Sterling Financial Group

Sterling Financial Group as of March 31, 2025

Portfolio Holdings for Sterling Financial Group

Sterling Financial Group holds 63 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 14.0 $39M 353k 110.08
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 10.1 $28M 1.2M 23.19
Amplify Etf Tr Cwp Enhanced Div (DIVO) 10.1 $28M 685k 40.77
J P Morgan Exchange Traded F Active Growth (JGRO) 9.4 $26M 352k 73.79
Spdr Ser Tr Portfolio Ln Cor (SPLB) 6.7 $19M 825k 22.57
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 5.3 $15M 722k 20.35
Ishares Tr Intl Eqty Factor (INTF) 5.0 $14M 447k 30.84
Amplify Etf Tr Cwp Intl Enhance (IDVO) 4.9 $14M 436k 31.45
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 4.3 $12M 590k 20.37
Apple (AAPL) 4.2 $12M 53k 222.13
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.8 $7.8M 174k 45.07
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 2.0 $5.7M 113k 50.12
Cigna Corp (CI) 1.9 $5.2M 16k 329.00
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.3 $3.5M 92k 38.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.5M 6.3k 559.39
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $3.4M 66k 50.85
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.1 $3.0M 95k 31.23
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) 1.0 $2.8M 109k 25.32
Microstrategy Cl A New (MSTR) 0.8 $2.1M 7.3k 288.27
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.8 $2.1M 93k 22.74
Microsoft Corporation (MSFT) 0.7 $2.1M 5.5k 375.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.0M 3.7k 532.58
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.7 $2.0M 30k 65.76
Amazon (AMZN) 0.7 $1.9M 9.9k 190.26
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $1.7M 11k 160.54
NVIDIA Corporation (NVDA) 0.6 $1.6M 15k 108.38
Ishares Tr Select Divid Etf (DVY) 0.6 $1.6M 12k 134.29
Ishares Tr Russell 3000 Etf (IWV) 0.5 $1.5M 4.7k 317.64
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) 0.5 $1.4M 55k 24.60
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $1.3M 8.5k 150.98
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV) 0.4 $1.1M 54k 20.73
CVS Caremark Corporation (CVS) 0.4 $1.1M 16k 67.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $975k 2.1k 468.92
Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.3 $725k 93k 7.76
Tesla Motors (TSLA) 0.3 $721k 2.8k 259.16
Chevron Corporation (CVX) 0.3 $711k 4.3k 167.29
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.3 $698k 33k 20.89
Meta Platforms Cl A (META) 0.2 $649k 1.1k 576.38
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.2 $599k 28k 21.58
Alphabet Cap Stk Cl A (GOOGL) 0.2 $578k 3.7k 154.64
Visa Com Cl A (V) 0.2 $489k 1.4k 350.46
Union Pacific Corporation (UNP) 0.2 $480k 2.0k 236.24
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $466k 20k 23.18
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.2 $439k 18k 24.48
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $438k 19k 23.61
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.2 $438k 19k 23.55
Exxon Mobil Corporation (XOM) 0.2 $433k 3.6k 118.93
Lockheed Martin Corporation (LMT) 0.2 $422k 945.00 446.71
Palo Alto Networks (PANW) 0.1 $414k 2.4k 170.64
Marriott Intl Cl A (MAR) 0.1 $414k 1.7k 238.20
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $403k 25k 16.31
Alphabet Cap Stk Cl C (GOOG) 0.1 $382k 2.4k 156.23
JPMorgan Chase & Co. (JPM) 0.1 $380k 1.5k 245.30
Eli Lilly & Co. (LLY) 0.1 $340k 412.00 825.91
Broadcom (AVGO) 0.1 $316k 1.9k 167.43
Home Depot (HD) 0.1 $311k 849.00 366.49
Pepsi (PEP) 0.1 $300k 2.0k 149.94
Costco Wholesale Corporation (COST) 0.1 $276k 292.00 945.78
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $229k 14k 16.59
Ishares Tr Core S&p500 Etf (IVV) 0.1 $221k 393.00 561.90
Boston Scientific Corporation (BSX) 0.1 $209k 2.1k 100.88
Morgan Stanley Com New (MS) 0.1 $209k 1.8k 116.67
Accenture Plc Ireland Shs Class A (ACN) 0.1 $206k 659.00 312.04