{"url":"https://nivawealth.com/firms/sterling-group-wealth-management-111782","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111782","regulatoryAum":471344505,"crd":"111782","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7561109","suffix":null,"lastName":"Lee","firstName":"Charles","middleName":"Davis"},{"crd":"1796227","suffix":null,"lastName":"NAHRA","firstName":"ANTHONY","middleName":"JOHN"},{"crd":"5260651","suffix":null,"lastName":"PRINCE","firstName":"GRETCHEN","middleName":"REBECCA"},{"crd":"2329595","suffix":null,"lastName":"SALEMBIER","firstName":"CHARLES","middleName":"HUNT"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-07","regulatoryAum":239049050,"clients":236,"employees":6,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":294114279,"clients":244,"employees":6,"offices":1},{"filedOn":"2023-04-28","regulatoryAum":293871407,"clients":260,"employees":6,"offices":1},{"filedOn":"2024-01-31","regulatoryAum":342744463,"clients":262,"employees":7,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":396607926,"clients":270,"employees":8,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":471344505,"clients":281,"employees":9,"offices":1}],"secFileNumber":"801-77006","legalName":"Sterling Group Wealth Management, LLC","displayName":"Sterling Group Wealth Management","slug":"sterling-group-wealth-management-111782","website":"https://tsgadvisor.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1990","organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"225 S. Lake Avenue, Suite 1075","city":"Pasadena","state":"CA","stateName":"California","country":"United States","postalCode":"91101"},"tradeNames":[],"registration":{"secApproved":"10 August 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1677382.5800711743,"staff":{"employees":9,"advisory":5,"brokerDealerReps":3,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":471344505,"discretionary":471344505,"discretionaryAccounts":876,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":462202720,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":132,"regulatoryAum":52724419},{"label":"High-net-worth individuals","clients":149,"regulatoryAum":418620086}],"feePrograms":[{"role":"other","program":"Financial consulting","summary":"Financial consulting is billed hourly at $150 to $750 per hour, with the total estimate set by the scope of the engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031035","versionId":1031035,"submittedOn":"2026-03-30","documentName":"FIRM BROCHURE"},{"role":"other","program":"Written financial planning","summary":"Written financial planning is a flat fee generally from $2,500 to $10,000, with half typically due at signing and the balance on delivery of the plan.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031035","versionId":1031035,"submittedOn":"2026-03-30","documentName":"FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T08:29:16.434035+00:00","documents":[{"name":"FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031035","versionId":1031035,"submittedOn":"2026-03-30"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031036","versionId":1031036,"submittedOn":null}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"San Diego, CA","smaAssets":381208970},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":82447463}],"custodyNote":"Sterling Group Wealth Management has custody of $137M in client assets for 112 clients.","leadership":[{"name":"Charles Salembier","title":"Managing Member & Chief Compliance Officer","crd":"2329595"}],"ownership":[{"label":"Charles Salembier","detail":"Managing member & chief compliance officer in the 75% or more ownership band and a control person, since March 2012."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"225 S. Lake Avenue, Suite 1075","city":"Pasadena","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"626-440-5995","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":89},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":1,"detail":"Assets Held in Variable Annuity Sub-Accounts, Private Equity Investments and Structured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111782/PDF/111782.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031035","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sterling Group Wealth Management have?","answer":"Sterling Group Wealth Management has 281 clients and manages $471 million for them, as of March 2026. They include 149 high-net-worth individuals and 132 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sterling Group Wealth Management offer?","answer":"Sterling Group Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Sterling Group Wealth Management use?","answer":"Sterling Group Wealth Management’s separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $381M and Charles Schwab & Co., Inc. (San Francisco, CA), with $82.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sterling Group Wealth Management have?","answer":"Sterling Group Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sterling Group Wealth Management invest in?","answer":"At the end of its last fiscal year, Sterling Group Wealth Management’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 3% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Assets Held in Variable Annuity Sub-Accounts, Private Equity Investments and Structured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sterling Group Wealth Management?","answer":"Sterling Group Wealth Management’s direct owner is Charles Salembier (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sterling Group Wealth Management get paid?","answer":"Sterling Group Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Sterling Group Wealth Management registered with the SEC?","answer":"Yes, Sterling Group Wealth Management has been registered with the SEC as an investment adviser since 10 August 2012. Its CRD number is 111782 and its SEC file number is 801-77006.","source":"Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Sterling Group Wealth Management?","answer":"Sterling Group Wealth Management’s main office is at 225 S. Lake Avenue, Suite 1075, Pasadena, CA 91101. Its phone number is 626-440-5995. Its website is tsgadvisor.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/sterling-group-wealth-management-111782/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-03","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1852307/000185230726000004/0001852307-26-000004-index.html","totalValue":243737329,"positionCount":62,"top10Share":0.819604603938201,"top10":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":96081714,"shares":1093329,"shareType":"SH","priorValue":82638838,"priorShares":1079682},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":20770379,"shares":305402,"shareType":"SH","priorValue":15840364,"priorShares":272265},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":17414622,"shares":193281,"shareType":"SH","priorValue":17391352,"priorShares":231299},{"issuer":"RBB FD INC","titleOfClass":"F/M US TREASURY","cusip":"74933W452","value":14606608,"shares":292952,"shareType":"SH","priorValue":13726572,"priorShares":275302},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":12848636,"shares":180332,"shareType":"SH","priorValue":11603974,"priorShares":181086},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":12682365,"shares":122087,"shareType":"SH","priorValue":13280489,"priorShares":136729},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":8592780,"shares":162989,"shareType":"SH"},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR ACWI ETF","cusip":"78463X848","value":5751680,"shares":141423,"shareType":"SH","priorValue":5703719,"priorShares":155882},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":5664314,"shares":41186,"shareType":"SH","priorValue":7022597,"priorShares":62086},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":5355139,"shares":88092,"shareType":"SH","priorValue":5512124,"priorShares":97422}],"positionsListed":62,"positions":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":96081714,"shares":1093329,"shareType":"SH","priorValue":82638838,"priorShares":1079682},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":20770379,"shares":305402,"shareType":"SH","priorValue":15840364,"priorShares":272265},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":17414622,"shares":193281,"shareType":"SH","priorValue":17391352,"priorShares":231299},{"issuer":"RBB FD INC","titleOfClass":"F/M US TREASURY","cusip":"74933W452","value":14606608,"shares":292952,"shareType":"SH","priorValue":13726572,"priorShares":275302},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":12848636,"shares":180332,"shareType":"SH","priorValue":11603974,"priorShares":181086},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":12682365,"shares":122087,"shareType":"SH","priorValue":13280489,"priorShares":136729},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":8592780,"shares":162989,"shareType":"SH"},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR ACWI ETF","cusip":"78463X848","value":5751680,"shares":141423,"shareType":"SH","priorValue":5703719,"priorShares":155882},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":5664314,"shares":41186,"shareType":"SH","priorValue":7022597,"priorShares":62086},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":5355139,"shares":88092,"shareType":"SH","priorValue":5512124,"priorShares":97422},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":4907583,"shares":16960,"shareType":"SH","priorValue":3667299,"priorShares":14450},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":4892903,"shares":7124,"shareType":"SH","priorValue":4049310,"priorShares":6777},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":3192864,"shares":14651,"shareType":"SH","priorValue":2775812,"priorShares":14148},{"issuer":"RBB FD INC","titleOfClass":"US TRSRY 6 MNTH","cusip":"74933W460","value":2147588,"shares":42952,"shareType":"SH","priorValue":2451099,"priorShares":48993},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":2062637,"shares":5530,"shareType":"SH","priorValue":2131277,"priorShares":5758},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":1803995,"shares":7569,"shareType":"SH","priorValue":1645541,"priorShares":7901},{"issuer":"LPL FINL HLDGS INC","titleOfClass":"COM","cusip":"50212V100","value":1641349,"shares":5827,"shareType":"SH","priorValue":1765571,"priorShares":5869},{"issuer":"ISHARES TR","titleOfClass":"GLOBAL TECH ETF","cusip":"464287291","value":1626556,"shares":11258,"shareType":"SH","priorValue":1125462,"priorShares":11258},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":1570905,"shares":4446,"shareType":"SH","priorValue":1319556,"priorShares":4600},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":1443775,"shares":4040,"shareType":"SH","priorValue":1167781,"priorShares":4061},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1305808,"shares":3989,"shareType":"SH","priorValue":1182503,"priorShares":4020},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":1090542,"shares":3181,"shareType":"SH","priorValue":411343,"priorShares":1714},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":748850,"shares":1,"shareType":"SH","priorValue":718140,"priorShares":1},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":738343,"shares":2907,"shareType":"SH","priorValue":540265,"priorShares":2210},{"issuer":"UNIVERSAL HLTH SVCS INC","titleOfClass":"CL B","cusip":"913903100","value":737056,"shares":4957,"shareType":"SH","priorValue":887154,"priorShares":4957},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":640948,"shares":6476,"shareType":"SH","priorValue":586440,"priorShares":5908},{"issuer":"FS KKR CAP CORP","titleOfClass":"COM","cusip":"302635206","value":634795,"shares":60457,"shareType":"SH","priorValue":782631,"priorShares":76879},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN ETF","cusip":"46429B697","value":619080,"shares":6418,"shareType":"SH","priorValue":694159,"priorShares":7485},{"issuer":"EDISON INTL","titleOfClass":"COM","cusip":"281020107","value":575001,"shares":7723,"shareType":"SH","priorValue":527871,"priorShares":7213},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":551353,"shares":3326,"shareType":"SH","priorValue":686731,"priorShares":3319},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":535456,"shares":715,"shareType":"SH","priorValue":467045,"priorShares":715},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":525252,"shares":2625,"shareType":"SH","priorValue":769292,"priorShares":4411},{"issuer":"NUVEEN CALIFORNIA MUNI VLU F","titleOfClass":"COM STK","cusip":"67062C107","value":503755,"shares":53993,"shareType":"SH","priorValue":506454,"priorShares":53993},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":483274,"shares":1892,"shareType":"SH","priorValue":202867,"priorShares":1492},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG LRGCP","cusip":"67092P201","value":483193,"shares":4128,"shareType":"SH","priorValue":389836,"priorShares":4287},{"issuer":"AVERY DENNISON CORP","titleOfClass":"COM","cusip":"053611109","value":482017,"shares":2969,"shareType":"SH","priorValue":512687,"priorShares":2969},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":466904,"shares":1361,"shareType":"SH","priorValue":491406,"priorShares":1626},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":435696,"shares":5058,"shareType":"SH","priorValue":280856,"priorShares":643},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":434545,"shares":5277,"shareType":"SH","priorValue":364277,"priorShares":5078},{"issuer":"PACER FDS TR","titleOfClass":"INDUSTRIAL RELET","cusip":"69374H766","value":425655,"shares":10586,"shareType":"SH","priorValue":388967,"priorShares":10586},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":397273,"shares":3193,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":363512,"shares":1908,"shareType":"SH","priorValue":311518,"priorShares":2344},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":359404,"shares":638,"shareType":"SH","priorValue":457729,"priorShares":800},{"issuer":"VANECK ETF TRUST","titleOfClass":"BDC INCOME ETF","cusip":"92189F411","value":336237,"shares":26559,"shareType":"SH","priorValue":333555,"priorShares":26059},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":331734,"shares":3961,"shareType":"SH","priorValue":301001,"priorShares":4008},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":331617,"shares":1504,"shareType":"SH","priorValue":350167,"priorShares":1482},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":322834,"shares":2384,"shareType":"SH","priorValue":308141,"priorShares":1984},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":316630,"shares":424,"shareType":"SH","priorValue":259486,"priorShares":399},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES DEFENSE","cusip":"09290C699","value":301243,"shares":9479,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":289060,"shares":309,"shareType":"SH","priorValue":231172,"priorShares":232},{"issuer":"ARES CAPITAL CORP","titleOfClass":"COM","cusip":"04010L103","value":286529,"shares":15463,"shareType":"SH","priorValue":187606,"priorShares":10411},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 VAL IDX FD","cusip":"921932703","value":284730,"shares":1299,"shareType":"SH","priorValue":264701,"priorShares":1299},{"issuer":"CAPITAL GROUP DIVIDEND VALUE","titleOfClass":"SHS CREAT UNIT","cusip":"14020W106","value":280896,"shares":5700,"shareType":"SH"},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":258807,"shares":408,"shareType":"SH","priorValue":247289,"priorShares":439},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":254357,"shares":2898,"shareType":"SH","priorValue":264522,"priorShares":2848},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":245267,"shares":333,"shareType":"SH"},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":229326,"shares":2775,"shareType":"SH","priorValue":298617,"priorShares":3751},{"issuer":"EDWARDS LIFESCIENCES CORP","titleOfClass":"COM","cusip":"28176E108","value":229135,"shares":2533,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"US QUALTY FCTR","cusip":"46641Q761","value":219370,"shares":3035,"shareType":"SH"},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":210309,"shares":506,"shareType":"SH"},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":209567,"shares":1430,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":203577,"shares":809,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}