Sterling Financial Planning, Inc. Portfolio Holdings

Sterling Financial Planning, Inc.

  • $264 Million
  • Q4 2024

Sterling Financial Planning, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $264 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P Midcap 400 Value E with a value of $16.9M, Ishares Gold Trust with a value of $15.6M, Ishares S&P 500 Growth ETF with a value of $15.6M, Ishares S&P Small Cap 600 Grow with a value of $15.2M, and Ishares S&P Midcap 400 Growth with a value of $15.1M.

Examining the 13F form we can see an increase of $493K in the current position value, from $263M to 264M.

Below you can find more details about Sterling Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $264 Million
ETFs: $241 Million
Technology: $6.46 Million
Financial Services: $3.5 Million
Healthcare: $2.92 Million
Industrials: $2.76 Million
Consumer Cyclical: $1.87 Million
Consumer Defensive: $1.7 Million
Communication Services: $1.51 Million
Other: $1.71 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $264 Million
  • Prior Value $263 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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