Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
J P MORGAN EXCHANGE TRADED F (JGRO) | 350,599 | -5,446 | $24,616 |
JGRO | 350,599 | -5,446 | $24,616 |
AMPLIFY ETF TR (DIVO) | 594,844 | +261,806 | $23,128 |
DIVO | 594,844 | +261,806 | $23,128 |
DIMENSIONAL ETF TRUST (DFAU) | 593,116 | +14,007 | $21,672 |
DFAU | 593,116 | +14,007 | $21,672 |
INVESCO EXCH TRD SLF IDX FD | 778,283 | +197,779 | $17,862 |
BSJP | 778,283 | +197,779 | $17,862 |
VANGUARD BD INDEX FDS (BLV) | 240,861 | +109,011 | $17,421 |
BLV | 240,861 | +109,011 | $17,421 |
DIMENSIONAL ETF TRUST (DFAI) | 430,633 | +24,310 | $13,014 |
DFAI | 430,633 | +24,310 | $13,014 |
INVESCO EXCH TRD SLF IDX FD | 611,213 | +596,661 | $12,267 |
BSCS | 611,213 | +596,661 | $12,267 |
INVESCO EXCHNG TRAD SLF INDE | 521,363 | +507,726 | $10,558 |
BSCW | 521,363 | +507,726 | $10,558 |
AMPLIFY ETF TR (IDVO) | 342,007 | +47,489 | $10,438 |
IDVO | 342,007 | +47,489 | $10,438 |
APPLE INC | 56,469 | +7 | $9,683 |
AAPL | 56,469 | +7 | $9,683 |
SPDR SER TR (TFI) | 181,790 | +95,707 | $8,450 |
TFI | 181,790 | +95,707 | $8,450 |
SPDR S&P 500 ETF TR (SPY) | 6,328 | UNCH | $3,310 |
SPY | 6,328 | UNCH | $3,310 |
INVESCO EXCHNG TRAD SLF INDE | 111,675 | +111,675 | $2,930 |
BSSX | 111,675 | +111,675 | $2,930 |
INVESCO EXCH TRD SLF IDX FD | 86,634 | +58,551 | $2,013 |
BSMT | 86,634 | +58,551 | $2,013 |
MICROSOFT CORP | 4,147 | +338 | $1,745 |
MSFT | 4,147 | +338 | $1,745 |
BERKSHIRE HATHAWAY INC DEL | $1,655 | ||
BRK.B | 3,935 | +2,095 | $1,655 |
VANGUARD INDEX FDS (VOE) | 10,520 | UNCH | $1,640 |
VOE | 10,520 | UNCH | $1,640 |
ISHARES TR (IWV) | 5,000 | UNCH | $1,500 |
IWV | 5,000 | UNCH | $1,500 |
ISHARES TR (IWR) | 17,606 | UNCH | $1,480 |
IWR | 17,606 | UNCH | $1,480 |
ISHARES TR (DVY) | 11,675 | UNCH | $1,438 |
DVY | 11,675 | UNCH | $1,438 |
INVESCO EXCHNG TRAD SLF INDE | 54,311 | +29,101 | $1,386 |
BSMW | 54,311 | +29,101 | $1,386 |
ISHARES TR (IWN) | 8,545 | UNCH | $1,357 |
IWN | 8,545 | UNCH | $1,357 |
AMAZON COM INC | 7,316 | -31 | $1,320 |
AMZN | 7,316 | -31 | $1,320 |
NVIDIA CORPORATION | 1,452 | +13 | $1,312 |
NVDA | 1,452 | +13 | $1,312 |
CVS HEALTH CORP | 13,218 | +46 | $1,054 |
CVS | 13,218 | +46 | $1,054 |
INVESCO EXCH TRD SLF IDX FD | 47,790 | +17,118 | $1,018 |
BSMV | 47,790 | +17,118 | $1,018 |
EMPIRE ST RLTY OP L P | 101,522 | -2,200 | $1,012 |
ESBA | 101,522 | -2,200 | $1,012 |
INVESCO QQQ TR | 2,079 | UNCH | $923 |
QQQ | 2,079 | UNCH | $923 |
INVESCO EXCH TRD SLF IDX FD | 44,341 | -587,081 | $855 |
BSCR | 44,341 | -587,081 | $855 |
INVESCO EXCH TRD SLF IDX FD | 41,576 | -471,725 | $799 |
BSCQ | 41,576 | -471,725 | $799 |
INVESCO EXCHNG TRAD SLF INDE | 36,602 | +23,452 | $763 |
BSCX | 36,602 | +23,452 | $763 |
CHEVRON CORP NEW | 4,561 | +192 | $719 |
CVX | 4,561 | +192 | $719 |
UNION PAC CORP | 2,771 | +1,500 | $681 |
UNP | 2,771 | +1,500 | $681 |
ALPHABET INC | 3,880 | +110 | $586 |
GOOGL | 3,880 | +110 | $586 |
INVESCO EXCH TRD SLF IDX FD | 22,013 | -68,889 | $517 |
BSMS | 22,013 | -68,889 | $517 |
META PLATFORMS INC | 1,060 | -4 | $515 |
META | 1,060 | -4 | $515 |
LOCKHEED MARTIN CORP | 1,116 | -328 | $508 |
LMT | 1,116 | -328 | $508 |
TESLA INC | 2,641 | +1,154 | $464 |
TSLA | 2,641 | +1,154 | $464 |
INVESCO EXCH TRD SLF IDX FD | 18,611 | -71,330 | $440 |
BSMR | 18,611 | -71,330 | $440 |
MARRIOTT INTL INC NEW | 1,743 | +4 | $440 |
MAR | 1,743 | +4 | $440 |
INVESCO EXCH TRD SLF IDX FD | 27,137 | +9,174 | $437 |
BSCV | 27,137 | +9,174 | $437 |
INVESCO EXCH TRD SLF IDX FD | 17,367 | -12,641 | $423 |
BSMP | 17,367 | -12,641 | $423 |
INVESCO EXCH TRD SLF IDX FD | 17,960 | -12,997 | $423 |
BSMQ | 17,960 | -12,997 | $423 |
INVESCO EXCH TRD SLF IDX FD | 17,846 | -11,691 | $395 |
BSMU | 17,846 | -11,691 | $395 |
ALPHABET INC | 2,589 | UNCH | $394 |
GOOG | 2,589 | UNCH | $394 |
EXXON MOBIL CORP | 3,279 | +110 | $381 |
XOM | 3,279 | +110 | $381 |
PEPSICO INC | 2,146 | -65 | $376 |
PEP | 2,146 | -65 | $376 |
PALO ALTO NETWORKS INC | 1,249 | +50 | $355 |
PANW | 1,249 | +50 | $355 |
JPMORGAN CHASE & CO | 1,671 | +12 | $335 |
JPM | 1,671 | +12 | $335 |
HOME DEPOT INC | 849 | UNCH | $326 |
HD | 849 | UNCH | $326 |
See Full List: All Stocks Held By Sterling Financial Group Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Sterling Financial Group Inc.
Size ($ in 1000's)
At 03/31/2024: $210,614 At 12/31/2023: $168,560 Sterling Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sterling Financial Group Inc. 13F filings. Link to 13F filings: SEC filings |