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| Name: |
Sterling Financial Group Inc. |
| City: |
PASADENA |
| State: |
CA |
| Zip: |
91101 |
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data |
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| Holdings
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10 |
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Unchanged Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPY |
Standard & Poors Depository... |
12 |
- |
$534.67 |
$3,310,000 |
6,328 |
1.57% |
302,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
17 |
- |
$152.41 |
$1,640,000 |
10,520 |
0.78% |
114,000 |
0 |
0.012 |
Closed - End Fund - E... |
|
|
IWV |
iShares Tr Russell 3000 Indx |
18 |
- |
$304.03 |
$1,500,000 |
5,000 |
0.71% |
131,000 |
0 |
0.01 |
Closed - End Fund - E... |
|
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IWR |
iShares Tr Rssll MidCap Indx |
19 |
- |
$81.65 |
$1,480,000 |
17,606 |
0.7% |
111,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
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DVY |
iShares Dow Select Div |
20 |
- |
$122.98 |
$1,438,000 |
11,675 |
0.68% |
69,000 |
0 |
0.008 |
Closed - End Fund - E... |
|
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IWN |
iShares Russell 2000 Value |
22 |
- |
$154.34 |
$1,357,000 |
8,545 |
0.64% |
30,000 |
0 |
0.01 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
28 |
- |
$463.53 |
$923,000 |
2,079 |
0.44% |
72,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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GOOG |
Alphabet Inc |
45 |
- |
$177.07 |
$394,000 |
2,589 |
0.19% |
29,000 |
0 |
0 |
Search Engines & Info... |
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HD |
Home Depot Inc |
50 |
- |
$330.26 |
$326,000 |
849 |
0.15% |
32,000 |
0 |
0 |
Home Improvement Stores |
|
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VTWG |
Vangard Russell 2000 Growth |
55 |
- |
$192.67 |
$251,000 |
1,275 |
0.12% |
17,000 |
0 |
0.001 |
N/A |
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