Sterling Financial Planning, Inc. Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$299.3B
Holdings
116
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CPSJCALAMOS ETF TR | 9,447 | $246.3M | 0.08% | |
| 102 | GEGE AEROSPACE | 930 | $239.4M | 0.08% | |
| 103 | MRKMERCK & CO INC | 3,014 | $238.6M | 0.08% | |
| 104 | BDXBECTON DICKINSON & CO | 1,372 | $236.4M | 0.08% | |
| 105 | TSLATESLA INC | 738 | $234.4M | 0.08% | |
| 106 | VONVVANGUARD SCOTTSDALE FDS | 2,750 | $234.3M | 0.08% | |
| 107 | SCHBSCHWAB STRATEGIC TR | 9,641 | $229.7M | 0.08% | |
| 108 | MDYGSPDR SERIES TRUST | 2,644 | $229.7M | 0.08% | |
| 109 | IHIISHARES TR | 3,626 | $227.1M | 0.08% | |
| 110 | ESEVERSOURCE ENERGY | 3,452 | $219.6M | 0.07% | |
| 111 | LRCXLAM RESEARCH CORP | 2,220 | $216.1M | 0.07% | |
| 112 | PRUPRUDENTIAL FINL INC | 1,987 | $213.5M | 0.07% | |
| 113 | VTIVANGUARD INDEX FDS | 694 | $210.9M | 0.07% | |
| 114 | CPSDCALAMOS ETF TR | 8,018 | $209.4M | 0.07% | |
| 115 | IWBISHARES TR | 589 | $200.0M | 0.07% | |
| 116 | BDJBLACKROCK ENHANCED EQUITY DI | 13,831 | $123.0M | 0.04% |
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