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 55.43% of Sterling Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IEFA, SGOV, GNR, TSLA, IXUS, ITOT, QLTA, ISTB, IEMG, TIP.
  • Started 3 new stock positions in ITOT, IXUS, TSLA.
  • Reduced shares in these 10 stocks: IVV, IVE, IJH, VTV, IYW, IJR, IWM, IVW, IAU, DVY.
  • Sterling Investment Advisors was a net buyer of stock by $1.1M.
  • Sterling Investment Advisors has $171M in assets under management (AUM), dropping by -3.76%.
  • Central Index Key (CIK): 0001009198

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Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 18.4 $32M +4% 448k 70.28
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Ishares Tr Core S&p500 Etf (IVV) 13.2 $23M -6% 38k 588.69
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Ishares Core Msci Emkt (IEMG) 10.0 $17M 328k 52.22
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Ishares Tr 0-3 Mnth Treasry (SGOV) 8.3 $14M +7% 142k 100.32
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Vanguard Index Fds Value Etf (VTV) 5.5 $9.4M -2% 56k 169.30
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Ishares Jp Morgan Em Etf (LEMB) 5.5 $9.4M 259k 36.09
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Ishares Tr A Rate Cp Bd Etf (QLTA) 4.3 $7.4M +2% 158k 46.79
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Ishares Tr 0-5 Yr Tips Etf (STIP) 4.2 $7.2M 72k 100.60
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Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $7.0M -3% 113k 62.31
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Ishares Tr Core 1 5 Yr Usd (ISTB) 3.6 $6.2M +2% 130k 47.77
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.3 $5.6M +5% 113k 49.76
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Ishares Tr S&p 500 Val Etf (IVE) 3.1 $5.3M -6% 28k 190.88
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Ishares Tr Tips Bd Etf (TIP) 3.0 $5.2M +2% 48k 106.55
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Ishares Tr Core S&p Scp Etf (IJR) 2.3 $3.9M -3% 34k 115.22
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Ishares Tr Iboxx Hi Yd Etf (HYG) 2.1 $3.6M 46k 78.65
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Ishares Tr Msci Eafe Etf (EFA) 1.9 $3.3M 43k 75.61
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Ishares Tr Core Us Aggbd Et (AGG) 1.9 $3.2M +3% 33k 96.90
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Ishares Tr Russell 2000 Etf (IWM) 1.0 $1.8M -5% 8.1k 220.99
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.0M -8% 10k 101.53
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Wal-Mart Stores (WMT) 0.5 $843k 9.3k 90.36
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Ishares Tr U.s. Real Es Etf (IYR) 0.5 $840k 9.0k 93.07
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Ishares Gold Tr Ishares New (IAU) 0.3 $535k -12% 11k 49.51
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NVIDIA Corporation (NVDA) 0.2 $417k 3.1k 134.33
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $392k -33% 2.5k 159.52
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Microsoft Corporation (MSFT) 0.2 $340k 807.00 421.73
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O'reilly Automotive (ORLY) 0.2 $307k 259.00 1185.80
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Wec Energy Group (WEC) 0.2 $307k 3.3k 94.04
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Ishares Tr Core High Dv Etf (HDV) 0.2 $266k 2.4k 112.26
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $258k 5.4k 47.82
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $242k 3.2k 76.14
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Tesla Motors (TSLA) 0.1 $242k NEW 599.00 403.84
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Apple (AAPL) 0.1 $233k 928.00 250.49
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Ishares Tr Select Divid Etf (DVY) 0.1 $228k -5% 1.7k 131.36
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Chevron Corporation (CVX) 0.1 $204k 1.4k 144.84
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Ishares Tr Core Msci Total (IXUS) 0.1 $201k NEW 3.0k 66.16
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $200k NEW 1.6k 128.62
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United Sts 12 Month Nat Gas Unit Ben Int (UNL) 0.1 $105k 13k 8.17
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Past Filings by Sterling Investment Advisors

SEC 13F filings are viewable for Sterling Investment Advisors going back to 2014

View all past filings