Sterling Financial Planning, Inc. Reduced Holdings in Q3 2024

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
-683
- 17.3%
$221.47 - $242.41 $151K - $166K
3.26K $786K
UPS
United Parcel Service Inc

Industrials
-396
- 15.24%
$123.32 - $147.38 $48.8K - $58.4K
2.2K $300K
LLY
Eli Lilly & CO

Healthcare
-39
- 4.62%
$772.14 - $960.02 $30.1K - $37.4K
805 $713K
XOM
Exxon Mobil Corp

Energy
-453
- 5.22%
$109.72 - $119.0 $49.7K - $53.9K
8.22K $963K
VIG
Vanguard Dividend Appreciation

ETFs
-118
- 3.64%
$182.15 - $182.15 $21.5K - $21.5K
3.13K $569K
PEP
Pepsico Inc

Consumer Defensive
-141
- 4.99%
$161.9 - $179.3 $22.8K - $25.3K
2.69K $456K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-66
- 2.42%
$91.42 - $91.82 $6.03K - $6.06K
2.67K $244K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-189
- 6.71%
$81.1 - $89.18 $15.3K - $16.9K
2.63K $230K
V
Visa Inc.

Financial Services
-59
- 5.74%
$253.74 - $291.56 $15K - $17.2K
968 $266K
XBAP
Innovator ETF Tr Us Equity Acc
-263
- 3.28%
$31.28 - $33.37 $8.23K - $8.78K
7.75K $258K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-89
- 1.05%
$33.02 - $35.03 $2.94K - $3.12K
8.36K $292K
DVY
Ishares Tr

ETFs
-148
- 6.84%
$119.99 - $135.74 $17.8K - $20.1K
2.02K $272K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-13
- 0.84%
$162.64 - $179.3 $2.11K - $2.33K
1.53K $274K
MUB
Ishares National Muni Bond ETF

ETFs
-195
- 1.11%
$106.13 - $108.7 $20.7K - $21.2K
17.4K $1.89M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.12K
- 5.84%
$25.45 - $29.53 $28.5K - $33K
18K $526K
VEA
Vanguard Ftse Developed Market

ETFs
-1.79K
- 5.28%
$47.6 - $53.31 $85.4K - $95.6K
32.2K $1.7M
IDV
Ishares Tr

ETFs
-7.9K
- 7.73%
$27.62 - $30.64 $218K - $242K
94.3K $2.85M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-36
- 0.27%
$24.06 - $26.97 $866 - $971
13.1K $350K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-62
- 0.91%
$434.77 - $502.96 $27K - $31.2K
6.78K $3.31M
VO
Vanguard Mid Cap ETF

ETFs
-30
- 1.58%
$237.84 - $263.83 $7.14K - $7.91K
1.87K $494K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-288
- 1.96%
$37.68 - $42.0 $10.9K - $12.1K
14.4K $597K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-51
- 1.59%
$162.83 - $179.16 $8.3K - $9.14K
3.17K $567K
HD
Home Depot, Inc.

Consumer Cyclical
-82
- 5.98%
$333.64 - $405.2 $27.4K - $33.2K
1.29K $522K
TIP
Ishares Tr Tips Bd ETF

ETFs
-33
- 0.22%
$105.92 - $110.83 $3.5K - $3.66K
14.7K $1.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-110
- 4.79%
$405.19 - $478.57 $44.6K - $52.6K
2.19K $1.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.29%
$517.38 - $573.86 $4.14K - $4.59K
2.71K $1.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-372
- 3.08%
$105.53 - $118.34 $39.3K - $44K
11.7K $1.37M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3
- 0.01%
$37.33 - $40.63 $112 - $122
36.6K $1.49M
IBM
International Business Machines Corp

Technology
-34
- 1.55%
$175.1 - $223.38 $5.95K - $7.59K
2.17K $478K
VOT
Vanguard Mid Cap Growth Index

ETFs
-84
- 0.9%
$218.05 - $243.47 $18.3K - $20.5K
9.23K $2.25M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-226
- 1.06%
$60.13 - $68.17 $13.6K - $15.4K
21.1K $1.43M
JNJ
Johnson & Johnson

Healthcare
-152
- 1.65%
$145.48 - $167.38 $22.1K - $25.4K
9.07K $1.47M
VBK
Vanguard Small Cap Growth ETF

ETFs
-75
- 0.9%
$240.48 - $267.94 $18K - $20.1K
8.23K $2.2M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-913
- 2.17%
$21.91 - $26.03 $20K - $23.8K
41.1K $1.05M
MMM
3 M CO

Industrials
-37
- 0.8%
$99.69 - $139.42 $3.69K - $5.16K
4.61K $630K
FNDC
Schwab Fundamental Intl Small

ETFs
-1.79K
- 2.58%
$33.85 - $38.5 $60.5K - $68.8K
67.5K $2.58M
PFS
Provident Financial Services Inc

Financial Services
-2
- -0.0%
$14.22 - $19.44 $28.4 - $38.9
42K $780K
VBR
Vanguard Small Cap Value ETF

ETFs
-119
- 0.97%
$179.99 - $201.6 $21.4K - $24K
12.2K $2.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.19K
- 1.62%
$57.32 - $62.65 $68K - $74.3K
72.1K $4.49M
AAPL
Apple Inc.

Technology
-237
- 1.55%
$207.23 - $234.82 $49.1K - $55.7K
15.1K $3.51M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.97K
- 1.25%
$84.77 - $97.13 $167K - $191K
156K $14.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-72
- 0.58%
$520.18 - $576.82 $37.5K - $41.5K
12.4K $7.17M
IVE
Ishares S&P 500 Value ETF

ETFs
-127
- 0.53%
$181.06 - $197.17 $23K - $25K
24K $4.73M
GLD
Spdr Gold Trust

ETFs
-272
- 1.76%
$215.56 - $246.98 $58.6K - $67.2K
15.1K $3.68M
VNQ
Vanguard Specialized Funds Van

ETFs
-176
- 0.55%
$82.97 - $98.97 $14.6K - $17.4K
31.7K $3.09M
FNDX
Schwab Fundamental U S Large C

ETFs
-307
- 0.23%
$65.36 - $71.76 $20.1K - $22K
136K $9.75M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.25K
- 1.5%
$95.81 - $109.03 $120K - $136K
82K $8.82M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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