Sterling Financial Planning, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$272M
Signature - Title
Nicholas Nicolette - President and CCO
Location
Sparta, NJ
Summary
This page shows a list of all the recent 13F filings made by Sterling Financial Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Financial Planning, Inc. reported 108 stock holdings with total value $272M as of Q4 2024. Top holdings included IJJ, IAU, IVW, IJT, and IJK.
Holdings Value