Sterling Investment Advisors, Ltd. Portfolio Holdings

Sterling Investment Advisors, Ltd.

  • $426 Million
  • Q2 2025

Sterling Investment Advisors, Ltd. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $426 Million distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.6M, Amazon Com Inc with a value of $15.7M, Kinder Morgan, Inc. with a value of $13.2M, Nvidia Corp with a value of $12.9M, and Microsoft Corp with a value of $12.9M.

Examining the 13F form we can see an increase of $37.2M in the current position value, from $389M to 426M.

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

Portfolio value $426 Million
ETFs: $96.5 Million
Technology: $94.3 Million
Financial Services: $59.3 Million
Consumer Cyclical: $32 Million
Healthcare: $31.5 Million
Industrials: $26.6 Million
Consumer Defensive: $25.5 Million
Energy: $23.2 Million
Other: $37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$2.8 Million 0.66% of portfolio
12,614
Q2 2025 Added 1.09%
$146B
$2.55 Million 0.6% of portfolio
7,135
Q2 2025 Reduced 1.45%
$788B
$2.42 Million 0.57% of portfolio
11,075
Q2 2025 Reduced 0.01%
$0
$2.44 Million 0.57% of portfolio
4,304
Q2 2025 Reduced 2.07%
$48.7B
$2.27 Million 0.53% of portfolio
15,613
Q2 2025 Added 4.17%
$0
$2.19 Million 0.51% of portfolio
40,306
Q2 2025 Added 3.34%
$9.95B
$2.13 Million 0.5% of portfolio
57,995
Q2 2025 New
$0
$2.11 Million 0.49% of portfolio
3,408
Q2 2025 Added 3.12%
$3.1B
$2.08 Million 0.49% of portfolio
5,157
Q2 2025 Reduced 9.24%
$16.7B
$2.04 Million 0.48% of portfolio
36,320
Q2 2025 Reduced 1.63%
$134B
$1.97 Million 0.46% of portfolio
81,226
Q2 2025 Added 6.06%
$60B
$1.94 Million 0.46% of portfolio
3,697
Q2 2025 Reduced 0.4%
$57.8B
$1.98 Million 0.46% of portfolio
6,050
Q1 2025 Reduced 3.59%
$79.9B
$1.9 Million 0.45% of portfolio
14,254
Q2 2025 Added 8.31%
$5.58B
$1.86 Million 0.44% of portfolio
55,500
Q2 2025 Added 1.09%
$1.25T
$1.8 Million 0.42% of portfolio
5,678
Q2 2025 Reduced 7.48%
$234B
$1.65 Million 0.39% of portfolio
12,151
Q2 2025 Reduced 0.99%
$198B
$1.67 Million 0.39% of portfolio
12,645
Q2 2025 Reduced 7.29%
$84.9B
$1.58 Million 0.37% of portfolio
23,365
Q2 2025 Reduced 1.32%
$225B
$1.6 Million 0.37% of portfolio
5,464
Q2 2025 Added 0.4%
$273B
$1.56 Million 0.37% of portfolio
22,456
Q2 2025 Added 2.53%
$290B
$1.46 Million 0.34% of portfolio
20,641
Q2 2025 Reduced 0.26%
$22.5B
$1.31 Million 0.31% of portfolio
8,066
Q2 2025 Added 7.99%
$4.38B
$1.33 Million 0.31% of portfolio
29,391
Q2 2025 Added 4.84%
$0
$1.27 Million 0.3% of portfolio
4,560
Q2 2025 Added 20.09%
$145B
$1.27 Million 0.3% of portfolio
3,221
Q2 2025 Reduced 0.19%
$0
$1.25 Million 0.29% of portfolio
22,994
Q2 2025 Added 15.75%
$4.11B
$1.25 Million 0.29% of portfolio
237,900
Q2 2025 Reduced 2.46%
$0
$1.17 Million 0.27% of portfolio
10,195
Q4 2024 Reduced 2.16%
$0
$1.17 Million 0.27% of portfolio
12,275
Q2 2025 Reduced 4.09%
$0
$1.14 Million 0.27% of portfolio
24,120
Q1 2025 Added 13.67%
$29.6B
$1.1 Million 0.26% of portfolio
21,175
Q2 2025 Reduced 5.57%
$0
$1.13 Million 0.26% of portfolio
21,975
Q2 2025 Added 24.33%
$0
$1.11 Million 0.26% of portfolio
12,426
Q2 2025 Added 0.36%
$1.16B
$1.04 Million 0.24% of portfolio
29,470
Q1 2025 Reduced 7.09%
$529B
$1.02 Million 0.24% of portfolio
759
Q2 2025 Reduced 0.39%
$26.6B
$984,000 0.23% of portfolio
29,060
Q2 2025 Reduced 1.61%
$0
$942,000 0.22% of portfolio
19,545
Q1 2025 Added 73.04%
$10B
$958,000 0.22% of portfolio
25,808
Q2 2025 Reduced 7.27%
$51.3B
$887,000 0.21% of portfolio
3,025
Q2 2025 Reduced 0.07%
$0
$900,000 0.21% of portfolio
20,350
Q2 2025 Added 39.29%
$146B
$867,000 0.2% of portfolio
24,301
Q2 2025 Reduced 0.84%
$0
$847,000 0.2% of portfolio
2,789
Q2 2025 Added 2.95%
$0
$816,000 0.19% of portfolio
9,627
Q2 2025 Added 43.15%
$228B
$757,000 0.18% of portfolio
1,950
Q2 2025 Added 5.69%
$0
$754,000 0.18% of portfolio
4,141
Q2 2025 Added 1.25%
$229B
$783,000 0.18% of portfolio
5,365
Q2 2025 Added 4.68%
$64.9B
$762,000 0.18% of portfolio
2,702
Q2 2025 Added 36.95%
$0
$750,000 0.18% of portfolio
11,100
Q2 2025 Reduced 15.27%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $426 Million
  • Prior Value $389 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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