$130 Million is the total value of Sterling Financial Group, Inc.'s 52 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 13.3% |
| AMPLIFY ETF TR | 4 | Q3 2023 | 8.3% |
| INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 8.9% |
| VANECK ETF TRUST | 4 | Q3 2023 | 8.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.3% |
| APPLE INC | 4 | Q3 2023 | 7.4% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 1.9% |
| INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 1.9% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 2.8% |
| ISHARES TR | 4 | Q3 2023 | 1.6% |
View Sterling Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-09-07 |
| 13F-HR | 2023-09-07 |
| 13F-HR | 2023-08-29 |
View Sterling Financial Group, 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.