Sterling Financial Planning, Inc. Reduced Holdings in Q1 2025

Sterling Financial Planning, Inc.

  • $266 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-27.6K
- 39.1%
$48.33 - $49.5 $1.33M - $1.36M
42.9K $2.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-890
- 1.1%
$96.3 - $112.23 $85.7K - $99.9K
80.1K $7.81M
TIP
Ishares Tr Tips Bd ETF

ETFs
-9.12K
- 36.5%
$106.22 - $111.09 $969K - $1.01M
15.9K $1.76M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-36.5K
- 17.04%
$22.25 - $23.0 $813K - $840K
178K $4.09M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-9.24K
- 16.34%
$76.94 - $78.28 $711K - $724K
47.3K $3.7M
MUB
Ishares National Muni Bond ETF

ETFs
-6K
- 25.8%
$104.71 - $107.69 $628K - $646K
17.2K $1.82M
AAPL
Apple Inc.

Technology
-338
- 2.12%
$209.68 - $247.1 $70.9K - $83.5K
15.6K $3.47M
IDV
Ishares Tr

ETFs
-28.1K
- 23.28%
$27.0 - $31.7 $758K - $890K
92.5K $2.87M
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 0.34%
$554.06 - $615.85 $23.8K - $26.5K
12.6K $7.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-971
- 1.34%
$57.21 - $65.8 $55.6K - $63.9K
71.8K $4.19M
VBK
Vanguard Small Cap Growth ETF

ETFs
-82
- 1.0%
$247.97 - $296.33 $20.3K - $24.3K
8.1K $2.04M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-7.93K
- 30.55%
$25.81 - $28.52 $205K - $226K
18K $496K
MSFT
Microsoft Corp

Technology
-26
- 0.7%
$375.39 - $447.2 $9.76K - $11.6K
3.69K $1.38M
PFS
Provident Financial Services Inc

Financial Services
-6.6K
- 17.33%
$16.35 - $19.59 $108K - $129K
31.5K $540K
SIGI
Selective Insurance Group Inc

Financial Services
-1.2K
- 9.51%
$78.49 - $95.48 $94.2K - $115K
11.4K $1.05M
VUG
Vanguard Growth ETF

ETFs
-24
- 1.23%
$369.1 - $427.61 $8.86K - $10.3K
1.93K $714K
GOOG
Alphabet Inc.

Communication Services
-61
- 3.14%
$156.06 - $207.71 $9.52K - $12.7K
1.88K $293K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-113
- 0.79%
$37.35 - $43.35 $4.22K - $4.9K
14.1K $534K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-303
- 0.75%
$47.4 - $50.24 $14.4K - $15.2K
40K $1.93M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-78
- 0.12%
$49.25 - $50.66 $3.84K - $3.95K
62.4K $3.1M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-918
- 2.64%
$39.4 - $42.61 $36.2K - $39.1K
33.9K $1.37M
VNQ
Vanguard Specialized Funds Van

ETFs
-891
- 2.68%
$85.55 - $94.34 $76.2K - $84.1K
32.3K $2.92M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 3.2%
$347.25 - $424.87 $10.1K - $12.3K
878 $321K
MRK
Merck & Co., Inc.

Healthcare
-11
- 0.36%
$83.01 - $101.02 $913 - $1.11K
3.07K $275K
VOE
Vanguard Mid Cap Value Index F

ETFs
-22
- 0.11%
$156.61 - $168.02 $3.45K - $3.7K
19.7K $3.16M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-277
- 1.67%
$41.09 - $43.24 $11.4K - $12K
16.3K $676K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-32
- 1.2%
$77.91 - $92.26 $2.49K - $2.95K
2.64K $210K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-254
- 3.04%
$34.28 - $36.43 $8.71K - $9.25K
8.1K $280K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-39
- 1.23%
$169.43 - $182.84 $6.61K - $7.13K
3.13K $541K
IVE
Ishares S&P 500 Value ETF

ETFs
-15
- 0.06%
$185.78 - $198.58 $2.79K - $2.98K
23.4K $4.46M
DE
Deere & CO

Industrials
-110
- 11.07%
$408.57 - $509.27 $44.9K - $56K
884 $414K
PG
Procter & Gamble CO

Consumer Defensive
-97
- 2.88%
$158.56 - $176.26 $15.4K - $17.1K
3.27K $557K
MCD
Mcdonalds Corp

Consumer Cyclical
-73
- 7.14%
$279.74 - $321.29 $20.4K - $23.5K
950 $296K
EFG
Msci Eafe Growth ETF

ETFs
-1.04K
- 2.41%
$96.1 - $106.37 $99.7K - $110K
41.9K $4.19M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-354
- 1.68%
$59.28 - $66.1 $21K - $23.4K
20.8K $1.32M
MMM
3 M CO

Industrials
-244
- 5.29%
$129.7 - $155.12 $31.6K - $37.8K
4.37K $641K
GLD
Spdr Gold Trust

ETFs
-706
- 4.83%
$243.19 - $288.14 $172K - $203K
13.9K $4.01M
IAU
Ishares Gold Trust

ETFs
-10.4K
- 3.31%
$49.74 - $58.96 $517K - $613K
304K $17.9M
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
Track This Portfolio

Track Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email