Sterling Investment Advisors LLC /Adv Top Holdings and 13F Report (2025) About Sterling Investment Advisors LLC /AdvInvestment ActivitySterling Investment Advisors LLC /Adv has $177.65 million in total holdings as of March 31, 2025.Sterling Investment Advisors LLC /Adv owns shares of 35 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.74% of the portfolio was purchased this quarter.About 0.75% of the portfolio was sold this quarter.This quarter, Sterling Investment Advisors LLC /Adv has purchased 37 new stocks and bought additional shares in 19 stocks.Sterling Investment Advisors LLC /Adv sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $33,423,908iShares Core S&P 500 ETF $22,048,246iShares Core MSCI Emerging Markets ETF $18,251,003iShares 0-3 Month Treasury Bond ETF $15,234,096iShares J.P. Morgan EM Local Currency Bond ETF $10,065,535 Largest New Holdings this Quarter 00206R102 - AT&T $228,052 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 8,900 shares (about $895.96K)iShares Core MSCI Emerging Markets ETF 9,979 shares (about $538.57K)iShares Core S&P 500 ETF 942 shares (about $529.32K)iShares Aaa - A Rated Corporate Bond ETF 8,510 shares (about $404.48K)Vanguard Value ETF 2,293 shares (about $396.09K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 5,968 shares (about $451.48K)iShares S&P 500 Value ETF 523 shares (about $99.68K)Walmart 867 shares (about $76.12K)iShares MSCI EAFE ETF 864 shares (about $70.62K)iShares Gold Trust 768 shares (about $45.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSterling Investment Advisors LLC /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$33,423,908$451,480 ▼-1.3%441,82218.8%ETFIVViShares Core S&P 500 ETF$22,048,246$529,320 ▲2.5%39,23812.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$18,251,003$538,567 ▲3.0%338,16910.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$15,234,096$895,963 ▲6.2%151,3278.6%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$10,065,535$358,943 ▲3.7%268,7005.7%ETFVTVVanguard Value ETF$10,008,560$396,093 ▲4.1%57,9405.6%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$7,891,356$404,483 ▲5.4%166,0284.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$7,794,195$383,150 ▲5.2%75,3284.4%ETFIJHiShares Core S&P Mid-Cap ETF$6,675,972$84,958 ▲1.3%114,4123.8%ETFISTBiShares Core 1-5 Year USD Bond ETF$6,672,539$365,480 ▲5.8%138,0043.8%ManufacturingGNRSPDR S&P Global Natural Resources ETF$6,253,664$240,904 ▲4.0%117,4393.5%ETFTIPiShares TIPS Bond ETF$5,614,050$233,845 ▲4.3%50,5363.2%ETFIVEiShares S&P 500 Value ETF$5,217,080$99,676 ▼-1.9%27,3742.9%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,677,597$22,405 ▲0.6%46,6162.1%ETFIJRiShares Core S&P Small-Cap ETF$3,638,504$115,971 ▲3.3%34,7942.0%ETFEFAiShares MSCI EAFE ETF$3,461,368$70,615 ▼-2.0%42,3511.9%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,302,891$9,200 ▲0.3%33,3891.9%FinanceIWMiShares Russell 2000 ETF$1,611,464$200 ▲0.0%8,0770.9%FinanceIVWiShares S&P 500 Growth ETF$946,508$7,148 ▲0.8%10,1960.5%ETFIYRiShares U.S. Real Estate ETF$916,623$52,950 ▲6.1%9,5730.5%ETFWMTWalmart$743,050$76,122 ▼-9.3%8,4630.4%Retail/WholesaleIAUiShares Gold Trust$591,531$45,285 ▼-7.1%10,0320.3%FinanceORLYO'Reilly Automotive$366,839$4,299 ▼-1.2%2560.2%Retail/WholesaleWECWEC Energy Group$355,4930.0%3,2620.2%UtilitiesNVDANVIDIA$334,010$2,277 ▼-0.7%3,0810.2%Computer and TechnologyIYWiShares U.S. Technology ETF$327,360$17,703 ▼-5.1%2,3300.2%ManufacturingMSFTMicrosoft$298,476$4,505 ▼-1.5%7950.2%Computer and TechnologyHDViShares Core High Dividend ETF$286,4490.0%2,3650.2%ETFVEAVanguard FTSE Developed Markets ETF$270,779$3,711 ▼-1.4%5,3270.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$258,007$1,797 ▼-0.7%3,1580.1%ManufacturingCVXChevron$235,377$502 ▼-0.2%1,4070.1%EnergyDVYiShares Select Dividend ETF$234,350$806 ▲0.3%1,7450.1%ETFTAT&T$228,052$228,052 ▲New Holding8,0640.1%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$212,2180.0%3,0390.1%ManufacturingAAPLApple$206,394$222 ▲0.1%9290.1%Computer and TechnologyTSLATesla$0$241,900 ▼-100.0%00.0%Auto/Tires/TrucksITOTiShares Core S&P Total U.S. Stock Market ETF$0$200,140 ▼-100.0%00.0%ETFUNLUnited States 12 Month Natural Gas Fund$0$105,088 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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