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
$2.52B
$1.66 Million 0.36% of portfolio
5,157
Q2 2025 Reduced 9.24%
$820B
$1.66 Million 0.36% of portfolio
2,177
Q3 2025 Reduced 0.46%
$216B
$1.63 Million 0.36% of portfolio
12,154
Q3 2025 Added 0.02%
$32.7B
$1.55 Million 0.34% of portfolio
17,831
Q3 2025 New
$300B
$1.54 Million 0.34% of portfolio
22,580
Q3 2025 Added 0.55%
$78.8B
$1.46 Million 0.32% of portfolio
23,365
Q2 2025 Reduced 1.32%
$298B
$1.37 Million 0.3% of portfolio
20,653
Q3 2025 Added 0.06%
$3.79B
$1.31 Million 0.29% of portfolio
243,850
Q3 2025 Added 2.5%
$135B
$1.19 Million 0.26% of portfolio
3,221
Q2 2025 Reduced 0.19%
$75.3B
$1.13 Million 0.25% of portfolio
13,780
Q3 2025 Reduced 1.43%
$10.2B
$1.03 Million 0.23% of portfolio
25,808
Q2 2025 Reduced 7.27%
$27.7B
$1.03 Million 0.23% of portfolio
20,475
Q3 2025 Reduced 3.31%
$26.9B
$1.03 Million 0.22% of portfolio
27,687
Q3 2025 Reduced 4.72%
$262B
$897,000 0.2% of portfolio
5,365
Q2 2025 Added 4.68%
$498B
$894,000 0.2% of portfolio
746
Q3 2025 Reduced 1.71%
$305B
$930,000 0.2% of portfolio
1,951
Q3 2025 Added 0.05%
$94.4B
$810,000 0.18% of portfolio
16,070
Q1 2025 Added 71.05%
$123B
$792,000 0.17% of portfolio
25,208
Q3 2025 Added 3.73%
$53.8B
$764,000 0.17% of portfolio
2,802
Q3 2025 Added 3.7%
$163B
$798,000 0.17% of portfolio
5,525
Q2 2025 Added 9.58%
$1.09B
$730,000 0.16% of portfolio
29,470
Q1 2025 Reduced 7.09%
$52.4B
$702,000 0.15% of portfolio
1,100
Q4 2024 New
$4.24B
$689,000 0.15% of portfolio
15,295
Q3 2025 Reduced 47.96%
$270B
$622,000 0.14% of portfolio
1,873
Q3 2025 Added 0.05%
$205B
$604,000 0.13% of portfolio
5,279
Q3 2025 Reduced 3.1%
$21.5B
$546,000 0.12% of portfolio
4,083
Q3 2025 Added 2.31%
$413B
$558,000 0.12% of portfolio
3,453
Q3 2025 Reduced 1.26%
$28.5B
$536,000 0.12% of portfolio
2,435
Q1 2025 Added 6.56%
$319B
$537,000 0.12% of portfolio
1,558
Q3 2025 Added 129.12%
$92B
$512,000 0.11% of portfolio
3,300
Q3 2025 Reduced 2.22%
$113B
$498,000 0.11% of portfolio
5,270
Q2 2025 Reduced 1.68%
$276B
$498,000 0.11% of portfolio
1,766
Q3 2025 Added 5.88%
$101B
$437,000 0.1% of portfolio
6,630
Q2 2025 Reduced 0.9%
$164B
$451,000 0.1% of portfolio
13,451
Q3 2025 Added 3.86%
$71.7B
$433,000 0.09% of portfolio
2,018
Q4 2024 New
$82B
$416,000 0.09% of portfolio
1,887
Q3 2025 Added 11.92%
$6.79B
$364,000 0.08% of portfolio
13,362
Q3 2025 Added 50.78%
$123B
$355,000 0.08% of portfolio
1,080
Q3 2025 Added 1.22%
$24.5B
$319,000 0.07% of portfolio
1,545
Q3 2025 Reduced 21.57%
$120B
$315,000 0.07% of portfolio
1,462
Q3 2025 New
$158B
$313,000 0.07% of portfolio
890
Q3 2025 Reduced 16.04%
$429B
$310,000 0.07% of portfolio
6,017
Q2 2025 Reduced 1.3%
$64.2B
$304,000 0.07% of portfolio
735
Q3 2025 Reduced 8.13%
$89.8B
$254,000 0.06% of portfolio
417
Q2 2025 Reduced 0.48%
$65.5B
$297,000 0.06% of portfolio
2,189
Q2 2025 Reduced 15.81%
$451B
$289,000 0.06% of portfolio
1,617
Q3 2025 New
$153B
$280,000 0.06% of portfolio
4,725
Q3 2025 Reduced 5.97%
$49B
$265,000 0.06% of portfolio
1,538
Q3 2025 Added 6.95%
$67.5B
$266,000 0.06% of portfolio
1,822
Q2 2025 Reduced 0.11%

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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