Sterling Investment Advisors LLC Portfolio Holdings
Sterling Investment Advisors LLC
- $164 Million
- Q2 2024
Sterling Investment Advisors LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $164 Million distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $30.7M, Ishares Core S&P 500 ETF with a value of $22M, Ishares Inc with a value of $17.2M, Ishares Trishares 0 3 Mnth Tre with a value of $12.5M, and Vanguard Value ETF with a value of $9.06M.
Examining the 13F form we can see an decrease of $6.76M in the current position value, from $171M to 164M.
Below you can find more details about Sterling Investment Advisors LLC portfolio as well as his latest detailed transactions.
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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