Sterling Investment Advisors

Latest statistics and disclosures from Sterling Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IEFA, IVV, QLTA, IEMG, IVE, and represent 60.96% of Sterling Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: QLTA, IVE, LEMB, ISTB, AGG, TIP, HYG, IJR, GNR, IYR.
  • Reduced shares in these 9 stocks: STIP, IVV, , IEMG, , IEFA, IJH, EFA, IVW.
  • Sold out of its positions in ELD, XEL.
  • Sterling Investment Advisors was a net buyer of stock by $505k.
  • Sterling Investment Advisors has $131M in assets under management (AUM), dropping by 5.09%.

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Portfolio Holdings for Sterling Investment Advisors

Companies in the Sterling Investment Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 18.4 $24M 400k 60.28
Ishares Tr Core S&p500 Etf (IVV) 15.3 $20M -14% 60k 336.05
Ishares Tr A Rate Cp Bd Etf (QLTA) 12.5 $16M +39% 283k 57.83
Ishares Core Msci Emkt (IEMG) 8.6 $11M -8% 215k 52.80
Ishares Tr S&p 500 Val Etf (IVE) 6.1 $8.0M +61% 71k 112.45
Ishares Jp Morgan Em Etf (LEMB) 5.5 $7.2M +42% 171k 41.83
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.3 $6.9M +7% 134k 51.55
Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $6.6M 36k 185.31
Ishares Tr Tips Bd Etf (TIP) 3.9 $5.1M +6% 41k 126.50
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.1 $4.1M 109k 37.55
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.1 $4.1M +7% 49k 83.91
Ishares Tr Core Us Aggbd Et (AGG) 2.8 $3.7M +12% 31k 118.05
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $3.4M 48k 70.23
Ishares Tr Msci Eafe Etf (EFA) 2.4 $3.2M 50k 63.66

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Ishares Tr Russell 2000 Etf (IWM) 1.4 $1.9M 13k 149.77
Ishares Tr U.s. Real Es Etf (IYR) 1.1 $1.4M 18k 79.87
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.2M -2% 5.0k 231.12
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $948k -80% 9.1k 104.00
Wal-Mart Stores (WMT) 0.3 $442k 3.2k 139.83
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.3 $437k 8.4k 52.13
Wec Energy Group (WEC) 0.2 $315k 3.3k 96.92
Ishares Gold Trust Ishares (IAU) 0.2 $248k +4% 14k 17.99

Past Filings by Sterling Investment Advisors

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

View all past filings