Sterling Financial Planning, Inc. Closed Holding Positions

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 02, 2022
45
$58.39 - $78.64 $2.63K - $3.54K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
16
$63.26 - $108.62 $1.01K - $1.74K
CMI
Cummins Inc

Industrials
Q4 2021 Filed on Feb 02, 2022
38
$206.99 - $245.33 $7.87K - $9.32K
Innovator Etfs Tr
Q4 2021 Filed on Feb 02, 2022
2,058
N/A
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
Q4 2021 Filed on Feb 02, 2022
64
$57.94 - $63.07 $3.71K - $4.04K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
15
$543.48 - $670.97 $8.15K - $10.1K
RBLX
Roblox Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
150
$70.22 - $134.72 $10.5K - $20.2K
Sl Green Rlty Corp
Q4 2021 Filed on Feb 02, 2022
498
N/A
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Feb 02, 2022
160
$72.5 - $100.68 $11.6K - $16.1K
FTS
Fortis Inc.

Utilities
Q4 2021 Filed on Feb 02, 2022
500
$43.26 - $48.27 $21.6K - $24.1K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2021 Filed on Feb 02, 2022
1,415
$85.66 - $95.62 $121K - $135K
IAC
Iac/Inter Active Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
125
$122.47 - $156.76 $15.3K - $19.6K
BBAX
J P Morgan Betabuilders Develo

ETFs
Q4 2021 Filed on Feb 02, 2022
57
$52.93 - $57.71 $3.02K - $3.29K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
Q4 2021 Filed on Feb 02, 2022
77
$54.96 - $58.77 $4.23K - $4.53K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
Q4 2021 Filed on Feb 02, 2022
61
$56.86 - $60.99 $3.47K - $3.72K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
Q4 2021 Filed on Feb 02, 2022
63
$63.43 - $69.31 $4K - $4.37K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 02, 2022
1,000
$35.39 - $39.43 $35.4K - $39.4K
CBU
Community Bank System, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
1,668
$69.24 - $76.17 $115K - $127K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Feb 02, 2022
192
$66.4 - $67.68 $12.7K - $13K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q4 2021 Filed on Feb 02, 2022
525
$84.85 - $94.5 $44.5K - $49.6K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
Q4 2021 Filed on Feb 02, 2022
50
$23.27 - $32.08 $1.16K - $1.6K
AFL
Aflac Inc

Financial Services
Q4 2021 Filed on Feb 02, 2022
1,000
$52.77 - $58.79 $52.8K - $58.8K
ELV
Elevance Health, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
75
$370.08 - $467.67 $27.8K - $35.1K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Feb 02, 2022
112
$125.2 - $162.72 $14K - $18.2K
CDMO
Avid Bioservices, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
9
$20.7 - $34.18 $186 - $308
CNSP
Cns Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
600
$0.7 - $1.54 $420 - $924
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
800
$19.07 - $23.28 $15.3K - $18.6K
CSCO
Cisco Systems, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
2,322
$53.25 - $63.96 $124K - $149K
DVA
Davita Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
200
$94.5 - $116.95 $18.9K - $23.4K
DFAE
Dimensional ETF Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
4,736
$26.45 - $28.31 $125K - $134K
TECL
Direxion Daily Technology Bull

ETFs
Q4 2021 Filed on Feb 02, 2022
85
$54.99 - $90.5 $4.67K - $7.69K
SOXL
Direxion Daily Semiconductor B

ETFs
Q4 2021 Filed on Feb 02, 2022
338
$37.02 - $72.99 $12.5K - $24.7K
DG
Dollar General Corp

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
20
$205.61 - $235.83 $4.11K - $4.72K
D
Dominion Energy, Inc

Utilities
Q4 2021 Filed on Feb 02, 2022
383
$70.85 - $78.57 $27.1K - $30.1K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Feb 02, 2022
815
$52.76 - $60.06 $43K - $48.9K
Draftkings Inc
Q4 2021 Filed on Feb 02, 2022
20
N/A
DDOG
Datadog, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
600
$137.1 - $196.56 $82.3K - $118K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
75
$136.66 - $157.34 $10.2K - $11.8K
DHR
Danaher Corp

Healthcare
Q4 2021 Filed on Feb 02, 2022
24
$292.08 - $329.01 $7.01K - $7.9K
KO
Coca Cola CO

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
246
$52.3 - $59.21 $12.9K - $14.6K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
1,360
$74.42 - $85.34 $101K - $116K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
2,338
$47.71 - $57.4 $112K - $134K
COP
Conocophillips

Energy
Q4 2021 Filed on Feb 02, 2022
1,320
$68.6 - $77.03 $90.6K - $102K
ED
Consolidated Edison Inc

Utilities
Q4 2021 Filed on Feb 02, 2022
1,506
$71.6 - $85.32 $108K - $128K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Feb 02, 2022
653
$41.95 - $48.7 $27.4K - $31.8K
CRSP
Crispr Therapeutics Ag

Healthcare
Q4 2021 Filed on Feb 02, 2022
106
$70.09 - $111.29 $7.43K - $11.8K
CSX
Csx Corp

Industrials
Q4 2021 Filed on Feb 02, 2022
1,125
$30.34 - $37.6 $34.1K - $42.3K
DBX
Dropbox, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
50
$23.71 - $31.01 $1.19K - $1.55K
DUK
Duke Energy Corp

Utilities
Q4 2021 Filed on Feb 02, 2022
147
$96.62 - $104.9 $14.2K - $15.4K
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