Sterling Group Wealth Management, LLC Sells in Q3 2024

Sterling Group Wealth Management, LLC

  • $188 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-125K
- 40.78%
$48.51 - $52.86 $6.04M - $6.58M
181K $9.56M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-91.9K
- 82.75%
$41.02 - $46.01 $3.77M - $4.23M
19.2K $871K
VTV
Vanguard Value ETF

ETFs
-4.07K
- 14.0%
$159.75 - $174.57 $649K - $710K
25K $4.36M
FSK
Fs Kkr Capital Corp

Financial Services
-7.81K
- 10.36%
$18.74 - $20.43 $146K - $160K
67.6K $1.33M
V
Visa Inc.

Financial Services
-255
- 15.65%
$253.74 - $291.56 $64.7K - $74.3K
1.37K $377K
VB
Vanguard Small Cap ETF

ETFs
-211
- 19.46%
$214.77 - $237.72 $45.3K - $50.2K
873 $207K
VUG
Vanguard Growth ETF

ETFs
-52
- 6.77%
$341.08 - $391.94 $17.7K - $20.4K
716 $274K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-700
- 9.43%
$55.06 - $62.25 $38.5K - $43.6K
6.73K $413K
HD
Home Depot, Inc.

Consumer Cyclical
-129
- 17.67%
$333.64 - $405.2 $43K - $52.3K
601 $243K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-277
- 6.88%
$57.32 - $62.65 $15.9K - $17.4K
3.75K $233K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-624
- 6.93%
$83.76 - $91.82 $52.3K - $57.3K
8.39K $765K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-181
- 3.56%
$51.29 - $56.57 $9.28K - $10.2K
4.9K $277K
MCD
Mcdonalds Corp

Consumer Cyclical
-52
- 3.68%
$245.82 - $304.51 $12.8K - $15.8K
1.36K $414K
TSLA
Tesla, Inc.

Consumer Cyclical
-150
- 9.57%
$191.76 - $263.26 $28.8K - $39.5K
1.42K $371K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-60
- 0.87%
$475.2 - $527.7 $28.5K - $31.7K
6.81K $3.6M
VEA
Vanguard Ftse Developed Market

ETFs
-2.73K
- 1.31%
$47.6 - $53.31 $130K - $145K
205K $10.8M
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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