Sterling Investment Advisors, Ltd. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $388 Million distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.8M, Amazon Com Inc with a value of $15.7M, Kinder Morgan, Inc. with a value of $13M, Globus Medical Inc with a value of $12.9M, and Alphabet Inc. with a value of $11.3M.
Examining the 13F form we can see an increase of $17.5M in the current position value, from $370M to 388M.
Below you can find more details about Sterling Investment Advisors, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$388 Million
Technology: $86.6 Million
ETFs: $77.2 Million
Financial Services: $55.5 Million
Consumer Cyclical: $34.6 Million
Healthcare: $32.1 Million
Industrials: $24.6 Million
Consumer Defensive: $23.8 Million
Energy: $22.5 Million
Other: $30.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
