Sterling Investment Advisors, Ltd. Portfolio Holdings

Sterling Investment Advisors, Ltd.

  • $426 Million
  • Q2 2025

Sterling Investment Advisors, Ltd. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $426 Million distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.6M, Amazon Com Inc with a value of $15.7M, Kinder Morgan, Inc. with a value of $13.2M, Nvidia Corp with a value of $12.9M, and Microsoft Corp with a value of $12.9M.

Examining the 13F form we can see an increase of $37.2M in the current position value, from $389M to 426M.

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

Portfolio value $426 Million
ETFs: $96.5 Million
Technology: $94.3 Million
Financial Services: $59.3 Million
Consumer Cyclical: $32 Million
Healthcare: $31.5 Million
Industrials: $26.6 Million
Consumer Defensive: $25.5 Million
Energy: $23.2 Million
Other: $37 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.01T
$1.8 Million 0.42% of portfolio
5,678
Q2 2025 Reduced 7.48%
$724B
$1.7 Million 0.4% of portfolio
2,187
Q2 2025 Added 42.66%
$211B
$1.65 Million 0.39% of portfolio
12,151
Q2 2025 Reduced 0.99%
$200B
$1.67 Million 0.39% of portfolio
12,645
Q2 2025 Reduced 7.29%
$95.7B
$1.58 Million 0.37% of portfolio
23,365
Q2 2025 Reduced 1.32%
$221B
$1.6 Million 0.37% of portfolio
5,464
Q2 2025 Added 0.4%
$280B
$1.56 Million 0.37% of portfolio
22,456
Q2 2025 Added 2.53%
$305B
$1.46 Million 0.34% of portfolio
20,641
Q2 2025 Reduced 0.26%
$27.7B
$1.31 Million 0.31% of portfolio
8,066
Q2 2025 Added 7.99%
$3.82B
$1.33 Million 0.31% of portfolio
29,391
Q2 2025 Added 4.84%
$147B
$1.27 Million 0.3% of portfolio
3,221
Q2 2025 Reduced 0.19%
$4.64B
$1.25 Million 0.29% of portfolio
237,900
Q2 2025 Reduced 2.46%
$29.8B
$1.1 Million 0.26% of portfolio
21,175
Q2 2025 Reduced 5.57%
$1.72B
$1.04 Million 0.24% of portfolio
29,470
Q1 2025 Reduced 7.09%
$567B
$1.02 Million 0.24% of portfolio
759
Q2 2025 Reduced 0.39%
$26.2B
$984,000 0.23% of portfolio
29,060
Q2 2025 Reduced 1.61%
$49.8B
$887,000 0.21% of portfolio
3,025
Q2 2025 Reduced 0.07%
$153B
$867,000 0.2% of portfolio
24,301
Q2 2025 Reduced 0.84%
$221B
$757,000 0.18% of portfolio
1,950
Q2 2025 Added 5.69%
$223B
$783,000 0.18% of portfolio
5,365
Q2 2025 Added 4.68%
$65.1B
$762,000 0.18% of portfolio
2,702
Q2 2025 Added 36.95%
$45.8B
$735,000 0.17% of portfolio
13,980
Q1 2025 Reduced 3.45%
$90.6B
$728,000 0.17% of portfolio
16,070
Q1 2025 Added 71.05%
$223B
$675,000 0.16% of portfolio
5,448
Q2 2025 Reduced 7.17%
$142B
$682,000 0.16% of portfolio
5,525
Q2 2025 Added 9.58%
$236B
$597,000 0.14% of portfolio
1,872
Q1 2025 Added 15.63%
$43.2B
$589,000 0.14% of portfolio
1,100
Q4 2024 New
$253B
$491,000 0.12% of portfolio
1,668
Q2 2025 Added 0.54%
$259B
$496,000 0.12% of portfolio
3,497
Q2 2025 Reduced 0.99%
$87.9B
$513,000 0.12% of portfolio
3,375
Q2 2025 Reduced 0.24%
$118B
$472,000 0.11% of portfolio
5,270
Q2 2025 Reduced 1.68%
$170B
$410,000 0.1% of portfolio
1,060
Q2 2025 Reduced 5.44%
$15B
$428,000 0.1% of portfolio
2,261
Q2 2025 Reduced 13.24%
$27.3B
$435,000 0.1% of portfolio
1,970
Q2 2025 Added 2.6%
$18.5B
$403,000 0.09% of portfolio
2,435
Q1 2025 Added 6.56%
$13.7B
$388,000 0.09% of portfolio
3,991
Q2 2025 New
$92.6B
$385,000 0.09% of portfolio
1,686
Q2 2025 Reduced 4.2%
$104B
$388,000 0.09% of portfolio
6,630
Q2 2025 Reduced 0.9%
$54.1B
$395,000 0.09% of portfolio
2,018
Q4 2024 New
$102B
$344,000 0.08% of portfolio
1,067
Q2 2025 Reduced 2.82%
$152B
$307,000 0.07% of portfolio
5,025
Q2 2025 Reduced 12.23%
$93.6B
$290,000 0.07% of portfolio
12,951
Q2 2025 Reduced 6.41%
$178B
$279,000 0.07% of portfolio
934
Q1 2025 Added 26.05%
$70.2B
$284,000 0.07% of portfolio
1,822
Q2 2025 Reduced 0.11%
$278B
$300,000 0.07% of portfolio
1,650
Q2 2025 Reduced 0.84%
$377B
$284,000 0.07% of portfolio
6,017
Q2 2025 Reduced 1.3%
$56.9B
$302,000 0.07% of portfolio
800
Q1 2024 New
$50.8B
$250,000 0.06% of portfolio
1,438
Q1 2025 New
$125B
$262,000 0.06% of portfolio
850
Q2 2025 Reduced 0.7%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $426 Million
  • Prior Value $389 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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