Sterling Investment Advisors
Latest statistics and disclosures from Sterling Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, IVV, IEMG, SGOV, VTV, and represent 53.75% of Sterling Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: LEMB (+$8.5M), ETHA (+$7.0M), SGOV, AVGO, HYG, TIP, IVW, META, NVDA, VEA.
- Started 3 new stock positions in AVGO, ETHA, META.
- Reduced shares in these 10 stocks: VTV (-$39M), IEMG, GNR, AAPL, IVV, IEFA, ORLY, IJR, HDV, EFA.
- Sold out of its position in XOM.
- Sterling Investment Advisors was a net seller of stock by $-30M.
- Sterling Investment Advisors has $202M in assets under management (AUM), dropping by 5.12%.
- Central Index Key (CIK): 0001009198
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Portfolio Holdings for Sterling Investment Advisors
Sterling Investment Advisors holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 17.6 | $36M | -3% | 408k | 87.31 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 12.5 | $25M | -6% | 38k | 669.30 |
|
| Ishares Core Msci Emkt (IEMG) | 9.3 | $19M | -15% | 284k | 65.92 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 8.8 | $18M | +13% | 176k | 100.70 |
|
| Vanguard Index Fds Value Etf (VTV) | 5.6 | $11M | -77% | 60k | 187.44 |
|
| Ishares Jp Morgan Em Etf (LEMB) | 5.5 | $11M | +332% | 268k | 41.21 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 3.9 | $7.9M | -3% | 162k | 48.47 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.8 | $7.7M | 119k | 65.26 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.8 | $7.7M | -3% | 75k | 103.36 |
|
| Ishares Ethereum Tr SHS (ETHA) | 3.5 | $7.0M | NEW | 223k | 31.51 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 3.3 | $6.7M | -3% | 138k | 48.84 |
|
| Ishares Tr Tips Bd Etf (TIP) | 3.2 | $6.5M | +12% | 58k | 111.22 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 2.6 | $5.3M | -27% | 90k | 59.21 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 2.6 | $5.3M | -6% | 26k | 206.52 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $4.5M | -11% | 38k | 118.83 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.0 | $3.9M | -9% | 42k | 93.37 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.9 | $3.9M | +27% | 49k | 81.19 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.6 | $3.2M | +4% | 32k | 100.25 |
|
| Broadcom (AVGO) | 1.0 | $2.0M | NEW | 6.0k | 329.94 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $2.0M | -3% | 8.2k | 241.98 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $1.2M | +57% | 9.6k | 120.72 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.4 | $902k | -7% | 9.3k | 97.09 |
|
| Wal-Mart Stores (WMT) | 0.4 | $877k | -4% | 8.5k | 103.07 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $727k | +17% | 10k | 72.77 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $470k | +196% | 2.5k | 186.60 |
|
| Microsoft Corporation (MSFT) | 0.2 | $423k | +45% | 815.00 | 518.43 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $414k | -9% | 2.1k | 195.89 |
|
| O'reilly Automotive (ORLY) | 0.2 | $413k | -61% | 3.8k | 107.83 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $391k | +69% | 6.5k | 59.92 |
|
| Meta Platforms Cl A (META) | 0.2 | $377k | NEW | 513.00 | 734.88 |
|
| Wec Energy Group (WEC) | 0.2 | $374k | +4% | 3.3k | 114.59 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $337k | +62% | 2.3k | 145.67 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $290k | -63% | 2.4k | 122.45 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $259k | 3.1k | 82.60 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $249k | -18% | 2.7k | 93.01 |
|
| Apple (AAPL) | 0.1 | $238k | -88% | 936.00 | 254.68 |
|
| At&t (T) | 0.1 | $230k | +175% | 8.1k | 28.24 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $222k | -37% | 1.6k | 142.10 |
|
| Chevron Corporation (CVX) | 0.1 | $219k | -42% | 1.4k | 155.29 |
|
Past Filings by Sterling Investment Advisors
SEC 13F filings are viewable for Sterling Investment Advisors going back to 2014
- Sterling Investment Advisors 2025 Q3 filed Oct. 29, 2025
- Sterling Investment Advisors 2025 Q2 filed July 10, 2025
- Sterling Investment Advisors 2025 Q1 filed April 25, 2025
- Sterling Investment Advisors 2024 Q4 filed Jan. 14, 2025
- Sterling Investment Advisors 2024 Q3 filed Oct. 21, 2024
- Sterling Investment Advisors 2024 Q2 filed July 10, 2024
- Sterling Investment Advisors 2024 Q1 filed April 11, 2024
- Sterling Investment Advisors 2023 Q4 filed Jan. 17, 2024
- Sterling Investment Advisors 2023 Q3 filed Oct. 26, 2023
- Sterling Investment Advisors 2023 Q2 filed July 31, 2023
- Sterling Investment Advisors 2023 Q1 filed April 17, 2023
- Sterling Investment Advisors 2022 Q4 filed Jan. 26, 2023
- Sterling Investment Advisors 2022 Q3 filed Oct. 26, 2022
- Sterling Investment Advisors 2022 Q2 filed July 27, 2022
- Sterling Investment Advisors 2022 Q1 filed April 14, 2022
- Sterling Investment Advisors 2021 Q4 filed Jan. 25, 2022