Sterling Financial Planning, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$271M
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 $271M as of Q3 2024. Top holdings included IJJ, IAU, IJT, IJK, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 108 $271M +$9.21M -$2.1M +$7.11M IJJ, IAU, IJT, IJK, IVW 13F-HR 10/31/2024, 10:48 AM
Q2 2024 106 $246M +$8.14M -$8.15M -$5.03K IJJ, IVW, IAU, IJT, IJK 13F-HR 7/30/2024, 05:25 PM
Q1 2024 105 $247M +$12.3M -$5.53M +$6.8M IJJ, IAU, IJK, IJT, IVW 13F-HR 5/6/2024, 12:56 PM
Q4 2023 102 $231M +$18M -$1.66M +$16.3M IJJ, IJT, IAU, IVW, IJK 13F-HR 1/31/2024, 03:46 PM
Q3 2023 93 $195M +$5.37M -$2.72M +$2.65M IJJ, IAU, IVW, IJT, IJK 13F-HR 11/3/2023, 05:57 PM
Q2 2023 98 $202M +$13.7M -$1.82M +$11.9M IJJ, IAU, IVW, IJK, IJT 13F-HR 7/28/2023, 02:06 PM
Q1 2023 95 $184M +$14.5M -$4.85M +$9.64M IAU, IJJ, IJK, IJT, IVW 13F-HR 5/3/2023, 09:42 PM
Q4 2022 90 $168M +$14.9M -$2.74M +$12.2M IAU, IJJ, IJT, IJK, IJS 13F-HR 2/6/2023, 06:33 PM
Q3 2022 83 $143M +$13.5M -$4.21M +$9.32M IAU, IJJ, IJT, IJK, IVW 13F-HR 11/1/2022, 07:56 PM
Q2 2022 89 $142M +$9.52M -$4.09M +$5.43M IJJ, IAU, IJK, IJT, IVW 13F-HR 7/26/2022, 07:25 PM
Q1 2022 95 $159M +$8.52M -$3.99M +$4.53M IJJ, IAU, IVW, IJK, IJT 13F-HR 5/9/2022, 06:37 PM
Q4 2021 95 $160M +$6.02M -$13.6M -$7.53M IJJ, IVW, IJK, IJT, IJS 13F-HR 2/1/2022, 09:21 PM
Q3 2021 423 $157M +$7.87M -$2.04M +$5.83M IJJ, IJK, IVW, IJT, IJS 13F-HR 10/28/2021, 01:54 PM
Q2 2021 396 $154M +$15M -$8.51M +$6.47M IJJ, IJK, IVW, IJT, IJS 13F-HR 8/2/2021, 01:26 PM
Q1 2021 378 $140M +$10.3M -$4.61M +$5.67M IJJ, IJK, IJT, IVW, IJS 13F-HR 4/28/2021, 03:15 PM
Q4 2020 354 $124M $0 $0 IJK, IJJ, IVW, IJT, IJH 13F-HR 2/9/2021, 09:46 PM