Sterling Investment Advisors, Ltd. Portfolio Holdings
Sterling Investment Advisors, Ltd.
- $370 Million
- Q3 2024
Sterling Investment Advisors, Ltd. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $370 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.8M, Amazon Com Inc with a value of $13.7M, Globus Medical Inc with a value of $12.8M, Kinder Morgan, Inc. with a value of $11.5M, and Microsoft Corp with a value of $10.4M.
Examining the 13F form we can see an increase of $21.7M in the current position value, from $348M to 370M.
Below you can find more details about Sterling Investment Advisors, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$370 Million
Technology: $80 Million
ETFs: $76.1 Million
Financial Services: $52 Million
Healthcare: $32.7 Million
Consumer Cyclical: $32.4 Million
Consumer Defensive: $24.8 Million
Industrials: $24.6 Million
Energy: $20.7 Million
Other: $26.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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