Sterling Financial Planning, Inc. Reduced Holdings in Q3 2025

Sterling Financial Planning, Inc.

  • $306 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
-7.42K
- 58.58%
$144.19 - $167.33 $1.07M - $1.24M
5.24K $877K
COST
Costco Wholesale Corp

Consumer Defensive
-129
- 18.12%
$915.95 - $994.57 $118K - $128K
583 $539K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.16K
- 7.46%
$109.11 - $111.88 $127K - $130K
14.4K $1.6M
FNDC
Schwab Fundamental Intl Small

ETFs
-4.76K
- 7.61%
$41.81 - $45.21 $199K - $215K
57.8K $2.57M
IBM
International Business Machines Corp

Technology
-68
- 2.74%
$234.77 - $292.47 $16K - $19.9K
2.42K $681K
MUB
Ishares National Muni Bond ETF

ETFs
-776
- 4.49%
$103.24 - $106.68 $80.1K - $82.8K
16.5K $1.76M
DE
Deere & CO

Industrials
-5
- 0.59%
$457.26 - $524.37 $2.29K - $2.62K
837 $382K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.3K
- 4.04%
$88.47 - $93.24 $115K - $122K
31K $2.83M
EFG
Msci Eafe Growth ETF

ETFs
-1.05K
- 2.52%
$106.99 - $114.46 $112K - $120K
40.7K $4.64M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-590
- 7.48%
$72.57 - $74.72 $42.8K - $44.1K
7.29K $542K
VIG
Vanguard Dividend Appreciation

ETFs
-153
- 4.91%
N/A
2.96K $539K
ORCL
Oracle Corp

Technology
-393
- 28.33%
$218.96 - $328.33 $86.1K - $129K
994 $279K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.29K
- 6.62%
$72.04 - $77.35 $92.6K - $99.4K
18.1K $1.39M
MSFT
Microsoft Corp

Technology
-182
- 5.06%
$491.09 - $535.64 $89.4K - $97.5K
3.41K $1.77M
Dimensional ETF Trust
-4.53K
- 14.45%
N/A
26.8K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-36
- 3.6%
$291.67 - $316.99 $10.5K - $11.4K
964 $292K
Calamos ETF Tr
-5.01K
- 37.21%
N/A
8.45K $0
IDV
Ishares Tr

ETFs
-4.77K
- 5.47%
$34.54 - $37.28 $165K - $178K
82.5K $3.02M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-503
- 3.09%
$43.95 - $45.8 $22.1K - $23K
15.8K $721K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-190
- 2.34%
$37.4 - $39.31 $7.11K - $7.47K
7.91K $311K
BDX
Becton Dickinson & CO

Healthcare
-25
- 1.82%
$172.41 - $199.66 $4.31K - $4.99K
1.35K $252K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-28
- 1.54%
$182.33 - $194.5 $5.11K - $5.45K
1.79K $348K
VO
Vanguard Mid Cap ETF

ETFs
-34
- 1.78%
$279.83 - $293.74 $9.51K - $9.99K
1.87K $549K
VOT
Vanguard Mid Cap Growth Index

ETFs
-301
- 2.73%
$282.75 - $294.19 $85.1K - $88.6K
10.7K $3.15M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-115
- 0.98%
$29.65 - $31.77 $3.41K - $3.65K
11.6K $365K
VEA
Vanguard Ftse Developed Market

ETFs
-1.21K
- 3.87%
$56.02 - $60.3 $67.7K - $72.9K
30K $1.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-27
- 0.86%
$181.56 - $190.33 $4.9K - $5.14K
3.1K $587K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-558
- 3.44%
$30.13 - $33.37 $16.8K - $18.6K
15.7K $522K
JNJ
Johnson & Johnson

Healthcare
-1.98K
- 16.09%
$155.17 - $185.42 $307K - $367K
10.3K $1.91M
PFS
Provident Financial Services Inc

Financial Services
-505
- 1.9%
$17.9 - $20.32 $9.04K - $10.3K
26K $502K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-607
- 4.36%
$40.68 - $46.33 $24.7K - $28.1K
13.3K $604K
NVDA
Nvidia Corp

Technology
-91
- 4.72%
$153.3 - $186.58 $14K - $17K
1.84K $343K
JPM
Jpmorgan Chase & CO

Financial Services
-32
- 1.59%
$282.78 - $316.06 $9.05K - $10.1K
1.99K $626K
VUG
Vanguard Growth ETF

ETFs
-61
- 3.4%
$433.97 - $484.08 $26.5K - $29.5K
1.73K $830K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.21K
- 3.58%
$42.04 - $45.23 $51K - $54.9K
32.6K $1.48M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-53
- 0.5%
$67.01 - $72.84 $3.55K - $3.86K
10.6K $771K
SPY
Spdr S&P 500 ETF Trust

ETFs
-108
- 4.12%
$617.65 - $666.84 $66.7K - $72K
2.51K $1.67M
ABBV
Abb Vie Inc.

Healthcare
-30
- 2.22%
$184.85 - $231.54 $5.55K - $6.95K
1.32K $306K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-220
- 0.55%
$54.85 - $58.99 $12.1K - $13K
39.9K $2.28M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-81
- 0.71%
$108.46 - $120.63 $8.79K - $9.77K
11.3K $1.34M
GOOG
Alphabet Inc.

Communication Services
-100
- 5.32%
$175.16 - $255.24 $17.5K - $25.5K
1.78K $433K
VBR
Vanguard Small Cap Value ETF

ETFs
-289
- 2.46%
$195.41 - $212.37 $56.5K - $61.4K
11.5K $2.39M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-7.58K
- 4.09%
$29.97 - $32.38 $227K - $246K
178K $5.68M
VBK
Vanguard Small Cap Growth ETF

ETFs
-114
- 1.38%
$276.51 - $305.12 $31.5K - $34.8K
8.16K $2.43M
GOOGL
Alphabet Inc.

Communication Services
-23
- 0.83%
$174.36 - $254.72 $4.01K - $5.86K
2.75K $668K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-362
- 0.51%
$62.09 - $66.51 $22.5K - $24.1K
71.1K $4.64M
IVE
Ishares S&P 500 Value ETF

ETFs
-132
- 0.57%
$194.44 - $206.51 $25.7K - $27.3K
23.1K $4.78M
GLD
Spdr Gold Trust

ETFs
-485
- 3.76%
$300.96 - $355.47 $146K - $172K
12.4K $4.41M
FNDX
Schwab Fundamental U S Large C

ETFs
-10.1K
- 2.33%
$24.38 - $26.34 $247K - $267K
424K $11.2M
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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