Sterling Financial Group, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 15, 2024
Value $
$220M
Signature - Title
Berkeley Harrison - Berkeley Harrison
Location
201 S Lake Ave, Ste 500, Pasadena, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 64 $220M +$10.1M -$2.63M +$7.49M JGRO, DIVO, DFAU, BSJP, BLV 13F-HR 7/15/2024, 05:07 PM
Q1 2024 64 $211M +$61M -$26.7M +$34.2M JGRO, DIVO, DFAU, BSJP, BLV 13F-HR 4/10/2024, 04:15 PM
Q4 2023 62 $169M +$17.2M -$19.7M -$2.54M JGRO, DFAU, BSJP, BSCR, DIVO 13F-HR 1/17/2024, 03:18 PM
Q3 2023 61 $159M +$18.5M -$5.82M +$12.7M DFAU, JGRO, BSJP, DIVO, BSCR 13F-HR 10/18/2023, 08:01 PM
Q2 2023 60 $151M +$55.8M -$43.5M +$12.3M DFAU, JGRO, DFAI, DIVO, BSJP 13F-HR 9/7/2023, 04:24 PM
Q1 2023 52 $130M $0 $0 JPST, DFAU, BSCQ, DIVO, HAP 13F-HR 9/7/2023, 04:16 PM
Q4 2022 52 $130M $0 $0 JPST, DFAU, BSCQ, DIVO, HAP 13F-HR 8/29/2023, 12:48 PM