Sterling Financial Group, Inc. Last Quarter Change: USA Stocks, Added

Sterling Financial Group, Inc. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Sterling Financial Group, Inc. opened 1 positions, added to 5, reduced 21, sold out of 2 and left 4 unchanged. The largest increase in value was AAPL (+$2,113,741); the largest decrease was CI (-$672,114).

CVX: Country of operation United States; Class COM; Shares 2025-06-30 4,127; Shares 2025-09-30 4,620.
MSTR: Country of operation United States; Class CL A NEW; Shares 2025-06-30 3,606; Shares 2025-09-30 4,227.
MS: Country of operation United States; Class COM NEW; Shares 2025-06-30 1,789; Shares 2025-09-30 1,817.
XOMXXXX: Country of operation —; Class COM; Shares 2025-06-30 3,744; Shares 2025-09-30 3,781.

Two Form 13F-HR filings compared (SEC CIK 1991301): 2025-06-30 (filed 2025-07-10) and 2025-09-30 (filed 2025-11-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-06-30	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
CVX CHEVRON CORP NEW	United States	COM	4,127	4,620	+493	$590,945	$717,440	+$126,495
MSTR STRATEGY INC	United States	CL A NEW	3,606	4,227	+621	$1,457,653	$1,361,982	-$95,671
MS MORGAN STANLEY	United States	COM NEW	1,789	1,817	+28	$251,999	$288,830	+$36,831
XOMXXXX EXXON MOBIL CORP		COM	3,744	3,781	+37	$403,605	$426,322	+$22,717
CSCO CISCO SYS INC	United States	COM	3,096	3,143	+47	$214,800	$215,044	+$244

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