Sterling Investment Advisors, Ltd. Purchases in Q1 2025

Sterling Investment Advisors, Ltd.

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.78K
+ 4.06%
$34.58 - $45.97 $304K - $404K
225K $10.4M
GLDM
World Gold Trust

ETFs
6.74K
+ 4.41%
$52.19 - $61.89 $352K - $417K
160K $9.88M
PFE
Pfizer Inc

Healthcare
68.8K
+ 879.94%
$25.01 - $27.13 $1.72M - $1.87M
76.6K $1.94M
STZ
Constellation Brands, Inc.

Consumer Defensive
7.47K
New
$161.05 - $222.93 $1.2M - $1.67M
7.47K $1.37M
GTLB
Gitlab Inc.

Technology
28K
New
$47.0 - $73.14 $1.32M - $2.05M
28K $1.32M
PLTR
Palantir Technologies Inc.

Technology
13.4K
+ 221.97%
$64.98 - $124.62 $869K - $1.67M
19.4K $1.64M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19K
+ 19.11%
$56.17 - $59.71 $1.06M - $1.13M
118K $6.75M
SPYG
Spdr Portfolio

ETFs
12.8K
New
$80.05 - $92.39 $1.02M - $1.18M
12.8K $1.03M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
13K
+ 115.29%
$73.27 - $96.21 $954K - $1.25M
24.3K $1.78M
V
Visa Inc.

Financial Services
428
+ 2.07%
$306.92 - $362.71 $131K - $155K
21.1K $7.39M
VTI
Vanguard Total Stock Market Et

ETFs
2.71K
New
$271.18 - $303.12 $735K - $821K
2.71K $744K
VIG
Vanguard Dividend Appreciation

ETFs
4.09K
New
N/A
4.09K $744K
AMGN
Amgen Inc

Healthcare
82
+ 0.64%
$258.59 - $327.36 $21.2K - $26.8K
12.8K $4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.6K
+ 216.79%
$51.45 - $58.51 $699K - $795K
19.9K $1.03M
CVX
Chevron Corp

Energy
423
+ 1.62%
$146.71 - $167.97 $62.1K - $71.1K
26.6K $4.45M
DVY
Ishares Tr

ETFs
3.27K
+ 4.95%
$128.58 - $138.1 $420K - $452K
69.3K $9.31M
BIBL
Northern Lts Fd Tr Iv

ETFs
14.6K
New
$37.55 - $41.94 $548K - $612K
14.6K $560K
LLY
Eli Lilly & CO

Healthcare
615
+ 66.99%
$725.72 - $929.72 $446K - $572K
1.53K $1.27M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.84K
New
$157.71 - $180.77 $448K - $513K
2.84K $456K
VPU
Vanguard Utilities ETF

ETFs
1.87K
+ 10.44%
$161.24 - $173.33 $302K - $324K
19.8K $3.38M
KO
Coca Cola CO

Consumer Defensive
4.09K
+ 24.6%
$60.81 - $72.32 $248K - $295K
20.7K $1.48M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
11.5K
New
$36.86 - $39.26 $423K - $451K
11.5K $432K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.4K
New
$73.78 - $76.59 $399K - $414K
5.4K $413K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.5K
New
$27.01 - $28.54 $391K - $413K
14.5K $404K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.9K
New
$18.36 - $20.51 $366K - $409K
19.9K $394K
EEM
Ishares Msci Emerging Markets

ETFs
8.25K
+ 73.04%
$40.81 - $45.34 $337K - $374K
19.5K $854K
XLE
Energy Sector Spdr

ETFs
3.72K
+ 123.57%
$85.7 - $93.96 $319K - $349K
6.73K $628K
UTG
Reaves Utility Income Fund

Financial Services
6.44K
+ 3.6%
$31.08 - $34.42 $200K - $222K
185K $6.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.7K
+ 42.55%
$74.85 - $84.89 $277K - $314K
12.4K $1.01M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
11.3K
New
$28.66 - $31.72 $324K - $358K
11.3K $347K
ISMD
Northern Lts Fd Tr Iv

ETFs
10K
New
$33.87 - $38.9 $339K - $389K
10K $341K
ENB
Enbridge Inc

Energy
6.68K
+ 71.05%
$41.54 - $45.45 $277K - $303K
16.1K $712K
PM
Philip Morris International Inc.

Consumer Defensive
1.66K
New
$117.15 - $158.79 $195K - $264K
1.66K $264K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.78K
+ 37.02%
$51.26 - $52.53 $245K - $251K
17.7K $911K
ABT
Abbott Laboratories

Healthcare
27
+ 0.22%
$111.1 - $140.22 $3K - $3.79K
12.3K $1.63M
AUR
Aurora Innovation, Inc.

Technology
18.7K
+ 8.3%
$6.1 - $10.19 $114K - $191K
244K $1.64M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
6.3K
New
$34.58 - $38.65 $218K - $243K
6.3K $221K
SPMD
Spdr Portfolio

ETFs
6.49K
+ 19.98%
$50.21 - $57.73 $326K - $375K
39K $2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.62K
New
$80.53 - $147.57 $130K - $239K
1.62K $213K
DLR
Digital Realty Trust, Inc.

Real Estate
1.44K
New
$142.1 - $183.56 $204K - $264K
1.44K $206K
RTX
Raytheon Technologies Corp

Industrials
1K
+ 24.24%
$114.1 - $135.66 $114K - $136K
5.13K $678K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.9K
+ 13.67%
$45.56 - $47.23 $132K - $137K
24.1K $1.13M
MINO
Pimco ETF Tr Municipal Income

ETFs
3.09K
+ 26.77%
$44.44 - $45.83 $137K - $141K
14.6K $653K
APD
Air Products & Chemicals, Inc.

Basic Materials
408
+ 26.07%
$283.24 - $338.07 $116K - $138K
1.97K $581K
IBM
International Business Machines Corp

Technology
343
+ 26.06%
$217.4 - $264.74 $74.6K - $90.8K
1.66K $412K
PG
Procter & Gamble CO

Consumer Defensive
324
+ 1.67%
$158.56 - $176.26 $51.4K - $57.1K
19.7K $3.35M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.53K
+ 6.04%
$30.73 - $32.26 $170K - $178K
97.2K $2.99M
VTV
Vanguard Value ETF

ETFs
574
+ 31.73%
$167.73 - $179.21 $96.3K - $103K
2.38K $411K
CSCO
Cisco Systems, Inc.

Technology
832
+ 3.95%
$58.74 - $64.87 $48.9K - $54K
21.9K $1.35M
Activity Summary
Buys All Purchases 99 New Holdings 19 Increased Positions 80 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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