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
$0
$628,000 0.16% of portfolio
6,725
Q1 2025 Added 123.57%
$42.8B
$640,000 0.16% of portfolio
13,980
Q1 2025 Reduced 3.45%
$146B
$614,000 0.16% of portfolio
5,042
Q1 2025 Added 0.32%
$0
$581,000 0.15% of portfolio
12,851
Q4 2024 Reduced 10.82%
$62.5B
$581,000 0.15% of portfolio
1,973
Q1 2025 Added 26.07%
$216B
$579,000 0.15% of portfolio
5,869
Q1 2025 Added 2.23%
$116B
$562,000 0.14% of portfolio
5,360
Q1 2025 Added 0.36%
$0
$547,000 0.14% of portfolio
1,476
Q1 2025 Added 7.42%
$0
$560,000 0.14% of portfolio
14,600
Q1 2025 New
$0
$556,000 0.14% of portfolio
5,843
Q1 2025 Reduced 3.71%
$0
$495,000 0.13% of portfolio
965
Q1 2025 Reduced 0.31%
$80.2B
$496,000 0.13% of portfolio
3,383
Q1 2025 Added 0.24%
$0
$510,000 0.13% of portfolio
8,755
Q1 2025 Reduced 2.23%
$224B
$503,000 0.13% of portfolio
1,872
Q1 2025 Added 15.63%
$0
$456,000 0.12% of portfolio
2,840
Q1 2025 New
$43.8B
$461,000 0.12% of portfolio
1,100
Q4 2024 New
$28.8B
$437,000 0.11% of portfolio
1,920
Q2 2024 Added 26.32%
$0
$413,000 0.11% of portfolio
5,403
Q1 2025 New
$193B
$429,000 0.11% of portfolio
1,121
Q1 2025 Reduced 1.23%
$248B
$412,000 0.11% of portfolio
1,659
Q1 2025 Added 26.06%
$0
$432,000 0.11% of portfolio
11,475
Q1 2025 New
$14.7B
$413,000 0.11% of portfolio
2,606
Q1 2025 Reduced 16.21%
$0
$403,000 0.1% of portfolio
3,479
Q1 2025 Added 9.27%
$96B
$407,000 0.1% of portfolio
1,760
Q1 2025 Added 11.11%
$0
$396,000 0.1% of portfolio
5,405
Q3 2024 Added 42.99%
$105B
$401,000 0.1% of portfolio
6,690
Q1 2025 Added 0.9%
$0
$404,000 0.1% of portfolio
14,472
Q1 2025 New
$0
$394,000 0.1% of portfolio
19,930
Q1 2025 New
$160B
$340,000 0.09% of portfolio
5,725
Q1 2025 Reduced 0.02%
$199B
$362,000 0.09% of portfolio
3,532
Q1 2025 Reduced 33.22%
$0
$341,000 0.09% of portfolio
10,000
Q1 2025 New
$0
$347,000 0.09% of portfolio
11,300
Q1 2025 New
$0
$307,000 0.08% of portfolio
3,000
Q4 2020 Added 100.0%
$0
$311,000 0.08% of portfolio
5,060
Q1 2025 Reduced 5.15%
$284B
$301,000 0.08% of portfolio
576
Q1 2025 Added 27.72%
$90.7B
$314,000 0.08% of portfolio
13,838
Q1 2025 Reduced 19.17%
$57.1B
$321,000 0.08% of portfolio
2,600
Q1 2025 Added 9.98%
$17.5B
$307,000 0.08% of portfolio
2,435
Q1 2025 Added 6.56%
$78.2B
$300,000 0.08% of portfolio
1,824
Q1 2025 Added 0.11%
$0
$260,000 0.07% of portfolio
3,860
Q4 2023 New
$278B
$264,000 0.07% of portfolio
1,664
Q1 2025 New
$0
$262,000 0.07% of portfolio
5,157
Q1 2025 Reduced 0.67%
$202B
$291,000 0.07% of portfolio
934
Q1 2025 Added 26.05%
$0
$282,000 0.07% of portfolio
503
Q1 2025 Added 1.21%
$0
$277,000 0.07% of portfolio
3,539
Q1 2024 Added 22.03%
$362B
$254,000 0.07% of portfolio
6,096
Q1 2025 Added 1.31%
$131B
$261,000 0.07% of portfolio
856
Q1 2025 Added 0.71%
$0
$268,000 0.07% of portfolio
11,975
Q1 2025 Added 2.13%
$50.8B
$227,000 0.06% of portfolio
2,018
Q4 2024 New

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
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