Sterling Financial Planning, Inc. Purchases in Q1 2025

Sterling Financial Planning, Inc.

  • $266 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
33.3K
+ 11.79%
$35.33 - $40.77 $1.18M - $1.36M
315K $12.4M
DISV
Dimensional ETF Tr Dimensional

ETFs
35.7K
+ 14.05%
$26.09 - $30.21 $931K - $1.08M
290K $8.44M
DFIP
Dimensional ETF Tr Inflation P

ETFs
28.5K
+ 29.51%
$40.27 - $42.11 $1.15M - $1.2M
125K $5.26M
JNJ
Johnson & Johnson

Healthcare
3.97K
+ 47.62%
$142.06 - $167.7 $563K - $665K
12.3K $2.04M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.17K
+ 7.61%
$73.78 - $76.59 $529K - $549K
101K $7.77M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
21K
+ 13.6%
$25.44 - $27.95 $535K - $588K
176K $4.75M
XOM
Exxon Mobil Corp

Energy
4.64K
+ 53.28%
$105.44 - $118.93 $489K - $552K
13.4K $1.59M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.87K
+ 24.98%
$77.7 - $78.94 $534K - $542K
34.4K $2.71M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
19.9K
+ 8.66%
$27.88 - $29.48 $556K - $588K
250K $7.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
218
+ 9.97%
$442.66 - $534.52 $96.5K - $117K
2.4K $1.28M
PEG
Public Service Enterprise Group Inc

Utilities
3.44K
New
$78.2 - $90.39 $269K - $311K
3.44K $283K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.56K
+ 12.12%
$48.43 - $49.9 $221K - $228K
42.2K $2.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.44K
+ 2.06%
$126.11 - $135.06 $182K - $195K
71.3K $9.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
28.3K
+ 13.8%
$27.56 - $32.1 $779K - $907K
233K $6.56M
EPD
Enterprise Products Partners L.P.

Energy
7.36K
New
$31.75 - $34.14 $234K - $251K
7.36K $251K
O
Realty Income Corp

Real Estate
3.28K
+ 34.58%
$51.67 - $58.49 $169K - $192K
12.8K $740K
FNDX
Schwab Fundamental U S Large C

ETFs
10.9K
+ 2.74%
$23.03 - $25.01 $251K - $272K
408K $9.64M
PRU
Prudential Financial Inc

Financial Services
1.99K
New
$105.04 - $122.33 $209K - $243K
1.99K $221K
ES
Eversource Energy

Utilities
3.45K
New
$55.63 - $63.8 $192K - $220K
3.45K $214K
IBM
International Business Machines Corp

Technology
300
+ 13.74%
$217.4 - $264.74 $65.2K - $79.4K
2.48K $617K
VEA
Vanguard Ftse Developed Market

ETFs
718
+ 2.25%
$47.4 - $52.99 $34K - $38K
32.6K $1.66M
RTX
Raytheon Technologies Corp

Industrials
175
+ 3.38%
$114.1 - $135.66 $20K - $23.7K
5.36K $709K
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.97K
+ 7.21%
$22.35 - $24.52 $66.4K - $72.8K
44.1K $1.05M
CVX
Chevron Corp

Energy
161
+ 8.63%
$146.71 - $167.97 $23.6K - $27K
2.03K $339K
LLY
Eli Lilly & CO

Healthcare
32
+ 4.18%
$725.72 - $929.72 $23.2K - $29.8K
798 $659K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.09K
+ 12.03%
$59.61 - $66.71 $64.8K - $72.5K
10.1K $612K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 1.97%
$890.62 - $1076.86 $12.5K - $15.1K
726 $686K
JPM
Jpmorgan Chase & CO

Financial Services
71
+ 3.43%
$225.19 - $279.95 $16K - $19.9K
2.14K $524K
DFIS
Dimensional ETF Tr Dimensional

ETFs
368
+ 2.81%
$23.92 - $26.89 $8.8K - $9.9K
13.5K $347K
BND
Vanguard Bd Index Fd Inc Total

ETFs
19
+ 0.24%
$71.17 - $73.66 $1.35K - $1.4K
8.09K $593K
GD
General Dynamics Corp

Industrials
4
+ 0.36%
$241.94 - $272.58 $968 - $1.09K
1.11K $301K
QUAL
Ishares Msci Usa Quality Facto

ETFs
134
+ 7.96%
$168.16 - $186.21 $22.5K - $25K
1.82K $310K
VIG
Vanguard Dividend Appreciation

ETFs
54
+ 1.76%
N/A
3.12K $567K
PEP
Pepsico Inc

Consumer Defensive
101
+ 3.18%
$142.64 - $156.42 $14.4K - $15.8K
3.28K $492K
VOT
Vanguard Mid Cap Growth Index

ETFs
374
+ 4.08%
$237.72 - $276.98 $88.9K - $104K
9.55K $2.34M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.03%
$58.32 - $65.09 $58.3 - $65.1
3.62K $218K
EMB
Ishares Tr

ETFs
7
+ 0.16%
$88.64 - $92.03 $620 - $644
4.37K $395K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.04%
$222.79 - $249.08 $223 - $249
2.55K $584K
VO
Vanguard Mid Cap ETF

ETFs
54
+ 2.9%
$251.87 - $277.95 $13.6K - $15K
1.91K $494K
Vanguard Wellington Fd
2.78K
+ 10.82%
N/A
28.4K $0
Calamos ETF Tr
11.3K
New
N/A
11.3K $0
Dimensional ETF Trust
13.7K
+ 7.9%
N/A
187K $0
Dimensional ETF Trust
3.15K
+ 14.44%
N/A
25K $0
NVDA
Nvidia Corp

Technology
309
+ 20.03%
$106.98 - $149.43 $33.1K - $46.2K
1.85K $200K
META
Meta Platforms, Inc.

Communication Services
11
+ 1.05%
$576.36 - $736.67 $6.34K - $8.1K
1.06K $612K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
30
+ 0.31%
$21.23 - $23.75 $637 - $713
9.61K $206K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1
+ 0.02%
$75.47 - $84.24 $75.5 - $84.2
6.52K $502K
AMZN
Amazon Com Inc

Consumer Cyclical
158
+ 7.36%
$190.26 - $242.06 $30.1K - $38.2K
2.31K $438K
GOOGL
Alphabet Inc.

Communication Services
103
+ 3.72%
$154.33 - $206.19 $15.9K - $21.2K
2.87K $443K
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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