Sterling Financial Planning, Inc. Sells in Q4 2024

Sterling Financial Planning, Inc.

  • $264 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
-6.84K
- 2.37%
$34.86 - $37.97 $238K - $260K
282K $10M
IAU
Ishares Gold Trust

ETFs
-15.5K
- 4.69%
$48.37 - $52.65 $749K - $815K
314K $15.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-902
- 0.8%
$134.53 - $150.65 $121K - $136K
112K $15.2M
COST
Costco Wholesale Corp

Consumer Defensive
-502
- 41.35%
$873.59 - $994.69 $439K - $499K
712 $652K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.02K
- 1.07%
$74.5 - $78.37 $76K - $79.9K
94.3K $7.04M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-4.78K
- 4.71%
$40.31 - $42.43 $193K - $203K
96.5K $3.91M
MCD
Mcdonalds Corp

Consumer Cyclical
-928
- 47.57%
$288.47 - $316.54 $268K - $294K
1.02K $296K
META
Meta Platforms, Inc.

Communication Services
-525
- 33.29%
$554.08 - $632.68 $291K - $332K
1.05K $620K
IVE
Ishares S&P 500 Value ETF

ETFs
-613
- 2.55%
$189.5 - $206.17 $116K - $126K
23.4K $4.47M
JNJ
Johnson & Johnson

Healthcare
-742
- 8.18%
$143.34 - $165.86 $106K - $123K
8.33K $1.2M
ABBV
Abb Vie Inc.

Healthcare
-750
- 35.68%
$164.99 - $203.87 $124K - $153K
1.35K $240K
VEA
Vanguard Ftse Developed Market

ETFs
-285
- 0.89%
$47.57 - $52.44 $13.6K - $14.9K
31.9K $1.52M
HD
Home Depot, Inc.

Consumer Cyclical
-383
- 29.69%
$385.02 - $431.37 $147K - $165K
907 $352K
GLD
Spdr Gold Trust

ETFs
-519
- 3.43%
$236.59 - $257.5 $123K - $134K
14.6K $3.54M
VBR
Vanguard Small Cap Value ETF

ETFs
-484
- 3.96%
$197.36 - $217.3 $95.5K - $105K
11.7K $2.32M
LLY
Eli Lilly & CO

Healthcare
-39
- 4.84%
$727.2 - $932.06 $28.4K - $36.4K
766 $591K
AMZN
Amazon Com Inc

Consumer Cyclical
-943
- 30.51%
$180.88 - $232.93 $171K - $220K
2.15K $471K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.85K
- 5.05%
$40.15 - $42.9 $74.4K - $79.5K
34.8K $1.4M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.33K
- 26.78%
$57.38 - $61.11 $76K - $81K
3.62K $211K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-512
- 4.38%
$113.92 - $127.38 $58.3K - $65.2K
11.2K $1.29M
PFS
Provident Financial Services Inc

Financial Services
-3.96K
- 9.42%
$17.64 - $21.86 $69.9K - $86.6K
38.1K $718K
MMM
3 M CO

Industrials
-2
- 0.04%
$124.74 - $137.12 $249 - $274
4.61K $595K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-992
- 1.21%
$104.59 - $118.05 $104K - $117K
81K $8.79M
PG
Procter & Gamble CO

Consumer Defensive
-9
- 0.27%
$161.05 - $179.7 $1.45K - $1.62K
3.37K $564K
SPY
Spdr S&P 500 ETF Trust

ETFs
-89
- 3.28%
$567.81 - $607.81 $50.5K - $54.1K
2.62K $1.54M
DVY
Ishares Tr

ETFs
-83
- 4.12%
$129.55 - $143.41 $10.8K - $11.9K
1.93K $253K
DE
Deere & CO

Industrials
-61
- 5.78%
$389.45 - $466.0 $23.8K - $28.4K
994 $421K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.6K
- 1.17%
$121.89 - $135.52 $195K - $217K
135K $16.9M
VIG
Vanguard Dividend Appreciation

ETFs
-65
- 2.08%
N/A
3.06K $557K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-152
- 1.06%
$40.82 - $45.39 $6.2K - $6.9K
14.2K $591K
VO
Vanguard Mid Cap ETF

ETFs
-14
- 0.75%
$261.5 - $284.63 $3.66K - $3.98K
1.86K $491K
DIVS
Guinness Atkinson Fds Smartetf
-500
- 5.33%
N/A
8.88K $0
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-18
- 0.28%
$78.43 - $87.17 $1.41K - $1.57K
6.52K $522K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-137
- 1.49%
$61.52 - $66.5 $8.43K - $9.11K
9.04K $576K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-61
- 0.37%
$41.16 - $42.25 $2.51K - $2.58K
16.6K $701K
VUG
Vanguard Growth ETF

ETFs
-56
- 2.79%
$378.79 - $428.11 $21.2K - $24K
1.95K $800K
VOT
Vanguard Mid Cap Growth Index

ETFs
-52
- 0.56%
$241.48 - $274.89 $12.6K - $14.3K
9.17K $2.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-138
- 2.04%
$481.22 - $538.17 $66.4K - $74.3K
6.64K $3.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
-43
- 0.52%
$264.18 - $304.19 $11.4K - $13.1K
8.19K $2.29M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.31K
- 1.48%
$94.43 - $105.47 $218K - $243K
153K $15.6M
Activity Summary
Buys All Purchases 56 New Holdings 4 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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