Sterling Group Wealth Management as of March 31, 2024
Portfolio Holdings for Sterling Group Wealth Management
Sterling Group Wealth Management holds 3 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 68.3 | $1.1M | 2.3k | 480.70 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 17.7 | $289k | 4.9k | 58.65 | |
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 14.0 | $228k | 3.8k | 60.42 |