Crescent Sterling, Ltd. Portfolio Holdings

Crescent Sterling, Ltd.

  • $89.4 Billion
  • Q2 2025

Crescent Sterling, Ltd. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $89.4 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $6.4B, Microsoft Corp with a value of $5.46B, Jpmorgan Chase & CO with a value of $4.55B, Apple Inc. with a value of $3.96B, and Johnson & Johnson with a value of $3.39B.

Examining the 13F form we can see an decrease of $8.15B in the current position value, from $97.5B to 89.4B.

Crescent Sterling, Ltd. is based out at Metairie, LA

Below you can find more details about Crescent Sterling, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $89.4 Billion
ETFs: $19 Billion
Technology: $18.6 Billion
Healthcare: $11.4 Billion
Consumer Defensive: $9.15 Billion
Energy: $8 Billion
Industrials: $6.24 Billion
Financial Services: $6.23 Billion
Consumer Cyclical: $4.38 Billion
Other: $6.16 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.1M
$17.9 Million 0.02% of portfolio
10,000
Q4 2024 Reduced 10.71%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $89.4 Billion
  • Prior Value $97.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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