Sterling Group Wealth Management, LLC
Top Portfolio Positions
31 positions ·
$21,462,740 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
14,450 | $3,667,265 | 17.09% | |
| MSFT |
Microsoft Corp
Technology
|
5,758 | $2,131,438 | 9.93% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
5,869 | $1,765,571 | 8.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,901 | $1,645,541 | 7.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,020 | $1,182,523 | 5.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,061 | $1,167,781 | 5.44% | |
| UHS |
Universal Health Services Inc
Healthcare
|
4,957 | $887,154 | 4.13% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
76,879 | $782,628 | 3.65% | |
| NVDA |
Nvidia Corp
Technology
|
4,411 | $769,278 | 3.58% | |
| CVX |
Chevron Corp
Energy
|
3,319 | $686,701 | 3.20% |
Portfolio Trend
13 quarters · across all stocks
Holdings in NCA
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $506,454 | 53,993 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $483,237 | 53,993 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $480,537 | 53,993 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $468,659 | 53,993 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $467,039 | 53,993 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $456,240 | 53,993 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $492,416 | 53,993 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $468,119 | 53,993 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $483,777 | 53,993 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $443,282 | 53,993 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $461,640 | 53,993 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $475,678 | 53,993 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,131,122 | 370,547 | Shares | Sole | 2023-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||