List of top 200 securities held by Sterling Financial Planning Inc.:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2024Q4
Report Date Time: 2025-01-31 19:59:49
Total Holdings: 102
Assets Under Management (AUM) :
$251,096,208 ($251.1M)
Reporting Manager: Nicholas Nicolette
Address:
60 BLUE HERON ROAD, SUITE 201
SPARTA, NJ 07871
Since : total money flow = , gains and losses =
×