Sterling Financial Planning, Inc. Reduced Holdings in Q4 2025

Sterling Financial Planning, Inc.

  • $313 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.24K
- 1.51%
$118.29 - $126.28 $265K - $282K
146K $17.7M
IBM
International Business Machines Corp

Technology
-748
- 30.97%
$275.97 - $314.98 $206K - $236K
1.67K $495K
META
Meta Platforms, Inc.

Communication Services
-10
- 0.98%
$609.01 - $751.67 $6.09K - $7.52K
1.01K $614K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-331
- 0.47%
$63.25 - $66.24 $20.9K - $21.9K
70.8K $4.55M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.16K
- 6.63%
$44.13 - $46.37 $95.5K - $100K
30.5K $1.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-176
- 2.44%
$589.5 - $635.77 $104K - $112K
7.03K $4.24M
COST
Costco Wholesale Corp

Consumer Defensive
-57
- 9.78%
$910.94 - $954.99 $51.9K - $54.4K
526 $480K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-177
- 0.22%
$105.91 - $113.18 $18.7K - $20K
79.1K $8.71M
MSFT
Microsoft Corp

Technology
-14
- 0.41%
$496.82 - $542.07 $6.96K - $7.59K
3.4K $1.73M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-474
- 2.61%
$75.19 - $77.98 $35.6K - $37K
17.7K $1.35M
BDX
Becton Dickinson & CO

Healthcare
-231
- 17.15%
$176.39 - $193.93 $40.7K - $44.8K
1.12K $213K
VBR
Vanguard Small Cap Value ETF

ETFs
-2
- 0.02%
$201.42 - $211.15 $403 - $422
11.5K $2.35M
IAU
Ishares Gold Trust

ETFs
-15.4K
- 5.64%
$72.65 - $82.5 $1.12M - $1.27M
258K $19.9M
PFS
Provident Financial Services Inc

Financial Services
-900
- 3.46%
$17.88 - $20.03 $16.1K - $18K
25.1K $466K
LOW
Lowes Companies Inc

Consumer Cyclical
-10
- 0.85%
$225.0 - $247.99 $2.25K - $2.48K
1.16K $261K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-825
- 5.24%
$45.42 - $46.3 $37.5K - $38.2K
14.9K $688K
EMB
Ishares Tr

ETFs
-363
- 8.71%
$94.63 - $97.03 $34.4K - $35.2K
3.81K $365K
TSLA
Tesla, Inc.

Consumer Cyclical
-5
- 0.68%
$401.99 - $468.37 $2.01K - $2.34K
733 $299K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-54
- 0.48%
$114.27 - $121.15 $6.17K - $6.54K
11.2K $1.31M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-204
- 1.53%
$43.97 - $46.55 $8.97K - $9.5K
13.1K $581K
FNDC
Schwab Fundamental Intl Small

ETFs
-338
- 0.59%
$43.41 - $45.12 $14.7K - $15.3K
57.4K $2.56M
VIG
Vanguard Dividend Appreciation

ETFs
-77
- 2.6%
N/A
2.89K $525K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-236
- 2.22%
$71.0 - $74.64 $16.8K - $17.6K
10.4K $758K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-10
- 0.15%
$80.59 - $84.32 $806 - $843
6.51K $533K
PRU
Prudential Financial Inc

Financial Services
-157
- 7.89%
$99.13 - $107.85 $15.6K - $16.9K
1.83K $196K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-13
- 0.42%
$185.12 - $192.11 $2.41K - $2.5K
3.09K $578K
GLD
Spdr Gold Trust

ETFs
-701
- 5.64%
$354.79 - $403.15 $249K - $283K
11.7K $4.41M
MUB
Ishares National Muni Bond ETF

ETFs
-148
- 0.9%
$106.36 - $107.61 $15.7K - $15.9K
16.4K $1.75M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-415
- 2.65%
$32.35 - $34.37 $13.4K - $14.3K
15.2K $515K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-178
- 2.25%
$38.95 - $39.72 $6.93K - $7.07K
7.74K $304K
ABBV
Abb Vie Inc.

Healthcare
-33
- 2.5%
$211.96 - $244.38 $6.99K - $8.06K
1.29K $301K
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 1.97%
$293.81 - $310.11 $5.58K - $5.89K
945 $288K
IVV
Ishares Core S&P 500 ETF

ETFs
-119
- 0.94%
$656.2 - $690.71 $78.1K - $82.2K
12.5K $8.44M
GE
General Electric CO

Industrials
-5
- 0.54%
$291.49 - $314.28 $1.46K - $1.57K
925 $277K
XBAP
Innovator ETF Tr Us Equity Acc
-13
- 0.17%
$37.72 - $38.17 $490 - $496
7.73K $294K
VEA
Vanguard Ftse Developed Market

ETFs
-460
- 1.53%
$59.18 - $62.09 $27.2K - $28.6K
29.6K $1.81M
IVE
Ishares S&P 500 Value ETF

ETFs
-179
- 0.77%
$202.52 - $212.07 $36.3K - $38K
23K $4.81M
XOM
Exxon Mobil Corp

Energy
-60
- 0.46%
$110.64 - $119.78 $6.64K - $7.19K
13K $1.53M
IDV
Ishares Tr

ETFs
-1.72K
- 2.08%
$35.91 - $38.56 $61.7K - $66.2K
80.8K $3.09M
GOOGL
Alphabet Inc.

Communication Services
-44
- 1.6%
$236.57 - $291.31 $10.4K - $12.8K
2.71K $748K
JNJ
Johnson & Johnson

Healthcare
-47
- 0.46%
$185.98 - $199.58 $8.74K - $9.38K
10.3K $2.05M
LLY
Eli Lilly & CO

Healthcare
-7
- 0.89%
$799.57 - $1025.28 $5.6K - $7.18K
777 $793K
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email