Sterling Financial Planning, Inc. Closed Holding Positions

Sterling Financial Planning, Inc.

  • $264 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CELGRT
Bristol Myers Squibb CO Cont V
Q4 2021 Filed on Feb 02, 2022
375
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Feb 02, 2022
679
$53.63 - $62.52 $36.4K - $42.5K
GOLD
Barrick Gold Corp

Basic Materials
Q4 2021 Filed on Feb 02, 2022
745
$17.65 - $20.99 $13.1K - $15.6K
BAC
Bank Of America Corp

Financial Services
Q4 2021 Filed on Feb 02, 2022
1,826
$43.08 - $48.37 $78.7K - $88.3K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
85
$110.95 - $148.88 $9.43K - $12.7K
BA
Boeing CO

Industrials
Q4 2021 Filed on Feb 02, 2022
251
$188.19 - $233.09 $47.2K - $58.5K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q4 2021 Filed on Feb 02, 2022
46
$79.69 - $89.85 $3.67K - $4.13K
BXP
Boston Properties Inc

Real Estate
Q4 2021 Filed on Feb 02, 2022
250
$105.3 - $120.66 $26.3K - $30.2K
BP
Bp PLC

Energy
Q4 2021 Filed on Feb 02, 2022
2,894
$25.65 - $30.13 $74.2K - $87.2K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
48
$46.17 - $55.37 $2.22K - $2.66K
ABT
Abbott Laboratories

Healthcare
Q4 2021 Filed on Feb 02, 2022
1,077
$115.53 - $141.46 $124K - $152K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
600
$64.88 - $73.64 $38.9K - $44.2K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
120
$129.26 - $142.92 $15.5K - $17.2K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
200
$270.99 - $309.52 $54.2K - $61.9K
LI
Li Auto Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
153
$25.58 - $35.44 $3.91K - $5.42K
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
24
$147.21 - $174.38 $3.53K - $4.19K
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2021 Filed on Feb 02, 2022
915
$36.8 - $40.11 $33.7K - $36.7K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
Q4 2021 Filed on Feb 02, 2022
3,294
$38.56 - $42.62 $127K - $140K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
48
$148.48 - $177.33 $7.13K - $8.51K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
144
$37.78 - $44.19 $5.44K - $6.36K
BATRA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
9
$26.3 - $31.96 $237 - $288
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2021 Filed on Feb 02, 2022
2,252
$41.55 - $45.28 $93.6K - $102K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q4 2021 Filed on Feb 02, 2022
262
$138.0 - $156.0 $36.2K - $40.9K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
2,502
$14.6 - $15.16 $36.5K - $37.9K
PDN
Invesco Fd Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
3,285
$35.57 - $39.02 $117K - $128K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2021 Filed on Feb 02, 2022
182
$25.63 - $27.15 $4.66K - $4.94K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q4 2021 Filed on Feb 02, 2022
201
$58.54 - $62.24 $11.8K - $12.5K
LSXMA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
96
$47.14 - $55.85 $4.53K - $5.36K
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
142
$212.12 - $242.56 $30.1K - $34.4K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
18
$304.25 - $370.2 $5.48K - $6.66K
KMI
Kinder Morgan, Inc.

Energy
Q4 2021 Filed on Feb 02, 2022
3,496
$15.24 - $18.65 $53.3K - $65.2K
IEFA
Ishares Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
526
$72.36 - $77.76 $38.1K - $40.9K
ICLN
Ishares

ETFs
Q4 2021 Filed on Feb 02, 2022
1,639
$20.44 - $25.79 $33.5K - $42.3K
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2021 Filed on Feb 02, 2022
112
$247.47 - $279.33 $27.7K - $31.3K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2021 Filed on Feb 02, 2022
461
$384.52 - $446.52 $177K - $206K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 02, 2022
3,673
$47.44 - $52.5 $174K - $193K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
699
$145.27 - $164.78 $102K - $115K
IXC
Ishares Tr Global Energy ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
142
$26.37 - $29.86 $3.74K - $4.24K
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2021 Filed on Feb 02, 2022
372
$114.04 - $122.75 $42.4K - $45.7K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
42
$32.88 - $37.84 $1.38K - $1.59K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q4 2021 Filed on Feb 02, 2022
288
$109.8 - $123.28 $31.6K - $35.5K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
251
$78.41 - $85.28 $19.7K - $21.4K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
2,126
$76.4 - $81.83 $162K - $174K
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
215
$202.02 - $244.73 $43.4K - $52.6K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
107
$280.02 - $327.35 $30K - $35K
IYR
Ishares Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
104
$103.03 - $116.14 $10.7K - $12.1K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q4 2021 Filed on Feb 02, 2022
1,932
$33.06 - $38.26 $63.9K - $73.9K
FWONA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
24
$47.81 - $59.44 $1.15K - $1.43K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Feb 02, 2022
100
$586.54 - $666.48 $58.7K - $66.6K
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