§ 13F · FUND PROFILE
Sterling Financial Group, Inc..
AUM · $298M (13F)Positions · 71Turnover · n/a · Q2Filed · Jul 10, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$69M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 10, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | 522K | $37M | 12.5% | NEW |
| 2 | JGRO | J P MORGAN EXCHANGE TRADED F | 355K | $31M | 10.2% | +1% |
| 3 | DIVO | AMPLIFY ETF TR | 702K | $30M | 10.0% | +3% |
| 4 | IBHF | ISHARES TR | 1.21M | $28M | 9.4% | NEW |
| 5 | INTF | ISHARES TR | 624K | $21M | 7.2% | +40% |
| 6 | SPLB | SPDR SERIES TRUST | 837K | $19M | 6.3% | +1% |
| 7 | IDVO | AMPLIFY ETF TR | 440K | $15M | 5.1% | +1% |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 730K | $15M | 5.0% | +1% |
| 9 | BSCW | INVESCO EXCH TRD SLF IDX FD | 597K | $12M | 4.1% | +1% |
| 10 | AAPL | APPLE INC | 53K | $11M | 3.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STERLING SIGNAL
AC read
Sterling Financial Group, Inc. is a Other fund managing $298 million in assets. The fund runs a portfolio of 71 positions.
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