$157 Million is the total value of Sterling Financial Planning, Inc.'s 428 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 1.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SIGI | SELECTIVE INS GROUP INC | $1,152,000 | -6.9% | 15,258 | 0.0% | 0.73% | -8.8% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $710,000 | -12.5% | 3,897 | 0.0% | 0.45% | -14.2% | |
| FCCY | 1ST CONSTITUTION BANCORP | $405,000 | +14.4% | 17,121 | 0.0% | 0.26% | +12.2% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $260,000 | +0.8% | 1,300 | 0.0% | 0.17% | -1.2% | |
| NSC | NORFOLK SOUTHN CORP | $252,000 | -10.0% | 1,054 | 0.0% | 0.16% | -12.1% | |
| DVY | ISHARES TRselect divid etf | $251,000 | -1.6% | 2,188 | 0.0% | 0.16% | -3.6% | |
| TSLA | TESLA INC | $237,000 | +13.9% | 306 | 0.0% | 0.15% | +11.9% | |
| CVX | CHEVRON CORP NEW | $190,000 | -3.1% | 1,870 | 0.0% | 0.12% | -4.7% | |
| EEM | ISHARES TRmsci emg mkt etf | $185,000 | -8.9% | 3,673 | 0.0% | 0.12% | -10.6% | |
| ARKK | ARK ETF TRinnovation etf | $173,000 | -15.2% | 1,561 | 0.0% | 0.11% | -16.7% | |
| TXN | TEXAS INSTRS INC | $169,000 | 0.0% | 877 | 0.0% | 0.11% | -1.8% | |
| HSY | HERSHEY CO | $152,000 | -3.2% | 900 | 0.0% | 0.10% | -4.9% | |
| PPG | PPG INDS INC | $146,000 | -15.6% | 1,020 | 0.0% | 0.09% | -17.0% | |
| LEMB | ISHARES INCjp morgan em etf | $140,000 | -2.8% | 3,294 | 0.0% | 0.09% | -5.3% | |
| CMCSA | COMCAST CORP NEWcl a | $131,000 | -1.5% | 2,338 | 0.0% | 0.08% | -3.5% | |
| DFAE | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $129,000 | -7.9% | 4,736 | 0.0% | 0.08% | -9.9% | |
| PNOV | INNOVATOR ETFS TRus eqty pwr buf | $123,000 | +0.8% | 4,037 | 0.0% | 0.08% | -1.3% | |
| CBU | COMMUNITY BK SYS INC | $114,000 | -9.5% | 1,668 | 0.0% | 0.07% | -11.0% | |
| IBB | ISHARES TRishares biotech | $113,000 | -0.9% | 699 | 0.0% | 0.07% | -2.7% | |
| CL | COLGATE PALMOLIVE CO | $103,000 | -7.2% | 1,360 | 0.0% | 0.07% | -8.3% | |
| MMM | 3M CO | $99,000 | -11.6% | 562 | 0.0% | 0.06% | -13.7% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $96,000 | -8.6% | 654 | 0.0% | 0.06% | -10.3% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $95,000 | -4.0% | 2,252 | 0.0% | 0.06% | -6.2% | |
| MDT | MEDTRONIC PLC | $92,000 | +1.1% | 734 | 0.0% | 0.06% | 0.0% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $92,000 | -2.1% | 1,435 | 0.0% | 0.06% | -3.3% | |
| CB | CHUBB LIMITED | $90,000 | +9.8% | 516 | 0.0% | 0.06% | +7.5% | |
| COP | CONOCOPHILLIPS | $89,000 | +11.2% | 1,320 | 0.0% | 0.06% | +9.6% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $81,000 | +2.5% | 1,324 | 0.0% | 0.05% | +2.0% | |
| DBOC | INNOVATOR ETFS TRdouble stackr 9 | $78,000 | +1.3% | 2,688 | 0.0% | 0.05% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $78,000 | -10.3% | 300 | 0.0% | 0.05% | -12.3% | |
| BJAN | INNOVATOR ETFS TRus eqty bufr jan | $78,000 | +1.3% | 2,157 | 0.0% | 0.05% | 0.0% | |
| ITT | ITT INC | $75,000 | -6.2% | 878 | 0.0% | 0.05% | -7.7% | |
| XSOE | WISDOMTREE TRem ex st-owned | $75,000 | -10.7% | 2,000 | 0.0% | 0.05% | -12.7% | |
| AMGN | AMGEN INC | $74,000 | -12.9% | 348 | 0.0% | 0.05% | -14.5% | |
| MDLZ | MONDELEZ INTL INCcl a | $73,000 | -6.4% | 1,257 | 0.0% | 0.05% | -9.8% | |
| IPG | INTERPUBLIC GROUP COS INC | $71,000 | +12.7% | 1,932 | 0.0% | 0.04% | +9.8% | |
| UFEB | INNOVATOR ETFS TRs&p 500 ultra | $64,000 | +1.6% | 2,313 | 0.0% | 0.04% | 0.0% | |
| IDXX | IDEXX LABS INC | $62,000 | -1.6% | 100 | 0.0% | 0.04% | -4.9% | |
| NVST | ENVISTA HOLDINGS CORPORATION | $61,000 | -3.2% | 1,448 | 0.0% | 0.04% | -4.9% | |
| PAPR | INNOVATOR ETFS TRus eqt pwr buf | $62,000 | 0.0% | 2,177 | 0.0% | 0.04% | -2.5% | |
| CPIX | CUMBERLAND PHARMACEUTICALS I | $59,000 | -6.3% | 22,031 | 0.0% | 0.04% | -7.3% | |
| KMI | KINDER MORGAN INC DEL | $58,000 | -9.4% | 3,496 | 0.0% | 0.04% | -11.9% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $58,000 | 0.0% | 1,390 | 0.0% | 0.04% | -2.6% | |
| YUM | YUM BRANDS INC | $57,000 | +5.6% | 470 | 0.0% | 0.04% | +2.9% | |
| DBJA | INNOVATOR ETFS TRdouble stackr 9 | $57,000 | +1.8% | 2,058 | 0.0% | 0.04% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $55,000 | +1.9% | 200 | 0.0% | 0.04% | 0.0% | |
| NUMV | NUSHARES ETF TRnuveen esg midvl | $53,000 | 0.0% | 1,474 | 0.0% | 0.03% | 0.0% | |
| MO | ALTRIA GROUP INC | $52,000 | -3.7% | 1,140 | 0.0% | 0.03% | -5.7% | |
| XEL | XCEL ENERGY INC | $52,000 | -5.5% | 829 | 0.0% | 0.03% | -8.3% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $46,000 | -4.2% | 882 | 0.0% | 0.03% | -6.5% | |
| TFC | TRUIST FINL CORP | $44,000 | +4.8% | 756 | 0.0% | 0.03% | +3.7% | |
| IWS | ISHARES TRrus mdcp val etf | $42,000 | -2.3% | 372 | 0.0% | 0.03% | -3.6% | |
| GILD | GILEAD SCIENCES INC | $42,000 | +2.4% | 600 | 0.0% | 0.03% | 0.0% | |
| MTCH | MATCH GROUP INC NEW | $42,000 | -2.3% | 269 | 0.0% | 0.03% | -3.6% | |
| EQR | EQUITY RESIDENTIALsh ben int | $40,000 | +2.6% | 500 | 0.0% | 0.02% | 0.0% | |
| SO | SOUTHERN CO | $39,000 | +2.6% | 626 | 0.0% | 0.02% | 0.0% | |
| ASAN | ASANA INCcl a | $39,000 | +69.6% | 375 | 0.0% | 0.02% | +66.7% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $40,000 | -2.4% | 2,612 | 0.0% | 0.02% | -7.4% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $40,000 | -2.4% | 300 | 0.0% | 0.02% | -7.4% | |
| PGR | PROGRESSIVE CORP | $40,000 | -9.1% | 446 | 0.0% | 0.02% | -13.8% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $40,000 | -11.1% | 1,850 | 0.0% | 0.02% | -13.8% | |
| LUV | SOUTHWEST AIRLS CO | $39,000 | -2.5% | 750 | 0.0% | 0.02% | -3.8% | |
| IEFA | ISHARES TRcore msci eafe | $39,000 | 0.0% | 526 | 0.0% | 0.02% | 0.0% | |
| XBAP | INNOVATOR ETFS TRus equity accele | $38,000 | 0.0% | 1,421 | 0.0% | 0.02% | -4.0% | |
| PSCT | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $37,000 | -2.6% | 262 | 0.0% | 0.02% | -4.0% | |
| GLW | CORNING INC | $36,000 | -12.2% | 1,000 | 0.0% | 0.02% | -14.8% | |
| DVYE | ISHARES INCem mkts div etf | $36,000 | 0.0% | 915 | 0.0% | 0.02% | 0.0% | |
| NOW | SERVICENOW INC | $34,000 | +13.3% | 54 | 0.0% | 0.02% | +15.8% | |
| ICLN | ISHARES TRgl clean ene etf | $35,000 | -7.9% | 1,639 | 0.0% | 0.02% | -12.0% | |
| SLG | SL GREEN RLTY CORP | $35,000 | -12.5% | 498 | 0.0% | 0.02% | -15.4% | |
| UMAR | INNOVATOR ETFS TRus eqt ultra bf | $33,000 | 0.0% | 1,141 | 0.0% | 0.02% | 0.0% | |
| IWP | ISHARES TRrus md cp gr etf | $32,000 | -3.0% | 288 | 0.0% | 0.02% | -4.8% | |
| IWM | ISHARES TRrussell 2000 etf | $31,000 | -3.1% | 142 | 0.0% | 0.02% | -4.8% | |
| IWO | ISHARES TRrus 2000 grw etf | $31,000 | -6.1% | 107 | 0.0% | 0.02% | -4.8% | |
| AXP | AMERICAN EXPRESS CO | $30,000 | 0.0% | 180 | 0.0% | 0.02% | 0.0% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $28,000 | +7.7% | 144 | 0.0% | 0.02% | +5.9% | |
| D | DOMINION ENERGY INC | $28,000 | 0.0% | 383 | 0.0% | 0.02% | 0.0% | |
| ANTM | ANTHEM INC | $28,000 | -3.4% | 75 | 0.0% | 0.02% | -5.3% | |
| USEP | INNOVATOR ETFS TRus eqty ultra b | $29,000 | 0.0% | 1,036 | 0.0% | 0.02% | -5.3% | |
| PM | PHILIP MORRIS INTL INC | $29,000 | -6.5% | 310 | 0.0% | 0.02% | -10.0% | |
| CDK | CDK GLOBAL INC | $26,000 | -13.3% | 600 | 0.0% | 0.02% | -10.5% | |
| IYT | ISHARES TRus trsprtion | $27,000 | -6.9% | 112 | 0.0% | 0.02% | -10.5% | |
| YUMC | YUM CHINA HLDGS INC | $27,000 | -12.9% | 470 | 0.0% | 0.02% | -15.0% | |
| CTVA | CORTEVA INC | $27,000 | -6.9% | 653 | 0.0% | 0.02% | -10.5% | |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $26,000 | +4.0% | 540 | 0.0% | 0.02% | +6.2% | |
| RMD | RESMED INC | $26,000 | +4.0% | 100 | 0.0% | 0.02% | +6.2% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $26,000 | -10.3% | 1,100 | 0.0% | 0.02% | -10.5% | |
| BXP | BOSTON PROPERTIES INC | $27,000 | -6.9% | 250 | 0.0% | 0.02% | -10.5% | |
| UBER | UBER TECHNOLOGIES INC | $25,000 | -10.7% | 564 | 0.0% | 0.02% | -11.1% | |
| EXPD | EXPEDITORS INTL WASH INC | $24,000 | -4.0% | 200 | 0.0% | 0.02% | -6.2% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24,000 | +4.3% | 145 | 0.0% | 0.02% | 0.0% | |
| DVA | DAVITA INC | $23,000 | -4.2% | 200 | 0.0% | 0.02% | -6.2% | |
| WAFD | WASHINGTON FED INC | $24,000 | +9.1% | 686 | 0.0% | 0.02% | +7.1% | |
| FTS | FORTIS INC | $22,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| OLP | ONE LIBERTY PPTYS INC | $22,000 | +4.8% | 726 | 0.0% | 0.01% | 0.0% | |
| SPGI | S&P GLOBAL INC | $20,000 | 0.0% | 48 | 0.0% | 0.01% | 0.0% | |
| PMAR | INNOVATOR ETFS TRus eqty pwr buf | $21,000 | 0.0% | 675 | 0.0% | 0.01% | -7.1% | |
| IWR | ISHARES TRrus mid cap etf | $20,000 | 0.0% | 251 | 0.0% | 0.01% | 0.0% | |
| V | VISA INC | $21,000 | -4.5% | 94 | 0.0% | 0.01% | -7.1% | |
| ELY | CALLAWAY GOLF CO | $19,000 | -20.8% | 700 | 0.0% | 0.01% | -25.0% | |
| QCOM | QUALCOMM INC | $19,000 | -9.5% | 150 | 0.0% | 0.01% | -14.3% | |
| WFC | WELLS FARGO CO NEW | $19,000 | +5.6% | 400 | 0.0% | 0.01% | 0.0% | |
| CRM | SALESFORCE COM INC | $18,000 | +12.5% | 66 | 0.0% | 0.01% | +10.0% | |
| POCT | INNOVATOR ETFS TRus eqty pwr buf | $18,000 | 0.0% | 624 | 0.0% | 0.01% | -8.3% | |
| NVCR | NOVOCURE LTD | $17,000 | -48.5% | 150 | 0.0% | 0.01% | -47.6% | |
| AEP | AMERICAN ELEC PWR CO INC | $17,000 | 0.0% | 205 | 0.0% | 0.01% | 0.0% | |
| SUMO | SUMO LOGIC INC | $18,000 | -21.7% | 1,100 | 0.0% | 0.01% | -26.7% | |
| IAC | IAC INTERACTIVECORP NEW | $16,000 | -15.8% | 125 | 0.0% | 0.01% | -16.7% | |
| KMB | KIMBERLY-CLARK CORP | $16,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $15,000 | +7.1% | 150 | 0.0% | 0.01% | +11.1% | |
| WM | WASTE MGMT INC DEL | $15,000 | +7.1% | 98 | 0.0% | 0.01% | +11.1% | |
| SOXL | DIREXION SHS ETF TRdly scond 3xbu | $14,000 | -6.7% | 338 | 0.0% | 0.01% | -10.0% | |
| MAN | MANPOWERGROUP INC WIS | $14,000 | -6.7% | 128 | 0.0% | 0.01% | -10.0% | |
| DUK | DUKE ENERGY CORP NEW | $14,000 | -6.7% | 147 | 0.0% | 0.01% | -10.0% | |
| AMAT | APPLIED MATLS INC | $14,000 | -12.5% | 112 | 0.0% | 0.01% | -10.0% | |
| IEMG | ISHARES INCcore msci emkt | $14,000 | -12.5% | 234 | 0.0% | 0.01% | -10.0% | |
| SRET | GLOBAL X FDSreit etf | $14,000 | -6.7% | 1,512 | 0.0% | 0.01% | -10.0% | |
| SNSR | GLOBAL X FDSinternet of thng | $12,000 | +9.1% | 320 | 0.0% | 0.01% | +14.3% | |
| IR | INGERSOLL RAND INC | $12,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% | |
| FNI | FIRST TR EXCHANGE TRADED FDchindia etf | $12,000 | -20.0% | 242 | 0.0% | 0.01% | -20.0% | |
| EMXC | ISHARES INCmsci emrg chn | $12,000 | -7.7% | 201 | 0.0% | 0.01% | 0.0% | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $13,000 | 0.0% | 192 | 0.0% | 0.01% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $13,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $12,000 | -29.4% | 106 | 0.0% | 0.01% | -27.3% | |
| MPW | MEDICAL PPTYS TRUST INC | $12,000 | 0.0% | 590 | 0.0% | 0.01% | 0.0% | |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $12,000 | 0.0% | 411 | 0.0% | 0.01% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $12,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $12,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $11,000 | 0.0% | 104 | 0.0% | 0.01% | 0.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $11,000 | -15.4% | 128 | 0.0% | 0.01% | -12.5% | |
| DRI | DARDEN RESTAURANTS INC | $11,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% | |
| RBLX | ROBLOX CORPcl a | $11,000 | -15.4% | 150 | 0.0% | 0.01% | -12.5% | |
| SNOW | SNOWFLAKE INCcl a | $11,000 | +37.5% | 35 | 0.0% | 0.01% | +40.0% | |
| TM | TOYOTA MOTOR CORP | $11,000 | +10.0% | 60 | 0.0% | 0.01% | +16.7% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $11,000 | 0.0% | 127 | 0.0% | 0.01% | 0.0% | |
| ADI | ANALOG DEVICES INC | $11,000 | -8.3% | 69 | 0.0% | 0.01% | -12.5% | |
| CMI | CUMMINS INC | $9,000 | 0.0% | 38 | 0.0% | 0.01% | 0.0% | |
| ATHX | ATHERSYS INC NEW | $9,000 | -10.0% | 7,000 | 0.0% | 0.01% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| BX | BLACKSTONE INC | $10,000 | +25.0% | 85 | 0.0% | 0.01% | +20.0% | |
| ABR | ARBOR REALTY TRUST INC | $9,000 | 0.0% | 511 | 0.0% | 0.01% | 0.0% | |
| LSXMK | LIBERTY MEDIA CORP DEL | $9,000 | 0.0% | 192 | 0.0% | 0.01% | 0.0% | |
| NUMG | NUSHARES ETF TRnuveen esg midcp | $9,000 | 0.0% | 171 | 0.0% | 0.01% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS | $9,000 | +12.5% | 15 | 0.0% | 0.01% | +20.0% | |
| WEC | WEC ENERGY GROUP INC | $10,000 | 0.0% | 112 | 0.0% | 0.01% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $9,000 | -10.0% | 300 | 0.0% | 0.01% | 0.0% | |
| CSM | PROSHARES TRlarge cap cre | $9,000 | 0.0% | 86 | 0.0% | 0.01% | 0.0% | |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $10,000 | +11.1% | 200 | 0.0% | 0.01% | 0.0% | |
| ENB | ENBRIDGE INC | $8,000 | 0.0% | 208 | 0.0% | 0.01% | 0.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $8,000 | -11.1% | 338 | 0.0% | 0.01% | -16.7% | |
| IXUS | ISHARES TRcore msci total | $8,000 | 0.0% | 108 | 0.0% | 0.01% | 0.0% | |
| CBRE | CBRE GROUP INCcl a | $8,000 | +14.3% | 84 | 0.0% | 0.01% | 0.0% | |
| QS | QUANTUMSCAPE CORP | $8,000 | -20.0% | 346 | 0.0% | 0.01% | -16.7% | |
| URI | UNITED RENTALS INC | $8,000 | +14.3% | 22 | 0.0% | 0.01% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP | $8,000 | 0.0% | 48 | 0.0% | 0.01% | 0.0% | |
| VMEO | VIMEO INC | $6,000 | -40.0% | 202 | 0.0% | 0.00% | -33.3% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $6,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% | |
| UNH | UNITEDHEALTH GROUP INC | $6,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| HSTM | HEALTHSTREAM INC | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| WPP | WPP PLC NEWadr | $7,000 | 0.0% | 97 | 0.0% | 0.00% | -20.0% | |
| NOC | NORTHROP GRUMMAN CORP | $7,000 | 0.0% | 20 | 0.0% | 0.00% | -20.0% | |
| WMT | WALMART INC | $6,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| DHR | DANAHER CORPORATION | $7,000 | +16.7% | 24 | 0.0% | 0.00% | 0.0% | |
| AVGO | BROADCOM INC | $7,000 | 0.0% | 14 | 0.0% | 0.00% | -20.0% | |
| PSEP | INNOVATOR ETFS TRus eqty pwr buf | $6,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% | |
| TDOC | TELADOC HEALTH INC | $7,000 | -22.2% | 55 | 0.0% | 0.00% | -33.3% | |
| DG | DOLLAR GEN CORP NEW | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $5,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| KBE | SPDR SER TRs&p bk etf | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $4,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| ARKQ | ARK ETF TRautnmus technlgy | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| IXC | ISHARES TRglobal energ etf | $4,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| HOPE | HOPE BANCORP INC | $4,000 | 0.0% | 281 | 0.0% | 0.00% | 0.0% | |
| BURL | BURLINGTON STORES INC | $4,000 | -20.0% | 14 | 0.0% | 0.00% | 0.0% | |
| TECL | DIREXION SHS ETF TRdly tech bull 3x | $5,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $4,000 | -20.0% | 103 | 0.0% | 0.00% | 0.0% | |
| NGL | NGL ENERGY PARTNERS LP | $4,000 | 0.0% | 1,811 | 0.0% | 0.00% | 0.0% | |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $4,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC | $5,000 | -16.7% | 40 | 0.0% | 0.00% | -25.0% | |
| CE | CELANESE CORP DEL | $5,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INCcl a | $5,000 | -37.5% | 100 | 0.0% | 0.00% | -40.0% | |
| ARCC | ARES CAPITAL CORP | $5,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| LSXMA | LIBERTY MEDIA CORP DEL | $5,000 | +25.0% | 96 | 0.0% | 0.00% | 0.0% | |
| LBRDA | LIBERTY BROADBAND CORP | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| EEMS | ISHARES INCem mkt sm-cp etf | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| APH | AMPHENOL CORP NEWcl a | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| EL | LAUDER ESTEE COS INCcl a | $5,000 | -16.7% | 18 | 0.0% | 0.00% | -25.0% | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $4,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
| LI | LI AUTO INCsponsored ads | $4,000 | -20.0% | 153 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| BBCA | J P MORGAN EXCHANGE-TRADED Fbetabuilders cda | $4,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| BBJP | J P MORGAN EXCHANGE-TRADED Fbetabuldrs japan | $5,000 | +25.0% | 77 | 0.0% | 0.00% | 0.0% | |
| BBAX | J P MORGAN EXCHANGE-TRADED Fbetabuilders dev | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| W | WAYFAIR INCcl a | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| EYEG | EYEGATE PHARMACEUTICALS INC | $3,000 | -25.0% | 1,171 | 0.0% | 0.00% | -33.3% | |
| AZO | AUTOZONE INC | $3,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| AMP | AMERIPRISE FINL INC | $3,000 | +50.0% | 10 | 0.0% | 0.00% | +100.0% | |
| BBEU | J P MORGAN EXCHANGE-TRADED Fbetabuilders eur | $3,000 | -25.0% | 61 | 0.0% | 0.00% | -33.3% | |
| TLT | ISHARES TR20 yr tr bd etf | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK ETF TRgenomic rev etf | $3,000 | -25.0% | 45 | 0.0% | 0.00% | -33.3% | |
| RPM | RPM INTL INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CNSP | CNS PHARMACEUTICALS INC | $1,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
| BHF | BRIGHTHOUSE FINL INC | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC | $2,000 | -33.3% | 16 | 0.0% | 0.00% | -50.0% | |
| DKNG | DRAFTKINGS INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| SXC | SUNCOKE ENERGY INC | $1,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
| DBX | DROPBOX INCcl a | $1,000 | -50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BATRK | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| FWONA | LIBERTY MEDIA CORP DEL | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| FWONK | LIBERTY MEDIA CORP DEL | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEM CO | $2,000 | -33.3% | 24 | 0.0% | 0.00% | -50.0% | |
| KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| MSOS | ADVISORSHARES TRpure us cannabis | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| EWJ | ISHARES INCmsci jpn etf new | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| MBB | ISHARES TRmbs etf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| IEF | ISHARES TRbarclays 7 10 yr | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| FRO | FRONTLINE LTD | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CVM | CEL-SCI CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CELGRT | BRISTOL-MYERS SQUIBB COright 12/30/2030 | $0 | – | 375 | 0.0% | 0.00% | – | |
| BATRA | LIBERTY MEDIA CORP DEL | $0 | – | 9 | 0.0% | 0.00% | – | |
| ADMA | ADMA BIOLOGICS INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| CDMO | AVID BIOSERVICES INC | $0 | – | 9 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-28
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 | 2024-05-06 |
| 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 |
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.