Sterling Financial Group, Inc. Top Holdings and 13F Report (2024) About Sterling Financial Group, Inc.Investment ActivitySterling Financial Group, Inc. has $234.01 million in total holdings as of September 30, 2024.Sterling Financial Group, Inc. owns shares of 66 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.97% of the portfolio was purchased this quarter.About 0.40% of the portfolio was sold this quarter.This quarter, Sterling Financial Group, Inc. has purchased 64 new stocks and bought additional shares in 20 stocks.Sterling Financial Group, Inc. sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan Active Growth ETF $26,939,725Amplify YieldShares CWP Dividend & Option Income ETF $26,759,751Dimensional US Core Equity Market ETF $25,266,243Vanguard Long-Term Bond ETF $18,325,532Invesco BulletShares 2025 High Yield Corporate Bond ETF $18,220,648 Largest New Holdings this Quarter JPMorgan Ultra-Short Income ETF $313,472 HoldingAccenture $232,943 HoldingVanguard Russell 2000 Growth ETF $212,431 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 13,800 shares (about $931.64K)Amplify International Enhanced Dividend Income ETF 19,390 shares (about $596.82K)Amplify YieldShares CWP Dividend & Option Income ETF 10,844 shares (about $446.66K)SPDR Nuveen Barclays Municipal Bond ETF 6,884 shares (about $322.38K)JPMorgan Ultra-Short Income ETF 6,178 shares (about $313.47K) Largest Sales this Quarter JPMorgan Active Growth ETF 2,288 shares (about $175.90K)iShares Russell 3000 ETF 330 shares (about $107.82K)Empire State Realty OP 8,113 shares (about $85.84K)Invesco BulletShares 2026 Corporate Bond ETF 3,139 shares (about $61.40K)Dimensional US Core Equity Market ETF 1,206 shares (about $47.87K) 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 PortfolioSectorJGROJPMorgan Active Growth ETF$26,939,725$175,901 ▼-0.6%350,41311.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$26,759,751$446,665 ▲1.7%649,66611.4%ETFDFAUDimensional US Core Equity Market ETF$25,266,243$47,866 ▼-0.2%636,59010.8%ETFBLVVanguard Long-Term Bond ETF$18,325,532$32,323 ▲0.2%243,7887.8%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$18,220,648$64,181 ▲0.4%788,0907.8%ETFDFAIDimensional International Core Equity Market ETF$14,103,427$40,361 ▼-0.3%443,7836.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$12,903,004$172,725 ▲1.4%627,5785.5%ETFAAPLApple$12,524,547$13,980 ▼-0.1%53,7535.4%Computer and TechnologyIDVOAmplify International Enhanced Dividend Income ETF$11,959,778$596,824 ▲5.3%388,5575.1%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$11,216,820$153,731 ▲1.4%534,8984.8%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$9,056,790$322,378 ▲3.7%193,3973.9%FinanceSPYSPDR S&P 500 ETF Trust$3,972,1400.0%6,9231.7%FinanceINVESCO EXCH TRD SLF IDX FD$2,901,135$1,397 ▼0.0%110,1001.2%INVESCO BULLETSHBSMTInvesco BulletShares 2029 Municipal Bond ETF$2,210,431$120,678 ▲5.8%94,9910.9%ETFSPLGSPDR Portfolio S&P 500 ETF$2,025,300$931,638 ▲85.2%30,0000.9%ETFNVDANVIDIA$1,848,954$34,611 ▲1.9%15,2250.8%Computer and TechnologyBRK.BBerkshire Hathaway$1,811,1230.0%3,9350.8%FinanceMSFTMicrosoft$1,784,964$12,049 ▼-0.7%4,1480.8%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,763,8880.0%10,5200.8%ETFDVYiShares Select Dividend ETF$1,576,9420.0%11,6750.7%ETFIWRiShares Russell Mid-Cap ETF$1,551,7930.0%17,6060.7%ETFBSMWInvesco BulletShares 2032 Municipal Bond ETF$1,527,830$256,300 ▲20.2%59,6110.7%ETFIWViShares Russell 3000 ETF$1,525,829$107,821 ▼-6.6%4,6700.7%ETFAMZNAmazon.com$1,463,249$34,285 ▲2.4%7,8530.6%Retail/WholesaleIWNiShares Russell 2000 Value ETF$1,425,4770.0%8,5450.6%ETFQQQInvesco QQQ$1,014,6980.0%2,0790.4%FinanceBSMVInvesco BulletShares 2031 Municipal Bond ETF$1,010,7090.0%47,4400.4%ETFESBAEmpire State Realty OP$988,267$85,836 ▼-8.0%93,4090.4%Real EstateCVSCVS Health$829,639$189 ▲0.0%13,1940.4%Retail/WholesaleBSCRInvesco BulletShares 2027 Corporate Bond ETF$743,996$44,942 ▼-5.7%37,7280.3%ETFINVESCO EXCH TRD SLF IDX FD$734,972$11,437 ▼-1.5%34,0580.3%INVESCO BULLETSHUNPUnion Pacific$708,876$39,437 ▼-5.3%2,8760.3%TransportationBSCQInvesco BulletShares 2026 Corporate Bond ETF$680,525$61,398 ▼-8.3%34,7920.3%ETFCVXChevron$671,6980.0%4,5610.3%Oils/EnergyTSLATesla$664,017$38,460 ▲6.1%2,5380.3%Auto/Tires/TrucksLMTLockheed Martin$650,0310.0%1,1120.3%AerospaceGOOGLAlphabet$643,4980.0%3,8800.3%Computer and TechnologyBSMSInvesco BulletShares 2028 Municipal Bond ETF$640,504$247,590 ▲63.0%27,1630.3%ETFMETAMeta Platforms$609,0880.0%1,0640.3%Computer and TechnologyVANECK BITCOIN ETF$583,978$86,196 ▲17.3%8,1300.2%SH BEN INTBSMUInvesco BulletShares 2030 Municipal Bond ETF$549,231$80,847 ▲17.3%24,7960.2%ManufacturingMARMarriott International$433,3100.0%1,7430.2%Consumer DiscretionaryPANWPalo Alto Networks$414,9450.0%1,2140.2%Computer and TechnologyGOOGAlphabet$412,801$20,063 ▼-4.6%2,4690.2%Computer and TechnologyXOMExxon Mobil$390,2250.0%3,3290.2%Oils/EnergyBSCVInvesco BulletShares 2031 Corporate Bond ETF$380,543$17,937 ▼-4.5%22,8280.2%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$375,2110.0%15,8050.2%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$375,1950.0%15,8310.2%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$374,3790.0%15,2870.2%ETFPEPPepsiCo$368,838$3,911 ▲1.1%2,1690.2%Consumer StaplesJPMJPMorgan Chase & Co.$352,3470.0%1,6710.2%FinanceHDHome Depot$344,0150.0%8490.1%Retail/WholesaleLLYEli Lilly and Company$324,254$4,430 ▲1.4%3660.1%MedicalJPSTJPMorgan Ultra-Short Income ETF$313,472$313,472 ▲New Holding6,1780.1%ETFCPCanadian Pacific Kansas City$294,4290.0%3,4420.1%TransportationVVisa$281,2740.0%1,0230.1%Business ServicesIVViShares Core S&P 500 ETF$265,3370.0%4600.1%ETFCOSTCostco Wholesale$256,2040.0%2890.1%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$245,048$8,683 ▼-3.4%1,4110.1%Computer and TechnologyBSCUInvesco BulletShares 2030 Corporate Bond ETF$242,521$22,374 ▼-8.4%14,3080.1%ManufacturingAVGOBroadcom$240,465$217,005 ▲925.0%1,3940.1%Computer and TechnologyACNAccenture$232,943$232,943 ▲New Holding6590.1%Computer and TechnologyBSMOInvesco BulletShares 2024 Municipal Bond ETF$232,4640.0%9,3660.1%ETFVTWGVanguard Russell 2000 Growth ETF$212,431$212,431 ▲New Holding1,0250.1%ETFMRKMerck & Co., Inc.$200,3200.0%1,7640.1%MedicalLYGLloyds Banking Group$53,6830.0%17,2060.0%FinanceQCOMQUALCOMM$0$214,517 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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