Sterling Group Wealth Management, LLC Sells in Q2 2025

Sterling Group Wealth Management, LLC

  • $179 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
-93.9K
- 89.13%
$65.81 - $92.34 $6.18M - $8.67M
11.5K $1.06M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-120K
- 30.13%
$59.24 - $71.39 $7.11M - $8.56M
278K $19.8M
AAPL
Apple Inc.

Technology
-19.6K
- 53.22%
$172.42 - $223.89 $3.39M - $4.4M
17.3K $3.54M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-79.3K
- 42.21%
$45.11 - $52.34 $3.58M - $4.15M
109K $5.68M
IVW
Ishares S&P 500 Growth ETF

ETFs
-35.7K
- 34.66%
$82.96 - $110.1 $2.97M - $3.94M
67.4K $7.42M
VTV
Vanguard Value ETF

ETFs
-6.5K
- 28.88%
$153.67 - $176.74 $998K - $1.15M
16K $2.83M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$725400.0 - $809350.0 $725K - $809K
1 $728K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-21.6K
- 41.99%
$19.1 - $23.83 $412K - $515K
29.8K $711K
CVX
Chevron Corp

Energy
-1.77K
- 54.38%
$133.73 - $168.51 $237K - $298K
1.49K $212K
FSK
Fs Kkr Capital Corp

Financial Services
-6.18K
- 9.15%
$17.95 - $21.5 $111K - $133K
61.4K $1.27M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-900
- 10.73%
$85.42 - $94.39 $76.9K - $85K
7.49K $702K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.08K
- 18.84%
$35.35 - $42.68 $73.4K - $88.6K
8.94K $380K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-596
- 9.47%
$96.84 - $99.46 $57.7K - $59.3K
5.7K $565K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-97
- 6.93%
$212.1 - $244.27 $20.6K - $23.7K
1.3K $284K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.03K
- 28.78%
$70.54 - $93.95 $72.8K - $97K
2.55K $239K
VUG
Vanguard Growth ETF

ETFs
-139
- 17.77%
$329.49 - $438.4 $45.8K - $60.9K
643 $281K
V
Visa Inc.

Financial Services
-13
- 0.95%
$308.27 - $373.31 $4.01K - $4.85K
1.36K $483K
IVV
Ishares Core S&P 500 ETF

ETFs
-29
- 3.95%
$498.8 - $620.9 $14.5K - $18K
705 $437K
META
Meta Platforms, Inc.

Communication Services
-106
- 14.93%
$484.66 - $738.09 $51.4K - $78.2K
604 $445K
GOOGL
Alphabet Inc.

Communication Services
-124
- 3.5%
$144.7 - $178.6 $17.9K - $22.1K
3.42K $602K
NVDA
Nvidia Corp

Technology
-535
- 18.51%
$94.31 - $157.99 $50.5K - $84.5K
2.36K $372K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-568
- 8.69%
$283.31 - $388.96 $161K - $221K
5.97K $2.24M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-5.91K
- 3.68%
$26.38 - $32.66 $156K - $193K
155K $5.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-28
- 0.44%
$456.74 - $568.03 $12.8K - $15.9K
6.38K $3.62M
MSFT
Microsoft Corp

Technology
-90
- 1.62%
$354.56 - $497.45 $31.9K - $44.8K
5.47K $2.72M
VEA
Vanguard Ftse Developed Market

ETFs
-8.18K
- 4.08%
$45.65 - $57.01 $374K - $467K
193K $11M
Activity Summary
Buys All Purchases 16 New Holdings 5 Increased Positions 11 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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