Sterling Investment Advisors, Ltd. Portfolio Holdings

Sterling Investment Advisors, Ltd.

  • $457 Million
  • Q3 2025

Sterling Investment Advisors, Ltd. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $457 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4M, Amazon Com Inc with a value of $15.8M, Nvidia Corp with a value of $15M, Alphabet Inc. with a value of $14M, and Microsoft Corp with a value of $13.2M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $426M to 457M.

Below you can find more details about Sterling Investment Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $457 Million
ETFs: $107 Million
Technology: $102 Million
Financial Services: $61.9 Million
Consumer Cyclical: $35.1 Million
Healthcare: $32 Million
Industrials: $29.1 Million
Communication Services: $27.6 Million
Energy: $23.7 Million
Other: $37.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$34.4 Million 7.53% of portfolio
135,113
Q3 2025 Added 0.62%
$2.49T
$15.8 Million 3.46% of portfolio
71,944
Q3 2025 Added 0.35%
$505B
$15 Million 3.27% of portfolio
80,160
Q3 2025 Reduced 2.1%
$1.68T
$14 Million 3.05% of portfolio
57,410
Q3 2025 Reduced 2.22%
$3.86T
$13.2 Million 2.9% of portfolio
25,574
Q3 2025 Reduced 1.21%
$58.9B
$12.7 Million 2.78% of portfolio
448,265
Q3 2025 Added 0.2%
$117B
$11.5 Million 2.51% of portfolio
23,350
Q3 2025 Reduced 2.23%
$269B
$9.42 Million 2.06% of portfolio
11,832
Q3 2025 Reduced 5.36%
$4.65B
$8.99 Million 1.97% of portfolio
157,023
Q2 2025 Added 0.51%
$403B
$8.67 Million 1.9% of portfolio
9,365
Q3 2025 Reduced 0.48%
$389B
$8.26 Million 1.81% of portfolio
20,386
Q3 2025 Added 1.7%
$913B
$7.6 Million 1.66% of portfolio
24,108
Q3 2025 Reduced 0.86%
$0
$7.56 Million 1.65% of portfolio
190,855
Q3 2025 Reduced 0.78%
$129B
$7.48 Million 1.64% of portfolio
14,978
Q3 2025 Added 2.02%
$102B
$7.39 Million 1.62% of portfolio
56,841
Q3 2025 Reduced 2.14%
$557B
$7.26 Million 1.59% of portfolio
21,258
Q3 2025 Reduced 0.09%
$494B
$5.97 Million 1.31% of portfolio
32,199
Q3 2025 Reduced 5.57%
$275B
$5.01 Million 1.1% of portfolio
48,575
Q3 2025 Added 1.26%
$207B
$4.86 Million 1.06% of portfolio
32,684
Q3 2025 Added 0.38%
$621B
$4.79 Million 1.05% of portfolio
9,532
Q3 2025 Added 1.44%
$309B
$4.77 Million 1.04% of portfolio
30,717
Q3 2025 Added 0.5%
$9.48B
$4.7 Million 1.03% of portfolio
135,505
Q3 2025 Reduced 0.42%
$1.72T
$4.65 Million 1.02% of portfolio
19,093
Q3 2025 Reduced 0.9%
$1.44T
$4.61 Million 1.01% of portfolio
10,363
Q3 2025 Added 82.51%
$477B
$4.46 Million 0.98% of portfolio
39,527
Q3 2025 Added 0.67%
$394B
$4.45 Million 0.97% of portfolio
24,398
Q3 2025 Reduced 2.11%
$59.2B
$4.24 Million 0.93% of portfolio
92,786
Q3 2025 Reduced 3.68%
$163B
$3.81 Million 0.83% of portfolio
3,270
Q1 2025 Added 1.71%
$160B
$3.71 Million 0.81% of portfolio
13,134
Q3 2025 Added 0.11%
$139B
$3.71 Million 0.81% of portfolio
8,104
Q3 2025 Reduced 0.61%
$135B
$3.5 Million 0.77% of portfolio
16,633
Q3 2025 Added 2.98%
$47.4B
$3.37 Million 0.74% of portfolio
11,245
Q3 2025 Added 0.04%
$104B
$3.34 Million 0.73% of portfolio
19,538
Q3 2025 Added 0.01%
$148B
$3.23 Million 0.71% of portfolio
12,866
Q3 2025 Added 2.0%
$708B
$3.12 Million 0.68% of portfolio
11,096
Q3 2025 Added 0.19%
$172B
$3.08 Million 0.67% of portfolio
32,221
Q3 2025 Reduced 0.62%
$356B
$3.06 Million 0.67% of portfolio
19,903
Q3 2025 Added 0.02%
$9.84B
$2.93 Million 0.64% of portfolio
69,438
Q3 2025 Added 19.73%
$50B
$2.9 Million 0.63% of portfolio
18,450
Q3 2025 Reduced 1.94%
$152B
$2.74 Million 0.6% of portfolio
7,334
Q3 2025 Added 2.79%
$61.7B
$2.56 Million 0.56% of portfolio
6,050
Q1 2025 Reduced 3.59%
$138B
$2.36 Million 0.52% of portfolio
92,560
Q3 2025 Added 13.95%
$83.3B
$2.37 Million 0.52% of portfolio
12,317
Q3 2025 Reduced 5.73%
$15.3B
$2.22 Million 0.48% of portfolio
36,645
Q3 2025 Added 0.89%
$42.2B
$1.93 Million 0.42% of portfolio
15,244
Q3 2025 Reduced 2.36%
$69.9B
$1.92 Million 0.42% of portfolio
3,417
Q3 2025 Reduced 7.57%
$82.5B
$1.84 Million 0.4% of portfolio
14,032
Q3 2025 Reduced 1.56%
$201B
$1.78 Million 0.39% of portfolio
12,651
Q3 2025 Added 0.05%
$220B
$1.75 Million 0.38% of portfolio
5,764
Q3 2025 Added 5.49%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $457 Million
  • Prior Value $426 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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