Sterling Investment Advisors, Ltd. has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $334 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.6M, Amazon Com Inc with a value of $13.2M, Kinder Morgan, Inc. with a value of $9.85M, Alphabet Inc. with a value of $9.76M, and Globus Medical Inc with a value of $9.61M.
Examining the 13F form we can see an increase of $27.4M in the current position value, from $307M to 334M.
Below you can find more details about Sterling Investment Advisors, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$334 Million
ETFs: $69.7 Million
Technology: $64.7 Million
Financial Services: $48.3 Million
Healthcare: $32.7 Million
Consumer Cyclical: $30.6 Million
Industrials: $23.7 Million
Consumer Defensive: $21.8 Million
Energy: $19.3 Million
Other: $23.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions