Sterling Wealth Management, Inc.
Top Portfolio Positions
58 positions ·
$48,861,140 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HUBB |
Hubbell Inc
Industrials
|
18,090 | $8,877,486 | 18.17% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
12,188 | $3,787,908 | 7.75% | |
| AAPL |
Apple Inc.
Technology
|
11,549 | $2,931,020 | 6.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,228 | $2,126,188 | 4.35% | |
| XOM |
Exxon Mobil Corp
Energy
|
11,728 | $1,989,772 | 4.07% | |
| MSFT |
Microsoft Corp
Technology
|
4,629 | $1,713,516 | 3.51% | |
| AXP |
American Express Co
Financial Services
|
5,134 | $1,552,932 | 3.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,208 | $1,517,483 | 3.11% | |
| CAT |
Caterpillar Inc
Industrials
|
1,943 | $1,376,537 | 2.82% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
8,700 | $1,351,023 | 2.77% |
Portfolio Trend
Holdings in ITIC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,672 | 1,296 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $323,533 | 1,296 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $347,107 | 1,296 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $273,844 | 1,296 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $306,840 | 1,296 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $297,820 | 1,296 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $233,448 | 1,296 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $211,494 | 1,296 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $210,133 | 1,296 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||