Sterling Manor Financial, LLC stock holdings and annual report by SEC Form 13f filings Apr, 2024 (2024)

Sterling Manor Financial, LLC stock holdings

Sterling Manor Financial, LLC holdings are the contents of an investment portfolio held by an individual or an entity, such as a mutual fund or a pension fund like Sterling Manor Financial, LLC. Portfolio holdings may encompass a wide range of investment products, including stocks, bonds, mutual funds, options, futures, and exchange traded funds (ETFs).

Sterling Manor Financial, LLC stock holdings and annual report by SEC Form 13f filings Apr, 2024 (1)

Sterling Manor Financial, LLC ownership holdings
Security Amount Value (x1000) Date
ISHARES TR (RUS MD CP GR ETF) 163,504 (-1,965) $17,079,653 (+$1,964,025) Dec 31st
SPDR SER TR (PRTFLO S&P500 GW) 187,020 (+74,263) $12,167,515 (+$5,483,287) Dec 31st
ISHARES TR (CORE DIV GRWTH) 218,692 (+5,392) $11,770,019 (+$1,205,278) Dec 31st
FIRST TR EXCH TRADED FD III (EME MRK BD ETF) 387,383 (-4,172) $11,284,466 (+$692,904) Dec 31st
FIRST TR MORNINGSTAR DIVID L (SHS) 287,712 (-53,832) $10,323,106 (-$1,098,121) Dec 31st
FIRST TR EXCHNG TRADED FD VI (CBOE VEST US EQT) 294,520 (-3,326) $10,293,298 (+$684,785) Dec 31st
SPDR SER TR (PORTFOLIO S&P600) 189,613 (+3,833) $7,997,876 (+$1,142,594) Dec 31st
FIRST TR STOXX EUROPEAN SELE (COMMON SHS) 639,070 (-163,478) $7,713,957 (-$1,026,113) Dec 31st
FIRST TR EXCHANGE-TRADED FD (FIRST TR ENH NEW) 126,633 (+61,692) $7,554,913 (+$3,696,119) Dec 31st
ISHARES TR (ISHARES SEMICDTR) 11,647 (+95) $6,709,837 (+$1,238,232) Dec 31st
ISHARES TR (1 3 YR TREAS BD) 50,713 (+21,795) $4,160,493 (+$1,819,002) Dec 31st
ISHARES TR (GLOBAL ENERG ETF) 95,042 (-540) $3,717,092 (-$226,622) Dec 31st
APPLE INC (COM) 16,002 (-1,299) $3,080,866 (+$118,762) Dec 31st
(TR UNIT) 2,001 (0) $951,095 (+$95,708) Dec 31st
MICROSOFT CORP (COM) 1,838 (-156) $691,094 (+$61,545) Dec 31st
ONEOK INC NEW (COM) 8,150 (0) $572,293 (+$55,338) Dec 31st
AMAZON COM INC (COM) 3,480 (-130) $528,751 (+$69,848) Dec 31st
FIRST TR EXCHANGE-TRADED FD (BUYWRIT INCM ETF) 17,380 $371,237 Dec 31st
J P MORGAN EXCHANGE TRADED F (EQUITY PREMIUM) 6,667 $366,552 Dec 31st
SPDR SER TR (BLOOMBERG SHT TE) 12,963 $325,890 Dec 31st

Sterling Manor Financial, LLC SEC filings

The Securities and Exchange Commission (SEC) requires public companies, certain company insiders like Sterling Manor Financial, LLC, and broker-dealers to file periodic - annual report of financial statements and other disclosures. Finance professionals and investors rely on SEC filings like annual reports to make informed decisions when evaluating whether to invest in a company. SEC filings can be accessed for free at EDGAR, the commission's online database.

Sterling Manor Financial, LLC SEC Form 13f

Sterling Manor Financial, LLC SEC Form 13f: The Securities and Exchange Commission's (SEC) Form 13F is a quarterly report - not annually reported that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings and can provide some insights into what the smart money is doing in the market. However, studies have found that 13F filings also have serious flaws and can't be taken at face value.

Sterling Manor Financial, LLC SEC Form 13f

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Sterling Manor Financial, LLC stock holdings and annual report by SEC Form 13f filings Apr, 2024 (2024)
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