Sterling Investment Advisors LLC Portfolio Holdings by Sector
Sterling Investment Advisors LLC
- $177 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IEFA IVV IEMG SGOV VTV LEMB QLTA IJH 26 stocks |
$173,182
98.06% of portfolio
|
  19  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$913
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$753
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$373
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$347
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$313
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$297
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$216
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$206
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|