Sterling Investment Advisors, Ltd. Portfolio Holdings

Sterling Investment Advisors, Ltd.

  • $457 Million
  • Q3 2025

Sterling Investment Advisors, Ltd. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $457 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4M, Amazon Com Inc with a value of $15.8M, Nvidia Corp with a value of $15M, Alphabet Inc. with a value of $14M, and Microsoft Corp with a value of $13.2M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $426M to 457M.

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

Portfolio value $457 Million
ETFs: $107 Million
Technology: $102 Million
Financial Services: $61.9 Million
Consumer Cyclical: $35.1 Million
Healthcare: $32 Million
Industrials: $29.1 Million
Communication Services: $27.6 Million
Energy: $23.7 Million
Other: $37.9 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$154B
$280,000 0.06% of portfolio
4,725
Q3 2025 Reduced 5.97%
$49.1B
$265,000 0.06% of portfolio
1,538
Q3 2025 Added 6.95%
$67.5B
$266,000 0.06% of portfolio
1,822
Q2 2025 Reduced 0.11%
$83.8B
$213,000 0.05% of portfolio
1,200
Q3 2025 New
$191B
$221,000 0.05% of portfolio
2,261
Q2 2025 New
$109B
$220,000 0.05% of portfolio
750
Q3 2025 Reduced 11.76%
$46.6B
$224,000 0.05% of portfolio
665
Q2 2025 New
$107B
$203,000 0.04% of portfolio
5,912
Q3 2025 New
$21B
$203,000 0.04% of portfolio
1,400
Q3 2025 New
$199B
$201,000 0.04% of portfolio
1,211
Q3 2025 New
$75.5B
$203,000 0.04% of portfolio
2,415
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $457 Million
  • Prior Value $426 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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