Crescent Sterling, Ltd. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $105 Billion distributed in 77 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $6.11B, Apple Inc. with a value of $5.66B, Microsoft Corp with a value of $4.96B, Abb Vie Inc. with a value of $4.05B, and Procter & Gamble CO with a value of $4.01B.
Examining the 13F form we can see an increase of $598M in the current position value, from $104B to 105B.
Crescent Sterling, Ltd. is based out at Metairie, LA
Below you can find more details about Crescent Sterling, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$105 Billion
Technology: $19.2 Billion
ETFs: $19.1 Billion
Healthcare: $15 Billion
Consumer Defensive: $12.6 Billion
Energy: $11.2 Billion
Industrials: $7.49 Billion
Financial Services: $6.66 Billion
Basic Materials: $5.93 Billion
Other: $7.56 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions