Sterling Investment Advisors, Ltd. Incresed Positions in Q2 2025

Sterling Investment Advisors, Ltd.

  • $426 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3.9K
+ 5.0%
$94.31 - $157.99 $368K - $616K
81.9K $12.9M
MSFT
Microsoft Corp

Technology
583
+ 2.3%
$354.56 - $497.45 $207K - $290K
25.9K $12.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.81K
+ 2.59%
$167.32 - $223.3 $303K - $404K
71.7K $15.7M
GS
Goldman Sachs Group Inc

Financial Services
197
+ 1.6%
$462.22 - $707.75 $91.1K - $139K
12.5K $8.85M
META
Meta Platforms, Inc.

Communication Services
1.17K
+ 15.21%
$484.66 - $738.09 $566K - $862K
8.85K $6.53M
PLTR
Palantir Technologies Inc.

Technology
5.53K
+ 28.54%
$74.01 - $144.25 $410K - $798K
24.9K $3.4M
KKR
Kkr & Co. Inc.

Financial Services
2.47K
+ 4.44%
$92.79 - $134.29 $229K - $332K
58.1K $7.73M
GOOGL
Alphabet Inc.

Communication Services
176
+ 0.3%
$144.7 - $178.6 $25.5K - $31.4K
58.7K $10.3M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.49K
+ 10.24%
$66.89 - $111.18 $167K - $277K
26.8K $2.98M
JPM
Jpmorgan Chase & CO

Financial Services
284
+ 1.18%
$210.28 - $289.91 $59.7K - $82.3K
24.3K $7.05M
LMT
Lockheed Martin Corp

Industrials
1.38K
+ 10.36%
$430.82 - $486.45 $594K - $670K
14.7K $6.8M
TTD
Trade Desk, Inc.

Technology
250
+ 0.52%
$45.27 - $79.4 $11.3K - $19.9K
48.2K $3.47M
SHOP
Shopify Inc.

Technology
20
+ 0.06%
$76.89 - $115.35 $1.54K - $2.31K
32.6K $3.76M
BOTZ
Global X Fds

ETFs
4.93K
+ 4.29%
$24.51 - $32.65 $121K - $161K
120K $3.91M
HON
Honeywell International Inc

Industrials
920
+ 6.04%
$182.86 - $232.88 $168K - $214K
16.2K $3.76M
MUB
Ishares National Muni Bond ETF

ETFs
4.85K
+ 18.31%
$102.31 - $105.8 $496K - $513K
31.3K $3.27M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
763
+ 20.09%
$179.95 - $278.88 $137K - $213K
4.56K $1.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.8K
+ 7.45%
$51.14 - $57.0 $450K - $502K
127K $7.22M
EMR
Emerson Electric CO

Industrials
1.09K
+ 8.31%
$94.15 - $133.33 $103K - $146K
14.3K $1.9M
LLY
Eli Lilly & CO

Healthcare
654
+ 42.66%
$713.71 - $898.95 $467K - $588K
2.19K $1.7M
BX
Blackstone Inc.

Financial Services
1.41K
+ 7.77%
$120.07 - $151.11 $169K - $213K
19.5K $2.92M
CWB
Spdr Bloomberg Convertible Sec

ETFs
89
+ 0.16%
$71.86 - $82.66 $6.4K - $7.36K
55K $4.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
103
+ 3.12%
$496.48 - $617.85 $51.1K - $63.6K
3.41K $2.11M
MINO
Pimco ETF Tr Municipal Income

ETFs
5.74K
+ 39.29%
$43.42 - $45.15 $249K - $259K
20.4K $900K
XAR
Spdr S&P Aerospace & Defense E

ETFs
400
+ 14.08%
$144.94 - $210.94 $58K - $84.4K
3.24K $683K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.13K
+ 15.75%
$45.88 - $54.4 $144K - $170K
23K $1.25M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.3K
+ 24.33%
$50.34 - $51.86 $216K - $223K
22K $1.13M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.61K
+ 2.03%
$35.35 - $42.68 $56.9K - $68.7K
81K $3.45M
CSCO
Cisco Systems, Inc.

Technology
555
+ 2.53%
$53.19 - $69.38 $29.5K - $38.5K
22.5K $1.56M
SPMD
Spdr Portfolio

ETFs
1.3K
+ 3.34%
$44.89 - $54.38 $58.4K - $70.8K
40.3K $2.19M
XLE
Energy Sector Spdr

ETFs
2.9K
+ 43.15%
$76.44 - $94.13 $222K - $273K
9.63K $816K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
4.3K
+ 38.05%
$27.43 - $34.32 $118K - $148K
15.6K $534K
APD
Air Products & Chemicals, Inc.

Basic Materials
729
+ 36.95%
$248.61 - $294.96 $181K - $215K
2.7K $762K
ISMD
Northern Lts Fd Tr Iv

ETFs
4.3K
+ 43.0%
$29.72 - $35.6 $128K - $153K
14.3K $508K
V
Visa Inc.

Financial Services
179
+ 0.85%
$308.27 - $373.31 $55.2K - $66.8K
21.3K $7.55M
BIBL
Northern Lts Fd Tr Iv

ETFs
2.6K
+ 17.81%
$33.5 - $41.33 $87.1K - $107K
17.2K $710K
CAT
Caterpillar Inc

Industrials
105
+ 5.69%
$273.94 - $388.21 $28.8K - $40.8K
1.95K $757K
DVY
Ishares Tr

ETFs
1.83K
+ 2.64%
$118.37 - $134.86 $216K - $247K
71.2K $9.45M
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
FEX
First Tr Large Cap Core Alphde

ETFs
15
+ 0.23%
$90.17 - $109.96 $1.35K - $1.65K
6.65K $731K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
276
+ 1.38%
$17.76 - $22.1 $4.9K - $6.1K
20.2K $446K
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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