Sterling Investment Advisors, Ltd. Purchases in Q2 2025

Sterling Investment Advisors, Ltd.

  • $426 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3.9K
+ 5.0%
$94.31 - $157.99 $368K - $616K
81.9K $12.9M
MSFT
Microsoft Corp

Technology
583
+ 2.3%
$354.56 - $497.45 $207K - $290K
25.9K $12.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.81K
+ 2.59%
$167.32 - $223.3 $303K - $404K
71.7K $15.7M
GS
Goldman Sachs Group Inc

Financial Services
197
+ 1.6%
$462.22 - $707.75 $91.1K - $139K
12.5K $8.85M
OHI
Omega Healthcare Investors Inc

Real Estate
58K
New
$35.55 - $39.05 $2.06M - $2.26M
58K $2.13M
META
Meta Platforms, Inc.

Communication Services
1.17K
+ 15.21%
$484.66 - $738.09 $566K - $862K
8.85K $6.53M
PLTR
Palantir Technologies Inc.

Technology
5.53K
+ 28.54%
$74.01 - $144.25 $410K - $798K
24.9K $3.4M
KKR
Kkr & Co. Inc.

Financial Services
2.47K
+ 4.44%
$92.79 - $134.29 $229K - $332K
58.1K $7.73M
GOOGL
Alphabet Inc.

Communication Services
176
+ 0.3%
$144.7 - $178.6 $25.5K - $31.4K
58.7K $10.3M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.49K
+ 10.24%
$66.89 - $111.18 $167K - $277K
26.8K $2.98M
UTG
Reaves Utility Income Fund

Financial Services
7.18K
+ 3.88%
$29.08 - $36.18 $209K - $260K
192K $6.96M
LMT
Lockheed Martin Corp

Industrials
1.38K
+ 10.36%
$430.82 - $486.45 $594K - $670K
14.7K $6.8M
TTD
Trade Desk, Inc.

Technology
250
+ 0.52%
$45.27 - $79.4 $11.3K - $19.9K
48.2K $3.47M
SHOP
Shopify Inc.

Technology
20
+ 0.06%
$76.89 - $115.35 $1.54K - $2.31K
32.6K $3.76M
BOTZ
Global X Fds

ETFs
4.93K
+ 4.29%
$24.51 - $32.65 $121K - $161K
120K $3.91M
HON
Honeywell International Inc

Industrials
920
+ 6.04%
$182.86 - $232.88 $168K - $214K
16.2K $3.76M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.89K
New
$49.79 - $50.75 $492K - $502K
9.89K $501K
MUB
Ishares National Muni Bond ETF

ETFs
4.85K
+ 18.31%
$102.31 - $105.8 $496K - $513K
31.3K $3.27M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
763
+ 20.09%
$179.95 - $278.88 $137K - $213K
4.56K $1.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.8K
+ 7.45%
$51.14 - $57.0 $450K - $502K
127K $7.22M
EMR
Emerson Electric CO

Industrials
1.09K
+ 8.31%
$94.15 - $133.33 $103K - $146K
14.3K $1.9M
LLY
Eli Lilly & CO

Healthcare
654
+ 42.66%
$713.71 - $898.95 $467K - $588K
2.19K $1.7M
LRCX
Lam Research Corp

Technology
3.99K
New
$59.09 - $97.34 $236K - $388K
3.99K $388K
BX
Blackstone Inc.

Financial Services
1.41K
+ 7.77%
$120.07 - $151.11 $169K - $213K
19.5K $2.92M
CWB
Spdr Bloomberg Convertible Sec

ETFs
89
+ 0.16%
$71.86 - $82.66 $6.4K - $7.36K
55K $4.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
103
+ 3.12%
$496.48 - $617.85 $51.1K - $63.6K
3.41K $2.11M
MINO
Pimco ETF Tr Municipal Income

ETFs
5.74K
+ 39.29%
$43.42 - $45.15 $249K - $259K
20.4K $900K
MA
Mastercard Inc

Financial Services
431
New
$479.92 - $590.74 $207K - $255K
431 $242K
COIN
Coinbase Global, Inc.

Technology
665
New
$151.47 - $375.07 $101K - $249K
665 $233K
XAR
Spdr S&P Aerospace & Defense E

ETFs
400
+ 14.08%
$144.94 - $210.94 $58K - $84.4K
3.24K $683K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.13K
+ 15.75%
$45.88 - $54.4 $144K - $170K
23K $1.25M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.3K
+ 24.33%
$50.34 - $51.86 $216K - $223K
22K $1.13M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.9K
New
$19.6 - $24.44 $174K - $217K
8.9K $217K
GME
Game Stop Corp.

Consumer Cyclical
8.86K
New
$21.1 - $35.01 $187K - $310K
8.86K $216K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.61K
+ 2.03%
$35.35 - $42.68 $56.9K - $68.7K
81K $3.45M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.01K
New
$19.1 - $23.83 $172K - $215K
9.01K $214K
UBER
Uber Technologies, Inc

Technology
2.26K
New
$64.62 - $93.3 $146K - $211K
2.26K $210K
CSCO
Cisco Systems, Inc.

Technology
555
+ 2.53%
$53.19 - $69.38 $29.5K - $38.5K
22.5K $1.56M
CRM
Salesforce, Inc.

Technology
739
New
$236.26 - $291.15 $175K - $215K
739 $201K
SPMD
Spdr Portfolio

ETFs
1.3K
+ 3.34%
$44.89 - $54.38 $58.4K - $70.8K
40.3K $2.19M
XLE
Energy Sector Spdr

ETFs
2.9K
+ 43.15%
$76.44 - $94.13 $222K - $273K
9.63K $816K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
4.3K
+ 38.05%
$27.43 - $34.32 $118K - $148K
15.6K $534K
APD
Air Products & Chemicals, Inc.

Basic Materials
729
+ 36.95%
$248.61 - $294.96 $181K - $215K
2.7K $762K
RYCEY
Rolls Royce Hldngs PLC Spons A
13K
New
$8.28 - $13.38 $108K - $174K
13K $173K
ISMD
Northern Lts Fd Tr Iv

ETFs
4.3K
+ 43.0%
$29.72 - $35.6 $128K - $153K
14.3K $508K
V
Visa Inc.

Financial Services
179
+ 0.85%
$308.27 - $373.31 $55.2K - $66.8K
21.3K $7.55M
BIBL
Northern Lts Fd Tr Iv

ETFs
2.6K
+ 17.81%
$33.5 - $41.33 $87.1K - $107K
17.2K $710K
CAT
Caterpillar Inc

Industrials
105
+ 5.69%
$273.94 - $388.21 $28.8K - $40.8K
1.95K $757K
DVY
Ishares Tr

ETFs
1.83K
+ 2.64%
$118.37 - $134.86 $216K - $247K
71.2K $9.45M
Activity Summary
Buys All Purchases 91 New Holdings 12 Increased Positions 79 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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