Sterling-Financial-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ACN", "GOOGL", null, "AVGO", "BSX", null, null, null, null, null, null, null, null, "HD", null, null, "UNP", "META", null, null, null, null, null, "ESBA", null, "MSFT", "MS", "PANW", "PEP", "IVV", "AAPL", "SPY", "NVDA", "LMT", "MSTR", null, "SPLG", null, "CI", "VOE", null, null, "IWV", "IWN", null, "GSLC", "AMZN", null, "V", "DVY", "BRK-B", "CVX", "COST", "CVS", null, "MAR", "QQQ", "GOOG", "XOM", "LLY", "TSLA", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 63
- Total Value
- 277397403
- Accession Number
- 0001991301-25-000003
- Form Type
- 13F-HR
- Manager Name
- Sterling-Financial-Group
Data Enrichment
60% identified38 identified25 unidentified
Holdings
63 positions • $277.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 2.1K | QoQ NEW(+2.1K) YoY NEW(+2.1K) | All Managers (Combined) | $209.4K | 0.1% ($209.4K/$277.4M) | QoQ NEW(+$209.4K) YoY NEW(+$209.4K) | |
MORGAN STANLEY(MScusip617446448) | 1.8K | QoQ 0.00% (-0)YoY NEW(+1.8K) | All Managers (Combined) | $208.7K | 0.1% ($208.7K/$277.4M) | YoY NEW(+$208.7K) |
Accenture plc(ACNcusipG1151C101) | 659 | All Managers (Combined) | $205.6K | 0.1% ($205.6K/$277.4M) |