Top 50 Sterling Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 12.87% | 554.0K | $40.6M | +6.10%(+31.83K) | $66.90(+15.61%) | 2025-09-30 | |
| DIVO | AMPLIFY ETF TR | 10.82% | 765.9K | $34.1M | +9.03%(+63.44K) | $37.40(+21.58%) | 2025-09-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 10.1% | 339.9K | $31.9M | -4.14%(-14.69K) | $54.03(+72.71%) | 2025-09-30 | |
| INTF | ISHARES TR | 9.2% | 808.1K | $29.0M | +29.56%(+184.40K) | $31.65(+22.66%) | 2025-09-30 | |
| IBHF | ISHARES TR | 8.04% | 1.08M | $25.4M | -10.40%(-125.87K) | $23.01(+0.38%) | 2025-09-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 6.37% | 977.0K | $20.1M | +33.81%(+246.88K) | $20.22(+1.81%) | 2025-09-30 | |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 6.32% | 954.8K | $19.9M | +59.88%(+357.60K) | $20.44(+2.14%) | 2025-09-30 | |
| IDVO | AMPLIFY ETF TR | 6.25% | 528.6K | $19.7M | +20.12%(+88.52K) | $29.73(+34.86%) | 2025-09-30 | |
| AAPL | APPLE INC | 4.12% | 51.0K | $13.0M | -3.77%(-2.00K) | $142.82(+81.38%) | 2025-09-30 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 1.72% | 108.3K | $5.4M | -7.64%(-8.95K) | $50.14(+0.32%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.71% | +38.97% |
| Top 20 Holdings Unweighted | +11.78% | +35.84% |
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