Sterling Financial Group, Inc. - Portfolio overview

Sterling Financial Group, Inc. has 73 reported holdings in this dataset, with the latest filing dated 2025-11-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SPHQ - INVESCO EXCHANGE TRADED FD T, 12.87%
2. DIVO - AMPLIFY ETF TR, 10.82%
3. JGRO - J P MORGAN EXCHANGE TRADED F, 10.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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