Sterling Investment Advisors, Ltd. Portfolio Holdings

Sterling Investment Advisors, Ltd.

  • $389 Million
  • Q1 2025

Sterling Investment Advisors, Ltd. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $389 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.8M, Amazon Com Inc with a value of $13.3M, Kinder Morgan, Inc. with a value of $13M, Globus Medical Inc with a value of $11.4M, and Vaneck ETF Tr Gold Miners ETF with a value of $10.4M.

Examining the 13F form we can see an increase of $1.52M in the current position value, from $388M to 389M.

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

Portfolio value $389 Million
ETFs: $92.1 Million
Technology: $78.1 Million
Financial Services: $52.8 Million
Healthcare: $33.9 Million
Consumer Cyclical: $29.5 Million
Consumer Defensive: $25.9 Million
Industrials: $23.7 Million
Energy: $23.6 Million
Other: $29.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.1B
$2.35 Million 0.61% of portfolio
3,712
Q1 2025 Reduced 1.33%
$0
$2.34 Million 0.6% of portfolio
4,395
Q1 2025 Reduced 1.94%
$56B
$2.31 Million 0.59% of portfolio
14,988
Q1 2025 Reduced 7.69%
$182B
$2.05 Million 0.53% of portfolio
13,640
Q1 2025 Added 0.13%
$0
$2 Million 0.51% of portfolio
39,004
Q1 2025 Added 19.98%
$129B
$1.97 Million 0.51% of portfolio
7,240
Q1 2025 Reduced 0.58%
$136B
$1.94 Million 0.5% of portfolio
76,582
Q1 2025 Added 879.94%
$5.37B
$1.96 Million 0.5% of portfolio
54,900
Q4 2024 Reduced 5.14%
$46.1B
$1.9 Million 0.49% of portfolio
6,050
Q1 2025 Reduced 3.59%
$0
$1.85 Million 0.48% of portfolio
3,305
Q1 2025 Reduced 0.36%
$0
$1.78 Million 0.46% of portfolio
24,317
Q1 2025 Added 115.29%
$221B
$1.7 Million 0.44% of portfolio
5,442
Q1 2025 Reduced 2.39%
$235B
$1.63 Million 0.42% of portfolio
12,273
Q1 2025 Added 0.22%
$3.66B
$1.64 Million 0.42% of portfolio
5,682
Q1 2025 Added 5.61%
$261B
$1.64 Million 0.42% of portfolio
19,389
Q1 2025 Added 221.97%
$4.26B
$1.64 Million 0.42% of portfolio
243,900
Q1 2025 Added 8.3%
$92.2B
$1.61 Million 0.41% of portfolio
23,678
Q4 2024 Added 1.5%
$479B
$1.55 Million 0.4% of portfolio
11,076
Q1 2025 Added 4.48%
$313B
$1.48 Million 0.38% of portfolio
20,695
Q1 2025 Added 24.6%
$75.1B
$1.44 Million 0.37% of portfolio
13,160
Q1 2025 Added 6.09%
$268B
$1.35 Million 0.35% of portfolio
21,901
Q1 2025 Added 3.95%
$27.7B
$1.37 Million 0.35% of portfolio
7,469
Q1 2025 New
$32.3B
$1.34 Million 0.34% of portfolio
22,425
Q4 2024 Reduced 3.03%
$4.22B
$1.32 Million 0.34% of portfolio
28,033
Q1 2025 New
$767B
$1.27 Million 0.33% of portfolio
1,533
Q1 2025 Added 66.99%
$146B
$1.2 Million 0.31% of portfolio
3,227
Q1 2025 Added 0.06%
$0
$1.11 Million 0.29% of portfolio
10,195
Q4 2024 Reduced 2.16%
$0
$1.13 Million 0.29% of portfolio
24,120
Q1 2025 Added 13.67%
$10B
$1.1 Million 0.28% of portfolio
27,830
Q1 2025 Reduced 2.06%
$1.97B
$1.03 Million 0.27% of portfolio
29,470
Q1 2025 Reduced 7.09%
$24.8B
$1.07 Million 0.27% of portfolio
29,535
Q1 2025 Reduced 8.16%
$0
$1.03 Million 0.26% of portfolio
12,799
Q1 2025 New
$0
$1.03 Million 0.26% of portfolio
19,866
Q1 2025 Added 216.79%
$0
$1.01 Million 0.26% of portfolio
12,382
Q1 2025 Added 42.55%
$0
$911,000 0.23% of portfolio
17,675
Q1 2025 Added 37.02%
$157B
$904,000 0.23% of portfolio
24,508
Q1 2025 Reduced 6.12%
$53.4B
$905,000 0.23% of portfolio
3,027
Q1 2025 Reduced 3.14%
$0
$854,000 0.22% of portfolio
19,545
Q1 2025 Added 73.04%
$0
$802,000 0.21% of portfolio
3,797
Q1 2025 Reduced 1.3%
$0
$749,000 0.19% of portfolio
13,100
Q1 2025 Reduced 4.38%
$0
$744,000 0.19% of portfolio
4,090
Q1 2025 New
$0
$744,000 0.19% of portfolio
2,709
Q1 2025 New
$536B
$710,000 0.18% of portfolio
762
Q1 2025 Added 5.54%
$92.8B
$712,000 0.18% of portfolio
16,070
Q1 2025 Added 71.05%
$0
$653,000 0.17% of portfolio
14,610
Q1 2025 Added 26.77%
$204B
$678,000 0.17% of portfolio
5,125
Q1 2025 Added 24.24%
$0
$679,000 0.17% of portfolio
6,634
Q1 2025 Reduced 2.93%
$189B
$608,000 0.16% of portfolio
1,845
Q1 2025 Added 5.49%
$0
$630,000 0.16% of portfolio
12,444
Q1 2025 Added 1.58%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $389 Million
  • Prior Value $388 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
Track This Portfolio

Track Sterling Investment Advisors, Ltd. Portfolio

Follow Sterling Investment Advisors, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email