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Sterling Investment Advisors

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

Top 5 stock holdings are AAPL, JFLX, GOOGL, AMZN, NVDA, and represent 19.64% of Sterling Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: GLD (+$11M), BINC, BIZD, REMX, JFLX, Alerian Mlp Etf, MUB, HOLA, MUNI, JMUB.
Started 17 new stock positions in DBEF, JMUB, BXSL, TSPA, BINC, FDIG, Ford Motor, REMX, DOCN, TCAF. FDX, VB, IBDV, BIZD, ALAB, RIO, iShares Gold Trust.
Reduced shares in these 10 stocks: GLDM (-$10M), FNF, GDX, JNJ, GMED, GTLB, GOOGL, SHOP, GS, MOS.
Sold out of its positions in ADP, COIN, Dell Computer Corp, GRST, FNF, GTLB, QCOM, GLDM.
Sterling Investment Advisors was a net buyer of stock by $18M.
Sterling Investment Advisors has $543M in assets under management (AUM), dropping by 5.60%.
Central Index Key (CIK): 0001701132

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Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 211 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Equity (AAPL)	6.8	$37M		135k	271.86	View chart
JPMorgan Flexible Debt ETF Etf (JFLX)	3.8	$21M	+12%	414k	50.22	View chart
Alphabet, Inc. A Equity (GOOGL)	3.2	$17M	-3%	55k	313.00	View chart
Amazon.com Equity (AMZN)	3.1	$17M		73k	230.82	View chart
Nvidia Corp. Equity (NVDA)	2.8	$15M		81k	186.50	View chart
VanEck Gold Miners ETF Etf (GDX)	2.4	$13M	-9%	150k	85.77	View chart
Microsoft Corp. Equity (MSFT)	2.3	$13M	+2%	26k	483.62	View chart
Globus Medical Equity (GMED)	2.3	$13M	-8%	144k	87.31	View chart
Kinder Morgan Equity (KMI)	2.3	$12M		449k	27.49	View chart
SPDR Gold MiniShares ETF Etf (GLD)	2.0	$11M	+22224%	127k	85.37	View chart
CrowdStrike Holdings Equity (CRWD)	2.0	$11M		23k	468.76	View chart
iShares Select Dividend ETF Etf (DVY)	1.9	$10M		72k	141.14	View chart
Goldman Sachs Group Equity (GS)	1.8	$10M	-4%	11k	878.98	View chart
iShares Core S&P Small-Cap ETF Etf (SPSM)	1.8	$9.8M		82k	120.18	View chart
Costco Wholesale Corp. Equity (COST)	1.5	$8.2M		9.5k	862.38	View chart
J.P. Morgan Chase & Co. Equity (JPM)	1.4	$7.9M		24k	322.22	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	1.4	$7.5M	+4%	131k	57.24	View chart
Visa Equity (V)	1.4	$7.5M		21k	350.70	View chart
Lockheed Martin Corp. Equity (LMT)	1.4	$7.3M		15k	483.68	View chart
KKR & Co. Equity (KKR)	1.3	$7.2M		57k	127.48	View chart
Home Depot Equity (HD)	1.3	$7.0M		20k	344.10	View chart
Reaves Utility Income Fund Cef (UTG)	1.3	$6.9M		189k	36.58	View chart
Meta Platforms Equity (META)	1.1	$6.2M	+4%	9.4k	660.10	View chart
Alerian MLP ETF Etf	1.1	$5.9M	+19%	126k	47.02	View chart
Alphabet, Inc. C Equity (GOOG)	1.1	$5.9M	-2%	19k	313.80	View chart
Walmart Equity (WMT)	1.0	$5.5M		49k	111.41	View chart
Johnson & Johnson Equity (JNJ)	1.0	$5.5M	-17%	27k	206.95	View chart
JPMorgan International Hedged Equity ETF Etf (HOLA)	0.9	$5.2M	+20%	99k	52.24	View chart
Tesla Equity (TSLA)	0.9	$4.9M	+6%	11k	449.72	View chart
iShares Flexible Income Active ETF Etf (BINC)	0.9	$4.9M	NEW	93k	52.77	View chart
VanEck Morningstar Wide Moat ETF Etf (MOAT)	0.9	$4.9M		47k	103.56	View chart
SPDR Bloomberg Convertible Securities ETF Etf (CWB)	0.9	$4.8M		54k	89.20	View chart
Chevron Corp. Equity (CVX)	0.9	$4.8M	+2%	32k	152.41	View chart
VanEck BDC Income ETF Etf (BIZD)	0.9	$4.8M	NEW	337k	14.18	View chart
Tema Heart & Health ETF Etf (HRTS)	0.9	$4.7M	-4%	135k	35.29	View chart
Berkshire Hathaway, Inc. B Equity (BRK.B)	0.9	$4.7M		9.4k	502.65	View chart
Exxon Mobil Corp. Equity (XOM)	0.9	$4.7M		39k	120.34	View chart
Shopify Equity (SHOP)	0.9	$4.7M	-11%	29k	160.97	View chart
iShares S&P National Muni Bond ETF Etf (MUB)	0.8	$4.6M	+25%	43k	107.11	View chart
Truist Financial Corp. Equity (TFC)	0.8	$4.6M		93k	49.21	View chart
Global X Robotics & A.I. ETF Etf (BOTZ)	0.8	$4.4M		122k	36.23	View chart
Amgen Equity (AMGN)	0.8	$4.3M		13k	327.31	View chart
Palantir Technologies Equity (PLTR)	0.8	$4.1M	-5%	23k	177.75	View chart
Invesco S&P 500 Equal Weight ETF Etf	0.7	$3.9M		21k	191.56	View chart
Cardinal Health Equity (CAH)	0.7	$3.7M	-2%	18k	205.50	View chart
Vertiv Holdings Equity (VRT)	0.7	$3.6M	+26%	23k	162.01	View chart
Deere & Co. Equity (DE)	0.7	$3.6M	-4%	7.8k	465.54	View chart
BlackRock Equity	0.7	$3.5M		3.3k	1070.49	View chart
Vanguard Utilities ETF Etf (VPU)	0.6	$3.5M		19k	185.04	View chart
VanEck Uranium & Nuclear ETF Etf (NLR)	0.6	$3.3M	+4%	26k	124.20	View chart
Honeywell International Equity (HON)	0.6	$3.2M		17k	195.09	View chart
Charles Schwab Corp. Equity (SCHW)	0.6	$3.2M	-2%	32k	99.91	View chart
Omega Healthcare Investors Equity (OHI)	0.6	$3.1M		70k	44.34	View chart
Cummins Equity (CMI)	0.6	$3.1M		6.0k	510.45	View chart
Lowe's Companies Equity (LOW)	0.6	$3.0M	-3%	13k	241.15	View chart
VanEck Rare Earth & Strategic Metals ETF Etf (REMX)	0.6	$3.0M	NEW	41k	73.92	View chart
Blackstone Group Equity (BX)	0.6	$3.0M		19k	154.14	View chart
iShares US Preferred Stock ETF Etf (PFF)	0.5	$2.9M	-3%	94k	30.96	View chart
Mosaic Equity (MOS)	0.5	$2.9M	-11%	120k	24.09	View chart
Procter & Gamble Equity (PG)	0.5	$2.8M		20k	143.31	View chart
Merck & Co. Equity	0.5	$2.8M	+4%	26k	105.26	View chart
Regeneron Pharmaceuticals Equity (REGN)	0.5	$2.6M		3.4k	771.87	View chart
Zscaler Equity (ZS)	0.5	$2.5M		11k	224.92	View chart
SPDR S&P MidCap 400 ETF Etf (MDY)	0.5	$2.5M	-4%	4.1k	603.34	View chart
Pfizer Equity (PFE)	0.4	$2.4M	+5%	98k	24.90	View chart
Eli Lilly & Co. Equity (LLY)	0.4	$2.4M		2.2k	1074.73	View chart
Eaton Corp. Equity (ETN)	0.4	$2.3M		7.3k	318.51	View chart
SPDR Mid Cap ETF Etf (SPMD)	0.4	$2.3M		39k	57.91	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$2.2M	-3%	3.2k	681.89	View chart
Medtronic Equity	0.4	$2.2M	+5%	23k	96.06	View chart
Oracle Corp. Equity (ORCL)	0.4	$2.1M		11k	194.91	View chart
American Tower Corp. Equity (AMT)	0.4	$2.0M	-7%	11k	175.56	View chart
PIMCO Intermediate Muni Bond Active ETF Etf (MUNI)	0.3	$1.9M	+77%	36k	52.41	View chart
Emerson Electric Equity (EMR)	0.3	$1.9M		14k	132.72	View chart
iShares Bitcoin Trust ETF Etf (IBIT)	0.3	$1.8M	-2%	36k	49.65	View chart
McDonald's Corp. Equity (MCD)	0.3	$1.8M		5.8k	305.64	View chart
PepsiCo Equity (PEP)	0.3	$1.7M	-3%	12k	143.52	View chart
Cisco Systems Equity (CSCO)	0.3	$1.7M		23k	77.03	View chart
Invesco QQQ ETF Etf	0.3	$1.7M	+2%	2.8k	614.27	View chart
PIMCO Municipal Income Opportunities Active ETF Etf (MINO)	0.3	$1.7M	+84%	37k	45.32	View chart
Paychex Equity (PAYX)	0.3	$1.7M	-2%	15k	112.18	View chart
VanEck Semiconductor ETF Etf (SMH)	0.3	$1.5M	-3%	4.2k	360.10	View chart
Abbott Laboratories Equity (ABT)	0.3	$1.5M		12k	125.29	View chart
Coca-Cola Equity (KO)	0.3	$1.4M		21k	69.91	View chart
iShares Core MSCI EAFE ETF Etf (EFA)	0.3	$1.4M	+4%	16k	89.46	View chart
JPMorgan Active Bond ETF Etf (JBND)	0.2	$1.3M	+7%	24k	54.07	View chart
JPMorgan Core Plus Bond ETF Etf (JCPB)	0.2	$1.3M	+7%	27k	47.35	View chart
First Trust Mid Cap Core AlphaDEX ETF Etf (FNX)	0.2	$1.3M		10k	125.98	View chart
SPDR S&P 500 Growth ETF Etf (SPYG)	0.2	$1.3M		12k	106.70	View chart
JPMorgan Nasdaq Equity Premium Income ETF Etf (JEPQ)	0.2	$1.3M		22k	58.12	View chart
iShares MSCI Emerging Markets Index Fund ETF Etf (EEM)	0.2	$1.2M	+9%	21k	54.71	View chart
Stryker Corp. Equity (SYK)	0.2	$1.1M		3.2k	351.47	View chart
Corning Equity (GLW)	0.2	$1.1M	-7%	13k	87.56	View chart
VanEck Junior Gold Miners ETF Etf (GDXJ)	0.2	$1.1M	-11%	9.6k	113.78	View chart
Caterpillar Equity (CAT)	0.2	$1.1M	-5%	1.9k	572.92	View chart
Essential Utilities Equity (WTRG)	0.2	$1.0M	+4%	27k	38.36	View chart
Mondelez International Equity (MDLZ)	0.2	$1.0M	-17%	19k	53.83	View chart
RTX Corp. Equity (RTX)	0.2	$984k		5.4k	183.41	View chart
PPL Corp. Equity (PPL)	0.2	$955k		27k	35.02	View chart
General Mills Equity (GIS)	0.2	$952k		21k	46.50	View chart
Vanguard Total Stock Market Index ETF Etf (VTI)	0.2	$938k		2.8k	335.27	View chart
Broadcom Equity	0.2	$935k	+19%	2.7k	346.16	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.2	$911k		4.1k	219.76	View chart
TJX Companies Equity (TJX)	0.2	$849k		5.5k	153.61	View chart
JP Morgan Municipal ETF Etf (JMUB)	0.1	$808k	NEW	16k	50.50	View chart
Strategy Equity (MSTR)	0.1	$807k	+2%	5.3k	151.95	View chart
Netflix Equity (NFLX)	0.1	$780k	+1015%	8.3k	93.76	View chart
Inspire 100 ETF Etf (BIBL)	0.1	$776k		17k	45.13	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.1	$773k	+121%	1.1k	684.94	View chart
Enbridge Equity (ENB)	0.1	$769k		16k	47.83	View chart
Advanced Micro Devices Equity (AMD)	0.1	$765k	+3%	3.6k	214.16	View chart
Aurora Innovation Equity (AUR)	0.1	$764k	-18%	199k	3.84	View chart
Inspire 500 ETF Etf (PTL)	0.1	$763k		3.1k	248.19	View chart
Public Storage Equity (PSA)	0.1	$753k	-3%	2.9k	259.50	View chart
Alps Medical Breakthrough ETF Etf (SBIO)	0.1	$752k	+81%	15k	51.22	View chart
First Trust Large Cap Core AlphaDEX ETF Etf (FEX)	0.1	$749k	-5%	6.3k	118.62	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.1	$746k	+100%	17k	44.71	View chart
IDEXX Laboratories Equity (IDXX)	0.1	$744k		1.1k	676.53	View chart
Comcast Corp. A Equity (CMCSA)	0.1	$702k	-6%	24k	29.89	View chart
Lam Research Corp. Equity	0.1	$695k		4.1k	171.16	View chart
American Express Equity (AXP)	0.1	$693k		1.9k	369.92	View chart
iShares Ethereum Trust Etf (ETHA)	0.1	$687k	+342%	31k	22.43	View chart
iShares S&P Mid Cap 400 Index ETF Etf (IJH)	0.1	$680k	+17%	10k	66.00	View chart
Vanguard Emerging Markets Stock Index ETF Etf (VWO)	0.1	$657k		12k	53.76	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.1	$648k		1.0k	627.21	View chart
First Solar Equity (FSLR)	0.1	$630k		2.4k	261.23	View chart
iShares iBonds Dec 2032 Term Corp. ETF Etf (IBDX)	0.1	$627k	+35%	25k	25.53	View chart
Vanguard Growth Index ETF Etf (VUG)	0.1	$619k		1.3k	487.77	View chart
iShares iBonds Dec 2033 Term Corp. ETF Etf (IBDY)	0.1	$595k	+25%	23k	26.14	View chart
IBM Corp. Equity (IBM)	0.1	$591k	+12%	2.0k	296.25	View chart
Vertex Equity (VERX)	0.1	$589k		30k	19.97	View chart
Walt Disney Equity (DIS)	0.1	$585k	-2%	5.1k	113.77	View chart
iShares U.S. Home Construction ETF Etf (ITB)	0.1	$575k		6.0k	96.30	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	0.1	$574k		11k	50.59	View chart
Inspire International ETF Etf (WWJD)	0.1	$569k		16k	36.48	View chart
UnitedHealth Group Equity (UNH)	0.1	$557k	+8%	1.7k	330.12	View chart
Inspire Small/Mid Cap ETF Etf (ISMD)	0.1	$552k		14k	38.58	View chart
3M Company Equity (MMM)	0.1	$528k		3.3k	160.11	View chart
SPDR Aerospace & Defense ETF Etf (XAR)	0.1	$516k		2.1k	241.24	View chart
Vanguard Total World Stock Index ETF Etf (VT)	0.1	$516k		3.7k	141.07	View chart
Air Products & Chemicals Equity (APD)	0.1	$513k	-25%	2.1k	247.02	View chart
Schwab International Equity ETF Etf (SCHF)	0.1	$507k	+4%	21k	24.04	View chart
Schwab U.S. Dividend Equity ETF Etf (SCHD)	0.1	$503k	+26%	18k	27.43	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	0.1	$500k		9.9k	50.58	View chart
Intel Corp. Equity (INTC)	0.1	$496k		14k	36.90	View chart
Inspire Global Hope ETF Etf (BLES)	0.1	$496k		12k	43.21	View chart
ConocoPhillips Equity (COP)	0.1	$493k		5.3k	93.61	View chart
Vanguard Total Bond Market Index ETF Etf (BND)	0.1	$485k	-9%	6.6k	74.07	View chart
iShares Cohen & Steers REIT ETF Etf (ICF)	0.1	$440k	+41%	7.4k	59.67	View chart
Waste Management Equity (WM)	0.1	$415k		1.9k	219.76	View chart
iShares iBonds Dec 2031 Term Corp. ETF Etf (IBDW)	0.1	$410k	+25%	19k	21.15	View chart
Cloudflare Equity (NET)	0.1	$398k		2.0k	197.15	View chart
iShares MSCI Kld Social Index ETF Etf (DSI)	0.1	$387k		3.0k	128.83	View chart
Altria Group Equity (MO)	0.1	$382k		6.6k	57.66	View chart
Quanta Services Equity (PWR)	0.1	$378k	+21%	895.00	422.06	View chart
Constellation Energy Group Equity (CEG)	0.1	$377k		1.1k	353.28	View chart
Vanguard Value Index ETF Etf (VTV)	0.1	$367k		1.9k	190.96	View chart
T Rowe Price US Equity Research ETF Etf (TSPA)	0.1	$364k	NEW	8.5k	42.78	View chart
iShares Gold TRUST Equity	0.1	$353k	NEW	4.4k	81.17	View chart
Capital Group Core Plus Income ETF Etf (CGCP)	0.1	$353k		16k	22.64	View chart
Astera Labs Equity (ALAB)	0.1	$337k	NEW	2.0k	166.36	View chart
Bank of America Corp. Equity (BAC)	0.1	$331k		6.0k	55.00	View chart
Vanguard Developed Markets Index ETF Etf (VEA)	0.1	$325k		5.2k	62.47	View chart
Global X S&P 500 Catholic Values ETF Etf (CATH)	0.1	$317k		3.9k	82.23	View chart
Boeing Company Equity (BA)	0.1	$317k		1.5k	217.12	View chart
First Trust Cloud Computing ETF Etf (SKYY)	0.1	$316k	+6%	2.4k	130.08	View chart
Invesco Global Listed Private Equity ETF Etf	0.1	$315k		4.7k	67.07	View chart
Phillips 66 Equity (PSX)	0.1	$313k	+10%	2.4k	129.04	View chart
Salesforce Equity (CRM)	0.1	$300k	+28%	1.1k	264.98	View chart
Blackstone Secured Lending Fund Equity (BXSL)	0.1	$296k	NEW	11k	26.33	View chart
Deutsch X-Trackers MSCI EAFE ETF Etf (DBEF)	0.1	$293k	NEW	6.1k	48.11	View chart
Check Point Software Technologies Equity (CHKP)	0.1	$287k		1.5k	185.56	View chart
Fidelity Crypto Industry & Digital Payments ETF Etf (FDIG)	0.1	$277k	NEW	7.2k	38.53	View chart
Gamestop Corp Cl A Equity (GME)	0.1	$275k	+2%	14k	20.08	View chart
Unilever Adr	0.1	$275k	-11%	4.2k	65.40	View chart
Adobe Equity (ADBE)	0.1	$273k	-12%	779.00	349.99	View chart
First Resource Bank Equity	0.0	$267k		14k	19.75	View chart
iShares iBonds Dec 2034 Term Corp. ETF Etf (IBDZ)	0.0	$267k	+17%	10k	26.37	View chart
Philip Morris International Equity (PM)	0.0	$265k		1.7k	160.40	View chart
FedEx Corp. Equity (FDX)	0.0	$253k	NEW	874.00	288.86	View chart
Vanguard Core Tax Exempt Bond Etf (VCRM)	0.0	$247k		3.3k	75.57	View chart
Vanguard Short-Term Bond Index ETF Etf (BSV)	0.0	$245k		3.1k	78.81	View chart
Mastercard Equity (MA)	0.0	$243k		426.00	570.77	View chart
Schwab U.S. Large-Cap ETF Etf (SCHX)	0.0	$243k		9.0k	26.91	View chart
Vanguard Small Cap Index ETF Etf (VB)	0.0	$241k	NEW	933.00	258.02	View chart
Digital Realty Trust Equity (DLR)	0.0	$238k		1.5k	154.71	View chart
Northrop Grumman Corp. Equity (NOC)	0.0	$238k		417.00	570.38	View chart
Immunome Equity (IMNM)	0.0	$238k		11k	21.48	View chart
Alibaba Group Holding Equity (BABA)	0.0	$237k		1.6k	146.58	View chart
Schwab U.S. Broad Market ETF Etf (SCHB)	0.0	$236k		9.0k	26.23	View chart
Zoetis Equity (ZTS)	0.0	$227k		1.8k	125.82	View chart
iShares Russell 2000 ETF Etf (IWM)	0.0	$226k		916.00	246.16	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	0.0	$224k		810.00	276.94	View chart
Welltower Equity (WELL)	0.0	$223k		1.2k	185.61	View chart
iShares iBonds Dec 2030 Term Corp. ETF Etf (IBDV)	0.0	$213k	NEW	9.7k	22.07	View chart
TE Connectivity Equity	0.0	$213k		934.00	227.51	View chart
DigitalOcean Holdings Equity (DOCN)	0.0	$212k	NEW	4.4k	48.12	View chart
T Rowe Price Capital Appreciation Etf (TCAF)	0.0	$210k	NEW	5.5k	38.22	View chart
Vanguard Extended Market Index Fund ETF Etf (VXF)	0.0	$209k		1.0k	209.12	View chart
BP p.l.c. Adr (BP)	0.0	$205k		5.9k	34.73	View chart
Marvell Technology Group Equity (MRVL)	0.0	$205k		2.4k	84.98	View chart
Uber Technologies Equity (UBER)	0.0	$205k	+11%	2.5k	81.71	View chart
Rolls-Royce Holdings Equity (RYCEY)	0.0	$204k		13k	15.72	View chart
Rio Tinto Group Adr (RIO)	0.0	$203k	NEW	2.5k	80.04	View chart
Credo Technology Group Equity (CRDO)	0.0	$201k		1.4k	143.89	View chart
Ford Motor Equity	0.0	$152k	NEW	12k	13.12	View chart
Annovis Bio Equity (ANVS)	0.0	$81k		23k	3.46	View chart
Prime Medicine Equity (PRME)	0.0	$47k	+34%	13k	3.47	View chart
Quantum Materials Equity	0.0	$0		65k	0.00	View chart
Tetra Bio-Pharma Equity (TBPMQ)	0.0	$0		24k	0.00	View chart
Aden Solutions, Inc. XXX Equity	0.0	$0		12k	0.00	View chart

Past Filings by Sterling Investment Advisors

SEC 13F filings are viewable for Sterling Investment Advisors going back to 2016

Sterling Investment Advisors 2025 Q4 filed Feb. 9, 2026
Sterling Investment Advisors 2025 Q3 filed Oct. 28, 2025
Sterling Investment Advisors 2025 Q2 filed July 17, 2025
Sterling Investment Advisors 2025 Q1 filed May 7, 2025
Sterling Investment Advisors 2024 Q4 filed Feb. 4, 2025
Sterling Investment Advisors 2024 Q3 filed Oct. 24, 2024
Sterling Investment Advisors 2024 Q2 filed Aug. 5, 2024
Sterling Investment Advisors 2024 Q1 filed May 1, 2024
Sterling Investment Advisors 2023 Q4 filed Feb. 9, 2024
Sterling Investment Advisors 2023 Q3 filed Nov. 6, 2023
Sterling Investment Advisors 2023 Q2 filed Aug. 3, 2023
Sterling Investment Advisors 2023 Q1 filed April 25, 2023
Sterling Investment Advisors 2022 Q4 filed Feb. 7, 2023
Sterling Investment Advisors 2022 Q3 filed Nov. 3, 2022
Sterling Investment Advisors 2022 Q2 filed Aug. 5, 2022
Sterling Investment Advisors 2022 Q1 filed May 3, 2022

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