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

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

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $388 Million
  • Prior Value $370 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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