Sterling Group Wealth Management, LLC Top Holdings and 13F Report (2023) → Better than Bitcoin? The Biotech Stock with 46,751% Potential (From Behind the Markets) (Ad) About Sterling Group Wealth Management, LLCInvestment ActivitySterling Group Wealth Management, LLC has $1.63 million in total holdings as of September 30, 2023.Sterling Group Wealth Management, LLC owns shares of 3 different stocks, but just 2 companies or ETFs make up 80% of its holdings.About 7,988.05% of the portfolio was sold this quarter.This quarter, Sterling Group Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 0 stocks.Sterling Group Wealth Management, LLC sold shares of 3 stocks and completely divested from 50 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $1,112,340Vanguard FTSE All-World ex-US ETF $288,558Invesco S&P 500 Quality ETF $227,602 Largest Sales this Quarter Invesco S&P 500 Quality ETF 354,739 shares (about $21.43M)Vanguard S&P 500 ETF 14,282 shares (about $6.87M)Vanguard FTSE All-World ex-US ETF 7,963 shares (about $467.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSterling Group Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$1,112,340$6,865,359 ▼-86.1%2,31468.3%ETFVEUVanguard FTSE All-World ex-US ETF$288,558$467,030 ▼-61.8%4,92017.7%ETFSPHQInvesco S&P 500 Quality ETF$227,602$21,433,317 ▼-98.9%3,76714.0%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$0$32,486,303 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$10,042,417 ▼-100.0%00.0%ETFSPLGSPDR Portfolio S&P 500 ETF$0$8,990,318 ▼-100.0%00.0%ETFIXNiShares Global Tech ETF$0$7,730,523 ▼-100.0%00.0%ETFAAPLApple$0$7,103,600 ▼-100.0%00.0%Computer and TechnologyWDAYWorkday$0$5,780,696 ▼-100.0%00.0%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$0$4,695,700 ▼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$2,178,299 ▼-100.0%00.0%FinanceMSFTMicrosoft$0$2,086,448 ▼-100.0%00.0%Computer and TechnologyFSKFS KKR Capital$0$1,629,100 ▼-100.0%00.0%FinanceLPLALPL Financial$0$1,532,793 ▼-100.0%00.0%FinanceBRK.ABerkshire Hathaway$0$1,085,250 ▼-100.0%00.0%FinanceAMZNAmazon.com$0$1,078,166 ▼-100.0%00.0%Retail/WholesaleVSGXVanguard ESG International Stock ETF$0$757,568 ▼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$712,241 ▼-100.0%00.0%FinanceBNDVanguard Total Bond Market ETF$0$707,105 ▼-100.0%00.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$0$702,972 ▼-100.0%00.0%ETFGOOGAlphabet$0$618,119 ▼-100.0%00.0%Computer and TechnologyAVYAvery Dennison$0$600,213 ▼-100.0%00.0%Industrial ProductsCVXChevron$0$591,747 ▼-100.0%00.0%Oils/EnergySCHBSchwab US Broad Market ETF$0$564,786 ▼-100.0%00.0%ETFAMGNAmgen$0$528,517 ▼-100.0%00.0%MedicalNEENextEra Energy$0$507,240 ▼-100.0%00.0%UtilitiesGOOGLAlphabet$0$483,886 ▼-100.0%00.0%Computer and TechnologyNCANuveen California Municipal Value Fund$0$483,777 ▼-100.0%00.0%FinanceUNHUnitedHealth Group$0$449,605 ▼-100.0%00.0%MedicalMCDMcDonald's$0$433,489 ▼-100.0%00.0%Retail/WholesaleVVisa$0$430,327 ▼-100.0%00.0%Business ServicesTSLATesla$0$408,501 ▼-100.0%00.0%Auto/Tires/TrucksCOSTCostco Wholesale$0$397,368 ▼-100.0%00.0%Consumer DefensivePEPPepsiCo$0$371,151 ▼-100.0%00.0%Consumer StaplesJNJJohnson & Johnson$0$360,697 ▼-100.0%00.0%MedicalUHSUniversal Health Services$0$348,783 ▼-100.0%00.0%MedicalIVViShares Core S&P 500 ETF$0$336,729 ▼-100.0%00.0%ETFHDHome Depot$0$322,392 ▼-100.0%00.0%Retail/WholesaleLOWLowe's Companies$0$316,950 ▼-100.0%00.0%Retail/WholesaleNKENIKE$0$315,939 ▼-100.0%00.0%Consumer DiscretionaryMMCMarsh & McLennan Companies$0$310,738 ▼-100.0%00.0%FinanceVUGVanguard Growth ETF$0$306,217 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$285,541 ▼-100.0%00.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$0$268,909 ▼-100.0%00.0%ETFADBEAdobe$0$260,118 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$251,445 ▼-100.0%00.0%FinanceJQUAJPMorgan US Quality Factor ETF$0$250,930 ▼-100.0%00.0%ETFPGProcter & Gamble$0$224,312 ▼-100.0%00.0%Consumer StaplesVOOVVanguard S&P 500 Value ETF$0$217,182 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$217,117 ▼-100.0%00.0%ETFBACBank of America$0$210,035 ▼-100.0%00.0%FinanceVFCV.F.$0$188,000 ▼-100.0%00.0%Consumer DiscretionaryPGXInvesco Preferred ETF$0$159,390 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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