 0.83%
$39.89 - $49.46 $66.1K - $82K
198K $9.77B
VTI
Vanguard Total Stock Market Et

ETFs
-407
- 0.36%
$243.75 - $303.93 $99.2K - $124K
113K $34.4B
VEA
Vanguard Ftse Developed Market

ETFs
-84
- 0.03%
$45.65 - $57.01 $3.83K - $4.79K
259K $14.8B
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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