Holdings
Sterling Wealth Management, Inc.
As of Jun 30, 2026, Sterling Wealth Management, Inc. reported 60 positions worth US$55.5M. Largest: Hubbell Inc, Apple Inc and Mcdonald's Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Hubbell Inc | 18,090 | US$9.46M | no change | Jun 30, 2026 |
| Apple Inc | 11,579 | US$3.35M | +30 | Jun 30, 2026 |
| Mcdonald's Corporation | 12,187 | US$3.29M | −1 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 7,228 | US$2.37M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 2,015 | US$2.15M | +72 | Jun 30, 2026 |
| Exxon Mobil Corporation | 13,932 | US$1.9M | +2,204 | Jun 30, 2026 |
| Microsoft Corp. | 4,689 | US$1.75M | +60 | Jun 30, 2026 |
| American Express Company | 5,134 | US$1.74M | no change | Jun 30, 2026 |
| Procter & Gamble Company (the) | 11,130 | US$1.63M | +4,520 | Jun 30, 2026 |
| Johnson & Johnson | 6,208 | US$1.58M | no change | Jun 30, 2026 |