Sterling Financial Group, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Sterling Financial Group, Inc.

CIK Number: 0001991301

297.93M
Market Value
70
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 10, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPHQ Invesco S&P 500...
73.96
-0.01% 522.2K +100.00% 37.21M 71.26 12.49% Share
2 JGRO Jpmorgan Active...
93.88
-0.29% 354.54K +0.73% 30.51M 58.13 10.24% Share
3 DIVO Amplify CWP Enh...
44.50
+0.15% 702.42K +2.54% 29.89M 37.57 10.03% Share
4 IBHF iShares iBonds ...
23.30
+0.11% 1.21M +100.00% 28.13M 23.23 9.44% Share
5 INTF iShares Interna...
36.59
+0.90% 623.74K +39.57% 21.35M 30.32 7.17% Share
6 SPLB SPDR Portfolio ...
23.14
-0.11% 837.12K +1.46% 18.89M 22.24 6.34% Share
7 IDVO Amplify Interna...
37.54
+0.46% 440.06K +0.92% 15.12M 29.32 5.08% Share
8 BSCS Invesco BulletS...
20.59
-0.07% 730.15K +1.19% 14.96M 20.01 5.02% Share
9 BSCW Invesco Bullets...
20.95
-0.1% 597.16K +1.26% 12.3M 20.1 4.13% Share
10 AAPL Apple Inc.
258.02
+0.35% 53.04K +0.08% 10.88M 129.99 3.65% Share
11 TFI SPDR Nuveen Blo...
45.50
+0.03% 175.68K +0.96% 7.85M 45.1 2.63% Share
12 GSY Invesco Ultra S...
50.27
+0.02% 117.21K +3.88% 5.88M 50.11 1.97% Share
13 CI The Cigna Group
310.96
+4.71% 15.77K -0.29% 5.21M 276.14 1.75% Share
14 SPY SPDR S&P 500 ET...
669.25
0.00% 6.41K +1.34% 3.96M 399.37 1.33% Share
15 DFAU Dimensional US ...
46.01
+0.08% 91.3K -0.99% 3.87M 28.63 1.30% Share
16 JMST JPMorgan Ultra-...
50.92
+0.01% 67.14K +1.31% 3.42M 50.83 1.15% Share
17 DFAI Dimensional Int...
36.91
+0.87% 90.87K -4.35% 3.14M 25.85 1.05% Share
18 BSSX Invesco BulletS...
25.51
-0.43% 107.25K -1.34% 2.69M 26.11 0.90% Share
19 NVDA NVIDIA Corporat...
187.62
-0.67% 15.65K +2.79% 2.47M 50.8 0.83% Share
20 SPLG SPDR Portfolio ...
78.72
-0.01% 30K 0.00% 2.18M 65.69 0.73% Share
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