Top 39 Sterling Manor Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPBO | SPDR SERIES TRUST | 12.21% | 672.4K | $19.5M | +6.24%(+39.49K) | $29.23(-0.98%) | 2026-03-31 | |
| JANU | AIM ETF PRODUCTS TRUST | 8.87% | 518.6K | $14.2M | -20.13%(-130.71K) | $24.34(+20.75%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 7.14% | 191.0K | $11.4M | +3.46%(+6.39K) | $59.56(+0.38%) | 2026-03-31 | |
| IDEV | ISHARES TR | 6.91% | 132.3K | $11.1M | -10.87%(-16.13K) | $70.83(+24.30%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.64% | 55.3K | $10.6M | -18.94%(-12.93K) | $172.07(+18.11%) | 2026-03-31 | |
| DGRO | ISHARES TR | 6.21% | 141.5K | $9.9M | -12.64%(-20.46K) | $52.64(+39.36%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 5.8% | 94.8K | $9.3M | -10.38%(-10.98K) | $60.26(+88.77%) | 2026-03-31 | |
| YSEP | FIRST TR EXCHNG TRADED FD VI | 5.6% | 342.2K | $9.0M | -10.72%(-41.10K) | $23.00(+17.17%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 5.4% | 345.8K | $8.6M | +4.77%(+15.75K) | $24.88(+0.63%) | 2026-03-31 | |
| VFVA | VANGUARD WELLINGTON FD | 4.98% | 59.1K | $8.0M | -5.44%(-3.40K) | $116.00(+24.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.63% | +28.20% |
| Top 20 Holdings Unweighted | +9.58% | +31.60% |
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