Sterling Financial Group, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$234M
Signature - Title
Berkeley Harrison - Chief Compliance Officer
Location
Pasadena, CA
Summary
This page shows a list of all the recent 13F filings made by Sterling Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Financial Group, Inc. reported 66 stock holdings with total value $234M as of Q3 2024. Top holdings included JGRO, DIVO, DFAU, BLV, and BSJP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 66 $234M +$4.6M -$926K +$3.68M JGRO, DIVO, DFAU, BLV, BSJP 13F-HR 10/22/2024, 12:42 PM
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 -$43.4M +$12.5M DFAU, JGRO, DFAI, DIVO, BSJP 13F-HR 9/7/2023, 04:24 PM
Q1 2023 52 $121M $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