• 13F History

Sterling Wealth Advisors Inc

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$127M
Signature - Title
Elizabeth Barrett - Chief Compliance Officer
Location
Plantation, FL
Summary
This page shows a list of all the recent 13F filings made by Sterling Wealth Advisors Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Wealth Advisors Inc reported 18 stock holdings with total value $127M as of Q4 2024. Top holdings included DFAU, DFSD, DFUS, DFAI, and DFIC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 18 $127M $0 $0 DFAU, DFSD, DFUS, DFAI, DFIC 13F-HR 1/28/2025, 12:20 PM