Sterling Investment Advisors LLC Portfolio Holdings
Sterling Investment Advisors LLC
- $177 Million
- Q3 2024
Sterling Investment Advisors LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $177 Million distributed in 34 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $33.6M, Ishares Core S&P 500 ETF with a value of $23.7M, Ishares Inc with a value of $17.5M, Ishares Trishares 0 3 Mnth Tre with a value of $13.4M, and Vanguard Value ETF with a value of $9.94M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $164M to 177M.
Below you can find more details about Sterling Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$177 Million
ETFs: $174 Million
Technology: $936,000
Consumer Defensive: $753,000
Utilities: $313,000
Consumer Cyclical: $297,000
Energy: $206,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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