Sterling Investment Advisors LLC Purchases in Q2 2025

Sterling Investment Advisors LLC

  • $218 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
210K
+ 362.03%
$153.67 - $176.74 $32.2M - $37.1M
268K $47.3M
IVV
Ishares Core S&P 500 ETF

ETFs
793
+ 2.02%
$498.8 - $620.9 $396K - $492K
40K $24.9M
AAPL
Apple Inc.

Technology
7.32K
+ 787.41%
$172.42 - $223.89 $1.26M - $1.64M
8.24K $1.69M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.15K
+ 23.41%
$90.56 - $109.49 $738K - $892K
42.9K $4.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.62K
+ 10.9%
$72.96 - $90.39 $337K - $417K
47K $4.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.5K
+ 3.06%
$51.16 - $62.02 $179K - $217K
118K $7.31M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9.78K
+ 3821.09%
$87.84 - $1441.89 $859K - $14.1M
10K $904K
HDV
Ishares Core High Dividend ETF

ETFs
4.18K
+ 176.58%
$108.41 - $120.51 $453K - $503K
6.54K $766K
GNR
Spdr S&P Global Natural Resour

ETFs
6.02K
+ 5.13%
$45.66 - $55.03 $275K - $331K
123K $6.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.02K
+ 2.0%
$100.35 - $100.71 $303K - $304K
154K $15.5M
IWM
Ishares Russell 2000 ETF

ETFs
416
+ 5.15%
$174.82 - $215.79 $72.7K - $89.8K
8.49K $1.83M
XOM
Exxon Mobil Corp

Energy
1.79K
New
$99.93 - $119.04 $179K - $213K
1.79K $193K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.42K
New
$108.12 - $135.04 $154K - $192K
1.42K $191K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
2.84K
+ 1.71%
$46.39 - $47.84 $132K - $136K
169K $8.08M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.92K
+ 2.55%
$102.02 - $103.5 $196K - $199K
77.3K $7.95M
WMT
Walmart Inc.

Consumer Defensive
492
+ 5.81%
$81.79 - $99.98 $40.2K - $49.2K
8.96K $875K
CVX
Chevron Corp

Energy
1.05K
+ 74.41%
$133.73 - $168.51 $140K - $176K
2.45K $351K
DVY
Ishares Tr

ETFs
749
+ 42.92%
$118.37 - $134.86 $88.7K - $101K
2.49K $331K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.22K
+ 2.42%
$107.93 - $110.97 $132K - $135K
51.8K $5.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
130
+ 4.12%
$73.02 - $90.22 $9.49K - $11.7K
3.29K $293K
IYR
Ishares Tr

ETFs
470
+ 4.91%
$84.48 - $96.25 $39.7K - $45.2K
10K $945K
IXUS
Ishares Tr

ETFs
55
+ 1.81%
$62.37 - $77.63 $3.43K - $4.27K
3.09K $239K
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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