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