Sterling Investment Advisors, Ltd. Purchases in Q4 2024

Sterling Investment Advisors, Ltd.

  • $388 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
32
+ 1.02%
$117.09 - $123.07 $3.75K - $3.94K
3.18K $374K
ICF
Ishares Tr

ETFs
310
+ 6.17%
$58.8 - $66.61 $18.2K - $20.6K
5.34K $321K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1
+ 0.03%
$238.25 - $261.28 $238 - $261
3.85K $931K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
661
+ 0.89%
$44.33 - $49.55 $29.3K - $32.8K
74.6K $3.35M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.06%
$130.37 - $146.09 $130 - $146
1.62K $211K
MSFT
Microsoft Corp

Technology
451
+ 1.86%
$406.35 - $454.46 $183K - $205K
24.7K $10.4M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.45%
$466.52 - $543.88 $933 - $1.09K
442 $207K
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$360.37 - $416.88 $360 - $417
1.75K $634K
UTG
Reaves Utility Income Fund

Financial Services
4.08K
+ 2.33%
$30.81 - $34.99 $126K - $143K
179K $5.66M
PG
Procter & Gamble CO

Consumer Defensive
39
+ 0.2%
$161.05 - $179.7 $6.28K - $7.01K
19.4K $3.25M
ITB
Ishares Tr

ETFs
151
+ 2.55%
$103.31 - $129.34 $15.6K - $19.5K
6.07K $627K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.02K
+ 1.13%
$31.23 - $33.51 $31.9K - $34.2K
91.6K $2.88M
PSA
Public Storage

Real Estate
150
+ 5.04%
$289.33 - $360.21 $43.4K - $54K
3.13K $935K
JNJ
Johnson & Johnson

Healthcare
3.13K
+ 8.9%
$143.34 - $165.86 $448K - $519K
38.3K $5.54M
PEP
Pepsico Inc

Consumer Defensive
5
+ 0.04%
$151.29 - $176.1 $756 - $881
13.6K $2.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
350
+ 1.5%
$59.25 - $72.99 $20.7K - $25.5K
23.7K $1.41M
XOM
Exxon Mobil Corp

Energy
220
+ 0.56%
$105.51 - $125.37 $23.2K - $27.6K
39.3K $4.23M
LMT
Lockheed Martin Corp

Industrials
1.49K
+ 12.69%
$479.66 - $614.62 $714K - $915K
13.2K $6.43M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
715
+ 23.47%
$701.85 - $1046.91 $502K - $749K
3.76K $2.68M
AMT
American Tower Corp

Real Estate
12
+ 0.08%
$179.4 - $232.01 $2.15K - $2.78K
14.5K $2.66M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
506
+ 0.23%
$33.77 - $44.09 $17.1K - $22.3K
216K $7.34M
Activity Summary
Buys All Purchases 72 New Holdings 19 Increased Positions 53 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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