Sterling Group Wealth Management, LLC Purchases in Q3 2024

Sterling Group Wealth Management, LLC

  • $188 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
93.9K
+ 1079.28%
$84.77 - $97.13 $7.96M - $9.12M
103K $9.82M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
51.3K
+ 6.25%
$60.84 - $67.51 $3.12M - $3.47M
873K $58.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17.9K
+ 4.85%
$61.47 - $67.36 $1.1M - $1.21M
386K $26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.37K
+ 4.29%
$75.32 - $84.37 $404K - $453K
131K $10.9M
AAPL
Apple Inc.

Technology
83
+ 0.23%
$207.23 - $234.82 $17.2K - $19.5K
36.9K $8.6M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
24K
New
$15.5 - $16.99 $372K - $408K
24K $397K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.54K
+ 1.03%
$27.15 - $30.78 $41.7K - $47.3K
151K $4.59M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.99K
New
$73.86 - $84.2 $295K - $336K
3.99K $329K
IXN
Ishares Global Information Tec

ETFs
3.97K
+ 3.87%
$73.0 - $87.81 $290K - $349K
107K $8.81M
NEE
Nextera Energy Inc

Utilities
2.78K
New
$69.9 - $84.97 $194K - $236K
2.78K $234K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.77K
+ 31.31%
$37.42 - $44.1 $66.2K - $78K
7.41K $320K
NVDA
Nvidia Corp

Technology
802
+ 31.44%
$98.91 - $134.91 $79.3K - $108K
3.35K $407K
VTI
Vanguard Total Stock Market Et

ETFs
187
+ 13.43%
$255.18 - $283.2 $47.7K - $53K
1.58K $447K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
112
+ 0.64%
$59.93 - $66.52 $6.71K - $7.45K
17.6K $1.17M
JPM
Jpmorgan Chase & CO

Financial Services
102
+ 2.56%
$194.9 - $224.8 $19.9K - $22.9K
4.08K $859K
JNJ
Johnson & Johnson

Healthcare
58
+ 2.87%
$145.48 - $167.38 $8.44K - $9.71K
2.08K $336K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4
+ 0.06%
$96.25 - $101.98 $385 - $408
6.3K $637K
VOOV
Vanguard S&P 500 Value ETF

ETFs
3
+ 0.23%
$175.0 - $190.72 $525 - $572
1.3K $247K
MOGA
Moog Inc Cla
1.08K
New
N/A
1.08K $0
GOOGL
Alphabet Inc.

Communication Services
160
+ 4.62%
$148.65 - $191.18 $23.8K - $30.6K
3.62K $601K
CVX
Chevron Corp

Energy
6
+ 0.16%
$137.88 - $161.97 $827 - $972
3.66K $538K
MSFT
Microsoft Corp

Technology
23
+ 0.42%
$395.15 - $467.56 $9.09K - $10.8K
5.52K $2.37M
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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