StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.84% |
Sterling Financial Group, Inc. reports $315.54M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are SPHQ (12.9%), DIVO (10.8%) and JGRO (10.1%). The top 20 holdings account for 87.7% of reported assets. Its disclosed equity book has returned +38.97% cumulatively over 11 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sterling Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1991301). View Sterling Financial Group, Inc.’s 13F filings on SEC