Sterling Investment Advisors, Ltd. Purchases in Q3 2025

Sterling Investment Advisors, Ltd.

  • $457 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
830
+ 0.62%
$202.38 - $256.87 $168K - $213K
135K $34.4M
TSLA
Tesla, Inc.

Consumer Cyclical
4.69K
+ 82.51%
$293.94 - $444.72 $1.38M - $2.08M
10.4K $4.61M
VRT
Vertiv Holdings CO

Industrials
17.8K
New
N/A
17.8K $1.55M
SHOP
Shopify Inc.

Technology
124
+ 0.38%
$112.11 - $157.12 $13.9K - $19.5K
32.7K $4.86M
HD
Home Depot, Inc.

Consumer Cyclical
340
+ 1.7%
$357.4 - $423.42 $122K - $144K
20.4K $8.26M
OHI
Omega Healthcare Investors Inc

Real Estate
11.4K
+ 19.73%
$36.29 - $43.34 $415K - $496K
69.4K $2.93M
ORCL
Oracle Corp

Technology
21
+ 0.19%
$218.96 - $328.33 $4.6K - $6.89K
11.1K $3.12M
LMT
Lockheed Martin Corp

Industrials
296
+ 2.02%
$410.74 - $499.21 $122K - $148K
15K $7.48M
DVY
Ishares Tr

ETFs
112
+ 0.16%
$133.88 - $142.57 $15K - $16K
71.3K $10.1M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
18.2K
New
$24.97 - $25.78 $454K - $469K
18.2K $465K
BX
Blackstone Inc.

Financial Services
1
+ 0.01%
$152.77 - $188.68 $153 - $189
19.5K $3.34M
CVX
Chevron Corp

Energy
152
+ 0.5%
$145.57 - $161.83 $22.1K - $24.6K
30.7K $4.77M
PFE
Pfizer Inc

Healthcare
11.3K
+ 13.95%
$23.29 - $25.88 $264K - $293K
92.6K $2.36M
MUB
Ishares National Muni Bond ETF

ETFs
3.05K
+ 9.73%
$103.24 - $106.68 $315K - $325K
34.4K $3.66M
BOTZ
Global X Fds

ETFs
160
+ 0.13%
$32.14 - $35.96 $5.14K - $5.75K
120K $4.24M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
15.5K
New
$20.77 - $21.32 $322K - $330K
15.5K $328K
UNH
Unitedhealth Group Inc

Healthcare
878
+ 129.12%
$237.77 - $353.61 $209K - $310K
1.56K $537K
WMT
Walmart Inc.

Consumer Defensive
606
+ 1.26%
$94.4 - $104.27 $57.2K - $63.2K
48.6K $5.01M
BA
Boeing CO

Industrials
1.46K
New
$209.79 - $237.38 $307K - $347K
1.46K $315K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
8.1K
New
$29.94 - $38.85 $243K - $315K
8.1K $314K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
219
+ 0.27%
$42.26 - $47.16 $9.25K - $10.3K
81.3K $3.76M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.62K
New
$103.83 - $179.9 $168K - $291K
1.62K $289K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.42K
+ 19.46%
$87.29 - $93.61 $211K - $226K
14.8K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
135
+ 1.44%
$459.11 - $506.91 $62K - $68.4K
9.53K $4.79M
XOM
Exxon Mobil Corp

Energy
264
+ 0.67%
$105.83 - $117.22 $27.9K - $30.9K
39.5K $4.46M
IWY
Ishares Tr Russell 200 Growth

ETFs
810
New
$243.93 - $275.62 $198K - $223K
810 $221K
IWM
Ishares Russell 2000 ETF

ETFs
916
New
$214.92 - $244.84 $197K - $224K
916 $221K
WELL
Welltower Inc.

Real Estate
1.2K
New
$150.71 - $178.14 $181K - $214K
1.2K $213K
VXF
Vanguard Extended Market ETF

ETFs
1K
New
$193.58 - $213.07 $194K - $213K
1K $209K
CRDO
Credo Technology Group Holding LTD

Technology
1.4K
New
$87.59 - $172.31 $123K - $241K
1.4K $203K
MRVL
Marvell Technology, Inc.

Technology
2.42K
New
$62.31 - $84.07 $150K - $203K
2.42K $203K
BP
Bp PLC

Energy
5.91K
New
$30.25 - $35.69 $179K - $211K
5.91K $203K
GLD
Spdr Gold Trust

ETFs
569
New
$300.96 - $355.47 $171K - $202K
569 $202K
QCOM
Qualcomm Inc

Technology
1.21K
New
$145.84 - $173.55 $177K - $210K
1.21K $201K
ETN
Eaton Corp PLC

Industrials
199
+ 2.79%
$342.99 - $392.76 $68.3K - $78.2K
7.33K $2.74M
FNF
Fidelity National Financial, Inc.

Financial Services
325
+ 0.89%
$51.22 - $61.07 $16.6K - $19.8K
36.6K $2.22M
CAT
Caterpillar Inc

Industrials
1
+ 0.05%
$390.92 - $477.15 $391 - $477
1.95K $930K
INTC
Intel Corp

Technology
500
+ 3.86%
$19.31 - $35.5 $9.66K - $17.8K
13.5K $451K
LRCX
Lam Research Corp

Technology
92
+ 2.31%
$94.84 - $133.9 $8.73K - $12.3K
4.08K $546K
MCD
Mcdonalds Corp

Consumer Cyclical
300
+ 5.49%
$291.67 - $316.99 $87.5K - $95.1K
5.76K $1.75M
GME
Game Stop Corp.

Consumer Cyclical
4.5K
+ 50.78%
$22.1 - $27.28 $99.5K - $123K
13.4K $364K
META
Meta Platforms, Inc.

Communication Services
219
+ 2.47%
$695.21 - $791.73 $152K - $173K
9.07K $6.66M
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.05%
$133.81 - $152.16 $803 - $913
12.7K $1.78M
ITB
Ishares Tr

ETFs
201
+ 3.48%
$94.18 - $117.14 $18.9K - $23.5K
5.97K $640K
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.32%
$303.93 - $329.86 $2.74K - $2.97K
2.8K $918K
AMZN
Amazon Com Inc

Consumer Cyclical
250
+ 0.35%
$211.65 - $238.24 $52.9K - $59.6K
71.9K $15.8M
AUR
Aurora Innovation, Inc.

Technology
5.95K
+ 2.5%
$5.05 - $6.56 $30K - $39K
244K $1.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7
+ 0.06%
$49.43 - $54.52 $346 - $382
12.2K $661K
PRME
Prime Medicine, Inc.
10K
New
$2.73 - $5.56 $27.3K - $55.6K
10K $55K
Activity Summary
Buys All Purchases 92 New Holdings 29 Increased Positions 63 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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