Stock Taper

STERLING GROUP WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
FS KKR Capital Corp.FSK60.46K$634.79K
Apple Inc.AAPL16.96K$4.91M
Ares Capital CorporationARCC15.46K$286.53K
iShares Defense Industrials ActIDEF9.48K$301.24K
Edison InternationalEIX7.72K$575K
Amazon.com, Inc.AMZN7.57K$1.8M
LPL Financial Holdings Inc.LPLA5.83K$1.64M
Microsoft CorporationMSFT5.53K$2.06M
Universal Health Services, Inc.UHS4.96K$737.06K
Alphabet Inc.GOOG4.45K$1.57M
Alphabet Inc.GOOGL4.04K$1.44M
JPMorgan Chase & Co.JPM3.99K$1.31M
Chevron CorporationCVX3.33K$551.35K
Avery Dennison CorporationAVY2.97K$482.02K
Johnson & JohnsonJNJ2.91K$738.34K
NextEra Energy, Inc.NEE2.9K$254.36K
Wells Fargo & CompanyWFC2.77K$229.33K
NVIDIA CorporationNVDA2.63K$525.25K
Edwards Lifesciences CorporationEW2.53K$229.13K
PepsiCo, Inc.PEP2.38K$322.83K