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 55.80% of Sterling Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: SGOV, IEFA, QLTA, IVV, STIP, ISTB, GNR, LEMB, IJH, IEMG.
  • Started 1 new stock position in AAPL.
  • Reduced shares in these 8 stocks: IVE, IVW, IYR, IYW, NVDA, ESGD, EFA, MSFT.
  • Sterling Investment Advisors was a net buyer of stock by $4.4M.
  • Sterling Investment Advisors has $178M in assets under management (AUM), dropping by 8.56%.
  • Central Index Key (CIK): 0001009198

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Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 34 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 18.9 $34M 430k 78.05
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Ishares Tr Core S&p500 Etf (IVV) 13.3 $24M 41k 576.83
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Ishares Core Msci Emkt (IEMG) 10.5 $19M 326k 57.41
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Ishares Tr 0-3 Mnth Treasry (SGOV) 7.5 $13M +6% 133k 100.72
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Vanguard Index Fds Value Etf (VTV) 5.6 $9.9M 57k 174.57
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Ishares Jp Morgan Em Etf (LEMB) 5.6 $9.9M +2% 258k 38.46
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Ishares Tr A Rate Cp Bd Etf (QLTA) 4.2 $7.5M +6% 153k 49.15
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Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $7.3M +3% 117k 62.32
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Ishares Tr 0-5 Yr Tips Etf (STIP) 4.0 $7.1M +5% 70k 101.32
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Ishares Tr Core 1 5 Yr Usd (ISTB) 3.5 $6.2M +5% 127k 48.68
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.5 $6.2M +4% 107k 57.67
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Ishares Tr S&p 500 Val Etf (IVE) 3.3 $5.9M -3% 30k 197.17
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Ishares Tr Tips Bd Etf (TIP) 2.9 $5.2M +3% 47k 110.47
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Ishares Tr Core S&p Scp Etf (IJR) 2.3 $4.1M 35k 116.96
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Ishares Tr Iboxx Hi Yd Etf (HYG) 2.1 $3.7M +3% 46k 80.30
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Ishares Tr Msci Eafe Etf (EFA) 2.0 $3.6M 43k 83.63
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Ishares Tr Core Us Aggbd Et (AGG) 1.8 $3.3M +7% 32k 101.27
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Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.9M +2% 8.6k 220.89
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.1M -9% 11k 95.76
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Ishares Tr U.s. Real Es Etf (IYR) 0.5 $914k -6% 9.0k 101.88
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Wal-Mart Stores (WMT) 0.4 $754k 9.3k 80.76
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Ishares Gold Tr Ishares New (IAU) 0.3 $611k +2% 12k 49.70
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $564k -7% 3.7k 151.65
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NVIDIA Corporation (NVDA) 0.2 $374k 3.1k 121.46
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Microsoft Corporation (MSFT) 0.2 $347k 807.00 430.34
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Wec Energy Group (WEC) 0.2 $314k 3.3k 96.18
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O'reilly Automotive (ORLY) 0.2 $297k 258.00 1151.60
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $282k 5.3k 52.82
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Ishares Tr Core High Dv Etf (HDV) 0.2 $278k 2.4k 117.62
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $263k 3.1k 84.19
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Ishares Tr Select Divid Etf (DVY) 0.1 $250k 1.8k 135.08
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Apple (AAPL) 0.1 $216k NEW 928.00 233.06
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Chevron Corporation (CVX) 0.1 $206k 1.4k 147.27
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United Sts 12 Month Nat Gas Unit Ben Int (UNL) 0.1 $101k 13k 7.88
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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