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 Market Cap. of $10 Billions to $200 Billions
