Sterling Investment Advisors, Ltd. Incresed Positions in Q3 2024

Sterling Investment Advisors, Ltd.

  • $370 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UTG
Reaves Utility Income Fund

Financial Services
3.78K
+ 2.21%
$27.16 - $32.8 $103K - $124K
175K $5.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.18K
+ 11.23%
$54.98 - $59.51 $505K - $546K
90.9K $5.41M
MSFT
Microsoft Corp

Technology
2.4K
+ 11.01%
$395.15 - $467.56 $950K - $1.12M
24.2K $10.4M
ETN
Eaton Corp PLC

Industrials
1.67K
+ 28.22%
$272.52 - $333.02 $455K - $556K
7.58K $2.51M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.02%
$191.76 - $263.26 $384 - $527
9.62K $2.52M
META
Meta Platforms, Inc.

Communication Services
134
+ 2.33%
$453.41 - $572.44 $60.8K - $76.7K
5.88K $3.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.09%
$405.19 - $478.57 $2.84K - $3.35K
8.24K $3.79M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.29K
+ 10.89%
$64.35 - $75.71 $147K - $173K
23.3K $1.72M
ORCL
Oracle Corp

Technology
200
+ 1.9%
$125.9 - $170.35 $25.2K - $34.1K
10.7K $1.83M
MUB
Ishares National Muni Bond ETF

ETFs
1.95K
+ 6.8%
$106.13 - $108.7 $206K - $211K
30.5K $3.32M
LLY
Eli Lilly & CO

Healthcare
261
+ 39.31%
$772.14 - $960.02 $202K - $251K
925 $819K
KO
Coca Cola CO

Consumer Defensive
1.01K
+ 6.8%
$62.69 - $73.01 $63.4K - $73.9K
15.9K $1.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.92K
+ 25.39%
$41.9 - $48.26 $122K - $141K
14.4K $689K
CVX
Chevron Corp

Energy
2.52K
+ 11.56%
$137.88 - $161.97 $347K - $408K
24.3K $3.58M
MSTR
Microstrategy Inc

Technology
4.8K
+ 900.0%
$114.3 - $1800.09 $548K - $8.64M
5.33K $898K
NVDA
Nvidia Corp

Technology
2.42K
+ 3.33%
$98.91 - $134.91 $239K - $326K
75.1K $9.11M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.63K
+ 42.99%
$71.45 - $75.64 $116K - $123K
5.41K $405K
CSCO
Cisco Systems, Inc.

Technology
135
+ 0.65%
$44.74 - $53.22 $6.04K - $7.18K
21.1K $1.12M
PEP
Pepsico Inc

Consumer Defensive
207
+ 1.54%
$161.9 - $179.3 $33.5K - $37.1K
13.6K $2.32M
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$316.8 - $391.12 $317 - $391
1.75K $683K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.53K
+ 13.74%
$45.87 - $48.53 $70K - $74K
12.6K $609K
EFA
Ishares Tr Msci Eafe ETF

ETFs
713
+ 12.14%
$75.32 - $84.37 $53.7K - $60.2K
6.59K $550K
ANVS
Annovis Bio, Inc.

Healthcare
1K
+ 2.99%
$5.27 - $15.46 $5.27K - $15.5K
34.5K $277K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
545
+ 6.48%
$57.32 - $62.65 $31.2K - $34.1K
8.96K $558K
EEM
Ishares Msci Emerging Markets

ETFs
600
+ 5.61%
$40.42 - $46.7 $24.3K - $28K
11.3K $517K
AMD
Advanced Micro Devices Inc

Technology
270
+ 5.38%
$128.67 - $183.96 $34.7K - $49.7K
5.29K $867K
VT
Vanguard Total World Stk Index

ETFs
83
+ 2.7%
$107.72 - $119.96 $8.94K - $9.96K
3.15K $377K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.06%
$135.05 - $148.35 $135 - $148
1.62K $229K
PSX
Phillips 66

Energy
171
+ 7.8%
$125.0 - $147.17 $21.4K - $25.2K
2.36K $310K
I Shares Bitcoin Trust
4.45K
+ 49.8%
N/A
13.4K $0
Jp Morgan Active Bond ETF
500
+ 5.08%
N/A
10.3K $0
Medtronic PLC
3.5K
+ 24.28%
N/A
17.9K $0
Invesco S&P 500 Equal Weight ETF
807
+ 6.47%
N/A
13.3K $0
Alerian Mlp ETF
801
+ 1.67%
N/A
48.8K $0
The Cigna Group
9
+ 0.95%
N/A
961 $0
Tema Glp 1, Obesity & Cardiometabolic ETF
5.61K
+ 3.66%
N/A
159K $0
INTC
Intel Corp

Technology
5.46K
+ 31.46%
$18.9 - $34.87 $103K - $190K
22.8K $535K
WM
Waste Management Inc

Industrials
1
+ 0.07%
$196.96 - $223.45 $197 - $223
1.38K $287K
COP
Conocophillips

Energy
342
+ 6.84%
$102.3 - $116.61 $35K - $39.9K
5.34K $562K
EMR
Emerson Electric CO

Industrials
5
+ 0.04%
$98.19 - $118.87 $491 - $594
12.2K $1.33M
GOOG
Alphabet Inc.

Communication Services
71
+ 0.38%
$149.54 - $192.66 $10.6K - $13.7K
18.9K $3.16M
AMZN
Amazon Com Inc

Consumer Cyclical
890
+ 1.22%
$161.02 - $200.0 $143K - $178K
73.8K $13.7M
Activity Summary
Buys All Purchases 60 New Holdings 17 Increased Positions 43 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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