Sterling Group Wealth Management, LLC Purchases in Q1 2025

Sterling Group Wealth Management, LLC

  • $186 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.54K
+ 1.15%
$74.85 - $84.89 $115K - $131K
136K $11.1M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6.51K
+ 4.22%
$27.47 - $30.62 $179K - $199K
161K $4.76M
ROL
Rollins Inc

Consumer Cyclical
3.87K
New
$45.65 - $54.03 $177K - $209K
3.87K $209K
IBM
International Business Machines Corp

Technology
807
New
$217.4 - $264.74 $175K - $214K
807 $200K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.45K
+ 1.32%
$49.78 - $53.19 $122K - $131K
188K $9.59M
CVX
Chevron Corp

Energy
5
+ 0.15%
$146.71 - $167.97 $734 - $840
3.26K $544K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.18K
+ 14.67%
$34.17 - $38.11 $40.2K - $44.9K
9.2K $340K
JNJ
Johnson & Johnson

Healthcare
2
+ 0.1%
$142.06 - $167.7 $284 - $335
2.01K $333K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$225.19 - $279.95 $225 - $280
3.98K $976K
IVV
Ishares Core S&P 500 ETF

ETFs
29
+ 4.11%
$554.06 - $615.85 $16.1K - $17.9K
734 $412K
META
Meta Platforms, Inc.

Communication Services
6
+ 0.85%
$576.36 - $736.67 $3.46K - $4.42K
710 $409K
VUG
Vanguard Growth ETF

ETFs
11
+ 1.43%
$369.1 - $427.61 $4.06K - $4.7K
782 $289K
NVDA
Nvidia Corp

Technology
284
+ 10.9%
$106.98 - $149.43 $30.4K - $42.4K
2.89K $313K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.82K
+ 0.71%
$65.27 - $71.18 $184K - $201K
398K $26.4M
EIX
Edison International

Utilities
643
+ 10.59%
$50.06 - $80.01 $32.2K - $51.4K
6.72K $395K
GOOGL
Alphabet Inc.

Communication Services
77
+ 2.22%
$154.33 - $206.19 $11.9K - $15.9K
3.54K $547K
AMZN
Amazon Com Inc

Consumer Cyclical
15
+ 0.21%
$190.26 - $242.06 $2.85K - $3.63K
7.06K $1.34M
MSFT
Microsoft Corp

Technology
15
+ 0.27%
$375.39 - $447.2 $5.63K - $6.71K
5.56K $2.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.98K
+ 1.96%
$92.45 - $106.69 $183K - $212K
103K $9.58M
AAPL
Apple Inc.

Technology
7
+ 0.02%
$209.68 - $247.1 $1.47K - $1.73K
36.9K $8.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18.9K
+ 2.1%
$64.88 - $72.1 $1.22M - $1.36M
919K $60.4M
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sterling Group Wealth Management, LLC Portfolio

Follow Sterling Group Wealth Management, LLC 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 Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email