Sterling Investment Advisors LLC /Adv Top Holdings and 13F Report (2025) About Sterling Investment Advisors LLC /AdvInvestment ActivitySterling Investment Advisors LLC /Adv has $222.64 million in total holdings as of June 30, 2025.Sterling Investment Advisors LLC /Adv owns shares of 38 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.88% of the portfolio was purchased this quarter.About 1.55% of the portfolio was sold this quarter.This quarter, Sterling Investment Advisors LLC /Adv has purchased 40 new stocks and bought additional shares in 20 stocks.Sterling Investment Advisors LLC /Adv sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $39,799,742iShares Core S&P 500 ETF $28,781,242iShares Core MSCI Emerging Markets ETF $20,835,975iShares 0-3 Month Treasury Bond ETF $18,987,207Vanguard Value ETF $13,722,678 Largest New Holdings this Quarter 922042858 - Vanguard FTSE Emerging Markets ETF $216,645 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 8,272 shares (about $798.91K)iShares 0-3 Month Treasury Bond ETF 5,845 shares (about $588.42K)iShares Aaa - A Rated Corporate Bond ETF 7,974 shares (about $378.93K)iShares TIPS Bond ETF 2,700 shares (about $295.46K)iShares Core U.S. Aggregate Bond ETF 2,901 shares (about $287.14K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 14,721 shares (about $1.22M)iShares Core S&P 500 ETF 406 shares (about $304.06K)iShares Russell 2000 ETF 995 shares (about $298.99K)iShares Core S&P Mid-Cap ETF 2,763 shares (about $213.06K)iShares S&P 500 Growth ETF 969 shares (about $133.28K) 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$39,799,742$798,912 â–²2.0%412,09017.9%ETFIVViShares Core S&P 500 ETF$28,781,242$304,056 â–¼-1.0%38,43112.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$20,835,975$1,219,491 â–¼-5.5%251,5209.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$18,987,207$588,417 â–²3.2%188,6088.5%ETFVTVVanguard Value ETF$13,722,678$90,223 â–²0.7%62,9686.2%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$11,973,571$256,745 â–²2.2%282,1955.4%ETFIJHiShares Core S&P Mid-Cap ETF$9,375,126$213,055 â–¼-2.2%121,5814.2%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$8,579,277$378,925 â–²4.6%180,5403.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$8,205,971$243,654 â–²3.1%80,3243.7%ETFTIPiShares TIPS Bond ETF$7,210,183$295,463 â–²4.3%65,8883.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$6,993,352$162,073 â–²2.4%144,9393.1%ManufacturingIJRiShares Core S&P Small-Cap ETF$5,522,916$25,658 â–¼-0.5%37,2382.5%ETFGNRSPDR S&P Global Natural Resources ETF$5,453,662$127,956 â–²2.4%81,0232.4%ETFISHARES ETHEREUM TR$5,223,668$170,325 â–²3.4%439,3322.3%SHSIVEiShares S&P 500 Value ETF$5,219,330$119,209 â–¼-2.2%22,9862.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$4,407,740$244,230 â–²5.9%55,1172.0%ETFEFAiShares MSCI EAFE ETF$4,397,898$35,008 â–²0.8%42,3362.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$4,053,744$287,142 â–²7.6%40,9551.8%FinanceIWMiShares Russell 2000 ETF$2,337,195$298,985 â–¼-11.3%7,7781.0%FinanceAVGOBroadcom$2,293,165$3,778 â–²0.2%6,0701.0%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,175,963$133,276 â–¼-10.2%8,5500.5%ETFIYRiShares U.S. Real Estate ETF$1,112,689$25,358 â–²2.3%10,8820.5%ETFSTMSTMicroelectronics$1,093,789$1,198 â–²0.1%14,6050.5%Computer and TechnologyWALMART INC$968,368$2,832 â–²0.3%8,5490.4%COMIAUiShares Gold Trust$608,7120.0%8,0610.3%FinanceVEAVanguard FTSE Developed Markets ETF$443,462$2,138 â–¼-0.5%6,2240.2%ETFIYWiShares U.S. Technology ETF$435,412$43,390 â–¼-9.1%1,7260.2%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$430,414$4,271 â–¼-1.0%2,6200.2%ETFNVDANVIDIA$412,976$90,683 â–¼-18.0%2,0630.2%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$333,319$1,814 â–²0.5%3,4920.1%ManufacturingORLYO'Reilly Automotive$328,7610.0%3,5700.1%Retail/WholesaleMSFTMicrosoft$327,196$12,685 â–¼-3.7%8770.1%Computer and TechnologyHDViShares Core High Dividend ETF$325,129$260,109 â–²400.0%11,8610.1%ETFMETAMeta Platforms$289,9020.0%5140.1%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$281,436$3,188 â–²1.1%2,7370.1%ManufacturingDVYiShares Select Dividend ETF$243,6770.0%1,5590.1%ETFAAPLApple$237,335$34,732 â–¼-12.8%8200.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$216,645$216,645 â–²New Holding3,6290.1%ETFWECWEC Energy Group$0$377,642 â–¼-100.0%00.0%UtilitiesCVXChevron$0$291,729 â–¼-100.0%00.0%EnergyXOMExxonMobil$0$272,644 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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