STERLING GROUP WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSK | 73K | $1.09M |
 | AAPL | 17K | $4.39M |
 | AMZN | 7K | $1.54M |
 | EIX | 7K | $382.54K |
 | LPLA | 6K | $1.99M |
 | MSFT | 5K | $2.80M |
 | UHS | 5K | $1.01M |
 | GOOG | 4K | $1.08M |
 | JPM | 4K | $1.26M |
 | ROL | 4K | $227.38K |
 | GOOGL | 3K | $821.68K |
 | AVY | 3K | $481.48K |
 | NEE | 3K | $209.86K |
 | NVDA | 2K | $423.93K |
 | JNJ | 2K | $373.29K |
 | PEP | 2K | $278.68K |
 | CVX | 1K | $231.42K |
 | V | 1K | $464.58K |
 | LOW | 1K | $330.98K |
 | MMC | 1K | $262.39K |
FS KKR Capital Corp.
FSK
Shares Held
73K
Value
$1.09M
Apple Inc.
AAPL
Shares Held
17K
Value
$4.39M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.54M
Edison International
EIX
Shares Held
7K
Value
$382.54K
LPL Financial Holdings Inc.
LPLA
Shares Held
6K
Value
$1.99M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.80M
Universal Health Services, Inc.
UHS
Shares Held
5K
Value
$1.01M
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.08M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.26M
Rollins, Inc.
ROL
Shares Held
4K
Value
$227.38K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$821.68K
Avery Dennison Corporation
AVY
Shares Held
3K
Value
$481.48K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$209.86K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$423.93K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$373.29K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$278.68K
Chevron Corporation
CVX
Shares Held
1K
Value
$231.42K
Visa Inc.
V
Shares Held
1K
Value
$464.58K
Lowe's Companies, Inc.
LOW
Shares Held
1K
Value
$330.98K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
1K
Value
$262.39K