• 13F History

Sterling Financial Group, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$277M
Signature - Title
Berkeley Harrison - Chief Compliance Officer
Location
Pasadena, CA
Summary
This page shows a list of all the recent 13F filings made by Sterling Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Financial Group, Inc. reported 63 stock holdings with total value $277M as of Q1 2025. Top holdings included GSLC, BSJQ, DIVO, JGRO, and SPLB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 63 $277M +$19M -$6.04M +$12.9M GSLC, BSJQ, DIVO, JGRO, SPLB 13F-HR 4/15/2025, 07:13 PM
Q4 2024 65 $269M +$107M -$72.7M +$34.3M GSLC, JGRO, DIVO, BSJQ, SPLB 13F-HR 1/14/2025, 05:40 PM
Q3 2024 66 $234M +$4.6M -$926K +$3.68M JGRO, DIVO, DFAU, BLV, BSJP 13F-HR 10/22/2024, 12:42 PM
Q2 2024 64 $220M +$10.1M -$2.63M +$7.49M JGRO, DIVO, DFAU, BSJP, BLV 13F-HR 7/15/2024, 05:07 PM
Q1 2024 64 $211M +$61M -$26.7M +$34.2M JGRO, DIVO, DFAU, BSJP, BLV 13F-HR 4/10/2024, 04:15 PM
Q4 2023 62 $169M +$17.2M -$19.7M -$2.54M JGRO, DFAU, BSJP, BSCR, DIVO 13F-HR 1/17/2024, 03:18 PM
Q3 2023 65 $159M +$18.5M -$5.82M +$12.7M DFAU, JGRO, BSJP, DIVO, BSCR 13F-HR 10/18/2023, 08:01 PM
Q2 2023 69 $151M +$55.8M -$43.5M +$12.3M DFAU, JGRO, DFAI, DIVO, BSJP 13F-HR 9/7/2023, 05:24 PM
Q1 2023 49 $121M JPST, DFAU, BSCQ, DIVO, HAP 13F-HR 9/7/2023, 05:16 PM
Q4 2022 52 $130M JPST, DFAU, BSCQ, DIVO, HAP 13F-HR 8/29/2023, 01:48 PM