Sterling Wealth Management, Inc. Incresed Positions in Q3 2024

Sterling Wealth Management, Inc.

  • $268 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
206K
+ 296.75%
$30.74 - $34.07 $6.34M - $7.03M
276K $9.4B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
138K
+ 405.97%
$41.34 - $43.55 $5.72M - $6.03M
173K $7.45B
DFSD
Dimensional ETF Tr Short Durat

ETFs
108K
+ 463.4%
$47.0 - $47.84 $5.09M - $5.18M
132K $6.28B
DFAT
Dimensional ETF Tr U S Target

ETFs
76K
+ 41.0%
$51.0 - $57.07 $3.88M - $4.34M
261K $14.5B
Dimensional ETF Trust
146K
+ 175.91%
N/A
229K $7.07B
DFAE
Dimensional ETF Tr

ETFs
100K
+ 39.59%
$24.46 - $27.82 $2.46M - $2.79M
354K $9.7B
DFAS
Dimensional ETF Tr U S Small C

ETFs
31.4K
+ 23.93%
$59.25 - $65.33 $1.86M - $2.05M
162K $10.5B
Dimensional ETF Trust
38.3K
+ 333.09%
N/A
49.8K $2.7B
VEA
Vanguard Ftse Developed Market

ETFs
19.2K
+ 8.57%
$47.6 - $53.31 $915K - $1.03M
244K $12.9B
AAPL
Apple Inc.

Technology
5.95K
+ 51.26%
$207.23 - $234.82 $1.23M - $1.4M
17.6K $4.09B
DFIV
Dimensional ETF Tr

ETFs
26.7K
+ 40.54%
$34.66 - $38.38 $925K - $1.02M
92.5K $3.52B
DISV
Dimensional ETF Tr Dimensional

ETFs
35.7K
+ 112.9%
$26.06 - $29.18 $930K - $1.04M
67.3K $1.95B
MSFT
Microsoft Corp

Technology
2.18K
+ 57.86%
$395.15 - $467.56 $859K - $1.02M
5.93K $2.55B
DFIS
Dimensional ETF Tr Dimensional

ETFs
23.2K
+ 100.74%
$24.06 - $26.97 $558K - $625K
46.2K $1.24B
MCD
Mcdonalds Corp

Consumer Cyclical
200
+ 1.64%
$245.82 - $304.51 $49.2K - $60.9K
12.4K $3.77B
Dimensional ETF Trust
9.04K
+ 1.85%
N/A
498K $25.3B
Dimensional ETF Trust
5.26K
+ 114.79%
N/A
9.85K $625M
GOOG
Alphabet Inc.

Communication Services
2.23K
+ 112.83%
$149.54 - $192.66 $333K - $429K
4.2K $702M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13
+ 0.02%
$58.03 - $65.37 $754 - $850
67.1K $4.34B
GOOGL
Alphabet Inc.

Communication Services
2K
+ 91.7%
$148.65 - $191.18 $297K - $382K
4.18K $693M
VUG
Vanguard Growth ETF

ETFs
587
+ 16.09%
$341.08 - $391.94 $200K - $230K
4.24K $1.63B
CAT
Caterpillar Inc

Industrials
200
+ 10.16%
$316.8 - $391.12 $63.4K - $78.2K
2.17K $848M
NVDA
Nvidia Corp

Technology
1.52K
+ 59.92%
$98.91 - $134.91 $151K - $205K
4.06K $493M
DFUS
Dimensional ETF Tr U S Equity

ETFs
96
+ 0.19%
$56.04 - $62.2 $5.38K - $5.97K
50.1K $3.11B
CSCO
Cisco Systems, Inc.

Technology
1.2K
+ 6.9%
$44.74 - $53.22 $53.7K - $63.9K
18.6K $990M
LLY
Eli Lilly & CO

Healthcare
200
+ 15.46%
$772.14 - $960.02 $154K - $192K
1.49K $1.32B
REET
Ishares Global Reit ETF

ETFs
350
+ 0.85%
$23.07 - $27.17 $8.07K - $9.51K
41.8K $1.11B
JNJ
Johnson & Johnson

Healthcare
273
+ 4.75%
$145.48 - $167.38 $39.7K - $45.7K
6.02K $975M
BMY
Bristol Myers Squibb CO

Healthcare
583
+ 7.14%
$39.66 - $51.75 $23.1K - $30.2K
8.75K $453M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 2.44%
$405.19 - $478.57 $14.6K - $17.2K
1.51K $695M
PG
Procter & Gamble CO

Consumer Defensive
238
+ 4.93%
$160.76 - $177.82 $38.3K - $42.3K
5.07K $878M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.07%
$163.84 - $199.33 $328 - $399
2.97K $586M
JPM
Jpmorgan Chase & CO

Financial Services
86
+ 1.32%
$194.9 - $224.8 $16.8K - $19.3K
6.61K $1.39B
ABT
Abbott Laboratories

Healthcare
401
+ 15.26%
$100.07 - $118.13 $40.1K - $47.4K
3.03K $345M
CMI
Cummins Inc

Industrials
18
+ 1.52%
$266.63 - $326.4 $4.8K - $5.88K
1.2K $389M
MRK
Merck & Co., Inc.

Healthcare
800
+ 23.28%
$111.15 - $128.97 $88.9K - $103K
4.24K $481M
DFAI
Dimensional ETF Tr

ETFs
8
+ 0.03%
$28.69 - $32.06 $230 - $256
25K $794M
GE
General Electric CO

Industrials
2
+ 0.11%
$156.66 - $189.66 $313 - $379
1.77K $333M
PEP
Pepsico Inc

Consumer Defensive
49
+ 0.57%
$161.9 - $179.3 $7.93K - $8.79K
8.61K $1.46B
XOM
Exxon Mobil Corp

Energy
246
+ 2.26%
$109.72 - $119.0 $27K - $29.3K
11.1K $1.31B
AMZN
Amazon Com Inc

Consumer Cyclical
248
+ 12.22%
$161.02 - $200.0 $39.9K - $49.6K
2.28K $424M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
45
+ 0.59%
$59.93 - $66.52 $2.7K - $2.99K
7.65K $509M
PFE
Pfizer Inc

Healthcare
680
+ 8.56%
$27.7 - $31.39 $18.8K - $21.3K
8.62K $250M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.21%
$475.2 - $527.7 $950 - $1.06K
936 $494M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.08%
$95.81 - $109.03 $192 - $218
2.56K $275M
HYG
Ishares Tr

ETFs
42
+ 0.58%
$76.72 - $80.36 $3.22K - $3.38K
7.34K $589M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7
+ 0.15%
$91.37 - $101.65 $640 - $712
4.59K $466M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.04%
$113.41 - $125.62 $113 - $126
2.79K $350M
AMGN
Amgen Inc

Healthcare
31
+ 3.86%
$309.38 - $337.38 $9.59K - $10.5K
834 $269M
Activity Summary
Buys All Purchases 66 New Holdings 11 Increased Positions 55 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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