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Nasdaq 100 Tr unit ser 1 shares owned by Sterling Investment Advisors

Quarter-by-quarter ownership of Nasdaq 100 Tr unit ser 1 shares owned by Sterling Investment Advisors from 13F filings

Historical chart of Sterling Investment Advisors investment in Nasdaq 100 Tr unit ser 1

Tip: Access up to 7 years of quarterly data

All positions including Nasdaq 100 Tr unit ser 1 held by Sterling Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nasdaq 100 Tr unit ser 1 by Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 2.8k 443.96
2023-12-31 $1.2M 2.9k 409.56
2023-09-30 $1.0M 2.9k 358.30
2023-06-30 $1.1M 2.9k 369.45
2023-03-31 $913k 2.8k 320.96
2022-12-31 $923k 3.5k 266.30
2022-09-30 $659k 2.5k 267.23
2022-06-30 $465k 1.7k 280.29
2022-03-31 $459k 1.3k 362.27
2021-12-31 $415k 1.0k 398.27
2021-09-30 $372k 1.0k 357.69
2021-06-30 $369k 1.0k 354.81
2021-03-31 $332k 1.0k 319.23
2020-12-31 $245k 780 314.10
2020-09-30 $221k 795 277.99
2020-06-30 $212k 860 246.51
2020-03-31 $160k 845 189.35
2019-12-31 $152k 715 212.59
2019-09-30 $211k 1.1k 189.24
2019-06-30 $208k 1.1k 186.55
2019-03-31 $201k 1.1k 179.79
2018-12-31 $172k 1.1k 153.85
2018-09-30 $204k 1.1k 185.45
2018-06-30 $171k 1.0k 171.00
2018-03-31 $224k 1.4k 160.00
2017-12-31 $265k 1.7k 155.88
2017-09-30 $262k 1.8k 145.56
2017-06-30 $303k 2.2k 137.73
2017-03-31 $291k 2.2k 132.27
2016-12-31 $261k 2.2k 118.64

More positions owned by Sterling Investment Advisors

Apple (AAPL)
Amazon (AMZN)
Kinder Morgan (KMI)
Alphabet Inc Class A cs (GOOGL)
Globus Med Inc cl a (GMED)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Crowdstrike Hldgs Inc cl a (CRWD)
iShares Core S&P Small-Cap ETF Etf (SPSM)
iShares Select Dividend ETF Etf (DVY)
Home Depot (HD)
VanEck Gold Miners ETF Etf (GDX)
SPDR Gold MiniShares ETF Etf (GLDM)
Kkr & Co (KKR)

View all positions for Sterling Investment Advisors

Top funds holding Nasdaq 100 Tr unit ser 1

Sterling Investment Advisors

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