Sterling Investment Advisors, Ltd. Top Holdings and 13F Report (2025) About Sterling Investment Advisors, Ltd.Investment ActivitySterling Investment Advisors, Ltd. has $416.51 million in total holdings as of March 31, 2025.Sterling Investment Advisors, Ltd. owns shares of 174 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 6.61% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Sterling Investment Advisors, Ltd. has purchased 161 new stocks and bought additional shares in 80 stocks.Sterling Investment Advisors, Ltd. sold shares of 58 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $29,821,183Amazon.com $13,296,466Kinder Morgan $13,003,007Globus Medical $11,435,524VanEck Gold Miners ETF $10,351,032 Largest New Holdings this Quarter 21036P108 - Constellation Brands $1,370,711 Holding37637K108 - GitLab $1,317,551 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $1,028,672 Holding921908844 - Vanguard Dividend Appreciation ETF $793,393 Holding922908769 - Vanguard Total Stock Market ETF $744,448 Holding Largest Purchases this Quarter Pfizer 68,767 shares (about $1.74M)Constellation Brands 7,469 shares (about $1.37M)GitLab 28,033 shares (about $1.32M)Palantir Technologies, Inc. 13,367 shares (about $1.13M)JPMorgan Equity Premium Income ETF 18,955 shares (about $1.08M) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 8,095 shares (about $712.36K)Kinder Morgan 20,217 shares (about $576.79K)The Goldman Sachs Group 981 shares (about $535.89K)Costco Wholesale 513 shares (about $485.16K)Johnson & Johnson 2,700 shares (about $447.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSterling Investment Advisors, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$29,821,183$142,830 ▼-0.5%134,2517.2%Computer and TechnologyAMZNAmazon.com$13,296,466$298,517 ▼-2.2%69,8863.2%Retail/WholesaleKMIKinder Morgan$13,003,007$576,791 ▼-4.2%455,7663.1%EnergyGMEDGlobus Medical$11,435,5240.0%156,2232.7%MedicalGDXVanEck Gold Miners ETF$10,351,032$403,617 ▲4.1%225,1692.5%ETFGLDMSPDR Gold MiniShares Trust$9,880,615$417,386 ▲4.4%159,6482.4%FinanceMSFTMicrosoft$9,498,745$228,985 ▲2.5%25,3042.3%Computer and TechnologyDVYiShares Select Dividend ETF$9,311,404$439,128 ▲4.9%69,3382.2%ETFCOSTCostco Wholesale$9,184,047$485,163 ▼-5.0%9,7112.2%Retail/WholesaleGOOGLAlphabet$9,051,902$139,022 ▼-1.5%58,5352.2%Computer and TechnologyCRWDCrowdStrike$8,573,335$387,838 ▼-4.3%24,3162.1%Computer and TechnologyNVDANVIDIA$8,451,293$319,722 ▲3.9%77,9782.0%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$8,305,320$500,260 ▲6.4%79,4242.0%ETFVVisa$7,394,083$149,998 ▲2.1%21,0981.8%Business ServicesHDHome Depot$7,221,320$70,733 ▲1.0%19,7041.7%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$6,750,886$1,083,092 ▲19.1%118,1461.6%ETFGSThe Goldman Sachs Group$6,721,866$535,892 ▼-7.4%12,3051.6%FinanceKKRKKR & Co. Inc.$6,429,246$385,093 ▼-5.7%55,6121.5%FinanceReaves Utility Income Fund$6,025,799$209,656 ▲3.6%185,1811.4%CEFLMTLockheed Martin$5,942,911$34,843 ▲0.6%13,3041.4%AerospaceJNJJohnson & Johnson$5,900,700$447,764 ▼-7.1%35,5811.4%MedicalJPMJPMorgan Chase & Co.$5,895,326$186,429 ▼-3.1%24,0331.4%FinanceMOATVanEck Morningstar Wide Moat ETF$5,747,280$712,360 ▼-11.0%65,3101.4%ETFTema GLP-1, Obesity & Cardiometabolic ETF$5,238,440$319,698 ▲6.5%178,6031.3%ETFBRK.BBerkshire Hathaway$4,792,155$11,717 ▼-0.2%8,9981.2%FinanceXOMExxon Mobil$4,560,498$114,054 ▼-2.4%38,3461.1%EnergyCVXChevron$4,451,424$70,764 ▲1.6%26,6091.1%EnergyMETAMeta Platforms$4,427,021$888,171 ▲25.1%7,6811.1%Computer and TechnologyWMTWalmart$4,289,546$45,300 ▲1.1%48,8611.0%Retail/WholesaleCWBSPDR Bloomberg Convertible Securities ETF$4,210,723$54,783 ▲1.3%54,9561.0%ETFTFCTruist Financial$4,168,874$150,404 ▼-3.5%101,3091.0%FinanceAMGNAmgen$4,003,128$25,547 ▲0.6%12,8491.0%MedicalDEDeere & Company$3,828,727$167,079 ▼-4.2%8,1580.9%IndustrialsAlerian MLP ETF$3,730,738$683,996 ▲22.5%71,8280.9%ETFMOSMosaic$3,686,190$10,129 ▼-0.3%136,4750.9%Basic MaterialsInvesco S&P 500 Equal Weight ETF$3,465,466$937,694 ▲37.1%20,0050.8%ETFVPUVanguard Utilities ETF$3,377,768$319,415 ▲10.4%19,7750.8%ETFPGProcter & Gamble$3,354,436$55,217 ▲1.7%19,6830.8%Consumer StaplesBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$3,264,362$303,953 ▲10.3%114,7000.8%ManufacturingHONHoneywell International$3,225,454$174,910 ▲5.7%15,2320.8%Multi-Sector ConglomeratesSHOPShopify$3,106,919$104,073 ▼-3.2%32,5400.7%Computer and TechnologyBLKBlackRock$3,095,062$52,058 ▲1.7%3,2700.7%FinanceGOOGAlphabet$3,029,306$7,187 ▼-0.2%19,3900.7%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$2,985,427$169,999 ▲6.0%97,1500.7%ETFAMTAmerican Tower$2,937,219$217,822 ▼-6.9%13,4980.7%FinanceLOWLowe's Companies$2,910,195$13,994 ▼-0.5%12,4780.7%Retail/WholesaleMUBiShares National Muni Bond ETF$2,793,1060.0%26,4900.7%ETFMerck & Co.$2,624,667$3,680 ▼-0.1%29,2410.6%COMTTDTrade Desk$2,623,550$81,806 ▲3.2%47,9450.6%Computer and TechnologyCAHCardinal Health$2,609,364$134,326 ▼-4.9%18,9400.6%MedicalSCHWCharles Schwab$2,540,422$94,641 ▼-3.6%32,4530.6%FinanceBXBlackstone$2,534,017$443,512 ▼-14.9%18,1290.6%FinanceZSZscaler$2,493,743$245,446 ▼-9.0%12,5680.6%Computer and TechnologyFNFFidelity National Financial$2,402,754$168,883 ▼-6.6%36,9200.6%FinanceREGNRegeneron Pharmaceuticals$2,354,262$31,712 ▼-1.3%3,7120.6%MedicalMDYSPDR S&P MidCap 400 ETF Trust$2,344,837$46,417 ▼-1.9%4,3950.6%ETFPAYXPaychex$2,312,284$192,690 ▼-7.7%14,9880.6%Business ServicesPEPPepsiCo$2,045,134$2,699 ▲0.1%13,6400.5%Consumer StaplesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,996,227$332,363 ▲20.0%39,0040.5%ETFETNEaton$1,968,049$11,417 ▼-0.6%7,2400.5%IndustrialsGLBEGlobal-E Online$1,957,1850.0%54,9000.5%Retail/WholesalePFEPfizer$1,940,576$1,742,545 ▲879.9%76,5820.5%MedicalCMICummins$1,896,312$70,524 ▼-3.6%6,0500.5%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$1,848,530$6,712 ▼-0.4%3,3050.4%FinanceMedtronic plc$1,841,681$61,285 ▲3.4%20,4950.4%COMNLRVanEck Uranium+Nuclear Energy ETF$1,781,707$954,122 ▲115.3%24,3170.4%ETFMCDMcDonald's$1,699,981$41,547 ▼-2.4%5,4420.4%Retail/WholesaleiShares Bitcoin Trust$1,660,819$22,048 ▲1.3%35,4800.4%ETFAURAurora Innovation$1,640,228$125,758 ▲8.3%243,9000.4%Business ServicesMSTRStrategy$1,637,950$87,058 ▲5.6%5,6820.4%Computer and TechnologyPalantir Technologies, Inc.$1,636,432$1,128,175 ▲222.0%19,3890.4%COMABTAbbott Laboratories$1,628,003$3,582 ▲0.2%12,2730.4%MedicalMDLZMondelez International$1,606,5520.0%23,6780.4%Consumer StaplesTSLATesla$1,590,465$25,398 ▼-1.6%6,1370.4%Auto/Tires/TrucksORCLOracle$1,548,554$66,411 ▲4.5%11,0760.4%Computer and TechnologyKOCoca-Cola$1,482,174$292,639 ▲24.6%20,6950.4%Consumer StaplesEMREmerson Electric$1,442,831$82,776 ▲6.1%13,1600.3%IndustrialsSTZConstellation Brands$1,370,711$1,370,711 ▲New Holding7,4690.3%Consumer StaplesCSCOCisco Systems$1,351,486$51,342 ▲3.9%21,9010.3%Computer and TechnologyGISGeneral Mills$1,340,7910.0%22,4250.3%Consumer StaplesGTLBGitLab$1,317,551$1,317,551 ▲New Holding28,0330.3%Computer and TechnologyLLYEli Lilly and Company$1,266,120$507,935 ▲67.0%1,5330.3%MedicalSYKStryker$1,201,251$745 ▲0.1%3,2270.3%MedicalJCPBJPMorgan Core Plus Bond ETF$1,134,605$136,416 ▲13.7%24,1200.3%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$1,111,0510.0%10,1950.3%ManufacturingWTRGEssential Utilities$1,100,137$23,086 ▼-2.1%27,8300.3%UtilitiesInvesco QQQ ETF$1,100,009$4,689 ▲0.4%2,3460.3%ETFJPMorgan Active Bond ETF$1,068,259$270,276 ▲33.9%19,9600.3%ETFPPLPPL$1,066,497$94,752 ▼-8.2%29,5350.3%UtilitiesVERXVertex$1,031,745$78,773 ▼-7.1%29,4700.2%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,028,676$703,959 ▲216.8%19,8660.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,028,672$1,028,672 ▲New Holding12,7990.2%ETFEFAiShares MSCI EAFE ETF$1,011,981$302,074 ▲42.6%12,3820.2%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$911,146$246,151 ▲37.0%17,6750.2%ETFPSAPublic Storage$905,951$29,330 ▼-3.1%3,0270.2%FinanceCMCSAComcast$904,346$58,966 ▼-6.1%24,5080.2%Consumer DiscretionaryEEMiShares MSCI Emerging Markets ETF$854,117$360,525 ▲73.0%19,5450.2%FinanceSMHVanEck Semiconductor ETF$802,921$10,573 ▼-1.3%3,7970.2%ManufacturingVIGVanguard Dividend Appreciation ETF$793,393$793,393 ▲New Holding4,0900.2%ETFGDXJVanEck Junior Gold Miners ETF$749,320$34,320 ▼-4.4%13,1000.2%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
