SF

Sterling Financial Group, Inc.

13F
Sterling Financial Group, Inc.
Last update 2025-07-11 71 Stocks (10 new)
Value $298.00 Mil Turnover 26 %
Countries:
Top Holdings: SPHQ(12.49%)JGRO(10.24%)DIVO(10.03%)IBHF(9.44%)INTF(7.17%)
Summary Stock Picks Current Portfolio
Sterling Financial Group, Inc.... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPHQ
Invesco S&P 500 Quality ETF
522,195
37,211.6
New Holding
12.490
+12.49%
0.260
+12.13%
+8.96%
14,756.8
 
JGRO
JPMorgan Active Growth ETF
354,535
30,514.8
+0.73%
10.240
+0.07%
0.480
+18.93%
+8.00%
6,633.4
 
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
702,425
29,888.2
+2.54%
10.030
+0.25%
0.650
+10.47%
+9.26%
4,719.6
 
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
iShares iBonds 2026 Term High Yield and Income ETF
1,210,761
28,126.0
New Holding
9.440
+9.44%
3.250
+2.20%
+3.80%
883.2
 
INTF
iShares International Equity Factor ETF
iShares International Equity Factor ETF
623,742
21,350.7
+39.57%
7.170
+2.03%
0.980
+12.27%
+23.88%
2,243.3
 
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
SPDR Portfolio Long Term Corporate Bond ETF
837,120
18,893.8
+1.46%
6.340
+0.09%
1.600
+2.39%
+2.99%
1,198.4
 
IDVO
Amplify CWP International Enhanced Dividend Income ETF
Amplify CWP International Enhanced Dividend Income ETF
440,056
15,120.3
+0.92%
5.080
+0.05%
4.920
+10.76%
+19.86%
331.5
 
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
730,147
14,960.7
+1.19%
5.020
+0.06%
0.570
+1.61%
+4.09%
2,642.7
 
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
Invesco BulletShares 2032 Corporate Bond ETF
597,161
12,301.5
+1.26%
4.130
+0.05%
1.340
+2.78%
+4.99%
941.4
 
AAPL
Apple Inc
53,042
10,882.6
+0.08%
3.650
0%
0.000
+3.53%
-13.76%
3,217,774.4
Hardware

Sterling Financial Group, Inc.'s Historical Top Holdings Breakdowns

Sterling Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2025-06-30
Reduce
Reduce
-13.88%
●
97.68 ($112.47) 121.38
$124.79
10.95%
Reduce -99.18%
2,894
-349,556
SPHQ
Invesco S&P 500 Quality ETF
2025-06-30
New Buy
New Buy
+12.49%
●
59.24 ($67.61) 71.39
$72.64
7.44%
New holding
522,195
522,195
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bon
Invesco BulletShares 2026 High Yield Corporate Bon
2025-06-30
Sold Out
Sold Out
-10.10%
●
22.66 ($23.2) 23.41
$23.28
0.36%
Sold Out
0
-1,208,421
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
iShares iBonds 2026 Term High Yield and Income ETF
2025-06-30
New Buy
New Buy
+9.44%
●
22.57 ($23.06) 23.23
$23.25
0.80%
New holding
1,210,761
1,210,761
INTF
iShares International Equity Factor ETF
iShares International Equity Factor ETF
2025-06-30
Add
Add
+2.03%
●
27.6 ($32.45) 34.51
$34.99
7.84%
Add 39.57%
623,742
176,853
IBIT
ISHARES BITCOIN TR
2025-06-30
New Buy
New Buy
+0.66%
●
43.59 ($55.89) 63.23
$67.53
20.83%
New holding
32,075
32,075
MSTR
Strategy
2025-06-30
Reduce
Reduce
-0.39%
●
237.95 ($363.05) 421.61
$413.13
13.79%
Reduce -50.85%
3,606
-3,731
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
2025-06-30
Add
Add
+0.25%
●
37.18 ($40.62) 42.55
$43.18
6.30%
Add 2.54%
702,425
17,397
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-0.18%
●
354.56 ($433.34) 497.45
$511.54
18.05%
Reduce -24.37%
4,150
-1,337
ETHE
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
2025-06-30
New Buy
New Buy
+0.10%
●
12.2 ($18.19) 23.34
$30.88
69.76%
New holding
14,000
14,000

Sterling Financial Group, Inc. Total Holding History ($B)

To

Sterling Financial Group, Inc.'s Asset Allocation

To

Sterling Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sterling Financial Group, Inc.'s Hypothetical Growth since 2025-06-30

Sterling Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sterling Financial Group, Inc.'s Holdings Heat Map

Size field:

Sterling Financial Group, Inc.'s Holdings Bubble Chart

Sterling Financial Group, Inc. News

  • 1

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