Sterling Financial Group, Inc. Top Holdings and 13F Report (2025) About Sterling Financial Group, Inc.Investment ActivitySterling Financial Group, Inc. has $268.81 million in total holdings as of December 31, 2024.Sterling Financial Group, Inc. owns shares of 65 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 39.82% of the portfolio was purchased this quarter.About 27.05% of the portfolio was sold this quarter.This quarter, Sterling Financial Group, Inc. has purchased 66 new stocks and bought additional shares in 24 stocks.Sterling Financial Group, Inc. sold shares of 18 stocks and completely divested from 10 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $38,369,425JPMorgan Active Growth ETF $27,767,652Amplify YieldShares CWP Dividend & Option Income ETF $26,817,939Invesco BulletShares 2026 High Yield Corporate Bond ETF $20,419,925SPDR Portfolio Long Term Corporate Bond ETF $18,124,230 Largest New Holdings this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $38,369,425 HoldingInvesco BulletShares 2026 High Yield Corporate Bond ETF $20,419,925 HoldingSPDR Portfolio Long Term Corporate Bond ETF $18,124,230 HoldingiShares International Equity Factor ETF $12,493,536 HoldingInvesco Ultra Short Duration ETF $5,645,554 Holding Largest Purchases this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 333,126 shares (about $38.37M)Invesco BulletShares 2026 High Yield Corporate Bond ETF 877,333 shares (about $20.42M)SPDR Portfolio Long Term Corporate Bond ETF 815,305 shares (about $18.12M)iShares International Equity Factor ETF 435,009 shares (about $12.49M)Invesco Ultra Short Duration ETF 112,663 shares (about $5.65M) Largest Sales this Quarter Dimensional US Core Equity Market ETF 538,741 shares (about $21.81M)Invesco BulletShares 2025 High Yield Corporate Bond ETF 703,996 shares (about $16.24M)Dimensional International Core Equity Market ETF 341,582 shares (about $9.97M)JPMorgan Active Growth ETF 7,729 shares (about $626.28K)SPDR Nuveen Barclays Municipal Bond ETF 11,923 shares (about $543.93K) 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 PortfolioSectorGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$38,369,425$38,369,425 ▲New Holding333,12614.3%ETFJGROJPMorgan Active Growth ETF$27,767,652$626,280 ▼-2.2%342,68410.3%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$26,817,939$519,440 ▲2.0%662,49810.0%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$20,419,925$20,419,925 ▲New Holding877,3337.6%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$18,124,230$18,124,230 ▲New Holding815,3056.7%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$14,530,828$1,897,676 ▲15.0%721,8495.4%ETFAAPLApple$13,411,665$49,082 ▼-0.4%53,5575.0%Computer and TechnologyIDVOAmplify International Enhanced Dividend Income ETF$12,870,238$1,275,691 ▲11.0%431,3084.8%ETFINTFiShares International Equity Factor ETF$12,493,536$12,493,536 ▲New Holding435,0094.6%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$11,813,567$1,056,761 ▲9.8%587,4474.4%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$8,278,836$543,927 ▼-6.2%181,4743.1%FinanceGSYInvesco Ultra Short Duration ETF$5,645,554$5,645,554 ▲New Holding112,6632.1%ETFCIThe Cigna Group$4,367,154$4,367,154 ▲New Holding15,8151.6%MedicalDFAUDimensional US Core Equity Market ETF$3,961,915$21,813,673 ▼-84.6%97,8491.5%ETFSPYSPDR S&P 500 ETF Trust$3,708,714$348,718 ▼-8.6%6,3281.4%FinanceDFAIDimensional International Core Equity Market ETF$2,984,279$9,974,227 ▼-77.0%102,2011.1%ETFINVESCO EXCH TRD SLF IDX FD$2,844,296$8,679 ▲0.3%110,4371.1%INVESCO BULLETSHBSMTInvesco BulletShares 2029 Municipal Bond ETF$2,086,703$92,379 ▼-4.2%90,9640.8%ETFNVDANVIDIA$2,071,336$26,724 ▲1.3%15,4240.8%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,068,2000.0%30,0000.8%ETFBSMWInvesco BulletShares 2032 Municipal Bond ETF$2,020,849$525,209 ▲35.1%80,5440.8%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$1,940,044$16,241,149 ▼-89.3%84,0940.7%ETFBRK.BBerkshire Hathaway$1,770,512$13,145 ▼-0.7%3,9060.7%FinanceMSFTMicrosoft$1,748,4760.0%4,1480.7%Computer and TechnologyAMZNAmazon.com$1,705,318$17,551 ▼-1.0%7,7730.6%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$1,701,8200.0%10,5200.6%ETFIWViShares Russell 3000 ETF$1,560,9480.0%4,6700.6%ETFDVYiShares Select Dividend ETF$1,532,8110.0%11,6750.6%ETFIWNiShares Russell 2000 Value ETF$1,402,8330.0%8,5450.5%ETFVANECK BITCOIN ETF$1,149,596$290,174 ▲33.8%10,8750.4%SH BEN INTBSMSInvesco BulletShares 2028 Municipal Bond ETF$1,121,333$487,620 ▲76.9%48,0640.4%ETFTSLATesla$1,087,945$62,999 ▲6.1%2,6940.4%Auto/Tires/TrucksQQQInvesco QQQ$1,062,8470.0%2,0790.4%FinanceBSMVInvesco BulletShares 2031 Municipal Bond ETF$1,003,384$10,465 ▲1.1%47,9400.4%ETFESBAEmpire State Realty OP$951,0620.0%93,4090.4%Real EstateGOOGLAlphabet$734,4840.0%3,8800.3%Computer and TechnologyINVESCO EXCH TRD SLF IDX FD$702,2760.0%34,0580.3%INVESCO BULLETSHCVSCVS Health$689,645$97,366 ▲16.4%15,3630.3%MedicalCVXChevron$658,298$2,317 ▼-0.4%4,5450.2%EnergyMETAMeta Platforms$637,050$14,053 ▲2.3%1,0880.2%Computer and TechnologyBSMUInvesco BulletShares 2030 Municipal Bond ETF$544,390$5,821 ▲1.1%25,0640.2%ManufacturingJMSTJPMorgan Ultra-Short Municipal ETF$503,550$503,550 ▲New Holding9,9300.2%ETFMARMarriott International$485,077$1,116 ▼-0.2%1,7390.2%Consumer DiscretionaryUNPUnion Pacific$473,411$182,432 ▼-27.8%2,0760.2%TransportationLMTLockheed Martin$459,213$81,152 ▼-15.0%9450.2%AerospacePANWPalo Alto Networks$443,255$222,355 ▲100.7%2,4360.2%Computer and TechnologyGOOGAlphabet$443,060$27,037 ▼-5.8%2,3270.2%Computer and TechnologyBSCVInvesco BulletShares 2031 Corporate Bond ETF$407,622$41,232 ▲11.3%25,3970.2%ETFAVGOBroadcom$401,083$77,898 ▲24.1%1,7300.1%Computer and TechnologyJPMJPMorgan Chase & Co.$397,679$2,877 ▼-0.7%1,6590.1%FinanceBSMPInvesco BulletShares 2025 Municipal Bond ETF$379,586$4,902 ▲1.3%15,4870.1%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$379,441$5,829 ▲1.6%16,0780.1%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$378,369$5,845 ▲1.6%16,0530.1%ETFXOMExxon Mobil$369,933$11,833 ▲3.3%3,4390.1%EnergyVVisa$336,899$13,590 ▲4.2%1,0660.1%Business ServicesHDHome Depot$330,2530.0%8490.1%Retail/WholesalePEPPepsiCo$309,746$20,072 ▼-6.1%2,0370.1%Consumer StaplesLLYEli Lilly and Company$292,588$10,036 ▲3.6%3790.1%MedicalIVViShares Core S&P 500 ETF$270,7930.0%4600.1%ETFCOSTCostco Wholesale$267,551$2,749 ▲1.0%2920.1%Retail/WholesaleBSCUInvesco BulletShares 2030 Corporate Bond ETF$234,2220.0%14,3080.1%ManufacturingACNAccenture$231,8300.0%6590.1%Computer and TechnologyMSMorgan Stanley$224,913$224,913 ▲New Holding1,7890.1%FinanceHONHoneywell International$223,405$223,405 ▲New Holding9890.1%Multi-Sector ConglomeratesTSMTaiwan Semiconductor Manufacturing$204,797$73,861 ▼-26.5%1,0370.1%Computer and TechnologyBLVVanguard Long-Term Bond ETF$0$18,325,532 ▼-100.0%00.0%ETFIWRiShares Russell Mid-Cap ETF$0$1,551,793 ▼-100.0%00.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$0$743,996 ▼-100.0%00.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$0$680,525 ▼-100.0%00.0%ETFJPSTJPMorgan Ultra-Short Income ETF$0$313,472 ▼-100.0%00.0%ETFCPCanadian Pacific Kansas City$0$294,429 ▼-100.0%00.0%TransportationBSMOInvesco BulletShares 2024 Municipal Bond ETF$0$232,464 ▼-100.0%00.0%ETFVTWGVanguard Russell 2000 Growth ETF$0$212,431 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$200,320 ▼-100.0%00.0%MedicalLYGLloyds Banking Group$0$53,683 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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