Sterling Wealth Management, Inc. Portfolio Holdings

Sterling Wealth Management, Inc.

  • $211 Billion
  • Q2 2024

Sterling Wealth Management, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 101 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 $31.3B, Dimensional ETF Trust with a value of $24.8B, Dimensional ETF Tr Us Marketwi with a value of $11.8B, Vanguard Ftse Developed Market with a value of $11.1B, and Dimensional ETF Tr U S Target with a value of $9.61B.

Examining the 13F form we can see an increase of $9.72B in the current position value, from $201B to 211B.

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 $211 Billion
ETFs: $144 Billion
Industrials: $9.08 Billion
Technology: $6.37 Billion
Financial Services: $4.5 Billion
Healthcare: $4.29 Billion
Consumer Cyclical: $3.94 Billion
Consumer Defensive: $2.53 Billion
Communication Services: $2.37 Billion
Other: $3.68 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.1B
$346 Million 0.16% of portfolio
9,435
Q4 2023 New
$488M
$233 Million 0.11% of portfolio
1,296
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $211 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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