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| Name: |
Sterling Financial Planning Inc. |
| City: |
SPARTA |
| State: |
NJ |
| Zip: |
07871 |
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data |
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Filing Period: |
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| Holdings
Found :
13 |
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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 |
|
SIGI |
Selective Insurance Group Inc |
43 |
- |
$97.11 |
$1,434,000 |
13,138 |
0.58% |
127,000 |
0 |
0.022 |
Property & Casualty I... |
|
|
RTX |
RTX Corp |
70 |
- |
$101.02 |
$503,000 |
5,157 |
0.2% |
69,000 |
0 |
0 |
Conglomerates |
|
|
CAT |
Caterpillar Inc |
85 |
- |
$356.68 |
$308,000 |
841 |
0.12% |
59,000 |
0 |
0 |
Farm & Construction M... |
|
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LOW |
Lowes Companies Inc |
86 |
- |
$232.98 |
$303,000 |
1,189 |
0.12% |
38,000 |
0 |
0 |
Home Improvement Stores |
|
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CARR |
Carrier Global Corp |
88 |
- |
$64.33 |
$291,000 |
5,000 |
0.12% |
4,000 |
0 |
0.001 |
N/A |
|
|
MRK |
Merck & Co Inc |
91 |
- |
$131.20 |
$278,000 |
2,104 |
0.11% |
49,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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UAUG |
Innovator S&p 500 Ultra Buf... |
92 |
- |
$0.00 |
$276,000 |
8,446 |
0.11% |
16,000 |
0 |
0.009 |
N/A |
|
|
MDYG |
streetTRACKS Series Trust -... |
93 |
- |
$85.57 |
$272,000 |
3,121 |
0.11% |
36,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
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DVY |
iShares Dow Select Div |
94 |
- |
$124.38 |
$267,000 |
2,165 |
0.11% |
13,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
97 |
- |
$0.00 |
$251,000 |
2,732 |
0.1% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
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OTIS |
Otis Worldwide Corp |
98 |
- |
$96.59 |
$248,000 |
2,500 |
0.1% |
24,000 |
0 |
0.001 |
N/A |
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ES |
Eversource Energy |
104 |
- |
$61.28 |
$206,000 |
3,452 |
0.08% |
-7,000 |
0 |
0.001 |
Electric Utilities |
|
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BDJ |
Blackrock Enhanced Dividend... |
105 |
- |
$8.28 |
$114,000 |
13,831 |
0.05% |
8,000 |
0 |
0.008 |
Closed - End Fund - E... |
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