Sterling Financial Planning, Inc. Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$275.7B
Holdings
109
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (109 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IDHQINVESCO EXCH TRADED FD TR II | 7,792 | $233.3M | 0.08% | |
| 102 | VONVVANGUARD SCOTTSDALE FDS | 2,724 | $224.8M | 0.08% | |
| 103 | PRUPRUDENTIAL FINL INC | 1,985 | $221.7M | 0.08% | |
| 104 | IHIISHARES TR | 3,624 | $218.2M | 0.08% | |
| 105 | ESEVERSOURCE ENERGY | 3,452 | $214.4M | 0.08% | |
| 106 | MDYGSPDR SER TR | 2,644 | $210.1M | 0.08% | |
| 107 | SCHBSCHWAB STRATEGIC TR | 9,613 | $207.0M | 0.08% | |
| 108 | NVDANVIDIA CORPORATION | 1,852 | $200.7M | 0.07% | |
| 109 | BDJBLACKROCK ENHANCED EQUITY DI | 13,831 | $118.9M | 0.04% |
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