Sterling Group Wealth Management, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $174 Million distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $52.6M, Invesco Exchange Traded Fd Tr with a value of $23.4M, Spdr Portfolio S&P 500 Value E with a value of $14.9M, Vanguard Ftse Developed Market with a value of $10.3M, and Ishares Tr Msci Eafe ETF with a value of $9.8M.
Examining the 13F form we can see an decrease of $1.45B in the current position value, from $1.63B to 174M.
Sterling Group Wealth Management, LLC is based out at Pasadena, CA
Below you can find more details about Sterling Group Wealth Management, LLC portfolio as well as his latest detailed transactions.