Sterling Investment Advisors, Ltd. has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $348 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.2M, Amazon Com Inc with a value of $14.1M, Globus Medical Inc with a value of $12.3M, Alphabet Inc. with a value of $11.1M, and Kinder Morgan, Inc. with a value of $10.7M.

Examining the 13F form we can see an increase of $14M in the current position value, from $334M to 348M.

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

Portfolio value $348 Million
Technology: $78 Million
ETFs: $69.6 Million
Financial Services: $48 Million
Healthcare: $31.4 Million
Consumer Cyclical: $29.9 Million
Consumer Defensive: $22.9 Million
Industrials: $21.6 Million
Communication Services: $20.1 Million
Other: $26.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $348 Million
  • Prior Value $334 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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