Sterling Investment Advisors LLC /Adv Top Holdings and 13F Report (2025) About Sterling Investment Advisors LLC /AdvInvestment ActivitySterling Investment Advisors LLC /Adv has $208.42 million in total holdings as of June 30, 2025.Sterling Investment Advisors LLC /Adv owns shares of 40 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.35% of the portfolio was purchased this quarter.About 1.28% of the portfolio was sold this quarter.This quarter, Sterling Investment Advisors LLC /Adv has purchased 39 new stocks and bought additional shares in 22 stocks.Sterling Investment Advisors LLC /Adv sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $36,557,715iShares Core S&P 500 ETF $25,369,167iShares Core MSCI Emerging Markets ETF $18,570,328iShares 0-3 Month Treasury Bond ETF $18,397,021Vanguard Value ETF $12,273,216 Largest New Holdings this Quarter 30231G102 - ExxonMobil $272,644 Holding Largest Purchases this Quarter ISHARES ETHEREUM TR 145,054 shares (about $2.30M)iShares Core S&P 500 ETF 947 shares (about $618.60K)iShares 0-3 Month Treasury Bond ETF 4,981 shares (about $501.39K)ExxonMobil 1,607 shares (about $272.64K)iShares TIPS Bond ETF 2,127 shares (about $234.74K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 10,666 shares (about $965.59K)iShares Core MSCI Emerging Markets ETF 11,909 shares (about $830.65K)SPDR S&P Global Natural Resources ETF 9,174 shares (about $685.02K)iShares S&P 500 Value ETF 468 shares (about $98.82K)iShares MSCI EAFE ETF 400 shares (about $38.85K) 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$36,557,715$965,595 â–¼-2.6%403,81817.5%ETFIVViShares Core S&P 500 ETF$25,369,167$618,601 â–²2.5%38,83712.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$18,570,328$830,654 â–¼-4.3%266,2418.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$18,397,021$501,390 â–²2.8%182,7638.8%ETFVTVVanguard Value ETF$12,273,216$213,664 â–²1.8%62,5545.9%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$11,266,704$62,424 â–²0.6%276,1445.4%ETFIJHiShares Core S&P Mid-Cap ETF$8,397,007$24,446 â–¼-0.3%124,3444.0%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$8,212,426$183,079 â–²2.3%172,5663.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$8,061,294$57,404 â–²0.7%77,9393.9%ETFTIPiShares TIPS Bond ETF$6,973,521$234,739 â–²3.5%63,1883.3%ETFISTBiShares Core 1-5 Year USD Bond ETF$6,860,986$142,570 â–²2.1%141,5803.3%ManufacturingISHARES ETHEREUM TR$6,727,867$2,296,207 â–²51.8%425,0073.2%SHSGNRSPDR S&P Global Natural Resources ETF$5,908,060$685,025 â–¼-10.4%79,1222.8%ETFIVEiShares S&P 500 Value ETF$4,964,502$98,821 â–¼-2.0%23,5112.4%ETFIJRiShares Core S&P Small-Cap ETF$4,650,609$19,517 â–¼-0.4%37,4112.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$4,142,186$70,650 â–²1.7%52,0632.0%ETFEFAiShares MSCI EAFE ETF$4,079,389$38,852 â–¼-0.9%41,9992.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,777,681$139,973 â–²3.8%38,0541.8%FinanceIWMiShares Russell 2000 ETF$2,175,7720.0%8,7731.0%FinanceAVGOBroadcom$1,875,641$4,333 â–²0.2%6,0600.9%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,076,712$37,214 â–²3.6%9,5190.5%ETFWALMART INC$1,059,442$1,616 â–²0.2%8,5240.5%COMIYRiShares U.S. Real Estate ETF$1,005,6010.0%10,6340.5%ETFIAUiShares Gold Trust$710,688$882 â–¼-0.1%8,0610.3%FinanceSTMSTMicroelectronics$504,072$1,106 â–²0.2%14,5890.2%Computer and TechnologyNVDANVIDIA$438,8900.0%2,5160.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$400,770$1,474 â–²0.4%6,2540.2%ETFWECWEC Energy Group$377,6420.0%3,2620.2%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$376,904$7,549 â–²2.0%2,6460.2%ETFIYWiShares U.S. Technology ETF$344,4600.0%1,8980.2%ManufacturingMSFTMicrosoft$337,584$34,833 â–²11.5%9110.2%Computer and TechnologyORLYO'Reilly Automotive$329,5470.0%3,5700.2%Retail/WholesaleHDViShares Core High Dividend ETF$321,967$950 â–²0.3%2,3720.2%ETFIXUSiShares Core MSCI Total International Stock ETF$300,967$3,640 â–²1.2%3,4730.1%ManufacturingMETAMeta Platforms$294,184$572 â–²0.2%5140.1%Computer and TechnologyCVXChevron$291,7290.0%1,4100.1%EnergyXOMExxonMobil$272,644$272,644 â–²New Holding1,6070.1%EnergyESGDiShares ESG Aware MSCI EAFE ETF$258,748$5,163 â–¼-2.0%2,7060.1%ManufacturingAAPLApple$238,764$1,016 â–²0.4%9400.1%Computer and TechnologyDVYiShares Select Dividend ETF$236,0530.0%1,5590.1%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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