SF

Sterling Financial Group, Inc.

13F
Sterling Financial Group, Inc.
Last update 2024-10-22 66 Stocks (3 new)
Value $234.00 Mil Turnover 2 %
Countries:
Top Holdings: JGRO(11.51%)DIVO(11.44%)DFAU(10.80%)BLV(7.83%)BSJP(7.79%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sterling Financial Group, Inc.... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JGRO 		JPMorgan Active Growth ETF
350,413
26939.730
-0.65%
11.510
-0.08%
0.910
+14.87%
+33.67%
3258.585
 
DIVO 		Amplify CPW Enhanced Dividend Income ETF
649,666
26759.750
+1.70%
11.440
+0.19%
0.730
+7.90%
+14.28%
3742.592
 
DFAU 		Dimensional US Core Equity Market ETF
636,590
25266.240
-0.19%
10.800
-0.02%
0.380
+12.86%
+24.95%
6898.540
 
BLV 		Vanguard Long-Term Bond ETF
243,788
18325.530
+0.18%
7.830
+0.01%
0.320
-3.70%
-5.40%
5514.796
 
BSJP 		Invesco BulletShares 2025 High Yield Corporate Bon
788,090
18220.650
+0.35%
7.790
+0.03%
1.850
+0.65%
+1.94%
998.627
 
DFAI 		Dimensional International Core Equity Market ETF
443,783
14103.430
-0.29%
6.030
-0.02%
0.190
+1.17%
+4.10%
7047.089
 
BSCS 		Invesco BulletShares 2028 Corporate Bond ETF
627,578
12903.000
+1.36%
5.510
+0.07%
0.640
-0.79%
-0.39%
2060.400
 
AAPL 		Apple Inc
53,753
12524.550
-0.11%
5.350
-0.01%
0.000
+3.19%
+17.04%
3389420.991
Hardware
IDVO 		Amplify CWP International Enhanced Dividend Income ETF
388,557
11959.780
+5.25%
5.110
+0.26%
8.450
+1.30%
+5.70%
141.842
 
BSCW 		Invesco BulletShares 2032 Corporate Bond ETF
534,898
11216.820
+1.39%
4.790
+0.07%
1.780
-1.41%
-1.84%
630.626
 

Sterling Financial Group, Inc.'s Historical Top Holdings Breakdowns

Sterling Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Add
+0.40%
●
60.84 ($65.03) 67.51
$70.22
7.98%
Add 85.19%
30,000
13,800
IDVO 		Amplify CWP International Enhanced Dividend Income ETF2024-09-30Add
+0.26%
●
28.68 ($30.6) 31.69
$30.34
-0.85%
Add 5.25%
388,557
19,390
DIVO 		Amplify CPW Enhanced Dividend Income ETF2024-09-30Add
+0.19%
●
37.98 ($39.75) 41.19
$41.77
5.08%
Add 1.7%
649,666
10,844
TFI 		SPDR Nuveen Bloomberg Municipal Bond ETF2024-09-30Add
+0.14%
●
45.6 ($46.36) 46.83
$45.88
-1.04%
Add 3.69%
193,397
6,884
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30New Buy
+0.13%
●
50.25 ($50.53) 50.74
$50.43
-0.20%
New holding
6,178
6,178
BSMW 		Invesco BulletShares 2032 Municipal Bond ETF2024-09-30Add
+0.11%
●
25.1 ($25.48) 25.77
$25.30
-0.71%
Add 20.16%
59,611
10,000
ACN 		Accenture PLC2024-09-30New Buy
+0.10%
●
295.44 ($328.84) 355.81
$360.61
9.66%
New holding
659
659
BSMS 		Invesco BulletShares 2028 Municipal Bond ETF2024-09-30Add
+0.10%
●
23.15 ($23.42) 23.58
$23.43
0.04%
Add 63.01%
27,163
10,500
QCOM 		Qualcomm Inc2024-09-30Sold Out
-0.10%
●
156.12 ($176.57) 209.64
$163.41
-7.45%
Sold Out
0
-1,077
VTWG 		Vanguard Russell 2000 Growth Index Fund2024-09-30New Buy
+0.09%
●
186.75 ($199.48) 211.16
$224.37
12.48%
New holding
1,025
1,025

Sterling Financial Group, Inc. Total Holding History ($B)

To

Sterling Financial Group, Inc.'s Asset Allocation

To

Sterling Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sterling Financial Group, Inc.'s Hypothetical Growth since 2024-09-30

Sterling Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sterling Financial Group, Inc.'s Holdings Heat Map

Size field:

Sterling Financial Group, Inc.'s Holdings Bubble Chart

Sterling Financial Group, Inc. News

  • 1

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