Sterling Wealth Management, Inc.

13F Filings History

Latest 13F report: Q2 2024 - Aug 14, 2024
Value $: $211M
Signature - Title: Sharon Allen - CEO/CCO
Location: Champaign, IL
Summary: This page shows a list of all the recent 13F filings made by Sterling Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Wealth Management, Inc. reported 101 stock holdings with total value $211M as of Q2 2024. Top holdings included VTI, DUSB, DFUV, VEA, and DFAT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	101	$211M	+$12.5M	-$826K	+$11.7M	VTI, DUSB, DFUV, VEA, DFAT	13F-HR	8/14/2024, 11:39 AM
Q1 2024	96	$201M	+$13.8M	-$1.5M	+$12.3M	VTI, DUSB, DFUV, VEA, DFAC	13F-HR	5/15/2024, 02:14 PM
Q4 2023	93	$178M	$0	$0		VTI, DUSB, DFUV, VEA, DFAC	13F-HR	2/14/2024, 02:57 PM