Sterling Wealth Management, Inc. Purchases in Q3 2024

Sterling Wealth Management, Inc.

  • $268 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
206K
+ 296.75%
$30.74 - $34.07 $6.34M - $7.03M
276K $9.4B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
138K
+ 405.97%
$41.34 - $43.55 $5.72M - $6.03M
173K $7.45B
DFSD
Dimensional ETF Tr Short Durat

ETFs
108K
+ 463.4%
$47.0 - $47.84 $5.09M - $5.18M
132K $6.28B
DFAT
Dimensional ETF Tr U S Target

ETFs
76K
+ 41.0%
$51.0 - $57.07 $3.88M - $4.34M
261K $14.5B
Dimensional ETF Trust
146K
+ 175.91%
N/A
229K $7.07B
DFAE
Dimensional ETF Tr

ETFs
100K
+ 39.59%
$24.46 - $27.82 $2.46M - $2.79M
354K $9.7B
DFAS
Dimensional ETF Tr U S Small C

ETFs
31.4K
+ 23.93%
$59.25 - $65.33 $1.86M - $2.05M
162K $10.5B
Dimensional ETF Trust
38.3K
+ 333.09%
N/A
49.8K $2.7B
VEA
Vanguard Ftse Developed Market

ETFs
19.2K
+ 8.57%
$47.6 - $53.31 $915K - $1.03M
244K $12.9B
AAPL
Apple Inc.

Technology
5.95K
+ 51.26%
$207.23 - $234.82 $1.23M - $1.4M
17.6K $4.09B
DFIV
Dimensional ETF Tr

ETFs
26.7K
+ 40.54%
$34.66 - $38.38 $925K - $1.02M
92.5K $3.52B
DISV
Dimensional ETF Tr Dimensional

ETFs
35.7K
+ 112.9%
$26.06 - $29.18 $930K - $1.04M
67.3K $1.95B
MSFT
Microsoft Corp

Technology
2.18K
+ 57.86%
$395.15 - $467.56 $859K - $1.02M
5.93K $2.55B
DFIS
Dimensional ETF Tr Dimensional

ETFs
23.2K
+ 100.74%
$24.06 - $26.97 $558K - $625K
46.2K $1.24B
MCD
Mcdonalds Corp

Consumer Cyclical
200
+ 1.64%
$245.82 - $304.51 $49.2K - $60.9K
12.4K $3.77B
MA
Mastercard Inc

Financial Services
1.26K
New
$429.6 - $500.99 $541K - $631K
1.26K $622M
Dimensional ETF Trust
9.04K
+ 1.85%
N/A
498K $25.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
936
New
$434.77 - $502.96 $407K - $471K
936 $457M
VTV
Vanguard Value ETF

ETFs
2.37K
New
$159.75 - $174.57 $379K - $414K
2.37K $414M
VGT
Vanguard Information Technolog

ETFs
674
New
$514.43 - $606.85 $347K - $409K
674 $395M
Dimensional ETF Trust
5.26K
+ 114.79%
N/A
9.85K $625M
GOOG
Alphabet Inc.

Communication Services
2.23K
+ 112.83%
$149.54 - $192.66 $333K - $429K
4.2K $702M
ORCL
Oracle Corp

Technology
1.95K
New
$125.9 - $170.35 $246K - $333K
1.95K $333M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13
+ 0.02%
$58.03 - $65.37 $754 - $850
67.1K $4.34B
GOOGL
Alphabet Inc.

Communication Services
2K
+ 91.7%
$148.65 - $191.18 $297K - $382K
4.18K $693M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.86K
New
$47.7 - $48.54 $279K - $284K
5.86K $284M
MMM
3 M CO

Industrials
1.94K
New
$99.69 - $139.42 $193K - $270K
1.94K $265M
VUG
Vanguard Growth ETF

ETFs
587
+ 16.09%
$341.08 - $391.94 $200K - $230K
4.24K $1.63B
CEG
Constellation Energy Corp

Utilities
974
New
$167.08 - $262.86 $163K - $256K
974 $253M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.97K
New
$76.94 - $79.54 $229K - $236K
2.97K $236M
META
Meta Platforms, Inc.

Communication Services
373
New
$453.41 - $572.44 $169K - $214K
373 $214M
MBB
Ishares Tr

ETFs
2.09K
New
$90.85 - $96.66 $190K - $202K
2.09K $200M
CAT
Caterpillar Inc

Industrials
200
+ 10.16%
$316.8 - $391.12 $63.4K - $78.2K
2.17K $848M
NVDA
Nvidia Corp

Technology
1.52K
+ 59.92%
$98.91 - $134.91 $151K - $205K
4.06K $493M
DFUS
Dimensional ETF Tr U S Equity

ETFs
96
+ 0.19%
$56.04 - $62.2 $5.38K - $5.97K
50.1K $3.11B
CSCO
Cisco Systems, Inc.

Technology
1.2K
+ 6.9%
$44.74 - $53.22 $53.7K - $63.9K
18.6K $990M
LLY
Eli Lilly & CO

Healthcare
200
+ 15.46%
$772.14 - $960.02 $154K - $192K
1.49K $1.32B
REET
Ishares Global Reit ETF

ETFs
350
+ 0.85%
$23.07 - $27.17 $8.07K - $9.51K
41.8K $1.11B
JNJ
Johnson & Johnson

Healthcare
273
+ 4.75%
$145.48 - $167.38 $39.7K - $45.7K
6.02K $975M
BMY
Bristol Myers Squibb CO

Healthcare
583
+ 7.14%
$39.66 - $51.75 $23.1K - $30.2K
8.75K $453M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 2.44%
$405.19 - $478.57 $14.6K - $17.2K
1.51K $695M
PG
Procter & Gamble CO

Consumer Defensive
238
+ 4.93%
$160.76 - $177.82 $38.3K - $42.3K
5.07K $878M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.07%
$163.84 - $199.33 $328 - $399
2.97K $586M
JPM
Jpmorgan Chase & CO

Financial Services
86
+ 1.32%
$194.9 - $224.8 $16.8K - $19.3K
6.61K $1.39B
ABT
Abbott Laboratories

Healthcare
401
+ 15.26%
$100.07 - $118.13 $40.1K - $47.4K
3.03K $345M
CMI
Cummins Inc

Industrials
18
+ 1.52%
$266.63 - $326.4 $4.8K - $5.88K
1.2K $389M
MRK
Merck & Co., Inc.

Healthcare
800
+ 23.28%
$111.15 - $128.97 $88.9K - $103K
4.24K $481M
DFAI
Dimensional ETF Tr

ETFs
8
+ 0.03%
$28.69 - $32.06 $230 - $256
25K $794M
GE
General Electric CO

Industrials
2
+ 0.11%
$156.66 - $189.66 $313 - $379
1.77K $333M
Activity Summary
Buys All Purchases 66 New Holdings 11 Increased Positions 55 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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