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
$0
$744,000 0.16% of portfolio
8,332
Q3 2025 Reduced 13.45%
$1.24B
$730,000 0.16% of portfolio
29,470
Q1 2025 Reduced 7.09%
$52.3B
$702,000 0.15% of portfolio
1,100
Q4 2024 New
$4.13B
$689,000 0.15% of portfolio
15,295
Q3 2025 Reduced 47.96%
$0
$629,000 0.14% of portfolio
1,028
Q2 2025 Added 6.53%
$0
$661,000 0.14% of portfolio
12,202
Q3 2025 Added 0.06%
$0
$640,000 0.14% of portfolio
5,970
Q3 2025 Added 3.48%
$268B
$622,000 0.14% of portfolio
1,873
Q3 2025 Added 0.05%
$204B
$604,000 0.13% of portfolio
5,279
Q3 2025 Reduced 3.1%
$0
$612,000 0.13% of portfolio
1,277
Q2 2025 Reduced 13.48%
$0
$575,000 0.13% of portfolio
11,350
Q2 2025 Reduced 8.79%
$0
$555,000 0.12% of portfolio
14,300
Q2 2025 Added 43.0%
$0
$550,000 0.12% of portfolio
15,600
Q2 2025 Added 38.05%
$0
$571,000 0.12% of portfolio
8,755
Q1 2025 Reduced 2.23%
$22B
$546,000 0.12% of portfolio
4,083
Q3 2025 Added 2.31%
$0
$541,000 0.12% of portfolio
7,275
Q2 2025 Added 34.6%
$24.9B
$536,000 0.12% of portfolio
2,435
Q1 2025 Added 6.56%
$322B
$537,000 0.12% of portfolio
1,558
Q3 2025 Added 129.12%
$92B
$512,000 0.11% of portfolio
3,300
Q3 2025 Reduced 2.22%
$0
$502,000 0.11% of portfolio
3,649
Q3 2025 Added 2.67%
$0
$502,000 0.11% of portfolio
9,890
Q2 2025 New
$112B
$498,000 0.11% of portfolio
5,270
Q2 2025 Reduced 1.68%
$278B
$498,000 0.11% of portfolio
1,766
Q3 2025 Added 5.88%
$0
$502,000 0.11% of portfolio
2,140
Q3 2025 Reduced 33.95%
$0
$487,000 0.11% of portfolio
11,475
Q1 2025 New
$0
$470,000 0.1% of portfolio
20,206
Q2 2025 Added 1.38%
$102B
$437,000 0.1% of portfolio
6,630
Q2 2025 Reduced 0.9%
$165B
$451,000 0.1% of portfolio
13,451
Q3 2025 Added 3.86%
$0
$465,000 0.1% of portfolio
18,175
Q3 2025 New
$63B
$433,000 0.09% of portfolio
2,018
Q4 2024 New
$82.3B
$416,000 0.09% of portfolio
1,887
Q3 2025 Added 11.92%
$0
$395,000 0.09% of portfolio
14,476
Q3 2025 Added 0.01%
$6.88B
$364,000 0.08% of portfolio
13,362
Q3 2025 Added 50.78%
$0
$356,000 0.08% of portfolio
1,912
Q3 2025 Added 0.16%
$117B
$355,000 0.08% of portfolio
1,080
Q3 2025 Added 1.22%
$0
$353,000 0.08% of portfolio
15,571
Q3 2025 Added 9.85%
$0
$377,000 0.08% of portfolio
3,000
Q4 2020 Added 100.0%
$0
$321,000 0.07% of portfolio
5,220
Q2 2025 Added 3.16%
$0
$328,000 0.07% of portfolio
15,485
Q3 2025 New
$25B
$319,000 0.07% of portfolio
1,545
Q3 2025 Reduced 21.57%
$119B
$315,000 0.07% of portfolio
1,462
Q3 2025 New
$0
$314,000 0.07% of portfolio
8,100
Q3 2025 New
$158B
$313,000 0.07% of portfolio
890
Q3 2025 Reduced 16.04%
$0
$312,000 0.07% of portfolio
3,860
Q4 2023 New
$426B
$310,000 0.07% of portfolio
6,017
Q2 2025 Reduced 1.3%
$0
$309,000 0.07% of portfolio
5,166
Q3 2025 Added 0.17%
$0
$306,000 0.07% of portfolio
2,280
Q1 2025 Reduced 5.0%
$64.9B
$304,000 0.07% of portfolio
735
Q3 2025 Reduced 8.13%
$0
$340,000 0.07% of portfolio
509
Q2 2025 Added 1.19%

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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