As per corporate shareholdings filed for Jun-2025, people matching Sterling Group Wealth Management LLC publicly holds 25 stocks with a net worth of over US$ 21.2 M.
These are shares held by Sterling Group Wealth Management LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.
| Stock Name | Holders Name | Current Price US$ | Quantity Held | Holding Percent | Change from Previous Qtr | Holding Value US$ | History | |
|---|---|---|---|---|---|---|---|---|
| Costco Wholesale Corp | Sterling Group Wealth Management Llc | 947.34 | 204 | 0.00% | 0.00 | 193.3 K | ||
| Marsh & McLennan Cos., Inc. | Sterling Group Wealth Management Llc | 204.78 | 1,302 | 0.00% | 0.00 | 266.6 K | ||
| Apple Inc | Sterling Group Wealth Management Llc | 231.57 | 17,266 | 0.00% | 0.00 | 4.0 M | ||
| Amazon.com Inc. | Sterling Group Wealth Management Llc | 230.89 | 7,085 | 0.00% | 0.00 | 1.6 M | ||
| Avery Dennison Corp. | Sterling Group Wealth Management Llc | 171.12 | 2,969 | 0.00% | 0.00 | 508.1 K | ||
| Berkshire Hathaway Inc. - Ordinary Shares - Class A | Sterling Group Wealth Management Llc | 747250.50 | 1 | 0.00% | 0.00 | 747.3 K | ||
| Chevron Corp. | Sterling Group Wealth Management Llc | 158.47 | 1,486 | 0.00% | 0.00 | 235.5 K | ||
| Deere & Co. | Sterling Group Wealth Management Llc | 493.00 | 408 | 0.00% | NEW | 201.1 K | ||
| Walt Disney Co (The) | Sterling Group Wealth Management Llc | 116.97 | 1,741 | 0.00% | NEW | 203.6 K | ||
| Edison International | Sterling Group Wealth Management Llc | 54.94 | 6,811 | 0.00% | 0.00 | 374.2 K | ||
| FS KKR Capital Corp | Sterling Group Wealth Management Llc | 17.93 | 61,378 | 0.02% | 0.00 | 1.1 M | ||
| Alphabet Inc - Ordinary Shares - Class C | Sterling Group Wealth Management Llc | 211.68 | 4,516 | 0.00% | 0.00 | 955.9 K | ||
| Alphabet Inc - Ordinary Shares - Class A | Sterling Group Wealth Management Llc | 210.96 | 3,417 | 0.00% | 0.00 | 720.9 K | ||
| Johnson & Johnson | Sterling Group Wealth Management Llc | 175.40 | 2,012 | 0.00% | 0.00 | 352.9 K | ||
| JPMorgan Chase & Co. | Sterling Group Wealth Management Llc | 299.90 | 3,984 | 0.00% | 0.00 | 1.2 M | ||
| Lowe`s Cos., Inc. | Sterling Group Wealth Management Llc | 256.06 | 1,317 | 0.00% | 0.00 | 337.2 K | ||
| LPL Financial Holdings Inc | Sterling Group Wealth Management Llc | 367.82 | 5,967 | 0.01% | 0.00 | 2.2 M | ||
| Meta Platforms Inc - Ordinary Shares - Class A | Sterling Group Wealth Management Llc | 749.60 | 604 | 0.00% | 0.00 | 452.8 K | ||
| Microsoft Corporation | Sterling Group Wealth Management Llc | 506.90 | 5,465 | 0.00% | 0.00 | 2.8 M | ||
| Nuveen California Municipal Value Fund. | Sterling Group Wealth Management Llc | 8.47 | 53,993 | 0.16% | 0.00 | 457.3 K | ||
| NVIDIA Corp | Sterling Group Wealth Management Llc | 180.12 | 2,355 | 0.00% | 0.00 | 424.2 K | ||
| PepsiCo Inc | Sterling Group Wealth Management Llc | 147.35 | 1,984 | 0.00% | 0.00 | 292.3 K | ||
| Rollins, Inc. | Sterling Group Wealth Management Llc | 56.05 | 3,871 | 0.00% | 0.00 | 217.0 K | ||
| Universal Health Services, Inc. - Ordinary Shares - Class B | Sterling Group Wealth Management Llc | 181.40 | 4,957 | 0.01% | 0.00 | 899.2 K | ||
| Visa Inc - Ordinary Shares - Class A | Sterling Group Wealth Management Llc | 350.16 | 1,361 | 0.00% | 0.00 | 476.6 K | ||
| Workday Inc - Ordinary Shares - Class A | 230.88 | - | Investor holds below 1% | |||||
| McDonald`s Corp | 309.75 | - | Investor holds below 1% | |||||
| Moog, Inc. - Ordinary Shares - Class B | 200.00 | - | Investor holds below 1% | |||||
| Berkshire Hathaway Inc. - Ordinary Shares - Class B | 498.13 | - | Investor holds below 1% | |||||
| International Business Machines Corp. | 243.98 | - | Investor holds below 1% | |||||
| Walmart Inc | 96.06 | - | Investor holds below 1% | |||||
| Unitedhealth Group Inc | 300.60 | - | Investor holds below 1% | |||||
| VF Corp. | 15.07 | - | Investor holds below 1% | |||||
| AMGEN Inc. | 285.34 | - | Investor holds below 1% |