Sterling Investment Advisors, Ltd. Reduced Holdings in Q3 2024

Sterling Investment Advisors, Ltd.

  • $370 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
-175
- 0.69%
$217.89 - $392.15 $38.1K - $68.6K
25.4K $7.12M
GOOGL
Alphabet Inc.

Communication Services
-798
- 1.31%
$148.65 - $191.18 $119K - $153K
60.2K $9.98M
SCHW
Schwab Charles Corp

Financial Services
-9.25K
- 20.24%
$61.74 - $76.08 $571K - $704K
36.5K $2.36M
ZS
Zscaler, Inc.

Technology
-950
- 5.65%
$155.9 - $204.47 $148K - $194K
15.9K $2.71M
GLBE
Global E Online Ltd.

Consumer Cyclical
-13.2K
- 18.57%
$31.53 - $38.44 $416K - $507K
57.9K $2.22M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-280
- 8.42%
$1024.09 - $1201.76 $287K - $336K
3.05K $3.2M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.6K
- 3.61%
$85.84 - $85.84 $223K - $223K
69.3K $5.95M
COST
Costco Wholesale Corp

Consumer Defensive
-700
- 6.16%
$801.83 - $917.05 $561K - $642K
10.7K $9.45M
CMCSA
Comcast Corp

Communication Services
-7.09K
- 18.15%
$37.33 - $41.78 $265K - $296K
32K $1.34M
BA
Boeing CO

Industrials
-725
- 29.45%
$152.04 - $190.6 $110K - $138K
1.74K $264K
PFF
Ishares Trust Ishares Pfd And

ETFs
-9.46K
- 9.46%
$31.18 - $33.5 $295K - $317K
90.6K $3.01M
HON
Honeywell International Inc

Industrials
-143
- 0.98%
$196.73 - $220.21 $28.1K - $31.5K
14.4K $2.98M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.97K
- 13.09%
$50.25 - $50.74 $98.7K - $99.7K
13.1K $662K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-660
- 32.84%
$144.27 - $157.55 $95.2K - $104K
1.35K $212K
DIS
Walt Disney CO

Communication Services
-591
- 9.4%
$85.6 - $98.61 $50.6K - $58.3K
5.7K $548K
WTRG
Essential Utilities, Inc.

Utilities
-1.28K
- 4.62%
$36.74 - $41.49 $47.1K - $53.2K
26.5K $1.02M
Merck & Co.
-129
- 0.43%
N/A
29.7K $0
Invesco Qqq ETF
-90
- 3.63%
N/A
2.39K $0
ICLN
Ishares

ETFs
-1.73K
- 8.66%
$13.26 - $14.77 $22.9K - $25.5K
18.2K $267K
NFLX
Netflix Inc

Communication Services
-18
- 2.35%
$598.55 - $722.26 $10.8K - $13K
749 $531K
XOM
Exxon Mobil Corp

Energy
-585
- 1.47%
$109.72 - $119.0 $64.2K - $69.6K
39.1K $4.58M
ALGN
Align Technology Inc

Healthcare
-100
- 3.07%
$204.03 - $257.2 $20.4K - $25.7K
3.16K $804K
VERX
Vertex, Inc.

Technology
-1.35K
- 4.07%
$34.62 - $40.01 $46.6K - $53.9K
31.7K $1.22M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-445
- 4.1%
$106.85 - $117.19 $47.5K - $52.1K
10.4K $1.22M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-1.1K
- 7.43%
$41.22 - $51.19 $45.3K - $56.3K
13.7K $668K
UL
Unilever PLC

Consumer Defensive
-250
- 3.48%
$54.7 - $65.59 $13.7K - $16.4K
6.93K $449K
SPY
Spdr S&P 500 ETF Trust

ETFs
-68
- 1.96%
$517.38 - $573.86 $35.2K - $39K
3.4K $1.95M
AMT
American Tower Corp

Real Estate
-2.42K
- 14.33%
$192.27 - $242.73 $466K - $588K
14.5K $3.37M
ABT
Abbott Laboratories

Healthcare
-297
- 2.41%
$100.07 - $118.13 $29.7K - $35.1K
12K $1.37M
AMGN
Amgen Inc

Healthcare
-98
- 0.76%
$309.38 - $337.38 $30.3K - $33.1K
12.9K $4.15M
GS
Goldman Sachs Group Inc

Financial Services
-1.05K
- 7.12%
$459.02 - $510.25 $480K - $534K
13.7K $6.76M
PG
Procter & Gamble CO

Consumer Defensive
-272
- 1.39%
$160.76 - $177.82 $43.7K - $48.4K
19.3K $3.34M
MMM
3 M CO

Industrials
-40
- 1.17%
$99.69 - $139.42 $3.99K - $5.58K
3.38K $461K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-96
- 1.98%
$523.84 - $572.02 $50.3K - $54.9K
4.76K $2.71M
BOTZ
Global X Fds

ETFs
-125
- 0.13%
$27.68 - $32.27 $3.46K - $4.03K
93.2K $3M
PPL
Ppl Corp

Utilities
-1.47K
- 4.3%
$27.36 - $33.08 $40.2K - $48.7K
32.7K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
-124
- 0.52%
$194.9 - $224.8 $24.2K - $27.9K
23.9K $5.05M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-993
- 1.75%
$71.19 - $76.59 $70.7K - $76.1K
55.6K $4.26M
CAH
Cardinal Health Inc

Healthcare
-300
- 1.48%
$93.74 - $114.66 $28.1K - $34.4K
20K $2.21M
PAYX
Paychex Inc

Industrials
-294
- 1.75%
$116.17 - $135.19 $34.2K - $39.7K
16.5K $2.22M
V
Visa Inc.

Financial Services
-3
- 0.01%
$253.74 - $291.56 $761 - $875
20.8K $5.72M
CMI
Cummins Inc

Industrials
-175
- 2.58%
$266.63 - $326.4 $46.7K - $57.1K
6.62K $2.14M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-467
- 0.63%
$41.02 - $46.01 $19.2K - $21.5K
74K $3.37M
JNJ
Johnson & Johnson

Healthcare
-1.92K
- 5.17%
$145.48 - $167.38 $279K - $321K
35.2K $5.7M
DE
Deere & CO

Industrials
-244
- 2.75%
$344.84 - $418.0 $84.1K - $102K
8.64K $3.6M
TFC
Truist Financial Corp

Financial Services
-3.49K
- 3.05%
$38.22 - $44.94 $133K - $157K
111K $4.75M
TTD
Trade Desk, Inc.

Technology
-2.51K
- 4.86%
$83.08 - $110.79 $209K - $278K
49.2K $5.39M
VPU
Vanguard Utilities ETF

ETFs
-800
- 4.17%
$146.64 - $174.54 $117K - $140K
18.4K $3.2M
SHOP
Shopify Inc.

Technology
-1.56K
- 4.27%
$52.26 - $80.75 $81.3K - $126K
34.9K $2.8M
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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