Holdings
Sterling Group Wealth Management, LLC
As of Jun 30, 2026, Sterling Group Wealth Management, LLC reported 28 positions worth US$23.9M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 16,960 | US$4.91M | +2,510 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,436 | US$3.01M | −214 | Jun 30, 2026 |
| Microsoft Corp. | 5,530 | US$2.06M | −228 | Jun 30, 2026 |
| Amazon.com, Inc. | 7,569 | US$1.8M | −332 | Jun 30, 2026 |
| Lpl Financial Holdings Inc. | 5,827 | US$1.64M | −42 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,989 | US$1.31M | −31 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,497 | US$749K | −2 | Jun 30, 2026 |
| Johnson & Johnson | 2,907 | US$738K | +697 | Jun 30, 2026 |
| Universal Health Services, Inc. | 4,957 | US$737K | no change | Jun 30, 2026 |
| Fs Kkr Capital Corp. | 60,457 | US$635K | −16,422 | Jun 30, 2026 |