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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.33B
$2.93 Million 0.64% of portfolio
69,438
Q3 2025 Added 19.73%
$49.7B
$2.9 Million 0.63% of portfolio
18,450
Q3 2025 Reduced 1.94%
$153B
$2.74 Million 0.6% of portfolio
7,334
Q3 2025 Added 2.79%
$0
$2.56 Million 0.56% of portfolio
4,299
Q3 2025 Reduced 0.12%
$61.8B
$2.56 Million 0.56% of portfolio
6,050
Q1 2025 Reduced 3.59%
$136B
$2.36 Million 0.52% of portfolio
92,560
Q3 2025 Added 13.95%
$83.5B
$2.37 Million 0.52% of portfolio
12,317
Q3 2025 Reduced 5.73%
$0
$2.27 Million 0.5% of portfolio
39,636
Q3 2025 Reduced 1.66%
$0
$2.24 Million 0.49% of portfolio
3,358
Q3 2025 Reduced 1.47%
$15.2B
$2.22 Million 0.48% of portfolio
36,645
Q3 2025 Added 0.89%
$42.2B
$1.93 Million 0.42% of portfolio
15,244
Q3 2025 Reduced 2.36%
$70.1B
$1.92 Million 0.42% of portfolio
3,417
Q3 2025 Reduced 7.57%
$80.9B
$1.84 Million 0.4% of portfolio
14,032
Q3 2025 Reduced 1.56%
$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%
$2.77B
$1.66 Million 0.36% of portfolio
5,157
Q2 2025 Reduced 9.24%
$218B
$1.63 Million 0.36% of portfolio
12,154
Q3 2025 Added 0.02%
$32.7B
$1.55 Million 0.34% of portfolio
17,831
Q3 2025 New
$299B
$1.54 Million 0.34% of portfolio
22,580
Q3 2025 Added 0.55%
$79.2B
$1.46 Million 0.32% of portfolio
23,365
Q2 2025 Reduced 1.32%
$0
$1.43 Million 0.31% of portfolio
4,385
Q3 2025 Reduced 3.84%
$0
$1.39 Million 0.3% of portfolio
14,844
Q3 2025 Added 19.46%
$298B
$1.37 Million 0.3% of portfolio
20,653
Q3 2025 Added 0.06%
$3.85B
$1.31 Million 0.29% of portfolio
243,850
Q3 2025 Added 2.5%
$0
$1.27 Million 0.28% of portfolio
10,095
Q3 2025 Reduced 0.98%
$0
$1.24 Million 0.27% of portfolio
21,601
Q3 2025 Reduced 6.06%
$0
$1.23 Million 0.27% of portfolio
11,777
Q3 2025 Reduced 4.06%
$0
$1.19 Million 0.26% of portfolio
25,020
Q3 2025 Added 3.73%
$140B
$1.19 Million 0.26% of portfolio
3,221
Q2 2025 Reduced 0.19%
$76.4B
$1.13 Million 0.25% of portfolio
13,780
Q3 2025 Reduced 1.43%
$0
$1.04 Million 0.23% of portfolio
19,545
Q1 2025 Added 73.04%
$0
$1.07 Million 0.23% of portfolio
20,375
Q3 2025 Reduced 7.28%
$10.2B
$1.03 Million 0.23% of portfolio
25,808
Q2 2025 Reduced 7.27%
$0
$1.07 Million 0.23% of portfolio
10,800
Q3 2025 Reduced 2.7%
$27.9B
$1.03 Million 0.23% of portfolio
20,475
Q3 2025 Reduced 3.31%
$27.1B
$1.03 Million 0.22% of portfolio
27,687
Q3 2025 Reduced 4.72%
$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%
$0
$918,000 0.2% of portfolio
2,798
Q3 2025 Added 0.32%
$0
$910,000 0.2% of portfolio
20,100
Q3 2025 Reduced 1.23%
$49.3B
$866,000 0.19% of portfolio
3,000
Q3 2025 Reduced 0.83%
$95.1B
$810,000 0.18% of portfolio
16,070
Q1 2025 Added 71.05%
$120B
$792,000 0.17% of portfolio
25,208
Q3 2025 Added 3.73%
$0
$776,000 0.17% of portfolio
6,649
Q2 2025 Added 0.23%
$54.3B
$764,000 0.17% of portfolio
2,802
Q3 2025 Added 3.7%
$0
$764,000 0.17% of portfolio
17,200
Q2 2025 Added 17.81%
$165B
$798,000 0.17% of portfolio
5,525
Q2 2025 Added 9.58%
$0
$754,000 0.16% of portfolio
4,142
Q3 2025 Added 0.02%

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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