Sterling Financial Group, Inc. Portfolio Holdings
Sterling Financial Group, Inc.
- $232 Million
- Q2 2025
Sterling Financial Group, Inc. has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $232 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $37.2M, Amplify ETF Tr Amplify Cwp Enh with a value of $29.9M, Ishares Tr Ibonds 2026 Term Hi with a value of $28.1M, Ishares Tr with a value of $21.4M, and Spdr Portfolio Long Term Corpo with a value of $18.9M.
Examining the 13F form we can see an increase of $12.1M in the current position value, from $220M to 232M.
Sterling Financial Group, Inc. is based out at Pasadena, CA
Below you can find more details about Sterling Financial Group, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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