Long-term investor
Sterling Wealth Management, Inc. @sterlingwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011149).
Record
- Tracked since 2025-06-30 (479 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +1.0% · 1 year +3.8% · all +3.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 11.0% · long · since 2025-06-30
- 25434V831 · 7.0% · long · since 2025-06-30
- 25434V872 · 6.5% · long · since 2025-06-30
- 25434V609 · 6.3% · long · since 2025-06-30
- 25434V591 · 6.3% · long · since 2025-06-30
- 921943858 · 5.0% · long · since 2025-06-30
- 25434V302 · 4.8% · long · since 2025-06-30
- 25434V864 · 4.6% · long · since 2025-06-30
- 25434V666 · 3.8% · long · since 2025-06-30
- 25434V724 · 3.8% · long · since 2025-06-30
- 25434V500 · 3.7% · long · since 2025-06-30
- 922042858 · 2.8% · long · since 2025-06-30