Sterling Investment Advisors, Ltd. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $389 Million distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.8M, Amazon Com Inc with a value of $13.3M, Kinder Morgan, Inc. with a value of $13M, Globus Medical Inc with a value of $11.4M, and Vaneck ETF Tr Gold Miners ETF with a value of $10.4M.
Examining the 13F form we can see an increase of $1.52M in the current position value, from $388M to 389M.
Below you can find more details about Sterling Investment Advisors, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$389 Million
ETFs: $92.1 Million
Technology: $78.1 Million
Financial Services: $52.8 Million
Healthcare: $33.9 Million
Consumer Cyclical: $29.5 Million
Consumer Defensive: $25.9 Million
Industrials: $23.7 Million
Energy: $23.6 Million
Other: $29.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
