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Home > Institutional Investor > Sterling Global Strategies Llc > Profile

Instuitional Investor - Sterling Global Strategies Llc

Fund Profile
Filing Period:
Fund Name: Sterling Global Strategies Llc
Portfolio Value $17,966,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 16,000 $4,520,000 25.15%
2.
Vanguard Index Fds
 50,797 $4,415,000 24.57%
3.
Procter & Gamble Co
 PG 10,904 $1,135,000 6.31%
4.
Aberdeen Std Gold Etf Tr
 5,769 $719,000 4%
5.
Walt Disney Co
 DIS 5,634 $626,000 3.48%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)