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
$65.2B
$735,000 0.17% of portfolio
13,980
Q1 2025 Reduced 3.45%
$0
$731,000 0.17% of portfolio
6,649
Q2 2025 Added 0.23%
$99.4B
$728,000 0.17% of portfolio
16,070
Q1 2025 Added 71.05%
$0
$710,000 0.17% of portfolio
17,200
Q2 2025 Added 17.81%
$211B
$675,000 0.16% of portfolio
5,448
Q2 2025 Reduced 7.17%
$162B
$682,000 0.16% of portfolio
5,525
Q2 2025 Added 9.58%
$0
$683,000 0.16% of portfolio
3,240
Q2 2025 Added 14.08%
$243B
$597,000 0.14% of portfolio
1,872
Q1 2025 Added 15.63%
$53.4B
$589,000 0.14% of portfolio
1,100
Q4 2024 New
$0
$603,000 0.14% of portfolio
12,195
Q2 2025 Reduced 5.1%
$0
$583,000 0.14% of portfolio
1,028
Q2 2025 Added 6.53%
$0
$534,000 0.13% of portfolio
15,600
Q2 2025 Added 38.05%
$0
$575,000 0.13% of portfolio
11,350
Q2 2025 Reduced 8.79%
$0
$542,000 0.13% of portfolio
8,755
Q1 2025 Reduced 2.23%
$0
$559,000 0.13% of portfolio
1,277
Q2 2025 Reduced 13.48%
$0
$535,000 0.13% of portfolio
7,275
Q2 2025 Added 34.6%
$0
$508,000 0.12% of portfolio
14,300
Q2 2025 Added 43.0%
$0
$501,000 0.12% of portfolio
9,890
Q2 2025 New
$227B
$491,000 0.12% of portfolio
1,668
Q2 2025 Added 0.54%
$256B
$496,000 0.12% of portfolio
3,497
Q2 2025 Reduced 0.99%
$87.3B
$513,000 0.12% of portfolio
3,375
Q2 2025 Reduced 0.24%
$0
$466,000 0.11% of portfolio
11,475
Q1 2025 New
$0
$456,000 0.11% of portfolio
3,554
Q2 2025 Added 2.16%
$118B
$472,000 0.11% of portfolio
5,270
Q2 2025 Reduced 1.68%
$162B
$410,000 0.1% of portfolio
1,060
Q2 2025 Reduced 5.44%
$0
$446,000 0.1% of portfolio
20,206
Q2 2025 Added 1.38%
$10.3B
$428,000 0.1% of portfolio
2,261
Q2 2025 Reduced 13.24%
$24.5B
$435,000 0.1% of portfolio
1,970
Q2 2025 Added 2.6%
$21.5B
$403,000 0.09% of portfolio
2,435
Q1 2025 Added 6.56%
$16B
$388,000 0.09% of portfolio
3,991
Q2 2025 New
$89.5B
$385,000 0.09% of portfolio
1,686
Q2 2025 Reduced 4.2%
$119B
$388,000 0.09% of portfolio
6,630
Q2 2025 Reduced 0.9%
$0
$383,000 0.09% of portfolio
14,474
Q2 2025 Added 0.01%
$62.6B
$395,000 0.09% of portfolio
2,018
Q4 2024 New
$0
$337,000 0.08% of portfolio
1,909
Q2 2025 Reduced 19.89%
$0
$348,000 0.08% of portfolio
3,000
Q4 2020 Added 100.0%
$104B
$344,000 0.08% of portfolio
1,067
Q2 2025 Reduced 2.82%
$159B
$307,000 0.07% of portfolio
5,025
Q2 2025 Reduced 12.23%
$0
$291,000 0.07% of portfolio
3,860
Q4 2023 New
$0
$278,000 0.07% of portfolio
3,539
Q1 2024 Added 22.03%
$98.9B
$290,000 0.07% of portfolio
12,951
Q2 2025 Reduced 6.41%
$0
$319,000 0.07% of portfolio
5,220
Q2 2025 Added 3.16%
$150B
$279,000 0.07% of portfolio
934
Q1 2025 Added 26.05%
$0
$294,000 0.07% of portfolio
5,157
Q1 2025 Reduced 0.67%
$69.4B
$284,000 0.07% of portfolio
1,822
Q2 2025 Reduced 0.11%
$257B
$300,000 0.07% of portfolio
1,650
Q2 2025 Reduced 0.84%
$406B
$284,000 0.07% of portfolio
6,017
Q2 2025 Reduced 1.3%
$0
$318,000 0.07% of portfolio
14,175
Q2 2025 Added 18.37%
$0
$316,000 0.07% of portfolio
509
Q2 2025 Added 1.19%

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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