Sterling Wealth Management, Inc. Portfolio Holdings

Sterling Wealth Management, Inc.

  • $268 Billion
  • Q3 2024

Sterling Wealth Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $268 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $31.2B, Dimensional ETF Trust with a value of $25.3B, Dimensional ETF Tr U S Target with a value of $14.5B, Vanguard Ftse Developed Market with a value of $12.9B, and Dimensional ETF Tr Us Marketwi with a value of $12.4B.

Examining the 13F form we can see an increase of $57.2B in the current position value, from $211B to 268B.

Sterling Wealth Management, Inc. is based out at Champaign, IL

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

Portfolio value $268 Billion
ETFs: $184 Billion
Industrials: $10.7 Billion
Technology: $9.42 Billion
Financial Services: $5.65 Billion
Healthcare: $4.96 Billion
Consumer Cyclical: $4.72 Billion
Communication Services: $3.31 Billion
Consumer Defensive: $2.71 Billion
Other: $4.36 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.02B
$367 Million 0.14% of portfolio
9,435
Q4 2023 New
$461M
$298 Million 0.11% of portfolio
1,296
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $268 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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