Sterling Investment Management, LLC Reduced Holdings in Q2 2025

Sterling Investment Management, LLC

  • $139 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-17
- 0.05%
$483.48 - $539.8 $8.22K - $9.18K
32.9K $16M
UNH
Unitedhealth Group Inc

Healthcare
-18
- 0.43%
$274.35 - $599.47 $4.94K - $10.8K
4.19K $1.31M
OXY
Occidental Petroleum Corp

Energy
-3.62K
- 5.74%
$36.11 - $49.33 $131K - $178K
59.4K $2.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-254
- 5.71%
$390.26 - $489.06 $99.1K - $124K
4.19K $1.7M
ABBV
Abb Vie Inc.

Healthcare
-67
- 0.47%
$170.16 - $206.27 $11.4K - $13.8K
14.2K $2.64M
AAPL
Apple Inc.

Technology
-326
- 2.58%
$172.42 - $223.89 $56.2K - $73K
12.3K $2.53M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.8K
- 4.76%
$77.74 - $78.78 $218K - $221K
56.1K $4.41M
JNJ
Johnson & Johnson

Healthcare
-49
- 0.37%
$146.36 - $159.82 $7.17K - $7.83K
13K $1.99M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-561
- 0.73%
$91.43 - $91.74 $51.3K - $51.5K
76.1K $6.98M
XLV
Select Sector Spdr Fund Health

ETFs
-86
- 3.5%
$128.77 - $144.3 $11.1K - $12.4K
2.37K $319K
WM
Waste Management Inc

Industrials
-25
- 0.39%
$216.47 - $242.1 $5.41K - $6.05K
6.35K $1.45M
Ferrovial Se Ord Shs
-20
- 0.1%
N/A
19.7K $0
Canadian Pacific Kansas City Com
-293
- 0.5%
N/A
58.2K $0
NVDA
Nvidia Corp

Technology
-675
- 31.08%
$94.31 - $157.99 $63.7K - $107K
1.5K $236K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-115
- 3.72%
$90.56 - $109.49 $10.4K - $12.6K
2.97K $325K
VEA
Vanguard Ftse Developed Market

ETFs
-2.52K
- 9.61%
$45.65 - $57.01 $115K - $144K
23.7K $1.35M
XLF
Financial Sector Spdr

ETFs
-298
- 3.86%
$43.92 - $52.37 $13.1K - $15.6K
7.42K $388K
JOE
St Joe CO

Real Estate
-99
- 0.47%
$40.82 - $49.27 $4.04K - $4.88K
21.2K $1.01M
XLY
Select Sector Spdr Consumer Di

ETFs
-56
- 4.42%
$176.34 - $218.59 $9.88K - $12.2K
1.21K $262K
RSG
Republic Services, Inc.

Industrials
-28
- 0.46%
$227.2 - $258.07 $6.36K - $7.23K
6.03K $1.49M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-166
- 1.74%
$24.38 - $30.18 $4.05K - $5.01K
9.4K $283K
XLI
Industrial Sector Spdr

ETFs
-73
- 3.95%
$116.42 - $147.52 $8.5K - $10.8K
1.77K $261K
XLC
Select Sector Spdr Tr Communic

ETFs
-104
- 3.99%
$86.13 - $108.53 $8.96K - $11.3K
2.5K $271K
QCOM
Qualcomm Inc

Technology
-39
- 0.57%
$124.66 - $159.48 $4.86K - $6.22K
6.79K $1.08M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-484
- 1.69%
$17.76 - $22.1 $8.6K - $10.7K
28.1K $620K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.32K
- 3.84%
$39.89 - $49.46 $52.5K - $65K
33K $1.63M
INDA
Ishares Msci India Index Fund

ETFs
-125
- 0.53%
$49.13 - $55.86 $6.14K - $6.98K
23.6K $1.31M
WFC
Wells Fargo & Company

Financial Services
-72
- 0.47%
$60.98 - $80.12 $4.39K - $5.77K
15.3K $1.23M
XLK
Technology Sector Spdr

ETFs
-171
- 4.4%
$179.73 - $253.23 $30.7K - $43.3K
3.71K $939K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-102
- 0.41%
$39.43 - $49.34 $4.02K - $5.03K
24.6K $1.17M
WMT
Walmart Inc.

Consumer Defensive
-119
- 0.38%
$81.79 - $99.98 $9.73K - $11.9K
30.8K $3.02M
CNI
Canadian National Railway CO

Industrials
-226
- 0.44%
$92.66 - $108.13 $20.9K - $24.4K
50.8K $5.29M
BA
Boeing CO

Industrials
-55
- 0.5%
$136.59 - $217.51 $7.51K - $12K
10.9K $2.28M
GLD
Spdr Gold Trust

ETFs
-396
- 1.11%
$273.71 - $316.29 $108K - $125K
35.3K $10.8M
GOOG
Alphabet Inc.

Communication Services
-125
- 0.46%
$146.58 - $180.01 $18.3K - $22.5K
27.2K $4.83M
GS
Goldman Sachs Group Inc

Financial Services
-19
- 0.46%
$462.22 - $707.75 $8.78K - $13.4K
4.14K $2.93M
MSFT
Microsoft Corp

Technology
-37
- 0.41%
$354.56 - $497.45 $13.1K - $18.4K
9.1K $4.53M
CCJ
Cameco Corp

Energy
-312
- 0.69%
$36.68 - $74.46 $11.4K - $23.2K
44.7K $3.32M
Activity Summary
Buys All Purchases 10 New Holdings 3 Increased Positions 7 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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