Sterling Wealth Advisors Inc Portfolio Holdings
Q3 2025•20 long positions•$156.7M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding21 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $47.9M 30.59% | +$1.1M Bought | — 1.1M shares | 1.0M → 1.1M +$1.1M | +2.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $25.1M 16.01% | -$30.5K Sold | — 517.8K shares | 518.4K → 517.8K −$30.5K | -0.12% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $22.9M 14.64% | +$453.8K Bought | — 317.7K shares | 311.5K → 317.7K +$453.8K | +2.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.9M 8.88% | +$1.3M Bought | — 380.1K shares | 345.2K → 380.1K +$1.3M | +10.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.7M 6.84% | — | — 326.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.7M 4.89% | +$2.1M Bought | — 177.5K shares | 128.0K → 177.5K +$2.1M | +38.69% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.2M 4.58% | +$343.6K Bought | — 224.3K shares | 213.6K → 224.3K +$343.6K | +5.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 3.21% | -$31.1K Sold | — 136.7K shares | 137.5K → 136.7K −$31.1K | -0.61% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.3M 2.12% | — | — 15.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 2.01% | — | — 4.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.34% | — | — 30.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 1.03% | +$1.6M New | — 59.0K shares | 0 → 59.0K +$1.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.4M 0.917% | +$1.4M New | — 37.6K shares | 0 → 37.6K +$1.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.0M 0.664% | +$1.0M New | — 33.0K shares | 0 → 33.0K +$1.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $920.4K 0.587% | +$97.5 Bought | — 28.3K shares | 28.3K → 28.3K +$97.5 | +0.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $891.3K 0.569% | +$18.1K Bought | — 18.5K shares | 18.1K → 18.5K +$18.1K | +2.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $839.6K 0.536% | — | — 3.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $366.6K 0.234% | — | — 12.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $276.5K 0.176% | — | — 6.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $265.1K 0.169% | — | — 1.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$1.4M Sold | — - shares | 58.2K → 0 −$1.4M | Sold | — — | Q4 2024 Held for 11 months |
