Sterling Investment Advisors, Ltd. Reduced Holdings in Q3 2025

Sterling Investment Advisors, Ltd.

  • $457 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-9.27K
- 16.18%
N/A
48K $4.12M
CRWD
Crowd Strike Holdings, Inc.

Technology
-532
- 2.23%
$412.46 - $514.1 $219K - $274K
23.4K $11.5M
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 0.48%
$915.95 - $994.57 $41.2K - $44.8K
9.37K $8.67M
GTLB
Gitlab Inc.

Technology
-14.1K
- 47.96%
$38.82 - $50.43 $547K - $711K
15.3K $689K
AMT
American Tower Corp

Real Estate
-748
- 5.73%
$192.32 - $232.35 $144K - $174K
12.3K $2.37M
DE
Deere & CO

Industrials
-50
- 0.61%
$457.26 - $524.37 $22.9K - $26.2K
8.1K $3.71M
KKR
Kkr & Co. Inc.

Financial Services
-1.24K
- 2.14%
$129.95 - $152.16 $161K - $189K
56.8K $7.39M
PAYX
Paychex Inc

Industrials
-369
- 2.36%
$126.69 - $147.99 $46.7K - $54.6K
15.2K $1.93M
V
Visa Inc.

Financial Services
-19
- 0.09%
$332.09 - $358.86 $6.31K - $6.82K
21.3K $7.26M
MOS
Mosaic CO

Basic Materials
-570
- 0.42%
$30.93 - $37.81 $17.6K - $21.6K
136K $4.7M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.1K
- 33.95%
$205.52 - $234.96 $226K - $258K
2.14K $502K
NFLX
Netflix Inc

Communication Services
-13
- 1.71%
$1147.87 - $1297.18 $14.9K - $16.9K
746 $894K
CHKP
Check Point Software Technologies LTD

Technology
-425
- 21.57%
$180.73 - $231.23 $76.8K - $98.3K
1.55K $319K
ADBE
Adobe Inc.

Technology
-170
- 16.04%
$333.65 - $392.1 $56.7K - $66.7K
890 $313K
XLE
Energy Sector Spdr

ETFs
-1.3K
- 13.45%
$84.25 - $91.99 $109K - $119K
8.33K $744K
DIS
Walt Disney CO

Communication Services
-169
- 3.1%
$112.25 - $124.0 $19K - $21K
5.28K $604K
GIS
General Mills Inc

Consumer Defensive
-700
- 3.31%
$48.44 - $53.83 $33.9K - $37.7K
20.5K $1.03M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.6K
- 7.28%
$50.9 - $52.37 $81.4K - $83.8K
20.4K $1.07M
EMR
Emerson Electric CO

Industrials
-222
- 1.56%
$128.6 - $149.63 $28.5K - $33.2K
14K $1.84M
LLY
Eli Lilly & CO

Healthcare
-10
- 0.46%
$625.65 - $812.69 $6.26K - $8.13K
2.18K $1.66M
ADP
Automatic Data Processing Inc

Industrials
-100
- 11.76%
$288.69 - $310.94 $28.9K - $31.1K
750 $220K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-444
- 12.55%
$78.11 - $79.07 $34.7K - $35.1K
3.1K $244K
UL
Unilever PLC

Consumer Defensive
-300
- 5.97%
$58.43 - $65.01 $17.5K - $19.5K
4.73K $280K
PSA
Public Storage

Real Estate
-25
- 0.83%
$271.94 - $298.09 $6.8K - $7.45K
3K $866K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-280
- 7.57%
$534.91 - $598.71 $150K - $168K
3.42K $1.92M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.39K
- 6.06%
$53.81 - $57.52 $75K - $80.1K
21.6K $1.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-622
- 0.49%
$55.61 - $57.37 $34.6K - $35.7K
126K $7.21M
MMM
3 M CO

Industrials
-75
- 2.22%
$144.41 - $160.2 $10.8K - $12K
3.3K $512K
Merck & Co.
-709
- 2.73%
N/A
25.3K $0
Tema Heart & Health ETF
-33.9K
- 19.47%
N/A
140K $0
Invesco S&P 500 Equal Weight ETF
-33
- 0.16%
N/A
20.3K $0
PWR
Quanta Services, Inc.

Industrials
-65
- 8.13%
$372.29 - $421.68 $24.2K - $27.4K
735 $304K
MINO
Pimco ETF Tr Municipal Income

ETFs
-250
- 1.23%
$43.6 - $45.33 $10.9K - $11.3K
20.1K $910K
PPL
Ppl Corp

Utilities
-1.37K
- 4.72%
$33.54 - $37.24 $46.1K - $51.1K
27.7K $1.03M
SPYG
Spdr Portfolio

ETFs
-498
- 4.06%
$94.33 - $105.31 $47K - $52.4K
11.8K $1.23M
AMD
Advanced Micro Devices Inc

Technology
-44
- 1.26%
$134.8 - $184.42 $5.93K - $8.11K
3.45K $558K
SPMD
Spdr Portfolio

ETFs
-670
- 1.66%
$54.43 - $58.29 $36.5K - $39.1K
39.6K $2.27M
PFF
Ishares Trust Ishares Pfd And

ETFs
-460
- 0.47%
$30.67 - $32.13 $14.1K - $14.8K
96.7K $3.06M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-100
- 0.98%
$115.08 - $126.88 $11.5K - $12.7K
10.1K $1.27M
TFC
Truist Financial Corp

Financial Services
-3.54K
- 3.68%
$42.83 - $47.07 $152K - $167K
92.8K $4.24M
SCHW
Schwab Charles Corp

Financial Services
-200
- 0.62%
$91.03 - $98.69 $18.2K - $19.7K
32.2K $3.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5
- 0.12%
$567.09 - $607.37 $2.84K - $3.04K
4.3K $2.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 1.47%
$617.65 - $666.84 $30.9K - $33.3K
3.36K $2.24M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-175
- 3.84%
$275.84 - $326.36 $48.3K - $57.1K
4.39K $1.43M
VPU
Vanguard Utilities ETF

ETFs
-337
- 1.74%
$175.25 - $189.41 $59.1K - $63.8K
19K $3.6M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-300
- 2.7%
$64.22 - $99.03 $19.3K - $29.7K
10.8K $1.07M
MSFT
Microsoft Corp

Technology
-313
- 1.21%
$491.09 - $535.64 $154K - $168K
25.6K $13.2M
GLW
Corning Inc

Technology
-200
- 1.43%
$51.6 - $82.03 $10.3K - $16.4K
13.8K $1.13M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-193
- 0.35%
$82.29 - $90.77 $15.9K - $17.5K
54.9K $4.96M
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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