Sterling Financial Planning, Inc. Sells in Q2 2025

Sterling Financial Planning, Inc.

  • $289 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-24.3K
- 8.01%
$56.1 - $64.74 $1.37M - $1.58M
280K $17.4M
BDX
Becton Dickinson & CO

Healthcare
-1.18K
- 46.24%
$165.15 - $226.42 $195K - $267K
1.37K $236K
AAPL
Apple Inc.

Technology
-1
- 0.01%
$172.42 - $223.89 $172 - $224
15.6K $3.2M
XOM
Exxon Mobil Corp

Energy
-314
- 2.35%
$99.93 - $119.04 $31.4K - $37.4K
13K $1.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-122
- 5.07%
$483.48 - $539.8 $59K - $65.9K
2.28K $1.11M
JNJ
Johnson & Johnson

Healthcare
-2
- 0.02%
$146.36 - $159.82 $293 - $320
12.3K $1.88M
PG
Procter & Gamble CO

Consumer Defensive
-398
- 12.17%
$157.66 - $172.39 $62.7K - $68.6K
2.87K $457K
GLD
Spdr Gold Trust

ETFs
-1.02K
- 7.32%
$273.71 - $316.29 $279K - $322K
12.9K $3.93M
PFS
Provident Financial Services Inc

Financial Services
-4.93K
- 15.66%
$14.69 - $17.98 $72.4K - $88.6K
26.5K $465K
PEP
Pepsico Inc

Consumer Defensive
-112
- 3.41%
$128.02 - $151.37 $14.3K - $17K
3.17K $418K
VNQ
Vanguard Specialized Funds Van

ETFs
-6
- 0.02%
$79.79 - $91.42 $479 - $549
32.3K $2.88M
LLY
Eli Lilly & CO

Healthcare
-14
- 1.75%
$713.71 - $898.95 $9.99K - $12.6K
784 $611K
MRK
Merck & Co., Inc.

Healthcare
-54
- 1.76%
$73.47 - $87.12 $3.97K - $4.7K
3.01K $238K
VZ
Verizon Communications Inc

Communication Services
-22
- 0.35%
$41.67 - $45.62 $917 - $1K
6.34K $274K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-202
- 2.5%
$72.02 - $73.82 $14.5K - $14.9K
7.88K $580K
EMB
Ishares Tr

ETFs
-212
- 4.85%
$86.54 - $92.62 $18.3K - $19.6K
4.16K $385K
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 2.85%
$335.24 - $380.78 $8.38K - $9.52K
853 $312K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.82K
- 10.07%
$24.38 - $30.18 $44.2K - $54.8K
16.2K $488K
DVY
Ishares Tr

ETFs
-12
- 0.62%
$118.37 - $134.86 $1.42K - $1.62K
1.92K $255K
PEG
Public Service Enterprise Group Inc

Utilities
-108
- 3.14%
$77.13 - $84.18 $8.33K - $9.09K
3.33K $280K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.78K
- 13.2%
$23.2 - $29.84 $41.2K - $53K
11.7K $348K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-222
- 0.47%
$77.74 - $78.78 $17.3K - $17.5K
47.1K $3.71M
DE
Deere & CO

Industrials
-42
- 4.75%
$412.99 - $531.48 $17.3K - $22.3K
842 $428K
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 1.93%
$908.13 - $1056.85 $12.7K - $14.8K
712 $704K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-189
- 1.34%
$33.13 - $40.67 $6.26K - $7.69K
13.9K $566K
VO
Vanguard Mid Cap ETF

ETFs
-8
- 0.42%
$228.54 - $279.83 $1.83K - $2.24K
1.91K $533K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-63
- 0.39%
$38.7 - $44.05 $2.44K - $2.78K
16.3K $716K
GOOGL
Alphabet Inc.

Communication Services
-96
- 3.34%
$144.7 - $178.6 $13.9K - $17.1K
2.77K $488K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13
- 0.11%
$90.56 - $109.49 $1.18K - $1.42K
11.4K $1.24M
JPM
Jpmorgan Chase & CO

Financial Services
-121
- 5.66%
$210.28 - $289.91 $25.4K - $35.1K
2.02K $585K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-21
- 0.06%
$35.77 - $42.27 $751 - $888
33.8K $1.43M
VUG
Vanguard Growth ETF

ETFs
-134
- 6.95%
$329.49 - $438.4 $44.2K - $58.7K
1.79K $786K
IVE
Ishares S&P 500 Value ETF

ETFs
-112
- 0.48%
$168.34 - $195.42 $18.9K - $21.9K
23.3K $4.55M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.35K
- 6.5%
$57.14 - $72.68 $77.1K - $98.1K
19.4K $1.41M
IBM
International Business Machines Corp

Technology
-1
- 0.04%
$221.03 - $294.78 $221 - $295
2.48K $731K
VEA
Vanguard Ftse Developed Market

ETFs
-1.37K
- 4.2%
$45.65 - $57.01 $62.4K - $78K
31.2K $1.78M
IDV
Ishares Tr

ETFs
-5.17K
- 5.59%
$27.79 - $34.84 $144K - $180K
87.3K $3.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.08%
$496.48 - $617.85 $993 - $1.24K
2.62K $1.62M
META
Meta Platforms, Inc.

Communication Services
-11
- 1.03%
$484.66 - $738.09 $5.33K - $8.12K
1.05K $776K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-257
- 0.36%
$51.16 - $62.02 $13.1K - $15.9K
71.5K $4.43M
FNDC
Schwab Fundamental Intl Small

ETFs
-2.3K
- 3.54%
$32.97 - $42.05 $75.7K - $96.5K
62.5K $2.63M
MSFT
Microsoft Corp

Technology
-92
- 2.49%
$354.56 - $497.45 $32.6K - $45.8K
3.6K $1.79M
EFG
Msci Eafe Growth ETF

ETFs
-172
- 0.41%
$89.8 - $112.0 $15.4K - $19.3K
41.8K $4.68M
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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