$124 Million is the total value of Sterling Financial Planning, Inc.'s 360 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJK | New | ISHARES TRs&p mc 400gr etf | $8,485,000 | – | 117,483 | +100.0% | 6.83% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $8,103,000 | – | 93,897 | +100.0% | 6.52% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $7,604,000 | – | 119,149 | +100.0% | 6.12% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $7,369,000 | – | 64,540 | +100.0% | 5.93% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $6,734,000 | – | 29,299 | +100.0% | 5.42% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $5,996,000 | – | 73,747 | +100.0% | 4.83% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $4,989,000 | – | 110,159 | +100.0% | 4.02% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $4,829,000 | – | 12,865 | +100.0% | 3.89% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $4,818,000 | – | 102,050 | +100.0% | 3.88% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $4,757,000 | – | 262,389 | +100.0% | 3.83% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $3,394,000 | – | 26,513 | +100.0% | 2.73% | – |
| GLD | New | SPDR GOLD TR | $2,828,000 | – | 15,857 | +100.0% | 2.28% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $2,772,000 | – | 30,294 | +100.0% | 2.23% | – |
| IDV | New | ISHARES TRintl sel div etf | $2,429,000 | – | 82,420 | +100.0% | 1.96% | – |
| AAPL | New | APPLE INC | $2,193,000 | – | 16,528 | +100.0% | 1.76% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $2,164,000 | – | 25,484 | +100.0% | 1.74% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $2,150,000 | – | 23,400 | +100.0% | 1.73% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,771,000 | – | 14,886 | +100.0% | 1.43% | – |
| JNJ | New | JOHNSON & JOHNSON | $1,705,000 | – | 10,837 | +100.0% | 1.37% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $1,477,000 | – | 6,962 | +100.0% | 1.19% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $1,437,000 | – | 10,105 | +100.0% | 1.16% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,342,000 | – | 10,075 | +100.0% | 1.08% | – |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $1,223,000 | – | 8,100 | +100.0% | 0.98% | – |
| SIGI | New | SELECTIVE INS GROUP INC | $1,067,000 | – | 15,924 | +100.0% | 0.86% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $1,061,000 | – | 2,837 | +100.0% | 0.85% | – |
| AMZN | New | AMAZON COM INC | $1,019,000 | – | 313 | +100.0% | 0.82% | – |
| EFG | New | ISHARES TReafe grwth etf | $993,000 | – | 9,839 | +100.0% | 0.80% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $985,000 | – | 8,499 | +100.0% | 0.79% | – |
| PFF | New | ISHARES TRpfd and incm sec | $858,000 | – | 22,283 | +100.0% | 0.69% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $758,000 | – | 15,128 | +100.0% | 0.61% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $740,000 | – | 3,190 | +100.0% | 0.60% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $739,000 | – | 4,387 | +100.0% | 0.60% | – |
| FB | New | FACEBOOK INCcl a | $674,000 | – | 2,466 | +100.0% | 0.54% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $602,000 | – | 1,919 | +100.0% | 0.48% | – |
| LBAI | New | LAKELAND BANCORP INC | $591,000 | – | 46,567 | +100.0% | 0.48% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $580,000 | – | 2,168 | +100.0% | 0.47% | – |
| O | New | REALTY INCOME CORP | $578,000 | – | 9,298 | +100.0% | 0.46% | – |
| MCD | New | MCDONALDS CORP | $575,000 | – | 2,680 | +100.0% | 0.46% | – |
| XOM | New | EXXON MOBIL CORP | $536,000 | – | 12,996 | +100.0% | 0.43% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $536,000 | – | 2,590 | +100.0% | 0.43% | – |
| DE | New | DEERE & CO | $535,000 | – | 1,988 | +100.0% | 0.43% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $520,000 | – | 4,079 | +100.0% | 0.42% | – |
| COST | New | COSTCO WHSL CORP NEW | $489,000 | – | 1,298 | +100.0% | 0.39% | – |
| PEP | New | PEPSICO INC | $481,000 | – | 3,243 | +100.0% | 0.39% | – |
| BDX | New | BECTON DICKINSON & CO | $436,000 | – | 1,742 | +100.0% | 0.35% | – |
| HD | New | HOME DEPOT INC | $387,000 | – | 1,459 | +100.0% | 0.31% | – |
| MSFT | New | MICROSOFT CORP | $382,000 | – | 1,718 | +100.0% | 0.31% | – |
| TSLA | New | TESLA INC | $364,000 | – | 516 | +100.0% | 0.29% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $364,000 | – | 1,112 | +100.0% | 0.29% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $352,000 | – | 2,792 | +100.0% | 0.28% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $331,000 | – | 189 | +100.0% | 0.27% | – |
| PG | New | PROCTER AND GAMBLE CO | $325,000 | – | 2,334 | +100.0% | 0.26% | – |
| T | New | AT&T INC | $311,000 | – | 10,825 | +100.0% | 0.25% | – |
| FCCY | New | 1ST CONSTITUTION BANCORP | $303,000 | – | 19,121 | +100.0% | 0.24% | – |
| PFE | New | PFIZER INC | $301,000 | – | 8,177 | +100.0% | 0.24% | – |
| IGV | New | ISHARES TRexpanded tech | $283,000 | – | 800 | +100.0% | 0.23% | – |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $277,000 | – | 5,000 | +100.0% | 0.22% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $273,000 | – | 156 | +100.0% | 0.22% | – |
| DIS | New | DISNEY WALT CO | $271,000 | – | 1,496 | +100.0% | 0.22% | – |
| ABBV | New | ABBVIE INC | $268,000 | – | 2,502 | +100.0% | 0.22% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $267,000 | – | 4,551 | +100.0% | 0.22% | – |
| PJAN | New | INNOVATOR ETFS TRs&p 500 power | $258,000 | – | 8,432 | +100.0% | 0.21% | – |
| NSC | New | NORFOLK SOUTHN CORP | $250,000 | – | 1,054 | +100.0% | 0.20% | – |
| UNP | New | UNION PAC CORP | $244,000 | – | 1,174 | +100.0% | 0.20% | – |
| ARKK | New | ARK ETF TRinnovation etf | $230,000 | – | 1,844 | +100.0% | 0.18% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $229,000 | – | 1,300 | +100.0% | 0.18% | – |
| TD | New | TORONTO DOMINION BK ONT | $226,000 | – | 4,000 | +100.0% | 0.18% | – |
| CAT | New | CATERPILLAR INC | $223,000 | – | 1,227 | +100.0% | 0.18% | – |
| SDY | New | SPDR SER TRs&p divid etf | $223,000 | – | 2,102 | +100.0% | 0.18% | – |
| DVY | New | ISHARES TRselect divid etf | $207,000 | – | 2,152 | +100.0% | 0.17% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $202,000 | – | 5,602 | +100.0% | 0.16% | – |
| IDHQ | New | INVESCO EXCH TRADED FD TR IIs&p intl qulty | $200,000 | – | 6,797 | +100.0% | 0.16% | – |
| LEMB | New | ISHARES INCjp morgan em etf | $191,000 | – | 4,227 | +100.0% | 0.15% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $189,000 | – | 3,662 | +100.0% | 0.15% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $185,000 | – | 3,165 | +100.0% | 0.15% | – |
| CVX | New | CHEVRON CORP NEW | $184,000 | – | 2,180 | +100.0% | 0.15% | – |
| JPM | New | JPMORGAN CHASE & CO | $182,000 | – | 1,429 | +100.0% | 0.15% | – |
| LOW | New | LOWES COS INC | $180,000 | – | 1,124 | +100.0% | 0.14% | – |
| SYK | New | STRYKER CORPORATION | $166,000 | – | 677 | +100.0% | 0.13% | – |
| GD | New | GENERAL DYNAMICS CORP | $166,000 | – | 1,113 | +100.0% | 0.13% | – |
| MDYG | New | SPDR SER TRs&p 400 mdcp grw | $163,000 | – | 2,353 | +100.0% | 0.13% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $161,000 | – | 1,765 | +100.0% | 0.13% | – |
| HSY | New | HERSHEY CO | $160,000 | – | 1,050 | +100.0% | 0.13% | – |
| LLY | New | LILLY ELI & CO | $160,000 | – | 946 | +100.0% | 0.13% | – |
| IBB | New | ISHARES TRnasdaq biotech | $154,000 | – | 1,014 | +100.0% | 0.12% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $154,000 | – | 1,663 | +100.0% | 0.12% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $153,000 | – | 1,025 | +100.0% | 0.12% | – |
| PPG | New | PPG INDS INC | $147,000 | – | 1,020 | +100.0% | 0.12% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $146,000 | – | 1,218 | +100.0% | 0.12% | – |
| TXN | New | TEXAS INSTRS INC | $144,000 | – | 877 | +100.0% | 0.12% | – |
| ABT | New | ABBOTT LABS | $131,000 | – | 1,200 | +100.0% | 0.10% | – |
| NEE | New | NEXTERA ENERGY INC | $130,000 | – | 1,680 | +100.0% | 0.10% | – |
| ED | New | CONSOLIDATED EDISON INC | $128,000 | – | 1,768 | +100.0% | 0.10% | – |
| DGS | New | WISDOMTREE TRemg mkts smcap | $127,000 | – | 2,666 | +100.0% | 0.10% | – |
| PNOV | New | INNOVATOR ETFS TRs&p 500 power | $117,000 | – | 4,037 | +100.0% | 0.09% | – |
| BA | New | BOEING CO | $115,000 | – | 535 | +100.0% | 0.09% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $116,000 | – | 1,756 | +100.0% | 0.09% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $116,000 | – | 1,514 | +100.0% | 0.09% | – |
| CL | New | COLGATE PALMOLIVE CO | $116,000 | – | 1,360 | +100.0% | 0.09% | – |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $112,000 | – | 3,230 | +100.0% | 0.09% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $105,000 | – | 1,150 | +100.0% | 0.08% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $105,000 | – | 3,426 | +100.0% | 0.08% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $103,000 | – | 3,059 | +100.0% | 0.08% | – |
| MRK | New | MERCK & CO. INC | $103,000 | – | 1,259 | +100.0% | 0.08% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $101,000 | – | 654 | +100.0% | 0.08% | – |
| MMM | New | 3M CO | $97,000 | – | 553 | +100.0% | 0.08% | – |
| CSCO | New | CISCO SYS INC | $92,000 | – | 2,062 | +100.0% | 0.07% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $89,000 | – | 2,449 | +100.0% | 0.07% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $87,000 | – | 1,435 | +100.0% | 0.07% | – |
| MDT | New | MEDTRONIC PLC | $86,000 | – | 734 | +100.0% | 0.07% | – |
| INTC | New | INTEL CORP | $85,000 | – | 1,703 | +100.0% | 0.07% | – |
| VER | New | VEREIT INC | $83,000 | – | 2,208 | +100.0% | 0.07% | – |
| WIP | New | SPDR SER TRftse int gvt etf | $82,000 | – | 1,393 | +100.0% | 0.07% | – |
| AMGN | New | AMGEN INC | $80,000 | – | 348 | +100.0% | 0.06% | – |
| CB | New | CHUBB LIMITED | $79,000 | – | 516 | +100.0% | 0.06% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $80,000 | – | 2,134 | +100.0% | 0.06% | – |
| FDX | New | FEDEX CORP | $78,000 | – | 300 | +100.0% | 0.06% | – |
| EFA | New | ISHARES TRmsci eafe etf | $75,000 | – | 1,034 | +100.0% | 0.06% | – |
| DBOC | New | INNOVATOR ETFS TRdouble stackr 9 | $73,000 | – | 2,688 | +100.0% | 0.06% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $73,000 | – | 1,257 | +100.0% | 0.06% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $69,000 | – | 503 | +100.0% | 0.06% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $67,000 | – | 562 | +100.0% | 0.05% | – |
| DDOG | New | DATADOG INC | $64,000 | – | 650 | +100.0% | 0.05% | – |
| BAC | New | BK OF AMERICA CORP | $64,000 | – | 2,116 | +100.0% | 0.05% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $65,000 | – | 1,905 | +100.0% | 0.05% | – |
| CPIX | New | CUMBERLAND PHARMACEUTICALS I | $65,000 | – | 22,031 | +100.0% | 0.05% | – |
| F | New | FORD MTR CO DEL | $64,000 | – | 7,270 | +100.0% | 0.05% | – |
| XEL | New | XCEL ENERGY INC | $63,000 | – | 943 | +100.0% | 0.05% | – |
| UFEB | New | INNOVATOR ETFS TRs&p 500 ultra | $60,000 | – | 2,313 | +100.0% | 0.05% | – |
| SBUX | New | STARBUCKS CORP | $60,000 | – | 565 | +100.0% | 0.05% | – |
| GE | New | GENERAL ELECTRIC CO | $60,000 | – | 5,547 | +100.0% | 0.05% | – |
| PAPR | New | INNOVATOR ETFS TRs&p 500 pwr bu | $59,000 | – | 2,177 | +100.0% | 0.05% | – |
| COP | New | CONOCOPHILLIPS | $59,000 | – | 1,470 | +100.0% | 0.05% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $56,000 | – | 778 | +100.0% | 0.04% | – |
| BJAN | New | INNOVATOR ETFS TRs&p 500 buffer | $55,000 | – | 1,681 | +100.0% | 0.04% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $55,000 | – | 531 | +100.0% | 0.04% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $53,000 | – | 403 | +100.0% | 0.04% | – |
| PSX | New | PHILLIPS 66 | $53,000 | – | 756 | +100.0% | 0.04% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $52,000 | – | 1,390 | +100.0% | 0.04% | – |
| GILD | New | GILEAD SCIENCES INC | $52,000 | – | 900 | +100.0% | 0.04% | – |
| PSCT | New | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $51,000 | – | 414 | +100.0% | 0.04% | – |
| YUM | New | YUM BRANDS INC | $51,000 | – | 470 | +100.0% | 0.04% | – |
| IDXX | New | IDEXX LABS INC | $50,000 | – | 100 | +100.0% | 0.04% | – |
| KMI | New | KINDER MORGAN INC DEL | $48,000 | – | 3,496 | +100.0% | 0.04% | – |
| NVST | New | ENVISTA HOLDINGS CORPORATION | $49,000 | – | 1,448 | +100.0% | 0.04% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $48,000 | – | 200 | +100.0% | 0.04% | – |
| ORCL | New | ORACLE CORP | $48,000 | – | 741 | +100.0% | 0.04% | – |
| PDN | New | INVESCO EXCH TRADED FD TR IIftse rafi sml | $48,000 | – | 1,388 | +100.0% | 0.04% | – |
| A | New | AGILENT TECHNOLOGIES INC | $48,000 | – | 406 | +100.0% | 0.04% | – |
| RGLD | New | ROYAL GOLD INC | $47,000 | – | 445 | +100.0% | 0.04% | – |
| MO | New | ALTRIA GROUP INC | $47,000 | – | 1,140 | +100.0% | 0.04% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $46,000 | – | 1,639 | +100.0% | 0.04% | – |
| DD | New | DUPONT DE NEMOURS INC | $46,000 | – | 653 | +100.0% | 0.04% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $45,000 | – | 719 | +100.0% | 0.04% | – |
| IPG | New | INTERPUBLIC GROUP COS INC | $45,000 | – | 1,932 | +100.0% | 0.04% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $42,000 | – | 432 | +100.0% | 0.03% | – |
| PPL | New | PPL CORP | $42,000 | – | 1,501 | +100.0% | 0.03% | – |
| MTCH | New | MATCH GROUP INC NEW | $41,000 | – | 269 | +100.0% | 0.03% | – |
| DVYE | New | ISHARES INCem mkts div etf | $38,000 | – | 1,017 | +100.0% | 0.03% | – |
| SO | New | SOUTHERN CO | $38,000 | – | 626 | +100.0% | 0.03% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $38,000 | – | 882 | +100.0% | 0.03% | – |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $39,000 | – | 2,581 | +100.0% | 0.03% | – |
| GPC | New | GENUINE PARTS CO | $36,000 | – | 355 | +100.0% | 0.03% | – |
| TFC | New | TRUIST FINL CORP | $36,000 | – | 756 | +100.0% | 0.03% | – |
| DAL | New | DELTA AIR LINES INC DEL | $36,000 | – | 902 | +100.0% | 0.03% | – |
| DOW | New | DOW INC | $36,000 | – | 653 | +100.0% | 0.03% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $36,000 | – | 144 | +100.0% | 0.03% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $36,000 | – | 941 | +100.0% | 0.03% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $36,000 | – | 1,850 | +100.0% | 0.03% | – |
| SPGM | New | SPDR INDEX SHS FDSportfli msci gbl | $35,000 | – | 710 | +100.0% | 0.03% | – |
| UMAR | New | INNOVATOR ETFS TRs&p 500 ultra | $35,000 | – | 1,257 | +100.0% | 0.03% | – |
| BCS | New | BARCLAYS PLCadr | $34,000 | – | 4,200 | +100.0% | 0.03% | – |
| WAFD | New | WASHINGTON FED INC | $33,000 | – | 1,300 | +100.0% | 0.03% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $34,000 | – | 766 | +100.0% | 0.03% | – |
| VOO | New | VANGUARD INDEX FDS | $34,000 | – | 98 | +100.0% | 0.03% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $34,000 | – | 2,257 | +100.0% | 0.03% | – |
| IEFA | New | ISHARES TRcore msci eafe | $34,000 | – | 485 | +100.0% | 0.03% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $34,000 | – | 609 | +100.0% | 0.03% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $32,000 | – | 598 | +100.0% | 0.03% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $32,000 | – | 618 | +100.0% | 0.03% | – |
| CDK | New | CDK GLOBAL INC | $31,000 | – | 600 | +100.0% | 0.02% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $31,000 | – | 222 | +100.0% | 0.02% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $30,000 | – | 500 | +100.0% | 0.02% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $30,000 | – | 686 | +100.0% | 0.02% | – |
| NOW | New | SERVICENOW INC | $30,000 | – | 54 | +100.0% | 0.02% | – |
| SLG | New | SL GREEN RLTY CORP | $30,000 | – | 500 | +100.0% | 0.02% | – |
| D | New | DOMINION ENERGY INC | $29,000 | – | 383 | +100.0% | 0.02% | – |
| USEP | New | INNOVATOR ETFS TRs&p 500 ultra | $28,000 | – | 1,036 | +100.0% | 0.02% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $28,000 | – | 324 | +100.0% | 0.02% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $28,000 | – | 141 | +100.0% | 0.02% | – |
| YUMC | New | YUM CHINA HLDGS INC | $27,000 | – | 470 | +100.0% | 0.02% | – |
| PM | New | PHILIP MORRIS INTL INC | $26,000 | – | 310 | +100.0% | 0.02% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $26,000 | – | 178 | +100.0% | 0.02% | – |
| NVCR | New | NOVOCURE LTD | $26,000 | – | 150 | +100.0% | 0.02% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $26,000 | – | 686 | +100.0% | 0.02% | – |
| CTVA | New | CORTEVA INC | $25,000 | – | 653 | +100.0% | 0.02% | – |
| IYT | New | ISHARES TRtrans avg etf | $25,000 | – | 112 | +100.0% | 0.02% | – |
| PRU | New | PRUDENTIAL FINL INC | $25,000 | – | 325 | +100.0% | 0.02% | – |
| BXP | New | BOSTON PROPERTIES INC | $24,000 | – | 250 | +100.0% | 0.02% | – |
| BP | New | BP PLCsponsored adr | $24,000 | – | 1,155 | +100.0% | 0.02% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $23,000 | – | 28 | +100.0% | 0.02% | – |
| EMR | New | EMERSON ELEC CO | $24,000 | – | 300 | +100.0% | 0.02% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $23,000 | – | 67 | +100.0% | 0.02% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $23,000 | – | 144 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC | $23,000 | – | 100 | +100.0% | 0.02% | – |
| DVA | New | DAVITA INC | $23,000 | – | 200 | +100.0% | 0.02% | – |
| IAC | New | IAC INTERACTIVECORP NEW | $24,000 | – | 125 | +100.0% | 0.02% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $23,000 | – | 79 | +100.0% | 0.02% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $22,000 | – | 145 | +100.0% | 0.02% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $22,000 | – | 115 | +100.0% | 0.02% | – |
| AXP | New | AMERICAN EXPRESS CO | $22,000 | – | 180 | +100.0% | 0.02% | – |
| ASAN | New | ASANA INCcl a | $22,000 | – | 750 | +100.0% | 0.02% | – |
| SOXL | New | DIREXION SHS ETF TRdly scond 3xbu | $22,000 | – | 48 | +100.0% | 0.02% | – |
| UBER | New | UBER TECHNOLOGIES INC | $22,000 | – | 430 | +100.0% | 0.02% | – |
| RMD | New | RESMED INC | $21,000 | – | 100 | +100.0% | 0.02% | – |
| GOLD | New | BARRICK GOLD CORP | $20,000 | – | 880 | +100.0% | 0.02% | – |
| AWF | New | ALLIANCEBERNSTEIN GLOBAL HIG | $19,000 | – | 1,587 | +100.0% | 0.02% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $19,000 | – | 100 | +100.0% | 0.02% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $19,000 | – | 200 | +100.0% | 0.02% | – |
| PMAR | New | INNOVATOR ETFS TRs&p 500 pwr bufr | $19,000 | – | 675 | +100.0% | 0.02% | – |
| MET | New | METLIFE INC | $19,000 | – | 400 | +100.0% | 0.02% | – |
| CVM | New | CEL-SCI CORP | $17,000 | – | 1,500 | +100.0% | 0.01% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $17,000 | – | 258 | +100.0% | 0.01% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $17,000 | – | 205 | +100.0% | 0.01% | – |
| IWR | New | ISHARES TRrus mid cap etf | $17,000 | – | 250 | +100.0% | 0.01% | – |
| POCT | New | INNOVATOR ETFS TRs&p 500 pwretf | $17,000 | – | 624 | +100.0% | 0.01% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $18,000 | – | 137 | +100.0% | 0.01% | – |
| NVDA | New | NVIDIA CORPORATION | $17,000 | – | 33 | +100.0% | 0.01% | – |
| ELY | New | CALLAWAY GOLF CO | $17,000 | – | 700 | +100.0% | 0.01% | – |
| VTRS | New | VIATRIS INC | $18,000 | – | 984 | +100.0% | 0.01% | – |
| KMB | New | KIMBERLY-CLARK CORP | $16,000 | – | 120 | +100.0% | 0.01% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $16,000 | – | 106 | +100.0% | 0.01% | – |
| SPGI | New | S&P GLOBAL INC | $16,000 | – | 48 | +100.0% | 0.01% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $15,000 | – | 255 | +100.0% | 0.01% | – |
| OLP | New | ONE LIBERTY PPTYS INC | $15,000 | – | 726 | +100.0% | 0.01% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $15,000 | – | 300 | +100.0% | 0.01% | – |
| CRM | New | SALESFORCE COM INC | $15,000 | – | 66 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $14,000 | – | 70 | +100.0% | 0.01% | – |
| FNI | New | FIRST TR EXCHANGE TRADED FDchindia etf | $14,000 | – | 242 | +100.0% | 0.01% | – |
| SUMO | New | SUMO LOGIC INC | $14,000 | – | 500 | +100.0% | 0.01% | – |
| KO | New | COCA COLA CO | $13,000 | – | 242 | +100.0% | 0.01% | – |
| WM | New | WASTE MGMT INC DEL | $12,000 | – | 98 | +100.0% | 0.01% | – |
| WFC | New | WELLS FARGO CO NEW | $12,000 | – | 400 | +100.0% | 0.01% | – |
| TDOC | New | TELADOC HEALTH INC | $13,000 | – | 66 | +100.0% | 0.01% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $13,000 | – | 590 | +100.0% | 0.01% | – |
| DUK | New | DUKE ENERGY CORP NEW | $13,000 | – | 147 | +100.0% | 0.01% | – |
| ATHX | New | ATHERSYS INC NEW | $12,000 | – | 7,000 | +100.0% | 0.01% | – |
| MAN | New | MANPOWERGROUP INC | $12,000 | – | 128 | +100.0% | 0.01% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $12,000 | – | 402 | +100.0% | 0.01% | – |
| SRET | New | GLOBAL X FDSreit etf | $13,000 | – | 1,512 | +100.0% | 0.01% | – |
| IR | New | INGERSOLL RAND INC | $11,000 | – | 245 | +100.0% | 0.01% | – |
| EMXC | New | ISHARES INCmsci emrg chn | $11,000 | – | 201 | +100.0% | 0.01% | – |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $11,000 | – | 407 | +100.0% | 0.01% | – |
| IEMG | New | ISHARES INCcore msci emkt | $11,000 | – | 179 | +100.0% | 0.01% | – |
| CARA | New | CARA THERAPEUTICS INC | $11,000 | – | 713 | +100.0% | 0.01% | – |
| FBHS | New | FORTUNE BRANDS HOME & SEC IN | $11,000 | – | 128 | +100.0% | 0.01% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $11,000 | – | 126 | +100.0% | 0.01% | – |
| PJUN | New | INNOVATOR ETFS TRs&p 500 pwr bu | $10,000 | – | 323 | +100.0% | 0.01% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $10,000 | – | 200 | +100.0% | 0.01% | – |
| SNSR | New | GLOBAL X FDSinternet of thng | $10,000 | – | 320 | +100.0% | 0.01% | – |
| WEC | New | WEC ENERGY GROUP INC | $10,000 | – | 112 | +100.0% | 0.01% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $10,000 | – | 200 | +100.0% | 0.01% | – |
| SNOW | New | SNOWFLAKE INCcl a | $10,000 | – | 35 | +100.0% | 0.01% | – |
| ADI | New | ANALOG DEVICES INC | $10,000 | – | 69 | +100.0% | 0.01% | – |
| MRNA | New | MODERNA INC | $10,000 | – | 100 | +100.0% | 0.01% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $10,000 | – | 192 | +100.0% | 0.01% | – |
| TM | New | TOYOTA MOTOR CORP | $9,000 | – | 60 | +100.0% | 0.01% | – |
| QS | New | QUANTUMSCAPE CORP | $9,000 | – | 110 | +100.0% | 0.01% | – |
| IYR | New | ISHARES TRu.s. real es etf | $9,000 | – | 104 | +100.0% | 0.01% | – |
| DRI | New | DARDEN RESTAURANTS INC | $9,000 | – | 75 | +100.0% | 0.01% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $7,000 | – | 100 | +100.0% | 0.01% | – |
| AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $7,000 | – | 200 | +100.0% | 0.01% | – |
| ABR | New | ARBOR REALTY TRUST INC | $7,000 | – | 511 | +100.0% | 0.01% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $7,000 | – | 338 | +100.0% | 0.01% | – |
| TECL | New | DIREXION SHS ETF TRdly tech bull 3x | $7,000 | – | 17 | +100.0% | 0.01% | – |
| LABU | New | DIREXION SHS ETF TRsp biotch bl new | $8,000 | – | 80 | +100.0% | 0.01% | – |
| ENB | New | ENBRIDGE INC | $7,000 | – | 208 | +100.0% | 0.01% | – |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $8,000 | – | 281 | +100.0% | 0.01% | – |
| LBRDK | New | LIBERTY BROADBAND CORP | $8,000 | – | 48 | +100.0% | 0.01% | – |
| LSXMK | New | LIBERTY MEDIA CORP DEL | $8,000 | – | 192 | +100.0% | 0.01% | – |
| PINS | New | PINTEREST INCcl a | $7,000 | – | 100 | +100.0% | 0.01% | – |
| CSM | New | PROSHARES TRlarge cap cre | $7,000 | – | 85 | +100.0% | 0.01% | – |
| SLB | New | SCHLUMBERGER LTD | $7,000 | – | 300 | +100.0% | 0.01% | – |
| V | New | VISA INC | $7,000 | – | 30 | +100.0% | 0.01% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $6,000 | – | 20 | +100.0% | 0.01% | – |
| EYEG | New | EYEGATE PHARMACEUTICALS INC | $6,000 | – | 1,171 | +100.0% | 0.01% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $6,000 | – | 18 | +100.0% | 0.01% | – |
| WMT | New | WALMART INC | $6,000 | – | 40 | +100.0% | 0.01% | – |
| AVGO | New | BROADCOM INC | $6,000 | – | 14 | +100.0% | 0.01% | – |
| PSEP | New | INNOVATOR ETFS TRs&p 500 pwr | $6,000 | – | 202 | +100.0% | 0.01% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $6,000 | – | 29 | +100.0% | 0.01% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $5,000 | – | 160 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP | $5,000 | – | 46 | +100.0% | 0.00% | – |
| VAC | New | MARRIOTT VACTINS WORLDWID CO | $5,000 | – | 40 | +100.0% | 0.00% | – |
| CSX | New | CSX CORP | $5,000 | – | 50 | +100.0% | 0.00% | – |
| WPP | New | WPP PLC NEWadr | $5,000 | – | 97 | +100.0% | 0.00% | – |
| CE | New | CELANESE CORP DEL | $5,000 | – | 36 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORPORATION | $5,000 | – | 24 | +100.0% | 0.00% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $5,000 | – | 18 | +100.0% | 0.00% | – |
| URI | New | UNITED RENTALS INC | $5,000 | – | 22 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC. | $5,000 | – | 100 | +100.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INCcl a | $5,000 | – | 84 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $5,000 | – | 84 | +100.0% | 0.00% | – |
| IXC | New | ISHARES TRglobal energ etf | $5,000 | – | 257 | +100.0% | 0.00% | – |
| NEO | New | NEOGENOMICS INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| BX | New | BLACKSTONE GROUP INC | $5,000 | – | 83 | +100.0% | 0.00% | – |
| TMUS | New | T-MOBILE US INC | $5,000 | – | 40 | +100.0% | 0.00% | – |
| NIO | New | NIO INCspon ads | $5,000 | – | 103 | +100.0% | 0.00% | – |
| LSXMA | New | LIBERTY MEDIA CORP DEL | $4,000 | – | 96 | +100.0% | 0.00% | – |
| EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $4,000 | – | 81 | +100.0% | 0.00% | – |
| NGL | New | NGL ENERGY PARTNERS LP | $4,000 | – | 1,811 | +100.0% | 0.00% | – |
| LBRDA | New | LIBERTY BROADBAND CORP | $4,000 | – | 24 | +100.0% | 0.00% | – |
| LI | New | LI AUTO INCsponsored ads | $4,000 | – | 153 | +100.0% | 0.00% | – |
| HSTM | New | HEALTHSTREAM INC | $4,000 | – | 200 | +100.0% | 0.00% | – |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $4,000 | – | 100 | +100.0% | 0.00% | – |
| EVRG | New | EVERGY INC | $4,000 | – | 78 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GEN CORP NEW | $4,000 | – | 20 | +100.0% | 0.00% | – |
| BURL | New | BURLINGTON STORES INC | $4,000 | – | 14 | +100.0% | 0.00% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $4,000 | – | 46 | +100.0% | 0.00% | – |
| ARCC | New | ARES CAPITAL CORP | $4,000 | – | 250 | +100.0% | 0.00% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $4,000 | – | 26 | +100.0% | 0.00% | – |
| New | PERION NETWORK LTD | $4,000 | – | 333 | +100.0% | 0.00% | – | |
| USCI | New | UNITED STS COMMODITY INDEX F | $2,000 | – | 48 | +100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEM CO | $2,000 | – | 24 | +100.0% | 0.00% | – |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $3,000 | – | 111 | +100.0% | 0.00% | – |
| KBE | New | SPDR SER TRs&p bk etf | $3,000 | – | 75 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $2,000 | – | 80 | +100.0% | 0.00% | – |
| ACNB | New | ACNB CORP | $2,000 | – | 83 | +100.0% | 0.00% | – |
| FWONK | New | LIBERTY MEDIA CORP DEL | $2,000 | – | 48 | +100.0% | 0.00% | – |
| TROX | New | TRONOX HOLDINGS PLC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| W | New | WAYFAIR INCcl a | $2,000 | – | 10 | +100.0% | 0.00% | – |
| TEI | New | TEMPLETON EMERGING MKTS INCO | $2,000 | – | 308 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $2,000 | – | 48 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| AZO | New | AUTOZONE INC | $2,000 | – | 2 | +100.0% | 0.00% | – |
| IGT | New | INTERNATIONAL GAME TECHNOLOG | $2,000 | – | 145 | +100.0% | 0.00% | – |
| HOPE | New | HOPE BANCORP INC | $3,000 | – | 281 | +100.0% | 0.00% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $2,000 | – | 30 | +100.0% | 0.00% | – |
| APH | New | AMPHENOL CORP NEWcl a | $3,000 | – | 26 | +100.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINL INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| GDV | New | GABELLI DIVID & INCOME TR | $3,000 | – | 153 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ CO | $1,000 | – | 42 | +100.0% | 0.00% | – |
| DKNG | New | DRAFTKINGS INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $1,000 | – | 45 | +100.0% | 0.00% | – |
| FWONA | New | LIBERTY MEDIA CORP DEL | $1,000 | – | 24 | +100.0% | 0.00% | – |
| MMLP | New | MARTIN MIDSTREAM PRTNRS L Punit l p int | $1,000 | – | 440 | +100.0% | 0.00% | – |
| RPM | New | RPM INTL INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| FRO | New | FRONTLINE LTD | $1,000 | – | 200 | +100.0% | 0.00% | – |
| DBX | New | DROPBOX INCcl a | $1,000 | – | 50 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $1,000 | – | 125 | +100.0% | 0.00% | – |
| FCPT | New | FOUR CORNERS PPTY TR INC | $1,000 | – | 34 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | – | 1 | +100.0% | 0.00% | – |
| SXC | New | SUNCOKE ENERGY INC | $1,000 | – | 126 | +100.0% | 0.00% | – |
| CELGRT | New | BRISTOL-MYERS SQUIBB COright 12/30/2030 | $0 | – | 375 | +100.0% | 0.00% | – |
| FPF | New | FIRST TR INTER DUR PFD & IN | $0 | – | 17 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $0 | – | 4 | +100.0% | 0.00% | – |
| ADMA | New | ADMA BIOLOGICS INC | $0 | – | 100 | +100.0% | 0.00% | – |
| BATRA | New | LIBERTY MEDIA CORP DEL | $0 | – | 9 | +100.0% | 0.00% | – |
| BATRK | New | LIBERTY MEDIA CORP DEL | $0 | – | 19 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 7.0% |
| ISHARES TR | 12 | Q3 2023 | 6.8% |
| ISHARES TR | 12 | Q3 2023 | 6.4% |
| ISHARES TR | 12 | Q3 2023 | 6.1% |
| ISHARES TR | 12 | Q3 2023 | 5.5% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.0% |
| ISHARES TR | 12 | Q3 2023 | 5.4% |
| ISHARES TR | 12 | Q3 2023 | 3.9% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 3.4% |
| ISHARES TR | 12 | Q3 2023 | 2.7% |
View Sterling Financial Planning, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-10-28 |
View Sterling Financial Planning, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.