Sterling Investment Advisors, Ltd. Top Holdings and 13F Report (2026) About Sterling Investment Advisors, Ltd.Investment ActivitySterling Investment Advisors, Ltd. has $552.36 million in total holdings as of March 31, 2026.Sterling Investment Advisors, Ltd. owns shares of 215 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 7.83% of the portfolio was purchased this quarter.About 3.73% of the portfolio was sold this quarter.This quarter, Sterling Investment Advisors, Ltd. has purchased 214 new stocks and bought additional shares in 76 stocks.Sterling Investment Advisors, Ltd. sold shares of 78 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $33,625,831JPMorgan Flexible Debt ETF $21,534,336Alphabet $15,091,198Amazon.com $15,040,794NVIDIA $14,063,406 Largest New Holdings this Quarter 35632L303 - Freecast Inc $1,794,129 HoldingG1151C101 - Accenture $577,420 Holding922021605 - Vanguard California Muni ETF $495,400 Holding14022A102 - Capital Group US Small & Midcap $379,331 Holding33736M103 - First Trust Alerian U.S. NextGen Infrastructure ETF $291,701 Holding Largest Purchases this Quarter SPDR Gold Shares 113,767 shares (about $10.55M)iShares Select Dividend ETF 124,081 shares (about $6.44M)VanEck BDC Income ETF 154,150 shares (about $1.97M)Freecast Inc 402,271 shares (about $1.79M)JPMorgan Ultra-Short Income ETF 34,747 shares (about $1.76M) Largest Sales this Quarter VanEck Gold Miners ETF 13,550 shares (about $1.24M)Kinder Morgan 30,220 shares (about $1.01M)Lockheed Martin 1,584 shares (about $957.35K)Alphabet 2,814 shares (about $809.20K)Apple 2,330 shares (about $591.33K) 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$33,625,831$591,329 ▼-1.7%132,4956.1%Computer and TechnologyJPMorgan Flexible Debt ETF$21,534,336$971,661 ▲4.7%433,5413.9%ETFGOOGLAlphabet$15,091,198$809,196 ▼-5.1%52,4802.7%Computer and TechnologyAMZNAmazon.com$15,040,794$69,770 ▼-0.5%72,2182.7%Retail/WholesaleNVDANVIDIA$14,063,406$26,683 ▼-0.2%80,6392.5%Computer and TechnologyKMIKinder Morgan$14,039,319$1,013,277 ▼-6.7%418,7092.5%EnergyGDXVanEck Gold Miners ETF$12,511,736$1,243,483 ▼-9.0%136,3382.3%ETFGMEDGlobus Medical$12,409,0220.0%144,0232.2%MedicalMSFTMicrosoft$10,694,564$1,026,850 ▲10.6%28,8911.9%Computer and TechnologyDVYiShares Select Dividend ETF$10,667,157$153,681 ▼-1.4%70,4521.9%ETFGLDSPDR Gold Shares$10,597,804$10,545,063 ▲19,994.2%114,3361.9%FinanceDVYiShares Select Dividend ETF$10,154,801$6,443,522 ▲173.6%195,5481.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$9,995,826$160,982 ▼-1.6%80,4101.8%ETFCRWDCrowdStrike$9,558,408$550,869 ▲6.1%24,4831.7%Computer and TechnologyCOSTCostco Wholesale$9,349,965$111,606 ▼-1.2%9,3831.7%Retail/WholesaleGSThe Goldman Sachs Group$9,126,114$456,010 ▼-4.8%10,7871.7%FinanceLMTLockheed Martin$8,199,108$957,348 ▼-10.5%13,5661.5%AerospaceJEPIJPMorgan Equity Premium Income ETF$8,047,174$597,802 ▲8.0%141,9761.5%ETFReaves Utility Income Fund$7,558,417$121,611 ▲1.6%192,4241.4%CEFAlerian MLP ETF$7,270,617$657,998 ▲10.0%138,1201.3%ETFJPMJPMorgan Chase & Co.$6,838,258$336,809 ▼-4.7%23,2471.2%FinanceHDHome Depot$6,611,541$93,403 ▼-1.4%20,1031.2%Retail/WholesaleJNJJohnson & Johnson$6,483,5580.0%26,5241.2%MedicalXOMExxonMobil$6,460,960$205,288 ▼-3.1%38,0821.2%EnergyCVXChevron$6,388,117$141,521 ▼-2.2%30,8751.2%EnergyVVisa$6,380,367$99,438 ▼-1.5%21,1101.2%Business ServicesBIZDVanEck BDC Income ETF$6,292,160$1,973,120 ▲45.7%491,5751.1%ETFWalmart, Inc.$6,133,586$2,983 ▼0.0%49,3531.1%COMKKRKKR & Co. Inc.$5,780,544$553,708 ▲10.6%62,4921.0%FinanceVRTVertiv$5,727,006$94,970 ▲1.7%22,8551.0%Computer and TechnologyJPMorgan International Hedged Equity ETF$5,498,685$308,288 ▲5.9%104,5381.0%ETFMETAMeta Platforms$5,474,219$74,378 ▲1.4%9,5681.0%Computer and TechnologyMUBiShares National Muni Bond ETF$5,370,022$802,494 ▲17.6%50,5891.0%ETFGOOGAlphabet$5,096,629$261,616 ▼-4.9%17,7670.9%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$4,975,110$9,518 ▲0.2%54,3610.9%ETFREMXVanEck Rare Earth and Strategic Metals ETF$4,633,640$1,068,760 ▲30.0%52,6550.8%ETFPalantir Technologies, Inc.$4,556,915$1,184,722 ▲35.1%31,1520.8%COMAMGNAmgen$4,542,056$123,148 ▼-2.6%12,9090.8%MedicalBRK.BBerkshire Hathaway$4,488,187$31,148 ▼-0.7%9,3660.8%FinanceTema Heart & Health ETF$4,418,085$114,528 ▼-2.5%131,1600.8%ETFMOATVanEck Morningstar Wide Moat ETF$4,316,637$242,720 ▼-5.3%44,6390.8%ETFTFCTruist Financial$4,153,675$112,167 ▼-2.6%90,3560.8%FinanceBOTZGlobal X Robotics & Artificial Intelligence ETF$4,134,727$82,552 ▲2.0%124,4650.7%ManufacturingDEDeere & Company$4,100,154$272,630 ▼-6.2%7,2790.7%IndustrialsTSLATesla$4,090,365$1,115 ▼0.0%11,0030.7%Auto/Tires/TrucksHONHoneywell International$3,911,627$187,829 ▲5.0%17,3060.7%Multi-Sector ConglomeratesInvesco S&P 500 Equal Weight ETF$3,893,923$31,283 ▼-0.8%20,2890.7%ETFNLRVanEck Uranium and Nuclear ETF$3,871,168$354,951 ▲10.1%29,0650.7%ETFVPUVanguard Utilities ETF$3,731,394$29,721 ▼-0.8%18,8320.7%ETFBXBlackstone$3,606,148$1,372,615 ▲61.5%31,3610.7%FinanceCAHCardinal Health$3,532,047$276,816 ▼-7.3%16,7150.6%MedicalPFEPfizer$3,503,042$763,553 ▲27.9%124,7520.6%MedicalShopify, Inc.$3,302,618$142,344 ▼-4.1%27,8420.6%COMBLKBlackRock$3,177,141$10,578 ▼-0.3%3,3040.6%FinanceMerck & Co.$3,133,969$39,696 ▼-1.3%26,0530.6%COMOHIOmega Healthcare Investors$3,120,900$59,858 ▲2.0%71,2210.6%FinanceCMICummins$3,096,305$121,054 ▼-3.8%5,7550.6%Auto/Tires/TrucksMOSMosaic$2,967,380$99,297 ▼-3.2%116,3680.5%Basic MaterialsSCHWCharles Schwab$2,952,946$14,097 ▼-0.5%31,4210.5%FinanceLOWLowe's Companies$2,943,438$5,435 ▼-0.2%12,4570.5%Retail/WholesalePFFiShares Preferred and Income Securities ETF$2,917,925$74,799 ▲2.6%96,2380.5%ETFPGProcter & Gamble$2,779,987$41,454 ▼-1.5%19,2470.5%Consumer StaplesMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$2,644,252$972,284 ▲58.2%58,5400.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,570,581$255,181 ▲11.0%43,4070.5%ETFETNEaton$2,551,618$44,709 ▼-1.7%7,1340.5%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$2,513,672$13,567 ▼-0.5%4,0760.5%ETFREGNRegeneron Pharmaceuticals$2,412,182$177,707 ▼-6.9%3,1220.4%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,385,083$495,805 ▲26.2%45,7000.4%ETFJPSTJPMorgan Ultra-Short Income ETF$2,332,969$1,758,546 ▲306.1%46,0970.4%ETFSPYSPDR S&P 500 ETF Trust$2,093,789$11,704 ▼-0.6%3,2200.4%FinanceLLYEli Lilly and Company$2,046,633$9,198 ▲0.5%2,2250.4%MedicalPEPPepsiCo$1,970,295$83,390 ▲4.4%12,6880.4%Consumer StaplesEMREmerson Electric$1,947,617$108,616 ▲5.9%14,8650.4%IndustrialsCSCOCisco Systems$1,940,207$187,689 ▲10.7%25,0060.4%Computer and TechnologyAMTAmerican Tower$1,912,786$47,116 ▼-2.4%11,0830.3%FinanceMedtronic plc$1,902,054$69,233 ▼-3.5%21,9510.3%COMMCDMcDonald's$1,816,320$13,986 ▲0.8%5,8440.3%Retail/WholesaleFreecast Inc$1,794,129$1,794,129 ▲New Holding402,2710.3%COMGLWCorning$1,676,510$61,186 ▼-3.5%12,3300.3%Computer and TechnologyZSZscaler$1,669,451$122,052 ▲7.9%11,9000.3%Computer and TechnologyKOCocaCola$1,549,856$22,815 ▼-1.5%20,3790.3%Consumer StaplesJMUBJPMorgan Municipal ETF$1,539,692$739,852 ▲92.5%30,8000.3%ETFSMHVanEck Semiconductor ETF$1,510,841$115,009 ▼-7.1%3,9410.3%ManufacturingInvesco QQQ ETF$1,499,556$91,197 ▼-5.7%2,5980.3%ETFJPMorgan Active Bond ETF$1,312,5260.0%24,4100.2%ETFCATCaterpillar$1,304,585$7,086 ▼-0.5%1,8410.2%IndustrialsJCPBJPMorgan Core Plus Bond ETF$1,303,881$31,779 ▲2.5%27,6950.2%ETFEFAiShares MSCI EAFE ETF$1,280,173$1,048,421 ▲452.4%13,1800.2%FinancePAYXPaychex$1,221,655$146,466 ▼-10.7%13,2620.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$1,217,8620.0%21,4450.2%FinanceABTAbbott Laboratories$1,185,800$62,216 ▼-5.0%11,5500.2%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,163,498$36,255 ▼-3.0%20,9560.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,153,253$98 ▲0.0%11,7790.2%ETFSBIOALPS Medical Breakthroughs ETF$1,152,789$384,699 ▲50.1%22,0250.2%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$1,147,130$147,479 ▼-11.4%8,9450.2%ManufacturingORCLOracle$1,143,226$474,444 ▼-29.3%7,7710.2%Computer and TechnologyRTXRTX$1,060,213$25,271 ▲2.4%5,4960.2%AerospacePPLPPL$1,048,119$6,761 ▲0.6%27,4380.2%UtilitiesWTRGEssential Utilities$1,043,315$40,270 ▼-3.7%25,9080.2%UtilitiesSYKStryker$1,038,673$19,715 ▼-1.9%3,1610.2%MedicalShowing 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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