Sterling Wealth Advisors Inc Portfolio Holdings

Sterling Wealth Advisors Inc

  • $130 Billion
  • Q1 2025

Sterling Wealth Advisors Inc has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $36.1B, Dimensional ETF Tr Short Durat with a value of $24.9B, Dimensional ETF Tr U S Equity with a value of $20.5B, Dimensional ETF Tr with a value of $11.2B, and Dimensional ETF Tr Dimensional with a value of $9.05B.

Examining the 13F form we can see an increase of $2.29B in the current position value, from $127B to 130B.

Sterling Wealth Advisors Inc is based out at Plantation, FL

Below you can find more details about Sterling Wealth Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $130 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.1 Billion 27.84% of portfolio
939,633
Q1 2025 Reduced 1.03%
$0
$24.9 Billion 19.23% of portfolio
525,014
Q1 2025 Added 3.24%
$0
$20.5 Billion 15.81% of portfolio
339,279
Q1 2025 Added 10.7%
$0
$11.2 Billion 8.66% of portfolio
359,766
Q1 2025 Added 1.84%
$0
$9.05 Billion 6.97% of portfolio
325,826
Q1 2025 Added 7.83%
$0
$5.57 Billion 4.29% of portfolio
215,177
Q1 2025 Added 2.46%
$0
$5.35 Billion 4.12% of portfolio
127,094
Q1 2025 Reduced 3.89%
$0
$4.32 Billion 3.33% of portfolio
139,375
Q1 2025 Reduced 2.46%
$0
$3.11 Billion 2.39% of portfolio
16,013
Q1 2025 Reduced 2.22%
$0
$2.84 Billion 2.19% of portfolio
5,057
Q4 2024 New
$0
$1.99 Billion 1.53% of portfolio
32,188
Q1 2025 Added 0.28%
$0
$1.58 Billion 1.22% of portfolio
66,581
Q1 2025 Added 1.47%
$0
$834 Million 0.64% of portfolio
17,522
Q1 2025 Reduced 2.36%
$0
$735 Million 0.57% of portfolio
3,316
Q1 2025 Added 0.24%
$0
$724 Million 0.56% of portfolio
27,347
Q1 2025 Added 11.0%
$0
$337 Million 0.26% of portfolio
12,660
Q4 2024 New
$0
$244 Million 0.19% of portfolio
1,892
Q1 2025 Reduced 8.86%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $130 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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