Sterling Financial Group, Inc. Top Holdings and 13F Report (2025) About Sterling Financial Group, Inc.Investment ActivitySterling Financial Group, Inc. has $277.40 million in total holdings as of March 31, 2025.Sterling Financial Group, Inc. owns shares of 63 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.84% of the portfolio was purchased this quarter.About 2.18% of the portfolio was sold this quarter.This quarter, Sterling Financial Group, Inc. has purchased 65 new stocks and bought additional shares in 26 stocks.Sterling Financial Group, Inc. sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $38,797,686Invesco BulletShares 2026 High Yield Corporate Bond ETF $28,023,283Amplify YieldShares CWP Dividend & Option Income ETF $27,928,608JPMorgan Active Growth ETF $25,972,273SPDR Portfolio Long Term Corporate Bond ETF $18,622,287 Largest New Holdings this Quarter 594972408 - Strategy $2,115,037 Holding101137107 - Boston Scientific $209,427 Holding Largest Purchases this Quarter Invesco BulletShares 2026 High Yield Corporate Bond ETF 331,088 shares (about $7.68M)JPMorgan Ultra-Short Municipal ETF 56,345 shares (about $2.87M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 19,324 shares (about $2.13M)Strategy 7,337 shares (about $2.12M)Amplify YieldShares CWP Dividend & Option Income ETF 22,530 shares (about $918.55K) Largest Sales this Quarter Invesco BulletShares 2028 Municipal Bond ETF 27,960 shares (about $647.97K)Invesco BulletShares 2032 Municipal Bond ETF 25,510 shares (about $627.55K)SPDR Nuveen Barclays Municipal Bond ETF 7,462 shares (about $336.31K)Dimensional International Core Equity Market ETF 7,200 shares (about $224.86K)Dimensional US Core Equity Market ETF 5,638 shares (about $216.72K) 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$38,797,686$2,127,185 ▲5.8%352,45014.0%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$28,023,283$7,677,931 ▲37.7%1,208,42110.1%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$27,928,608$918,549 ▲3.4%685,02810.1%ETFJGROJPMorgan Active Growth ETF$25,972,273$685,656 ▲2.7%351,9769.4%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$18,622,287$220,848 ▲1.2%825,0906.7%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$14,683,578$6,044 ▼0.0%721,5525.3%ETFINTFiShares International Equity Factor ETF$13,782,047$366,379 ▲2.7%446,8895.0%ETFIDVOAmplify International Enhanced Dividend Income ETF$13,713,633$149,010 ▲1.1%436,0464.9%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$12,012,959$46,668 ▲0.4%589,7384.3%ETFAAPLApple$11,772,983$123,727 ▼-1.0%53,0004.2%Computer and TechnologyTFISPDR Nuveen Barclays Municipal Bond ETF$7,842,707$336,312 ▼-4.1%174,0122.8%FinanceGSYInvesco Ultra Short Duration ETF$5,655,485$8,821 ▲0.2%112,8392.0%ETFCIThe Cigna Group$5,203,1350.0%15,8151.9%MedicalDFAUDimensional US Core Equity Market ETF$3,544,587$216,724 ▼-5.8%92,2111.3%ETFSPYSPDR S&P 500 ETF Trust$3,539,8200.0%6,3281.3%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$3,370,090$2,865,149 ▲567.4%66,2751.2%ETFDFAIDimensional International Core Equity Market ETF$2,966,886$224,856 ▼-7.0%95,0011.1%ETFINVESCO EXCH TRD SLF IDX FD$2,752,637$43,626 ▼-1.6%108,7141.0%INVESCO BULLETSHMSTRStrategy$2,115,037$2,115,037 ▲New Holding7,3370.8%Computer and TechnologyBSMTInvesco BulletShares 2029 Municipal Bond ETF$2,114,837$46,321 ▲2.2%93,0010.8%ETFMSFTMicrosoft$2,059,865$502,672 ▲32.3%5,4870.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,993,980$86,278 ▼-4.1%3,7440.7%FinanceSPLGSPDR Portfolio S&P 500 ETF$1,972,8000.0%30,0000.7%ETFAMZNAmazon.com$1,887,189$408,298 ▲27.6%9,9190.7%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$1,688,8810.0%10,5200.6%ETFNVDANVIDIA$1,649,907$21,785 ▼-1.3%15,2230.6%Computer and TechnologyDVYiShares Select Dividend ETF$1,567,8360.0%11,6750.6%ETFIWViShares Russell 3000 ETF$1,483,3790.0%4,6700.5%ETFBSMWInvesco BulletShares 2032 Municipal Bond ETF$1,353,836$627,546 ▼-31.7%55,0340.5%ETFIWNiShares Russell 2000 Value ETF$1,290,1240.0%8,5450.5%ETFBSMVInvesco BulletShares 2031 Municipal Bond ETF$1,115,067$121,271 ▲12.2%53,7900.4%ETFCVSCVS Health$1,050,396$9,553 ▲0.9%15,5040.4%MedicalQQQInvesco QQQ$974,8850.0%2,0790.4%FinanceESBAEmpire State Realty OP$724,8540.0%93,4090.3%Real EstateTSLATesla$720,983$22,806 ▲3.3%2,7820.3%Auto/Tires/TrucksCVXChevron$711,150$49,183 ▼-6.5%4,2510.3%EnergyINVESCO EXCH TRD SLF IDX FD$697,475$13,996 ▼-2.0%33,3880.3%INVESCO BULLETSHMETAMeta Platforms$649,000$21,902 ▲3.5%1,1260.2%Computer and TechnologyBSMUInvesco BulletShares 2030 Municipal Bond ETF$599,255$58,374 ▲10.8%27,7690.2%ManufacturingGOOGLAlphabet$578,044$21,959 ▼-3.7%3,7380.2%Computer and TechnologyVVisa$489,242$115,652 ▲31.0%1,3960.2%Business ServicesUNPUnion Pacific$479,803$10,631 ▼-2.2%2,0310.2%TransportationBSMSInvesco BulletShares 2028 Municipal Bond ETF$465,910$647,973 ▼-58.2%20,1040.2%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$438,731$59,609 ▲15.7%17,9220.2%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$438,272$59,261 ▲15.6%18,5630.2%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$437,512$58,875 ▲15.5%18,5780.2%ETFXOMExxon Mobil$432,904$23,905 ▲5.8%3,6400.2%EnergyLMTLockheed Martin$422,1410.0%9450.2%AerospacePANWPalo Alto Networks$414,314$1,365 ▼-0.3%2,4280.1%Computer and TechnologyMARMarriott International$414,2300.0%1,7390.1%Consumer DiscretionaryBSCVInvesco BulletShares 2031 Corporate Bond ETF$402,482$11,743 ▼-2.8%24,6770.1%ETFGOOGAlphabet$382,300$18,748 ▲5.2%2,4470.1%Computer and TechnologyJPMJPMorgan Chase & Co.$379,479$27,474 ▼-6.8%1,5470.1%FinanceLLYEli Lilly and Company$340,275$27,255 ▲8.7%4120.1%MedicalAVGOBroadcom$316,108$26,454 ▲9.1%1,8880.1%Computer and TechnologyHDHome Depot$311,1500.0%8490.1%Retail/WholesalePEPPepsiCo$299,730$5,698 ▼-1.9%1,9990.1%Consumer StaplesCOSTCostco Wholesale$276,1680.0%2920.1%Retail/WholesaleBSCUInvesco BulletShares 2030 Corporate Bond ETF$228,577$8,793 ▼-3.7%13,7780.1%ManufacturingIVViShares Core S&P 500 ETF$220,827$37,647 ▼-14.6%3930.1%ETFBSXBoston Scientific$209,427$209,427 ▲New Holding2,0760.1%MedicalMSMorgan Stanley$208,7230.0%1,7890.1%FinanceACNAccenture$205,6340.0%6590.1%Computer and TechnologyBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$0$1,940,044 ▼-100.0%00.0%ETFVANECK BITCOIN ETF$0$1,149,596 ▼-100.0%00.0%SH BEN INTHONHoneywell International$0$223,405 ▼-100.0%00.0%Multi-Sector ConglomeratesTSMTaiwan Semiconductor Manufacturing$0$204,797 ▼-100.0%00.0%Computer and TechnologyShowing 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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