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Size ($ in 1000's)
At 03/31/2024: $1,629
At 12/31/2023: $128,679
Sterling Group Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sterling Group Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Sterling Group Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Sterling Group Wealth Management LLC.
In the Sterling Group Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sterling Group Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Sterling Group Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
2,314 |
-14,282 |
$1,112 | | VOO | 2,314 | -14,282 | $1,112 | | VANGUARD INTL EQUITY INDEX F (VEU) |
4,920 |
-7,963 |
$289 | | VEU | 4,920 | -7,963 | $289 |
See Full List: All Stocks Held By Sterling Group Wealth Management LLC
Including:
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Sterling Group Wealth Management LLC
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