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
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.87K
+ 34.6%
$72.02 - $73.82 $135K - $138K
7.28K $535K
HD
Home Depot, Inc.

Consumer Cyclical
342
+ 1.74%
$335.24 - $380.78 $115K - $130K
20K $7.35M
RTX
Raytheon Technologies Corp

Industrials
240
+ 4.68%
$113.75 - $148.48 $27.3K - $35.6K
5.37K $783K
VTI
Vanguard Total Stock Market Et

ETFs
80
+ 2.95%
$243.75 - $303.93 $19.5K - $24.3K
2.79K $847K
EFA
Ishares Tr Msci Eafe ETF

ETFs
44
+ 0.36%
$72.96 - $90.39 $3.21K - $3.98K
12.4K $1.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
63
+ 6.53%
$456.74 - $568.03 $28.8K - $35.8K
1.03K $583K
IBM
International Business Machines Corp

Technology
9
+ 0.54%
$221.03 - $294.78 $1.99K - $2.65K
1.67K $491K
TJX
Tjx Companies Inc

Consumer Cyclical
483
+ 9.58%
$119.13 - $135.03 $57.5K - $65.2K
5.53K $682K
VT
Vanguard Total World Stk Index

ETFs
75
+ 2.16%
$103.16 - $128.52 $7.74K - $9.64K
3.55K $456K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
276
+ 1.38%
$17.76 - $22.1 $4.9K - $6.1K
20.2K $446K
CGCP
Capital Group Core Plus Income

ETFs
2.2K
+ 18.37%
$21.92 - $22.56 $48.2K - $49.6K
14.2K $318K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 1.19%
$498.8 - $620.9 $2.99K - $3.73K
509 $316K
PFE
Pfizer Inc

Healthcare
4.64K
+ 6.06%
$21.59 - $24.84 $100K - $115K
81.2K $1.97M
VIG
Vanguard Dividend Appreciation

ETFs
51
+ 1.25%
N/A
4.14K $754K
GTLB
Gitlab Inc.

Technology
1.36K
+ 4.84%
$40.52 - $53.43 $55K - $72.6K
29.4K $1.33M
ICF
Ishares Tr

ETFs
160
+ 3.16%
$54.56 - $62.47 $8.73K - $10K
5.22K $319K
Medtronic PLC
726
+ 3.54%
N/A
21.2K $0
Defiance Daily Target 2 X Long Mstr ETF
7.82K
New
N/A
7.82K $0
Invesco Qqq ETF
346
+ 14.75%
N/A
2.69K $0
Alerian Mlp ETF
19.6K
+ 27.29%
N/A
91.4K $0
Invesco S&P 500 Equal Weight ETF
373
+ 1.86%
N/A
20.4K $0
I Shares Bitcoin Trust ETF
1.75K
+ 4.93%
N/A
37.2K $0
Jp Morgan Active Bond ETF
1.85K
+ 9.27%
N/A
21.8K $0
Inspire 500 ETF
625
+ 25.51%
N/A
3.08K $0
CHKP
Check Point Software Technologies LTD

Technology
50
+ 2.6%
$204.26 - $233.47 $10.2K - $11.7K
1.97K $435K
PFF
Ishares Trust Ishares Pfd And

ETFs
54
+ 0.06%
$29.0 - $30.68 $1.57K - $1.66K
97.2K $2.98M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.01%
$24.32 - $27.87 $48.6 - $55.7
14.5K $383K
PAYX
Paychex Inc

Industrials
625
+ 4.17%
$137.01 - $159.78 $85.6K - $99.9K
15.6K $2.27M
STZ
Constellation Brands, Inc.

Consumer Defensive
597
+ 7.99%
$160.0 - $195.62 $95.5K - $117K
8.07K $1.31M
CVX
Chevron Corp

Energy
3.96K
+ 14.87%
$133.73 - $168.51 $529K - $667K
30.6K $4.38M
UNH
Unitedhealth Group Inc

Healthcare
104
+ 18.06%
$274.35 - $599.47 $28.5K - $62.3K
680 $212K
GLBE
Global E Online Ltd.

Consumer Cyclical
600
+ 1.09%
$29.18 - $42.39 $17.5K - $25.4K
55.5K $1.86M
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 0.4%
$285.55 - $321.23 $6.28K - $7.07K
5.46K $1.6M
LOW
Lowes Companies Inc

Consumer Cyclical
136
+ 1.09%
$210.83 - $235.28 $28.7K - $32K
12.6K $2.8M
PG
Procter & Gamble CO

Consumer Defensive
216
+ 1.1%
$157.66 - $172.39 $34.1K - $37.2K
19.9K $3.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
399
+ 4.43%
$483.48 - $539.8 $193K - $215K
9.4K $4.56M
XOM
Exxon Mobil Corp

Energy
917
+ 2.39%
$99.93 - $119.04 $91.6K - $109K
39.3K $4.23M
AMGN
Amgen Inc

Healthcare
270
+ 2.1%
$262.28 - $309.85 $70.8K - $83.7K
13.1K $3.66M
GMED
Globus Medical Inc

Healthcare
800
+ 0.51%
$55.82 - $75.5 $44.7K - $60.4K
157K $9.27M
AAPL
Apple Inc.

Technology
32
+ 0.02%
$172.42 - $223.89 $5.52K - $7.16K
134K $27.6M
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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