The Analysis of Sterling Financial Group, Inc.'s Holdings
Currently, Sterling Financial Group, Inc. holds 73 types of securities in its portfolio with a total value $315.5M. In the most recent quarter, they have increased their positions in BSCW (+357.6K shares, valued at $7.5M), INTF (+184.4K shares, valued at $6.6M), BSCS (+246.9K shares, valued at $5.1M); decreased their positions in SPLB (-827.9K shares, valued at $19.1M), IBHF (-125.9K shares, valued at $2.9M), JGRO (-14.7K shares, valued at $1.4M); initiated new positions in BSMY (+31.1K shares, valued at $755.7K), BSCY (+23.7K shares, valued at $498.8K), BSCT (+20.5K shares, valued at $385.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPHQ INVESCO EXCHANGE TRADED FD T554.0K shares6.10%2025-09-302025-11-17
DIVO AMPLIFY ETF TR765.9K shares9.03%2025-09-302025-11-17 JGRO J P MORGAN EXCHANGE TRADED F339.9K shares-4.14%2025-09-302025-11-17 INTF ISHARES TR808.1K shares29.56%2025-09-302025-11-17 IBHF ISHARES TR1.1M shares-10.40%2025-09-302025-11-17 BSCS INVESCO EXCH TRD SLF IDX FD977.0K shares33.81%2025-09-302025-11-17 BSCW INVESCO EXCH TRD SLF IDX FD954.8K shares59.88%2025-09-302025-11-17 IDVO AMPLIFY ETF TR528.6K shares20.12%2025-09-302025-11-17 AAPL APPLE INC51.0K shares-3.77%2025-09-302025-11-17 GSY INVESCO ACTIVELY MANAGED EXC108.3K shares-7.64%2025-09-302025-11-17 BSMT INVESCO EXCH TRD SLF IDX FD207.0K shares123.77%2025-09-302025-11-17 XSMO INVESCO EXCHANGE TRADED FD T62.4K shares1515.33%2025-09-302025-11-17 CI THE CIGNA GROUP15.8K shares-0.10%2025-09-302025-11-17 SPY SPDR S&P 500 ETF TR6.4K shares0.00%2025-09-302025-11-17 DFAU DIMENSIONAL ETF TRUST86.5K shares-5.25%2025-09-302025-11-17 BSSX INVESCO EXCH TRD SLF IDX FD154.1K shares43.71%2025-09-302025-11-17 DFAI DIMENSIONAL ETF TRUST90.9K shares0.00%2025-09-302025-11-17 JMST J P MORGAN EXCHANGE TRADED F57.3K shares-14.68%2025-09-302025-11-17 NVDA NVIDIA CORPORATION15.3K shares-2.10%2025-09-302025-11-17 SPYM SPDR SERIES TRUST30.0K shares0.00%2025-09-302025-11-17 MSFT MICROSOFT CORP4.0K shares-3.45%2025-09-302025-11-17 BRK.B BERKSHIRE HATHAWAY INC DEL3.7K shares-0.91%2025-09-302025-11-17 AMZN AMAZON COM INC8.4K shares-14.74%2025-09-302025-11-17 VOE VANGUARD INDEX FDS10.5K shares0.00%2025-09-302025-11-17 IWV ISHARES TR4.7K shares0.00%2025-09-302025-11-17 ETHE GRAYSCALE ETHEREUM TRUST ETF50.0K shares257.14%2025-09-302025-11-17 DVY ISHARES TR11.7K shares0.00%2025-09-302025-11-17 IWN ISHARES TR8.5K shares0.00%2025-09-302025-11-17 MSTR STRATEGY INC4.2K shares17.22%2025-09-302025-11-17 QQQ INVESCO QQQ TR2.1K shares0.00%2025-09-302025-11-17 TSLA TESLA INC2.7K shares-2.27%2025-09-302025-11-17 CVS CVS HEALTH CORP15.5K shares-0.45%2025-09-302025-11-17 GOOGL ALPHABET INC3.7K shares-0.32%2025-09-302025-11-17 BSMW INVESCO EXCH TRD SLF IDX FD33.9K shares-37.96%2025-09-302025-11-17 META META PLATFORMS INC1.1K shares-5.19%2025-09-302025-11-17 BSMU INVESCO EXCH TRD SLF IDX FD35.2K shares27.61%2025-09-302025-11-17 BSMV INVESCO EXCH TRD SLF IDX FD36.3K shares-31.94%2025-09-302025-11-17 BSMS INVESCO EXCH TRD SLF IDX FD32.3K shares65.45%2025-09-302025-11-17 BSMY INVESCO EXCH TRD SLF IDX FD31.1K sharesnew addition2025-09-302025-11-17 CVX CHEVRON CORP NEW4.6K shares11.95%2025-09-302025-11-17 BSMR INVESCO EXCH TRD SLF IDX FD28.4K shares54.15%2025-09-302025-11-17 ESBA EMPIRE ST RLTY OP L P84.9K shares-9.10%2025-09-302025-11-17 BSMQ INVESCO EXCH TRD SLF IDX FD26.5K shares44.01%2025-09-302025-11-17 AVGO BROADCOM INC1.8K shares-4.97%2025-09-302025-11-17 GOOG ALPHABET INC2.4K shares-1.10%2025-09-302025-11-17 BSMP INVESCO EXCH TRD SLF IDX FD20.7K shares20.13%2025-09-302025-11-17 BSCX INVESCO EXCH TRD SLF IDX FD23.6K shares-29.21%2025-09-302025-11-17 BSCY INVESCO EXCH TRD SLF IDX FD23.7K sharesnew addition2025-09-302025-11-17 PANW PALO ALTO NETWORKS INC2.4K shares0.00%2025-09-302025-11-17 JPM JPMORGAN CHASE & CO.1.5K shares-0.84%2025-09-302025-11-17 LMT LOCKHEED MARTIN CORP944 shares-0.11%2025-09-302025-11-17 UNP UNION PAC CORP2.0K shares-3.89%2025-09-302025-11-17 BSCU INVESCO EXCH TRD SLF IDX FD27.0K shares117.30%2025-09-302025-11-17 MAR MARRIOTT INTL INC NEW1.7K shares0.00%2025-09-302025-11-17 V VISA INC1.3K shares-7.38%2025-09-302025-11-17 BSCV INVESCO EXCH TRD SLF IDX FD26.1K shares11.67%2025-09-302025-11-17 XOM EXXON MOBIL CORP3.8K shares0.99%2025-09-302025-11-17 BSCT INVESCO EXCH TRD SLF IDX FD20.5K sharesnew addition2025-09-302025-11-17 BSCR INVESCO EXCH TRD SLF IDX FD19.5K sharesnew addition2025-09-302025-11-17 BSCQ INVESCO EXCH TRD SLF IDX FD17.5K sharesnew addition2025-09-302025-11-17 BSCP INVESCO EXCH TRD SLF IDX FD16.5K sharesnew addition2025-09-302025-11-17 HD HOME DEPOT INC828 shares-2.47%2025-09-302025-11-17 LLY ELI LILLY & CO385 shares-6.10%2025-09-302025-11-17 MS MORGAN STANLEY1.8K shares1.57%2025-09-302025-11-17 TSM TAIWAN SEMICONDUCTOR MFG LTD1.0K shares0.00%2025-09-302025-11-17 PEP PEPSICO INC2.0K shares-34.77%2025-09-302025-11-17 COST COSTCO WHSL CORP NEW292 shares0.00%2025-09-302025-11-17 IVV ISHARES TR393 shares0.00%2025-09-302025-11-17 TJX TJX COS INC NEW1.6K shares0.00%2025-09-302025-11-17 CSCO CISCO SYS INC3.1K shares1.52%2025-09-302025-11-17 SPLB SPDR SERIES TRUST9.2K shares-98.90%2025-09-302025-11-17 QCOM QUALCOMM INC1.3K shares-2.64%2025-09-302025-11-17 BLK BLACKROCK INC178 sharesnew addition2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available