Sterling Financial Planning, Inc. Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$331.8B
Holdings
120
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (120 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CARRCARRIER GLOBAL CORPORATION | 5,027 | $265.0M | 0.08% | |
| 102 | BACVERIZON COMMUNICATIONS INC | 6,340 | $258.0M | 0.08% | |
| 103 | VONVVANGUARD SCOTTSDALE FDS | 2,777 | $256.0M | 0.08% | |
| 104 | SCHBSCHWAB STRATEGIC TR | 9,699 | $254.0M | 0.08% | |
| 105 | CPSJCALAMOS ETF TR | 9,447 | $253.0M | 0.08% | |
| 106 | LRCXLAM RESEARCH CORP | 1,435 | $245.0M | 0.07% | |
| 107 | MDYGSPDR SERIES TRUST | 2,645 | $244.0M | 0.07% | |
| 108 | EPDENTERPRISE PRODS PARTNERS L | 7,537 | $241.0M | 0.07% | |
| 109 | ESEVERSOURCE ENERGY | 3,452 | $232.0M | 0.07% | |
| 110 | IHIISHARES TR | 3,630 | $225.0M | 0.07% | |
| 111 | IWBISHARES TR | 589 | $219.0M | 0.07% | |
| 112 | OTISOTIS WORLDWIDE CORP | 2,513 | $219.0M | 0.07% | |
| 113 | BDXBECTON DICKINSON & CO | 1,116 | $216.0M | 0.07% | |
| 114 | CPSDCALAMOS ETF TR | 8,018 | $216.0M | 0.07% | |
| 115 | CATCATERPILLAR INC | 371 | $212.0M | 0.06% | |
| 116 | VOOVANGUARD INDEX FDS | 339 | $212.0M | 0.06% | |
| 117 | RCLROYAL CARIBBEAN GROUP | 750 | $209.0M | 0.06% | |
| 118 | CSCOCISCO SYS INC | 2,705 | $208.0M | 0.06% | |
| 119 | PRUPRUDENTIAL FINL INC | 1,832 | $206.0M | 0.06% | |
| 120 | BDJBLACKROCK ENHANCED EQUITY DI | 13,831 | $131.0M | 0.04% |
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