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Size ($ in 1000's)
At 03/31/2024: $133,166
At 12/31/2023: $118,123
Sterling Manor Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sterling Manor Financial LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Sterling Manor Financial LLC top holdings by largest position size, as per the latest 13f filing made by Sterling Manor Financial LLC.
In the Sterling Manor Financial LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sterling Manor Financial LLC in that top holding, then the share count change between reporting periods, and finally the Sterling Manor Financial LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (DGRO) |
349,420 |
+130,728 |
$20,287 | | DGRO | 349,420 | +130,728 | $20,287 | | ISHARES TR (IWP) |
142,699 |
-20,805 |
$16,288 | | IWP | 142,699 | -20,805 | $16,288 | | VANGUARD WELLINGTON FD (VFVA) |
129,483 |
+129,483 |
$15,453 | | VFVA | 129,483 | +129,483 | $15,453 | | SPDR SER TR (SPYG) |
197,463 |
+10,443 |
$14,444 | | SPYG | 197,463 | +10,443 | $14,444 | | WISDOMTREE TR |
217,884 |
+217,884 |
$10,524 | | HEDJ | 217,884 | +217,884 | $10,524 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
151,542 |
+24,909 |
$9,035 | | FTSM | 151,542 | +24,909 | $9,035 | | FIRST TR EXCH TRADED FD III (FEMB) |
298,711 |
-88,672 |
$8,415 | | FEMB | 298,711 | -88,672 | $8,415 | | SPDR SER TR (SPSM) |
186,778 |
-2,835 |
$8,039 | | SPSM | 186,778 | -2,835 | $8,039 | | ISHARES TR (SOXX) |
28,909 |
+17,262 |
$6,531 | | SOXX | 28,909 | +17,262 | $6,531 | | FIRST TR EXCHNG TRADED FD VI (FMAR) |
163,212 |
+163,212 |
$6,404 | | FMAR | 163,212 | +163,212 | $6,404 | | ISHARES TR (SHY) |
61,959 |
+11,246 |
$5,067 | | SHY | 61,959 | +11,246 | $5,067 | | GLOBAL X FDS |
117,186 |
+117,186 |
$3,890 | | SHLD | 117,186 | +117,186 | $3,890 | | APPLE INC |
16,136 |
+134 |
$2,767 | | AAPL | 16,136 | +134 | $2,767 | | SPDR S&P 500 ETF TR (SPY) |
2,001 |
UNCH |
$1,047 | | SPY | 2,001 | UNCH | $1,047 | | MICROSOFT CORP |
1,990 |
+152 |
$837 | | MSFT | 1,990 | +152 | $837 | | ONEOK INC NEW |
8,150 |
UNCH |
$653 | | OKE | 8,150 | UNCH | $653 | | AMAZON COM INC |
3,575 |
+95 |
$645 | | AMZN | 3,575 | +95 | $645 | | FIRST TR EXCHANGE TRADED FD (FTHI) |
19,539 |
+2,159 |
$439 | | FTHI | 19,539 | +2,159 | $439 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
7,515 |
+848 |
$435 | | JEPI | 7,515 | +848 | $435 | | SPDR SER TR (SJNK) |
14,842 |
+1,879 |
$374 | | SJNK | 14,842 | +1,879 | $374 | | GENERAL ELECTRIC CO |
2,066 |
+208 |
$363 | | GE | 2,066 | +208 | $363 | | INTERNATIONAL BUSINESS MACHS |
1,381 |
UNCH |
$264 | | IBM | 1,381 | UNCH | $264 | | JPMORGAN CHASE & CO |
1,316 |
+1,316 |
$264 | | JPM | 1,316 | +1,316 | $264 | | BLACKROCK ETF TRUST (LCTU) |
4,537 |
+4,537 |
$260 | | LCTU | 4,537 | +4,537 | $260 | | FIRST TR EXCHANGE TRADED FD (FTQI) |
11,322 |
+11,322 |
$233 | | FTQI | 11,322 | +11,322 | $233 |
See Full List: All Stocks Held By Sterling Manor Financial LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sterling Manor Financial LLC
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