Sterling Investment Advisors, Ltd. Incresed Positions in Q4 2024

Sterling Investment Advisors, Ltd.

  • $388 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
45
+ 0.18%
$275.15 - $388.2 $12.4K - $17.5K
25.4K $8.7M
JPM
Jpmorgan Chase & CO

Financial Services
851
+ 3.55%
$205.18 - $250.29 $175K - $213K
24.8K $5.94M
MSTR
Microstrategy Inc

Technology
50
+ 0.94%
$162.69 - $473.83 $8.13K - $23.7K
5.38K $1.56M
GOOG
Alphabet Inc.

Communication Services
515
+ 2.72%
$163.08 - $198.16 $84K - $102K
19.4K $3.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.6K
+ 68.08%
$46.07 - $48.17 $396K - $414K
21.2K $977K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.08K
+ 5.89%
N/A
73.4K $6.3M
BOTZ
Global X Fds

ETFs
10.9K
+ 11.65%
$31.11 - $34.18 $338K - $371K
104K $3.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
780
+ 9.47%
$442.29 - $483.08 $345K - $377K
9.02K $4.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.26K
+ 9.08%
$57.53 - $60.83 $475K - $502K
99.2K $5.71M
HON
Honeywell International Inc

Industrials
12
+ 0.08%
$202.84 - $236.0 $2.43K - $2.83K
14.4K $3.25M
AUR
Aurora Innovation, Inc.

Technology
25.2K
+ 12.6%
$4.99 - $8.06 $126K - $203K
225K $1.42M
CVX
Chevron Corp

Energy
1.88K
+ 7.71%
$141.15 - $162.53 $265K - $305K
26.2K $3.79M
EMR
Emerson Electric CO

Industrials
253
+ 2.08%
$108.13 - $134.33 $27.4K - $34K
12.4K $1.54M
MO
Altria Group, Inc.

Consumer Defensive
2.33K
+ 54.15%
$49.06 - $57.74 $114K - $134K
6.63K $346K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.04%
$52.45 - $60.02 $420 - $480
21.1K $1.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.1K
+ 31.89%
$75.1 - $82.99 $158K - $174K
8.69K $656K
APD
Air Products & Chemicals, Inc.

Basic Materials
350
+ 28.81%
$285.5 - $335.62 $99.9K - $117K
1.57K $453K
DIS
Walt Disney CO

Communication Services
42
+ 0.74%
$92.39 - $117.6 $3.88K - $4.94K
5.74K $639K
BA
Boeing CO

Industrials
25
+ 1.44%
$138.14 - $180.72 $3.45K - $4.52K
1.76K $311K
AXP
American Express CO

Financial Services
1
+ 0.06%
$267.35 - $305.57 $267 - $306
1.62K $480K
WM
Waste Management Inc

Industrials
201
+ 14.53%
$201.79 - $228.46 $40.6K - $45.9K
1.58K $319K
ABT
Abbott Laboratories

Healthcare
202
+ 1.68%
$111.93 - $119.39 $22.6K - $24.1K
12.2K $1.39M
WTRG
Essential Utilities, Inc.

Utilities
1.96K
+ 7.39%
$36.18 - $40.55 $70.7K - $79.3K
28.4K $1.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.09K
+ 205.44%
$22.4 - $68.28 $136K - $415K
9.05K $209K
Medtronic PLC
1.9K
+ 10.6%
N/A
19.8K $0
Tema Glp 1, Obesity & Cardiometabolic ETF
9.01K
+ 5.68%
N/A
168K $0
Jp Morgan Active Bond ETF
4.57K
+ 44.2%
N/A
14.9K $0
Invesco S&P 500 Equal Weight ETF
1.32K
+ 9.95%
N/A
14.6K $0
I Shares Bitcoin Trust
21.6K
+ 161.55%
N/A
35K $0
Alerian Mlp ETF
9.9K
+ 20.29%
N/A
58.7K $0
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
KO
Coca Cola CO

Consumer Defensive
704
+ 4.43%
$61.74 - $71.71 $43.5K - $50.5K
16.6K $1.03M
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
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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