Long-term investor
Sterling Group Wealth Management, LLC @sterlinggroupwealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001852307).
Record
- Tracked since 2025-06-30 (449 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.4% · 1 year n/a · all -0.7%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 39.4% · long · since 2025-06-30
- 09290C103 · 8.5% · long · since 2025-06-30
- 46137V241 · 7.1% · long · since 2025-06-30
- 74933W452 · 6.0% · long · since 2025-06-30
- 921943858 · 5.3% · long · since 2025-06-30
- 464287465 · 5.2% · long · since 2025-06-30
- 09290C780 · 3.5% · long · since 2026-06-30
- 78463X848 · 2.4% · long · since 2025-06-30
- 464287309 · 2.3% · long · since 2025-06-30
- 78464A508 · 2.2% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- 922908363 · 2.0% · long · since 2025-06-30