Sterling Investment Advisors, Ltd. Incresed Positions in Q3 2025

Sterling Investment Advisors, Ltd.

  • $457 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
830
+ 0.62%
$202.38 - $256.87 $168K - $213K
135K $34.4M
TSLA
Tesla, Inc.

Consumer Cyclical
4.69K
+ 82.51%
$293.94 - $444.72 $1.38M - $2.08M
10.4K $4.61M
SHOP
Shopify Inc.

Technology
124
+ 0.38%
$112.11 - $157.12 $13.9K - $19.5K
32.7K $4.86M
HD
Home Depot, Inc.

Consumer Cyclical
340
+ 1.7%
$357.4 - $423.42 $122K - $144K
20.4K $8.26M
OHI
Omega Healthcare Investors Inc

Real Estate
11.4K
+ 19.73%
$36.29 - $43.34 $415K - $496K
69.4K $2.93M
ORCL
Oracle Corp

Technology
21
+ 0.19%
$218.96 - $328.33 $4.6K - $6.89K
11.1K $3.12M
LMT
Lockheed Martin Corp

Industrials
296
+ 2.02%
$410.74 - $499.21 $122K - $148K
15K $7.48M
DVY
Ishares Tr

ETFs
112
+ 0.16%
$133.88 - $142.57 $15K - $16K
71.3K $10.1M
LOW
Lowes Companies Inc

Consumer Cyclical
252
+ 2.0%
$215.01 - $273.02 $54.2K - $68.8K
12.9K $3.23M
BX
Blackstone Inc.

Financial Services
1
+ 0.01%
$152.77 - $188.68 $153 - $189
19.5K $3.34M
PFE
Pfizer Inc

Healthcare
11.3K
+ 13.95%
$23.29 - $25.88 $264K - $293K
92.6K $2.36M
MUB
Ishares National Muni Bond ETF

ETFs
3.05K
+ 9.73%
$103.24 - $106.68 $315K - $325K
34.4K $3.66M
BOTZ
Global X Fds

ETFs
160
+ 0.13%
$32.14 - $35.96 $5.14K - $5.75K
120K $4.24M
UNH
Unitedhealth Group Inc

Healthcare
878
+ 129.12%
$237.77 - $353.61 $209K - $310K
1.56K $537K
WMT
Walmart Inc.

Consumer Defensive
606
+ 1.26%
$94.4 - $104.27 $57.2K - $63.2K
48.6K $5.01M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
219
+ 0.27%
$42.26 - $47.16 $9.25K - $10.3K
81.3K $3.76M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.42K
+ 19.46%
$87.29 - $93.61 $211K - $226K
14.8K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
135
+ 1.44%
$459.11 - $506.91 $62K - $68.4K
9.53K $4.79M
XOM
Exxon Mobil Corp

Energy
264
+ 0.67%
$105.83 - $117.22 $27.9K - $30.9K
39.5K $4.46M
ETN
Eaton Corp PLC

Industrials
199
+ 2.79%
$342.99 - $392.76 $68.3K - $78.2K
7.33K $2.74M
FNF
Fidelity National Financial, Inc.

Financial Services
325
+ 0.89%
$51.22 - $61.07 $16.6K - $19.8K
36.6K $2.22M
CAT
Caterpillar Inc

Industrials
1
+ 0.05%
$390.92 - $477.15 $391 - $477
1.95K $930K
INTC
Intel Corp

Technology
500
+ 3.86%
$19.31 - $35.5 $9.66K - $17.8K
13.5K $451K
LRCX
Lam Research Corp

Technology
92
+ 2.31%
$94.84 - $133.9 $8.73K - $12.3K
4.08K $546K
MCD
Mcdonalds Corp

Consumer Cyclical
300
+ 5.49%
$291.67 - $316.99 $87.5K - $95.1K
5.76K $1.75M
GME
Game Stop Corp.

Consumer Cyclical
4.5K
+ 50.78%
$22.1 - $27.28 $99.5K - $123K
13.4K $364K
META
Meta Platforms, Inc.

Communication Services
219
+ 2.47%
$695.21 - $791.73 $152K - $173K
9.07K $6.66M
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.05%
$133.81 - $152.16 $803 - $913
12.7K $1.78M
ITB
Ishares Tr

ETFs
201
+ 3.48%
$94.18 - $117.14 $18.9K - $23.5K
5.97K $640K
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.32%
$303.93 - $329.86 $2.74K - $2.97K
2.8K $918K
AUR
Aurora Innovation, Inc.

Technology
5.95K
+ 2.5%
$5.05 - $6.56 $30K - $39K
244K $1.31M
AMZN
Amazon Com Inc

Consumer Cyclical
250
+ 0.35%
$211.65 - $238.24 $52.9K - $59.6K
71.9K $15.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7
+ 0.06%
$49.43 - $54.52 $346 - $382
12.2K $661K
JCPB
J P Morgan Exchange Traded Fd

ETFs
900
+ 3.73%
$46.37 - $47.77 $41.7K - $43K
25K $1.19M
VT
Vanguard Total World Stk Index

ETFs
95
+ 2.67%
$128.41 - $138.03 $12.2K - $13.1K
3.65K $502K
AMGN
Amgen Inc

Healthcare
15
+ 0.11%
$271.18 - $309.22 $4.07K - $4.64K
13.1K $3.71M
CGCP
Capital Group Core Plus Income

ETFs
1.4K
+ 9.85%
$22.27 - $22.95 $31.1K - $32K
15.6K $353K
WM
Waste Management Inc

Industrials
201
+ 11.92%
$213.88 - $237.1 $43K - $47.7K
1.89K $416K
AXP
American Express CO

Financial Services
1
+ 0.05%
$294.27 - $342.31 $294 - $342
1.87K $622K
VTV
Vanguard Value ETF

ETFs
3
+ 0.16%
$175.51 - $186.57 $527 - $560
1.91K $356K
SCHX
Schwab Strategic Tr Us Large C

ETFs
45
+ 0.51%
$24.46 - $26.5 $1.1K - $1.19K
8.94K $235K
VEA
Vanguard Ftse Developed Market

ETFs
9
+ 0.17%
$56.02 - $60.3 $504 - $543
5.17K $309K
DLR
Digital Realty Trust, Inc.

Real Estate
100
+ 6.95%
$161.21 - $180.02 $16.1K - $18K
1.54K $265K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.01%
$26.38 - $27.95 $52.8 - $55.9
14.5K $395K
CEG
Constellation Energy Corp

Utilities
13
+ 1.22%
$298.82 - $354.89 $3.88K - $4.61K
1.08K $355K
CRM
Salesforce, Inc.

Technology
143
+ 19.35%
$231.66 - $273.65 $33.1K - $39.1K
882 $209K
IBM
International Business Machines Corp

Technology
98
+ 5.88%
$234.77 - $292.47 $23K - $28.7K
1.77K $498K
MA
Mastercard Inc

Financial Services
3
+ 0.7%
$550.18 - $598.96 $1.65K - $1.8K
434 $246K
APD
Air Products & Chemicals, Inc.

Basic Materials
100
+ 3.7%
$265.78 - $299.3 $26.6K - $29.9K
2.8K $764K
Activity Summary
Buys All Purchases 92 New Holdings 29 Increased Positions 63 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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