Sterling Financial Group, Inc. Portfolio Holdings

Sterling Financial Group, Inc.

  • $209 Million
  • Q4 2024

Sterling Financial Group, Inc. has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $209 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $38.4M, Amplify ETF Tr Amplify Cwp Enh with a value of $26.8M, Invesco Etsf Fd Tr Bulletshare with a value of $20.4M, Spdr Portfolio Long Term Corpo with a value of $18.1M, and Invesco ETF Fd Tr Invesco Bull with a value of $14.5M.

Examining the 13F form we can see an increase of $31.8M in the current position value, from $177M to 209M.

Sterling Financial Group, Inc. is based out at Pasadena, CA

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

Portfolio value $209 Million
ETFs: $173 Million
Technology: $18.5 Million
Healthcare: $5.35 Million
Consumer Cyclical: $3.61 Million
Financial Services: $2.73 Million
Communication Services: $1.82 Million
Industrials: $1.16 Million
Energy: $1.03 Million
Other: $576,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $209 Million
  • Prior Value $177 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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