Sterling Investment Advisors LLC Portfolio Holdings

Sterling Investment Advisors LLC

  • $218 Million
  • Q2 2025

Sterling Investment Advisors LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $47.3M, Ishares Tr with a value of $35.4M, Ishares Core S&P 500 ETF with a value of $24.9M, Ishares Inc with a value of $18.1M, and Ishares Trishares 0 3 Mnth Tre with a value of $15.5M.

Examining the 13F form we can see an increase of $40.5M in the current position value, from $178M to 218M.

Below you can find more details about Sterling Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $218 Million
ETFs: $213 Million
Technology: $2.1 Million
Consumer Cyclical: $904,000
Consumer Defensive: $875,000
Energy: $544,000
Utilities: $324,000
Communication Services: $85,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.5B
$324,000 0.15% of portfolio
3,110
Q2 2025 Reduced 4.66%
$192B
$85,000 0.04% of portfolio
2,947
Q2 2025 Reduced 63.45%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $218 Million
  • Prior Value $178 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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