Sterling Investment Advisors, Ltd. Incresed Positions in Q1 2025

Sterling Investment Advisors, Ltd.

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.78K
+ 4.06%
$34.58 - $45.97 $304K - $404K
225K $10.4M
GLDM
World Gold Trust

ETFs
6.74K
+ 4.41%
$52.19 - $61.89 $352K - $417K
160K $9.88M
PFE
Pfizer Inc

Healthcare
68.8K
+ 879.94%
$25.01 - $27.13 $1.72M - $1.87M
76.6K $1.94M
PLTR
Palantir Technologies Inc.

Technology
13.4K
+ 221.97%
$64.98 - $124.62 $869K - $1.67M
19.4K $1.64M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19K
+ 19.11%
$56.17 - $59.71 $1.06M - $1.13M
118K $6.75M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
13K
+ 115.29%
$73.27 - $96.21 $954K - $1.25M
24.3K $1.78M
V
Visa Inc.

Financial Services
428
+ 2.07%
$306.92 - $362.71 $131K - $155K
21.1K $7.39M
META
Meta Platforms, Inc.

Communication Services
1.54K
+ 25.1%
$576.36 - $736.67 $888K - $1.14M
7.68K $4.43M
AMGN
Amgen Inc

Healthcare
82
+ 0.64%
$258.59 - $327.36 $21.2K - $26.8K
12.8K $4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.6K
+ 216.79%
$51.45 - $58.51 $699K - $795K
19.9K $1.03M
DVY
Ishares Tr

ETFs
3.27K
+ 4.95%
$128.58 - $138.1 $420K - $452K
69.3K $9.31M
LLY
Eli Lilly & CO

Healthcare
615
+ 66.99%
$725.72 - $929.72 $446K - $572K
1.53K $1.27M
VPU
Vanguard Utilities ETF

ETFs
1.87K
+ 10.44%
$161.24 - $173.33 $302K - $324K
19.8K $3.38M
KO
Coca Cola CO

Consumer Defensive
4.09K
+ 24.6%
$60.81 - $72.32 $248K - $295K
20.7K $1.48M
EEM
Ishares Msci Emerging Markets

ETFs
8.25K
+ 73.04%
$40.81 - $45.34 $337K - $374K
19.5K $854K
XLE
Energy Sector Spdr

ETFs
3.72K
+ 123.57%
$85.7 - $93.96 $319K - $349K
6.73K $628K
UTG
Reaves Utility Income Fund

Financial Services
6.44K
+ 3.6%
$31.08 - $34.42 $200K - $222K
185K $6.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.7K
+ 42.55%
$74.85 - $84.89 $277K - $314K
12.4K $1.01M
ENB
Enbridge Inc

Energy
6.68K
+ 71.05%
$41.54 - $45.45 $277K - $303K
16.1K $712K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.78K
+ 37.02%
$51.26 - $52.53 $245K - $251K
17.7K $911K
ABT
Abbott Laboratories

Healthcare
27
+ 0.22%
$111.1 - $140.22 $3K - $3.79K
12.3K $1.63M
AUR
Aurora Innovation, Inc.

Technology
18.7K
+ 8.3%
$6.1 - $10.19 $114K - $191K
244K $1.64M
SPMD
Spdr Portfolio

ETFs
6.49K
+ 19.98%
$50.21 - $57.73 $326K - $375K
39K $2M
RTX
Raytheon Technologies Corp

Industrials
1K
+ 24.24%
$114.1 - $135.66 $114K - $136K
5.13K $678K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.9K
+ 13.67%
$45.56 - $47.23 $132K - $137K
24.1K $1.13M
MINO
Pimco ETF Tr Municipal Income

ETFs
3.09K
+ 26.77%
$44.44 - $45.83 $137K - $141K
14.6K $653K
APD
Air Products & Chemicals, Inc.

Basic Materials
408
+ 26.07%
$283.24 - $338.07 $116K - $138K
1.97K $581K
IBM
International Business Machines Corp

Technology
343
+ 26.06%
$217.4 - $264.74 $74.6K - $90.8K
1.66K $412K
PG
Procter & Gamble CO

Consumer Defensive
324
+ 1.67%
$158.56 - $176.26 $51.4K - $57.1K
19.7K $3.35M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.53K
+ 6.04%
$30.73 - $32.26 $170K - $178K
97.2K $2.99M
VTV
Vanguard Value ETF

ETFs
574
+ 31.73%
$167.73 - $179.21 $96.3K - $103K
2.38K $411K
CSCO
Cisco Systems, Inc.

Technology
832
+ 3.95%
$58.74 - $64.87 $48.9K - $54K
21.9K $1.35M
WM
Waste Management Inc

Industrials
176
+ 11.11%
$200.54 - $233.78 $35.3K - $41.1K
1.76K $407K
MSTR
Microstrategy Inc

Technology
302
+ 5.61%
$239.27 - $396.5 $72.3K - $120K
5.68K $1.64M
UNH
Unitedhealth Group Inc

Healthcare
125
+ 27.72%
$461.52 - $548.18 $57.7K - $68.5K
576 $301K
NFLX
Netflix Inc

Communication Services
40
+ 5.54%
$828.4 - $1058.6 $33.1K - $42.3K
762 $710K
MMM
3 M CO

Industrials
8
+ 0.24%
$129.7 - $155.12 $1.04K - $1.24K
3.38K $496K
MO
Altria Group, Inc.

Consumer Defensive
60
+ 0.9%
$50.81 - $60.02 $3.05K - $3.6K
6.69K $401K
PSX
Phillips 66

Energy
236
+ 9.98%
$113.93 - $131.55 $26.9K - $31K
2.6K $321K
SYK
Stryker Corp

Healthcare
2
+ 0.06%
$355.18 - $399.9 $710 - $800
3.23K $1.2M
COP
Conocophillips

Energy
19
+ 0.36%
$88.6 - $105.85 $1.68K - $2.01K
5.36K $562K
ACN
Accenture PLC

Technology
193
+ 26.05%
$300.91 - $398.25 $58.1K - $76.9K
934 $291K
VT
Vanguard Total World Stk Index

ETFs
295
+ 9.27%
$115.08 - $123.97 $33.9K - $36.6K
3.48K $403K
AXP
American Express CO

Financial Services
253
+ 15.63%
$255.39 - $325.87 $64.6K - $82.4K
1.87K $503K
KMB
Kimberly Clark Corp

Consumer Defensive
9
+ 0.56%
$124.46 - $147.4 $1.12K - $1.33K
1.63K $231K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
194
+ 1.58%
$50.39 - $50.66 $9.78K - $9.83K
12.4K $630K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.71%
$286.85 - $318.64 $1.72K - $1.91K
856 $261K
CGCP
Capital Group Core Plus Income

ETFs
250
+ 2.13%
$21.94 - $22.64 $5.49K - $5.66K
12K $268K
TJX
Tjx Companies Inc

Consumer Cyclical
16
+ 0.32%
$112.81 - $126.16 $1.8K - $2.02K
5.04K $614K
Activity Summary
Buys All Purchases 99 New Holdings 19 Increased Positions 80 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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