Sterling Investment Advisors, Ltd. Reduced Holdings in Q1 2025

Sterling Investment Advisors, Ltd.

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-643
- 0.48%
$209.68 - $247.1 $135K - $159K
134K $29.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.57K
- 2.2%
$190.26 - $242.06 $299K - $380K
69.9K $13.3M
KKR
Kkr & Co. Inc.

Financial Services
-3.33K
- 5.65%
$108.17 - $167.07 $360K - $557K
55.6K $6.43M
GOOGL
Alphabet Inc.

Communication Services
-899
- 1.51%
$154.33 - $206.19 $139K - $185K
58.5K $9.05M
BX
Blackstone Inc.

Financial Services
-3.17K
- 14.9%
$136.53 - $186.74 $433K - $593K
18.1K $2.53M
TSLA
Tesla, Inc.

Consumer Cyclical
-98
- 1.57%
$222.15 - $428.22 $21.8K - $42K
6.14K $1.59M
GS
Goldman Sachs Group Inc

Financial Services
-981
- 7.38%
$524.81 - $672.19 $515K - $659K
12.3K $6.72M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-8.1K
- 11.03%
N/A
65.3K $5.61M
GOOG
Alphabet Inc.

Communication Services
-46
- 0.24%
$156.06 - $207.71 $7.18K - $9.55K
19.4K $3.03M
VERX
Vertex, Inc.

Technology
-2.25K
- 7.09%
$31.15 - $58.95 $70.1K - $133K
29.5K $1.03M
ETN
Eaton Corp PLC

Industrials
-42
- 0.58%
$271.83 - $371.23 $11.4K - $15.6K
7.24K $1.97M
TFC
Truist Financial Corp

Financial Services
-3.66K
- 3.48%
$39.48 - $48.15 $144K - $176K
101K $4.17M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-50
- 1.33%
$634.14 - $744.83 $31.7K - $37.2K
3.71K $2.35M
CMI
Cummins Inc

Industrials
-225
- 3.59%
$312.92 - $386.07 $70.4K - $86.9K
6.05K $1.9M
AMD
Advanced Micro Devices Inc

Technology
-1.76K
- 33.22%
$96.63 - $129.55 $170K - $228K
3.53K $362K
ALGN
Align Technology Inc

Healthcare
-504
- 16.21%
$158.86 - $234.89 $80.1K - $118K
2.61K $413K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-87
- 1.94%
$522.96 - $601.18 $45.5K - $52.3K
4.4K $2.34M
LOW
Lowes Companies Inc

Consumer Cyclical
-60
- 0.48%
$222.66 - $268.42 $13.4K - $16.1K
12.5K $2.91M
COST
Costco Wholesale Corp

Consumer Defensive
-513
- 5.02%
$890.62 - $1076.86 $457K - $552K
9.71K $9.18M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-50
- 1.3%
$211.47 - $267.17 $10.6K - $13.4K
3.8K $802K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.1K
- 4.33%
$308.86 - $455.36 $340K - $501K
24.3K $8.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12
- 0.36%
$551.42 - $612.93 $6.62K - $7.36K
3.31K $1.85M
BA
Boeing CO

Industrials
-487
- 27.64%
$148.15 - $186.25 $72.1K - $90.7K
1.28K $217K
ANVS
Annovis Bio, Inc.

Healthcare
-558
- 2.33%
$1.5 - $5.39 $837 - $3.01K
23.4K $35K
ADBE
Adobe Inc.

Technology
-14
- 1.23%
$377.84 - $464.11 $5.29K - $6.5K
1.12K $429K
CMCSA
Comcast Corp

Communication Services
-1.6K
- 6.12%
$33.19 - $38.23 $53K - $61.1K
24.5K $904K
ITB
Ishares Tr

ETFs
-225
- 3.71%
$93.86 - $111.45 $21.1K - $25.1K
5.84K $556K
SKYY
First Trust Cloud Computing Et

ETFs
-120
- 5.0%
$102.23 - $131.18 $12.3K - $15.7K
2.28K $233K
JPM
Jpmorgan Chase & CO

Financial Services
-760
- 3.07%
$225.19 - $279.95 $171K - $213K
24K $5.9M
GLW
Corning Inc

Technology
-500
- 3.45%
$44.91 - $54.25 $22.5K - $27.1K
14K $640K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-200
- 2.23%
$57.21 - $65.8 $11.4K - $13.2K
8.76K $510K
KMI
Kinder Morgan, Inc.

Energy
-20.2K
- 4.25%
$26.1 - $31.22 $528K - $631K
456K $13M
CEG
Constellation Energy Corp

Utilities
-39
- 3.43%
$201.63 - $347.44 $7.86K - $13.6K
1.1K $221K
FEX
First Tr Large Cap Core Alphde

ETFs
-200
- 2.93%
$99.27 - $109.89 $19.9K - $22K
6.63K $679K
PSA
Public Storage

Real Estate
-98
- 3.14%
$288.99 - $313.98 $28.3K - $30.8K
3.03K $905K
INTC
Intel Corp

Technology
-3.28K
- 19.17%
$19.1 - $27.39 $62.7K - $89.9K
13.8K $314K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 0.31%
$507.05 - $563.67 $1.52K - $1.69K
965 $495K
ICF
Ishares Tr

ETFs
-275
- 5.15%
$57.98 - $63.8 $15.9K - $17.5K
5.06K $311K
Merck & Co.
-41
- 0.14%
N/A
29.2K $0
ZS
Zscaler, Inc.

Technology
-1.24K
- 8.96%
$181.66 - $216.87 $225K - $268K
12.6K $2.49M
NOC
Northrop Grumman Corp

Industrials
-23
- 5.2%
$433.45 - $513.82 $9.97K - $11.8K
419 $214K
VEA
Vanguard Ftse Developed Market

ETFs
-35
- 0.67%
$47.4 - $52.99 $1.66K - $1.85K
5.16K $262K
UL
Unilever PLC

Consumer Defensive
-1
- 0.02%
$54.72 - $60.29 $54.7 - $60.3
5.73K $340K
PPL
Ppl Corp

Utilities
-2.62K
- 8.16%
$31.68 - $36.11 $83.1K - $94.8K
29.5K $1.07M
PAYX
Paychex Inc

Industrials
-1.25K
- 7.69%
$136.06 - $154.52 $170K - $193K
15K $2.31M
SCHW
Schwab Charles Corp

Financial Services
-1.21K
- 3.59%
$71.24 - $83.64 $86.1K - $101K
32.5K $2.54M
WTRG
Essential Utilities, Inc.

Utilities
-584
- 2.06%
$33.49 - $40.57 $19.6K - $23.7K
27.8K $1.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-133
- 2.39%
$279.74 - $321.29 $37.2K - $42.7K
5.44K $1.7M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-600
- 4.38%
$43.79 - $57.46 $26.3K - $34.5K
13.1K $749K
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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