Sterling Financial Group, Inc. Top Holdings and 13F Report (2025) About Sterling Financial Group, Inc.Investment ActivitySterling Financial Group, Inc. has $297.93 million in total holdings as of June 30, 2025.Sterling Financial Group, Inc. owns shares of 71 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 25.95% of the portfolio was purchased this quarter.About 24.58% of the portfolio was sold this quarter.This quarter, Sterling Financial Group, Inc. has purchased 63 new stocks and bought additional shares in 19 stocks.Sterling Financial Group, Inc. sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco S&P 500 Quality ETF $37,211,602JPMorgan Active Growth ETF $30,514,845Amplify CWP Enhanced Dividend Income ETF $29,888,196iShares iBonds 2026 Term High Yield and Income ETF $28,125,989iShares International Equity Factor ETF $21,350,678 Largest New Holdings this Quarter 46137V241 - Invesco S&P 500 Quality ETF $37,211,602 Holding46436E528 - iShares iBonds 2026 Term High Yield and Income ETF $28,125,989 Holding46438F101 - ISHARES BITCOIN TRUST ETF $1,963,311 Holding389638107 - Grayscale Ethereum Trust (ETH) $292,040 Holding46137V498 - Invesco S&P SmallCap Momentum ETF $262,693 Holding Largest Purchases this Quarter Invesco S&P 500 Quality ETF 522,195 shares (about $37.21M)iShares iBonds 2026 Term High Yield and Income ETF 1,210,761 shares (about $28.13M)iShares International Equity Factor ETF 176,853 shares (about $6.05M)ISHARES BITCOIN TRUST ETF 32,075 shares (about $1.96M)Amplify CWP Enhanced Dividend Income ETF 17,397 shares (about $740.24K) Largest Sales this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 349,556 shares (about $42.43M)MicroStrategy 3,731 shares (about $1.51M)Microsoft 1,337 shares (about $665.09K)Dimensional International Core Equity Market ETF 4,128 shares (about $142.70K)Dimensional US Core Equity Market ETF 915 shares (about $38.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSterling Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPHQInvesco S&P 500 Quality ETF$37,211,602$37,211,602 ▲New Holding522,19512.5%ETFJGROJPMorgan Active Growth ETF$30,514,845$220,253 ▲0.7%354,53510.2%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$29,888,196$740,243 ▲2.5%702,42510.0%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$28,125,989$28,125,989 ▲New Holding1,210,7619.4%ETFINTFiShares International Equity Factor ETF$21,350,678$6,053,675 ▲39.6%623,7427.2%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$18,893,789$271,517 ▲1.5%837,1206.3%ETFIDVOAmplify CWP International Enhanced Dividend Income ETF$15,120,322$137,784 ▲0.9%440,0565.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$14,960,713$176,112 ▲1.2%730,1475.0%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$12,301,517$152,914 ▲1.3%597,1614.1%ETFAAPLApple$10,882,589$8,617 ▲0.1%53,0423.7%Computer and TechnologyTFISPDR Nuveen ICE Municipal Bond ETF$7,847,402$74,286 ▲1.0%175,6752.6%FinanceGSYInvesco Ultra Short Duration ETF$5,876,997$219,262 ▲3.9%117,2122.0%ETFCICigna Group$5,212,916$15,207 ▼-0.3%15,7691.7%MedicalSPYSPDR S&P 500 ETF Trust$3,962,272$52,517 ▲1.3%6,4131.3%FinanceDFAUDimensional US Core Equity Market ETF$3,867,288$38,759 ▼-1.0%91,2961.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,418,820$44,097 ▲1.3%67,1411.1%ETFDFAIDimensional International Core Equity Market ETF$3,141,467$142,704 ▼-4.3%90,8731.1%ETFINVESCO EXCH TRD SLF IDX FD$2,688,833$36,627 ▼-1.3%107,2530.9%INVESCO BULLETSHNVDANVIDIA$2,472,292$67,148 ▲2.8%15,6480.8%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,180,7000.0%30,0000.7%ETFAMZNAmazon.com$2,169,767$6,362 ▼-0.3%9,8900.7%Retail/WholesaleBSMTInvesco BulletShares 2029 Municipal Bond ETF$2,100,675$11,378 ▼-0.5%92,5000.7%ETFMSFTMicrosoft$2,064,402$665,086 ▼-24.4%4,1500.7%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,963,311$1,963,311 ▲New Holding32,0750.7%SHS BEN INTBRK.BBerkshire Hathaway$1,807,550$11,173 ▼-0.6%3,7210.6%FinanceVOEVanguard Mid-Cap Value ETF$1,730,1190.0%10,5200.6%ETFIWViShares Russell 3000 ETF$1,639,1700.0%4,6700.6%ETFDVYiShares Select Dividend ETF$1,550,5570.0%11,6750.5%ETFMSTRMicroStrategy$1,457,653$1,508,182 ▼-50.9%3,6060.5%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,348,0590.0%8,5450.5%ETFBSMWInvesco BulletShares 2032 Municipal Bond ETF$1,336,216$11,016 ▼-0.8%54,5840.4%ETFQQQInvesco QQQ$1,146,8600.0%2,0790.4%FinanceBSMVInvesco BulletShares 2031 Municipal Bond ETF$1,098,840$10,310 ▼-0.9%53,2900.4%ETFCVSCVS Health$1,073,053$3,587 ▲0.3%15,5560.4%MedicalTSLATesla$867,212$16,518 ▼-1.9%2,7300.3%Auto/Tires/TrucksMETAMeta Platforms$839,236$8,119 ▲1.0%1,1370.3%Computer and TechnologyESBAEmpire State Realty OP$735,1440.0%93,4090.2%Real EstateINVESCO EXCH TRD SLF IDX FD$707,8260.0%33,3880.2%INVESCO BULLETSHGOOGLAlphabet$657,690$1,057 ▼-0.2%3,7320.2%Computer and TechnologyBSMUInvesco BulletShares 2030 Municipal Bond ETF$593,486$3,548 ▼-0.6%27,6040.2%ManufacturingCVXChevron$590,945$17,756 ▼-2.9%4,1270.2%EnergyAVGOBroadcom$526,492$6,064 ▲1.2%1,9100.2%Computer and TechnologyPANWPalo Alto Networks$496,8660.0%2,4280.2%Computer and TechnologyVVisa$495,6500.0%1,3960.2%Business ServicesMARMarriott International$475,1120.0%1,7390.2%Consumer DiscretionaryUNPUnion Pacific$467,2920.0%2,0310.2%TransportationBSMSInvesco BulletShares 2028 Municipal Bond ETF$454,123$12,893 ▼-2.8%19,5490.2%ETFJPMJPMorgan Chase & Co.$448,4910.0%1,5470.2%FinanceLMTLockheed Martin$437,6670.0%9450.1%AerospaceGOOGAlphabet$434,173$177 ▲0.0%2,4480.1%Computer and TechnologyBSMQInvesco BulletShares 2026 Municipal Bond ETF$433,692$3,652 ▼-0.8%18,4080.1%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$432,388$3,638 ▼-0.8%18,4230.1%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$422,775$17,031 ▼-3.9%17,2280.1%ETFPEPPepsiCo$408,268$144,320 ▲54.7%3,0920.1%Consumer StaplesXOMExxon Mobil$403,605$11,211 ▲2.9%3,7440.1%EnergyBSCVInvesco BulletShares 2031 Corporate Bond ETF$385,926$21,985 ▼-5.4%23,3470.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$351,274$42,429,141 ▼-99.2%2,8940.1%ETFLLYEli Lilly and Company$319,607$1,559 ▼-0.5%4100.1%MedicalHDHome Depot$311,2770.0%8490.1%Retail/WholesaleETHEGrayscale Ethereum Trust (ETH)$292,040$292,040 ▲New Holding14,0000.1%MiscellaneousCOSTCostco Wholesale$289,0620.0%2920.1%Retail/WholesaleXSMOInvesco S&P SmallCap Momentum ETF$262,693$262,693 ▲New Holding3,8620.1%ETFMSMorgan Stanley$251,9990.0%1,7890.1%FinanceIVViShares Core S&P 500 ETF$244,0140.0%3930.1%ETFTSMTaiwan Semiconductor Manufacturing$230,793$230,793 ▲New Holding1,0190.1%Computer and TechnologyBSXBoston Scientific$222,9830.0%2,0760.1%MedicalCSCOCisco Systems$214,800$214,800 ▲New Holding3,0960.1%Computer and TechnologyBSCUInvesco BulletShares 2030 Corporate Bond ETF$208,760$22,435 ▼-9.7%12,4410.1%ManufacturingNFLXNetflix$204,887$204,887 ▲New Holding1530.1%Consumer DiscretionaryQCOMQUALCOMM$204,808$204,808 ▲New Holding1,2860.1%Computer and TechnologyTJXTJX Companies$200,301$200,301 ▲New Holding1,6220.1%Retail/WholesaleBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$0$28,023,283 ▼-100.0%00.0%ETFACNAccenture$0$205,634 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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