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  Name: Sterling Financial Group Inc.
  City: PASADENA
  State: CA
  Zip: 91101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $210,614,000
  Total Value Change : $42,054,000
  Securities Held Change : 2
   
All Securities Held : 64
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 30
  Unchanged Positions : 10
  Decreased Positions : 18

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Holdings Found : 18     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (JGRO)1 Year Chart         JGRO Jpmorgan Active Growth Etf 1 - $0.00 $24,616,000 350,599 11.69% 2,865,000 -5,446 0.39    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 23 - $184.70 $1,320,000 7,316 0.63% 204,000 -31 0    Internet Software & S...
   (ESBA)1 Year Chart         ESBA Empire State Realty Op Lp 27 - $9.50 $1,012,000 101,522 0.48% 37,000 -2,200 0.424    REIT - Office
   (BSCR)1 Year Chart         BSCR Invesco Bulletshares 2027 C... 29 - $0.00 $855,000 44,341 0.41% -11,429,000 -587,081 0.039    N/A
   (BSCQ)1 Year Chart         BSCQ Invesco Bulletshares 2026 C... 30 - $19.21 $799,000 41,576 0.38% -9,108,000 -471,725 0.015    N/A
   (BSMS)1 Year Chart         BSMS Invesco Bulletshares 2028 M... 35 - $0.00 $517,000 22,013 0.25% -1,642,000 -68,889 0.024    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 36 - $471.91 $515,000 1,060 0.24% 138,000 -4 0    Internet Service Prov...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 37 - $466.20 $508,000 1,116 0.24% -146,000 -328 0    Aerospace/Defense - M...
   (BSMR)1 Year Chart         BSMR Invesco Bulletshares 2027 M... 40 - $0.00 $440,000 18,611 0.21% -1,710,000 -71,330 0    N/A
   (BSMQ)1 Year Chart         BSMQ Invesco Bulletshares 2026 M... 43 - $0.00 $423,000 17,960 0.2% -312,000 -12,997 0    N/A
   (BSMP)1 Year Chart         BSMP Invesco Bulletshares 2025 M... 42 - $0.00 $423,000 17,367 0.2% -313,000 -12,641 0.393    N/A
   (BSMU)1 Year Chart         BSMU Invesco Bulletshares 2030 M... 44 - $0.00 $395,000 17,846 0.19% -267,000 -11,691 0.198    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc 47 - $182.19 $376,000 2,146 0.18% 0 -65 0    Beverage Soft Drinks...
   (V)1 Year Chart         V Visa Inc 53 - $280.10 $285,000 1,023 0.14% 13,000 -22 0    Business Services
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 56 - $532.13 $242,000 460 0.11% -133,000 -325 0    Closed - End Fund - E...
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... 58 - $20.48 $236,000 11,576 0.11% -83,000 -4,013 0.004    N/A
   (BSMO)1 Year Chart         BSMO Invesco Bulletshares 2024 M... 59 - $24.83 $232,000 9,366 0.11% -503,000 -20,120 0.104    N/A
   (BSCT)1 Year Chart         BSCT Invesco Bulletshares 2029 C... 62 - $0.00 $208,000 11,385 0.1% -91,000 -4,719 0.051    N/A
      18 Records Found
  1    
Page 1 of 1
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