Sterling Investment Advisors LLC Portfolio Holdings by Sector
Sterling Investment Advisors LLC
- $164 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IEFA IVV IEMG SGOV VTV LEMB QLTA STIP 26 stocks |
$160,840
98.19% of portfolio
|
  5  
|
  19  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$844
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$630
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$384
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$361
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$272
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$255
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$218
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|