Sterling Manor Financial, LLC Portfolio Holdings

Sterling Manor Financial, LLC

  • $122 Million
  • Q2 2025

Sterling Manor Financial, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Cor with a value of $15.7M, Invesco S&P 500 Equal Weight E with a value of $12.4M, Spdr Portfolio with a value of $12.3M, Ishares Core Dividend Growth E with a value of $11.8M, and First Tr Enhanced Traded Fd Iv with a value of $10.7M.

Examining the 13F form we can see an increase of $7.35M in the current position value, from $115M to 122M.

Below you can find more details about Sterling Manor Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Million
ETFs: $115 Million
Technology: $4.1 Million
Consumer Cyclical: $752,000
Industrials: $541,000
Energy: $505,000
Consumer Defensive: $496,000
Financial Services: $292,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $122 Million
  • Prior Value $115 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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