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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.36T
$34.4 Million 7.53% of portfolio
135,113
Q3 2025 Added 0.62%
$2.27T
$15.8 Million 3.46% of portfolio
71,944
Q3 2025 Added 0.35%
$506B
$15 Million 3.27% of portfolio
80,160
Q3 2025 Reduced 2.1%
$1.5T
$14 Million 3.05% of portfolio
57,410
Q3 2025 Reduced 2.22%
$3.92T
$13.2 Million 2.9% of portfolio
25,574
Q3 2025 Reduced 1.21%
$270B
$9.42 Million 2.06% of portfolio
11,832
Q3 2025 Reduced 5.36%
$407B
$8.67 Million 1.9% of portfolio
9,365
Q3 2025 Reduced 0.48%
$389B
$8.26 Million 1.81% of portfolio
20,386
Q3 2025 Added 1.7%
$908B
$7.6 Million 1.66% of portfolio
24,108
Q3 2025 Reduced 0.86%
$564B
$7.26 Million 1.59% of portfolio
21,258
Q3 2025 Reduced 0.09%
$1.65T
$6.66 Million 1.46% of portfolio
9,068
Q3 2025 Added 2.47%
$494B
$5.97 Million 1.31% of portfolio
32,199
Q3 2025 Reduced 5.57%
$277B
$5.01 Million 1.1% of portfolio
48,575
Q3 2025 Added 1.26%
$207B
$4.86 Million 1.06% of portfolio
32,684
Q3 2025 Added 0.38%
$646B
$4.79 Million 1.05% of portfolio
9,532
Q3 2025 Added 1.44%
$301B
$4.77 Million 1.04% of portfolio
30,717
Q3 2025 Added 0.5%
$1.39T
$4.61 Million 1.01% of portfolio
10,363
Q3 2025 Added 82.51%
$478B
$4.46 Million 0.98% of portfolio
39,527
Q3 2025 Added 0.67%
$382B
$4.45 Million 0.97% of portfolio
24,398
Q3 2025 Reduced 2.11%
$693B
$3.12 Million 0.68% of portfolio
11,096
Q3 2025 Added 0.19%
$354B
$3.06 Million 0.67% of portfolio
19,903
Q3 2025 Added 0.02%
$203B
$1.78 Million 0.39% of portfolio
12,651
Q3 2025 Added 0.05%
$223B
$1.75 Million 0.38% of portfolio
5,764
Q3 2025 Added 5.49%
$802B
$1.66 Million 0.36% of portfolio
2,177
Q3 2025 Reduced 0.46%
$218B
$1.63 Million 0.36% of portfolio
12,154
Q3 2025 Added 0.02%
$299B
$1.54 Million 0.34% of portfolio
22,580
Q3 2025 Added 0.55%
$298B
$1.37 Million 0.3% of portfolio
20,653
Q3 2025 Added 0.06%
$261B
$897,000 0.2% of portfolio
5,365
Q2 2025 Added 4.68%
$485B
$894,000 0.2% of portfolio
746
Q3 2025 Reduced 1.71%
$308B
$930,000 0.2% of portfolio
1,951
Q3 2025 Added 0.05%
$268B
$622,000 0.14% of portfolio
1,873
Q3 2025 Added 0.05%
$204B
$604,000 0.13% of portfolio
5,279
Q3 2025 Reduced 3.1%
$411B
$558,000 0.12% of portfolio
3,453
Q3 2025 Reduced 1.26%
$322B
$537,000 0.12% of portfolio
1,558
Q3 2025 Added 129.12%
$278B
$498,000 0.11% of portfolio
1,766
Q3 2025 Added 5.88%
$426B
$310,000 0.07% of portfolio
6,017
Q2 2025 Reduced 1.3%
$460B
$289,000 0.06% of portfolio
1,617
Q3 2025 New
$226B
$267,000 0.06% of portfolio
1,650
Q2 2025 Reduced 0.84%
$528B
$246,000 0.05% of portfolio
434
Q3 2025 Added 0.7%
$257B
$209,000 0.05% of portfolio
882
Q3 2025 Added 19.35%

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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