Sterling Investment Advisors LLC /Adv Top Holdings and 13F Report (2024) → Trump’s last act as President (From Porter & Company) (Ad) About Sterling Investment Advisors LLC /AdvInvestment ActivitySterling Investment Advisors LLC /Adv has $170.58 million in total holdings as of March 31, 2024.Sterling Investment Advisors LLC /Adv owns shares of 33 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.14% of the portfolio was purchased this quarter.About 1.04% of the portfolio was sold this quarter.This quarter, Sterling Investment Advisors LLC /Adv has purchased 32 new stocks and bought additional shares in 17 stocks.Sterling Investment Advisors LLC /Adv sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core MSCI EAFE ETF $32,244,594iShares Core S&P 500 ETF $23,415,825iShares Core MSCI Emerging Markets ETF $17,102,273iShares 0-3 Month Treasury Bond ETF $13,853,512Vanguard Value ETF $9,210,375 Largest New Holdings this Quarter iShares Select Dividend ETF $225,732 HoldingUnited States 12 Month Natural Gas Fund $99,557 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 99,468 shares (about $6.04M)iShares 0-3 Month Treasury Bond ETF 10,268 shares (about $1.03M)Vanguard Value ETF 4,430 shares (about $721.48K)Walmart 6,155 shares (about $370.37K)iShares Core MSCI Emerging Markets ETF 5,953 shares (about $307.18K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,123 shares (about $590.40K)iShares Core MSCI EAFE ETF 5,053 shares (about $375.03K)iShares S&P 500 Value ETF 1,620 shares (about $302.64K)NVIDIA 208 shares (about $188.07K)iShares MSCI EAFE ETF 979 shares (about $78.18K) 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$32,244,594$375,034 ▼-1.1%434,44618.9%ETFIVViShares Core S&P 500 ETF$23,415,825$590,403 ▼-2.5%44,53913.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$17,102,273$307,175 ▲1.8%331,43910.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$13,853,512$1,034,094 ▲8.1%137,5588.1%ETFVTVVanguard Value ETF$9,210,375$721,482 ▲8.5%56,5535.4%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$8,855,001$196,646 ▲2.3%245,4605.2%ETFIJHiShares Core S&P Mid-Cap ETF$7,552,109$6,041,687 ▲400.0%124,3354.4%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$6,966,486$221,353 ▲3.3%146,7244.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$6,628,036$262,795 ▲4.1%66,6603.9%ETFIVEiShares S&P 500 Value ETF$6,113,444$302,636 ▼-4.7%32,7253.6%ETFGNRSPDR S&P Global Natural Resources ETF$5,920,606$161,047 ▲2.8%102,2023.5%ETFISTBiShares Core 1-5 Year USD Bond ETF$5,739,015$227,143 ▲4.1%120,9743.4%ManufacturingTIPiShares TIPS Bond ETF$4,873,873$159,935 ▲3.4%45,3762.9%ETFIJRiShares Core S&P Small-Cap ETF$3,853,568$27,188 ▼-0.7%34,8672.3%ETFEFAiShares MSCI EAFE ETF$3,443,739$78,183 ▼-2.2%43,1222.0%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,415,575$69,802 ▲2.1%43,9412.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,163,693$60,234 ▲1.9%32,3021.9%FinanceIWMiShares Russell 2000 ETF$1,967,133$32,810 ▲1.7%9,3531.2%FinanceIVWiShares S&P 500 Growth ETF$1,061,5820.0%12,5720.6%ETFIYRiShares U.S. Real Estate ETF$908,138$51,246 ▲6.0%10,1010.5%ETFWMTWalmart$554,503$370,371 ▲201.1%9,2150.3%Retail/WholesaleIYWiShares U.S. Technology ETF$550,518$222,854 ▲68.0%4,0760.3%ManufacturingIAUiShares Gold Trust$525,050$8,990 ▼-1.7%12,4980.3%FinanceNVDANVIDIA$447,560$188,066 ▼-29.6%4950.3%Computer and TechnologyMSFTMicrosoft$327,0720.0%7770.2%Computer and TechnologyORLYO'Reilly Automotive$291,2510.0%2580.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$267,375$1,104 ▲0.4%5,3290.2%ETFWECWEC Energy Group$266,8900.0%3,2500.2%UtilitiesHDViShares Core High Dividend ETF$260,6470.0%2,3650.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$252,800$1,359 ▼-0.5%3,1630.1%ManufacturingDVYiShares Select Dividend ETF$225,732$225,732 ▲New Holding1,8320.1%ETFCVXChevron$220,8360.0%1,4000.1%Oils/EnergyUNLUnited States 12 Month Natural Gas Fund$99,557$99,557 ▲New Holding12,8620.1%ETFIEZiShares U.S. Oil Equipment & Services ETF$0$210,679 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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