• 13F History

Sterling Group Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 21, 2025
Value $
$193M
Signature - Title
C. Hunt Salembier - Financial Advisor & Principal
Location
Pasadena, CA
Summary
This page shows a list of all the recent 13F filings made by Sterling Group Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Group Wealth Management, LLC reported 63 stock holdings with total value $193M as of Q4 2024. Top holdings included SPLG, SPHQ, IVW, EFA, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 63 $193M +$5.88M -$1.81M +$4.07M SPLG, SPHQ, IVW, EFA, VEA 13F-HR 1/17/2025, 07:11 PM
Q3 2024 63 $189M +$16.2M -$12.2M +$4.01M SPLG, SPHQ, EFA, VEA, IVW 13F-HR 10/7/2024, 05:25 PM
Q2 2024 58 $174M +$173M -$19.3K +$173M SPLG, SPHQ, SPYV, VEA, EFA 13F-HR 7/15/2024, 03:12 PM
Q1 2024 3 $1.63M $0 -$130M -$130M VOO, VEU, SPHQ 13F-HR 4/15/2024, 09:38 PM
Q4 2023 53 $129M +$13.7M -$1.69M +$12M VEA, SPHQ, VTV, SPLG, IXN 13F-HR 1/12/2024, 10:53 AM
Q3 2023 49 $106M +$5.35M -$10.4M -$5.07M VEA, SPHQ, VTV, VOO, IXN 13F-HR 10/11/2023, 02:02 PM
Q2 2023 52 $115M +$11.1M -$7.4M +$3.73M VEA, SPHQ, VTV, IXN, VOO 13F-HR 7/6/2023, 07:18 PM
Q1 2023 50 $106M +$6.83M -$6.99M -$159K VEA, VTV, SPHQ, MTUM, IXN 13F-HR 4/21/2023, 10:24 AM
Q4 2022 48 $102M VEA, VTV, SPHQ, MTUM, SPSM 13F-HR 2/17/2023, 02:58 PM