The Analysis of Sterling Manor Financial, LLC's Holdings


Currently, Sterling Manor Financial, LLC holds 35 types of securities in its portfolio with a total value $160.3M. In the most recent quarter, they have increased their positions in SPBO (+15.5K shares, valued at $455.9K), OCTU (+7.3K shares, valued at $208.8K), SJNK (+7.7K shares, valued at $195.9K); decreased their positions in JANU (-10.8K shares, valued at $303.0K), DGRO (-1.5K shares, valued at $101.6K), SPYG (-946 shares, valued at $100.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPBO SPDR SERIES TRUST632.9K shares2.52%2025-12-312026-01-07history
JANU AIM ETF PRODUCTS TRUST649.3K shares-1.63%2025-12-312026-01-07history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T68.3K shares-0.36%2025-12-312026-01-07history
IDEV ISHARES TR148.4K shares0.25%2025-12-312026-01-07history
SPYG SPDR SERIES TRUST105.8K shares-0.89%2025-12-312026-01-07history
DGRO ISHARES TR161.9K shares-0.90%2025-12-312026-01-07history
FTSM FIRST TR EXCHANGE-TRADED FD184.6K shares1.05%2025-12-312026-01-07history
YSEP FIRST TR EXCHNG TRADED FD VI383.3K shares0.72%2025-12-312026-01-07history
Sponsored
SJNK SPDR SERIES TRUST330.1K shares2.40%2025-12-312026-01-07history
VFVA VANGUARD WELLINGTON FD62.5K shares-0.32%2025-12-312026-01-07history
IWP ISHARES TR57.9K shares0.18%2025-12-312026-01-07history
SHLD GLOBAL X FDS117.3K shares1.14%2025-12-312026-01-07history
SHY ISHARES TR62.9K shares0.98%2025-12-312026-01-07history
FSMD FIDELITY COVINGTON TRUST106.8K shares-1.80%2025-12-312026-01-07history
AAPL APPLE INC12.5K shares-1.98%2025-12-312026-01-07history
SPY SPDR S&P 500 ETF TR1.9K shares-1.60%2025-12-312026-01-07history
Sponsored
MSFT MICROSOFT CORP1.8K shares-2.48%2025-12-312026-01-07history
AMZN AMAZON COM INC3.3K shares-2.92%2025-12-312026-01-07history
GE AEROSPACE GE AEROSPACE2.0K shares-3.66%2025-12-312026-01-07history
JEPI J P MORGAN EXCHANGE TRADED F10.1K shares18.85%2025-12-312026-01-07history
DOGG FIRST TR EXCHANGE-TRADED FD26.4K shares20.08%2025-12-312026-01-07history
OCTU AIM ETF PRODUCTS TRUST16.9K shares76.82%2025-12-312026-01-07history
OKE ONEOK INC NEW6.2K shares0.00%2025-12-312026-01-07history
SDIV GLOBAL X FDS16.9K shares20.03%2025-12-312026-01-07history
Sponsored
AMD ADVANCED MICRO DEVICES INC1.7K shares0.00%2025-12-312026-01-07history
LCTU BLACKROCK ETF TRUST4.5K shares-1.91%2025-12-312026-01-07history
WMT WALMART INC2.7K shares0.00%2025-12-312026-01-07history
ALPHABET INC ALPHABET INC960 shares0.00%2025-12-312026-01-07history
JPM JPMORGAN CHASE & CO.922 shares-8.71%2025-12-312026-01-07history
BROADCOM INC BROADCOM INC750 shares0.00%2025-12-312026-01-07history
IBM INTERNATIONAL BUSINESS MACHS863 shares-12.03%2025-12-312026-01-07history
CITIGROUP INC CITIGROUP INC2.1K shares0.00%2025-12-312026-01-07history
Sponsored
ESGU ISHARES TR1.6K shares-3.92%2025-12-312026-01-07history
KO COCA COLA CO3.3K shares0.00%2025-12-312026-01-07history
DSI ISHARES TR1.6K shares-3.64%2025-12-312026-01-07history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available