SF

Sterling Financial Group, Inc.

13F
Sterling Financial Group, Inc.
Last update 2025-04-16 63 Stocks (2 new)
Value $277.00 Mil Turnover 7 %
Countries:
Top Holdings: GSLC(13.99%)BSJQ(10.10%)DIVO(10.07%)JGRO(9.36%)SPLB(6.71%)
Summary Stock Picks Current Portfolio
Sterling Financial Group, Inc.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
352,450
38,797.7
+5.80%
13.990
+0.77%
0.310
+3.72%
+2.19%
13,360.6
 
BSJQ 		Invesco BulletShares 2026 High Yield Corporate Bon
1,208,421
28,023.3
+37.74%
10.100
+2.77%
2.770
+1.34%
+2.78%
1,013.8
 
DIVO 		Amplify CPW Enhanced Dividend Income ETF
685,028
27,928.6
+3.40%
10.070
+0.33%
0.680
+2.65%
+4.49%
4,382.3
 
JGRO 		JPMorgan Active Growth ETF
351,976
25,972.3
+2.71%
9.360
+0.25%
117.330
+5.61%
+1.33%
5,807.2
 
SPLB 		SPDR Portfolio Long Term Corporate Bond ETF
825,090
18,622.3
+1.20%
6.710
+0.08%
1.550
-2.10%
+1.55%
1,147.1
 
BSCS 		Invesco BulletShares 2028 Corporate Bond ETF
721,552
14,683.6
-0.04%
5.290
0%
0.590
+1.43%
+3.40%
2,580.3
 
INTF 		iShares International Equity Factor ETF
446,889
13,782.0
+2.73%
4.970
+0.13%
0.980
+10.07%
+18.73%
2,107.6
 
IDVO 		Amplify CWP International Enhanced Dividend Income ETF
436,046
13,713.6
+1.10%
4.940
+0.05%
6.510
+7.38%
+15.18%
275.7
 
BSCW 		Invesco BulletShares 2032 Corporate Bond ETF
589,738
12,013.0
+0.39%
4.330
+0.02%
1.490
+1.12%
+3.71%
830.5
 
AAPL 		Apple Inc
53,000
11,773.0
-1.04%
4.240
-0.05%
0.000
-13.92%
-18.81%
3,029,284.2
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
BSJQ 		Invesco BulletShares 2026 High Yield Corporate Bon2025-03-31Add
+2.77%
●
23.19 ($23.37) 23.5
$23.30
-0.28%
Add 37.74%
1,208,421
331,088
JMST 		JPMorgan Ultra-Short Municipal Income ETF2025-03-31Add
+1.03%
●
50.72 ($50.82) 50.92
$50.77
-0.11%
Add 567.42%
66,275
56,345
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF2025-03-31Add
+0.77%
●
108.02 ($115.65) 120.45
$117.35
1.47%
Add 5.8%
352,450
19,324
MSTR 		Strategy2025-03-31New Buy
+0.76%
●
239.27 ($317.51) 396.5
$378.10
19.08%
New holding
7,337
7,337
BSJP 		Invesco BulletShares 2025 High Yield Corporate Bon2025-03-31Sold Out
-0.72%
●
23.04 ($23.1) 23.17
$23.07
-0.13%
Sold Out
0
-84,094
HODL 		VanEck Bitcoin Trust Beneficial Interest2025-03-31Sold Out
-0.43%
●
22.4 ($26.34) 30.05
$29.71
12.79%
Sold Out
0
-10,875
DIVO 		Amplify CPW Enhanced Dividend Income ETF2025-03-31Add
+0.33%
●
39.61 ($41.42) 42.65
$41.46
0.10%
Add 3.4%
685,028
22,530
JGRO 		JPMorgan Active Growth ETF2025-03-31Add
+0.25%
●
73.37 ($80.4) 85.29
$82.11
2.13%
Add 2.71%
351,976
9,292
BSMS 		Invesco BulletShares 2028 Municipal Bond ETF2025-03-31Reduce
-0.24%
●
23.09 ($23.35) 23.56
$23.12
-0.99%
Reduce -58.17%
20,104
-27,960
BSMW 		Invesco BulletShares 2032 Municipal Bond ETF2025-03-31Reduce
-0.24%
●
24.43 ($25) 25.32
$24.29
-2.84%
Reduce -31.67%
55,034
-25,510

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 2025-03-31

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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