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, CRWD, AMZN, and represent 19.25% of Sterling Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ITW, DVY, HONA, BX, CBRS, MUB, MINO, MUNI, JMUB, JFLX.
- Started 22 new stock positions in CBRS, BUG, GD, IBMT, ITW, General Electric Company, REPL, CRDO, ASML, MU. PANW, HONA, ETH, MDCX, MRVL, GEV, IWR, STRC, MKTN, TCAF, IBD, SCHK.
- Reduced shares in these 10 stocks: Honeywell International, KMI, ZS, CRWD, BIZD, MOAT, COST, CVX, PAYX, IVV.
- Sold out of its positions in BABA, DBEF, GILD, ETHA, PRME, SBET, TBPMQ, ZTS, ZS.
- Sterling Investment Advisors was a net buyer of stock by $5.6M.
- Sterling Investment Advisors has $591M in assets under management (AUM), dropping by 8.41%.
- Central Index Key (CIK): 0001701132
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Portfolio Holdings for Sterling Investment Advisors
Sterling Investment Advisors holds 225 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.4 | $38M | 131k | 289.36 |
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| JPMorgan Flexible Debt ETF Etf (JFLX) | 3.9 | $23M | +4% | 452k | 50.40 |
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| Alphabet Inc Class A cs (GOOGL) | 3.1 | $18M | 52k | 357.37 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 3.0 | $18M | -4% | 23k | 763.14 |
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| Amazon (AMZN) | 2.9 | $17M | 71k | 238.34 |
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| NVIDIA Corporation (NVDA) | 2.8 | $16M | 82k | 200.09 |
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| iShares Flexible Income Active ETF Etf (DVY) | 2.7 | $16M | +14% | 305k | 52.34 |
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| iShares Core S&P Small-Cap ETF Etf (SPSM) | 2.0 | $12M | 80k | 148.31 |
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| Kinder Morgan (KMI) | 1.9 | $12M | -14% | 359k | 31.97 |
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| Globus Med Inc cl a (GMED) | 1.9 | $11M | 144k | 79.01 |
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| Microsoft Corporation (MSFT) | 1.9 | $11M | 29k | 373.02 |
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| Goldman Sachs (GS) | 1.8 | $11M | -3% | 10k | 1011.36 |
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| VanEck Gold Miners ETF Etf (GDX) | 1.7 | $10M | 136k | 75.45 |
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| SPDR Gold MiniShares ETF Etf (GLD) | 1.5 | $9.1M | 115k | 79.42 |
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| JPMorgan Equity Premium Income ETF Etf (JEPI) | 1.4 | $8.3M | +3% | 147k | 56.48 |
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| Costco Wholesale Corporation (COST) | 1.4 | $8.1M | -7% | 8.7k | 935.52 |
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| Reaves Utility Income Fund (UTG) | 1.3 | $7.7M | 190k | 40.72 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 1.3 | $7.7M | 23k | 334.82 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $7.3M | -4% | 22k | 327.34 |
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| Home Depot (HD) | 1.2 | $7.1M | 20k | 352.68 |
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| Visa (V) | 1.2 | $7.1M | -2% | 21k | 343.09 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $7.1M | +2% | 14k | 509.47 |
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| Johnson & Johnson (JNJ) | 1.1 | $6.7M | 27k | 253.97 |
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| iShares S&P National Muni Bond ETF Etf (MUB) | 1.1 | $6.7M | +23% | 62k | 107.62 |
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| Alerian MLP ETF Etf | 1.1 | $6.7M | -6% | 129k | 51.85 |
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| Kkr & Co (KKR) | 1.1 | $6.2M | +8% | 68k | 91.78 |
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| Alphabet Inc Class C cs (GOOG) | 1.0 | $6.0M | -3% | 17k | 353.33 |
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| JPMorgan International Hedged Equity ETF Etf (HOLA) | 1.0 | $6.0M | +3% | 108k | 55.37 |
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| SPDR Bloomberg Convertible Securities ETF Etf (CWB) | 1.0 | $5.8M | 54k | 107.82 |
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| Blackstone Group Inc Com Cl A (BX) | 0.9 | $5.5M | +47% | 46k | 117.67 |
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| VanEck BDC Income ETF Etf (BIZD) | 0.9 | $5.3M | -14% | 422k | 12.66 |
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| Wal-Mart Stores (WMT) | 0.9 | $5.3M | -5% | 47k | 113.26 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $5.2M | 38k | 136.72 |
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| Facebook Inc cl a (META) | 0.9 | $5.1M | -4% | 9.1k | 563.30 |
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| VanEck Rare Earth & Strategic Metals ETF Etf (REMX) | 0.8 | $4.8M | +2% | 54k | 88.50 |
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| Amgen (AMGN) | 0.8 | $4.8M | +2% | 13k | 362.12 |
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| Global X Robotics & A.I. ETF Etf (BOTZ) | 0.8 | $4.7M | 125k | 37.94 |
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| Tesla Motors (TSLA) | 0.8 | $4.7M | 11k | 420.60 |
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| Chevron Corporation (CVX) | 0.8 | $4.6M | -9% | 28k | 165.76 |
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| Berkshire Hathaway (BRK.B) | 0.8 | $4.5M | -3% | 9.1k | 500.39 |
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| Tema Heart & Health ETF Etf (HRTS) | 0.8 | $4.5M | -5% | 124k | 36.27 |
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| Deere & Company (DE) | 0.7 | $4.4M | -4% | 7.0k | 634.34 |
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| Invesco S&P 500 Equal Weight ETF Etf | 0.7 | $4.2M | 20k | 212.77 |
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| Truist Financial Corp equities (TFC) | 0.7 | $4.2M | -6% | 85k | 49.82 |
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| Palantir Technologies (PLTR) | 0.7 | $4.0M | +9% | 34k | 116.67 |
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| PIMCO Municipal Income Opportunities Active ETF Etf (MINO) | 0.7 | $3.9M | +46% | 86k | 45.76 |
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| Cummins (CMI) | 0.6 | $3.8M | -6% | 5.4k | 713.21 |
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| VanEck Morningstar Wide Moat ETF Etf (MOAT) | 0.6 | $3.8M | -18% | 37k | 103.96 |
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| Cardinal Health (CAH) | 0.6 | $3.7M | -5% | 16k | 237.56 |
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| Vanguard Utilities ETF Etf (VPU) | 0.6 | $3.7M | 19k | 195.73 |
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| PIMCO Intermediate Muni Bond Active ETF Etf (MUNI) | 0.6 | $3.5M | +43% | 66k | 52.60 |
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| Pfizer (PFE) | 0.6 | $3.5M | +14% | 143k | 24.08 |
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| Omega Healthcare Investors (OHI) | 0.6 | $3.4M | 72k | 47.68 |
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| VanEck Uranium & Nuclear ETF Etf (NLR) | 0.6 | $3.4M | 30k | 115.98 |
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| Illinois Tool Works (ITW) | 0.6 | $3.3M | NEW | 12k | 270.47 |
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| Merck & Co. | 0.6 | $3.3M | -2% | 26k | 128.50 |
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| BlackRock | 0.5 | $3.2M | 3.3k | 961.50 |
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| Eaton (ETN) | 0.5 | $3.1M | +2% | 7.3k | 426.12 |
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| iShares US Preferred Stock ETF Etf (PFF) | 0.5 | $3.0M | 98k | 30.49 |
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| Shopify Inc cl a (SHOP) | 0.5 | $3.0M | -6% | 26k | 114.18 |
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| Cisco Systems (CSCO) | 0.5 | $2.9M | 25k | 117.46 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.9M | +9% | 2.4k | 1199.51 |
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| SPDR Mid Cap ETF Etf (SPMD) | 0.5 | $2.9M | 43k | 67.56 |
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| Corning Incorporated (GLW) | 0.5 | $2.9M | -9% | 11k | 255.43 |
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| SPDR S&P MidCap 400 ETF Etf (MDY) | 0.5 | $2.8M | 4.0k | 703.29 |
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| Procter & Gamble Company (PG) | 0.5 | $2.8M | 19k | 146.64 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $2.7M | -6% | 29k | 92.27 |
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| Lowe's Companies (LOW) | 0.5 | $2.7M | 12k | 220.49 |
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| JP Morgan Municipal ETF Etf (JMUB) | 0.4 | $2.6M | +64% | 51k | 50.66 |
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| VanEck Semiconductor ETF Etf (SMH) | 0.4 | $2.6M | 3.9k | 655.83 |
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| Freecast (CAST) | 0.4 | $2.4M | -9% | 363k | 6.72 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.4 | $2.4M | 3.2k | 746.69 |
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| Mosaic (MOS) | 0.4 | $2.1M | -14% | 100k | 21.19 |
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| Advanced Micro Devices (AMD) | 0.4 | $2.1M | 3.6k | 580.91 |
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| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.4 | $2.1M | -9% | 42k | 50.57 |
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| Emerson Electric (EMR) | 0.3 | $2.1M | -3% | 14k | 143.15 |
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| Honeywell International | 0.3 | $1.9M | -49% | 8.7k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.3 | $1.9M | NEW | 8.7k | 221.08 |
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| Invesco QQQ ETF Etf | 0.3 | $1.9M | 2.6k | 736.42 |
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| Intel Corporation (INTC) | 0.3 | $1.9M | +3% | 14k | 139.63 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $1.8M | -5% | 2.9k | 623.54 |
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| American Tower Reit (AMT) | 0.3 | $1.8M | 11k | 163.56 |
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| Cerebras Systems (CBRS) | 0.3 | $1.7M | NEW | 7.6k | 221.00 |
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| Pepsi (PEP) | 0.3 | $1.7M | -3% | 12k | 135.40 |
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| Caterpillar (CAT) | 0.3 | $1.6M | -16% | 1.5k | 1064.97 |
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| Lam Research Corporation | 0.3 | $1.6M | -8% | 3.8k | 433.36 |
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| Coca-Cola Company (KO) | 0.3 | $1.6M | -3% | 20k | 81.27 |
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| Astera Labs (ALAB) | 0.3 | $1.6M | -12% | 3.3k | 483.02 |
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| Alps Medical Breakthrough ETF Etf (SBIO) | 0.3 | $1.5M | +8% | 24k | 64.65 |
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| iShares Core MSCI EAFE ETF Etf (EFA) | 0.3 | $1.5M | 16k | 96.58 |
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| Medtronic | 0.2 | $1.5M | -14% | 19k | 78.23 |
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| iShares MSCI Emerging Markets Index Fund ETF Etf (EEM) | 0.2 | $1.5M | 21k | 68.41 |
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| JPMorgan Nasdaq Equity Premium Income ETF Etf (JEPQ) | 0.2 | $1.4M | +9% | 23k | 61.46 |
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| Blackstone Secd Lending (BXSL) | 0.2 | $1.4M | +96% | 59k | 23.71 |
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| JPMorgan Active Bond ETF Etf (JBND) | 0.2 | $1.3M | 24k | 53.50 |
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| JPMorgan Core Plus Bond ETF Etf (JCPB) | 0.2 | $1.3M | 28k | 46.94 |
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| First Trust Mid Cap Core AlphaDEX ETF Etf (FNX) | 0.2 | $1.2M | -5% | 8.4k | 146.35 |
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| SPDR S&P 500 Growth ETF Etf (SPYG) | 0.2 | $1.2M | -13% | 10k | 118.99 |
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| McDonald's Corporation (MCD) | 0.2 | $1.2M | -25% | 4.4k | 270.32 |
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| Oracle Corporation (ORCL) | 0.2 | $1.1M | 7.8k | 146.56 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.0M | 5.5k | 189.74 |
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| Vanguard Total Stock Market Index ETF Etf (VTI) | 0.2 | $1.0M | 2.8k | 370.03 |
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| Essential Utils (WTRG) | 0.2 | $1.0M | +2% | 27k | 38.31 |
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| Stryker Corporation (SYK) | 0.2 | $995k | 3.2k | 314.84 |
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| Vanguard Dividend Appreciation ETF Etf (VIG) | 0.2 | $981k | 4.1k | 236.63 |
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| Inspire 100 ETF Etf (BIBL) | 0.2 | $967k | 17k | 57.88 |
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| Vanguard Emerging Markets Stock Index ETF Etf (VWO) | 0.2 | $932k | +31% | 16k | 59.69 |
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| Abbott Laboratories (ABT) | 0.2 | $905k | -13% | 10k | 90.74 |
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| First Trust Large Cap Core AlphaDEX ETF Etf (FEX) | 0.1 | $883k | 6.3k | 139.87 |
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| iShares Bitcoin Trust ETF Etf (IBIT) | 0.1 | $876k | 26k | 33.29 |
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| Broadcom Inc call | 0.1 | $874k | -15% | 2.3k | 377.70 |
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| PPL Corporation (PPL) | 0.1 | $873k | -12% | 24k | 36.35 |
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| TJX Companies (TJX) | 0.1 | $857k | 5.7k | 151.50 |
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| Enbridge (ENB) | 0.1 | $847k | 16k | 54.21 |
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| Mondelez Int (MDLZ) | 0.1 | $837k | -16% | 15k | 57.84 |
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| Paychex (PAYX) | 0.1 | $828k | -36% | 8.4k | 98.33 |
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| VanEck Junior Gold Miners ETF Etf (GDXJ) | 0.1 | $819k | 8.3k | 98.25 |
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| Inspire 500 ETF Etf (PTL) | 0.1 | $772k | -12% | 2.7k | 286.09 |
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| Vanguard S&P 500 ETF Etf (VOO) | 0.1 | $771k | +5% | 1.1k | 686.65 |
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| Public Storage (PSA) | 0.1 | $765k | 2.4k | 318.31 |
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| iShares iBonds Dec 2032 Term Corp. ETF Etf (IBDX) | 0.1 | $756k | +16% | 30k | 25.19 |
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| Micron Technology (MU) | 0.1 | $752k | NEW | 651.00 | 1155.10 |
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| Inspire Small/Mid Cap ETF Etf (ISMD) | 0.1 | $715k | 14k | 50.00 |
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| iShares iBonds Dec 2033 Term Corp. ETF Etf (IBDY) | 0.1 | $704k | +15% | 27k | 25.75 |
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| Digitalocean Hldgs (DOCN) | 0.1 | $691k | 4.4k | 157.03 |
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| iShares S&P Mid Cap 400 Index ETF Etf (IJH) | 0.1 | $675k | -14% | 8.8k | 77.11 |
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| Vanguard Growth Index ETF Etf (VUG) | 0.1 | $655k | +500% | 7.6k | 86.13 |
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| iShares U.S. Home Construction ETF Etf (ITB) | 0.1 | $640k | +7% | 6.1k | 104.47 |
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| American Express Company (AXP) | 0.1 | $634k | 1.9k | 338.34 |
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| IDEXX Laboratories (IDXX) | 0.1 | $632k | +9% | 1.2k | 526.44 |
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| Dell Computer Corp | 0.1 | $629k | 1.5k | 431.36 |
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| UnitedHealth (UNH) | 0.1 | $629k | 1.5k | 415.70 |
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| SPDR Aerospace & Defense ETF Etf (XAR) | 0.1 | $607k | 2.1k | 283.79 |
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| Vanguard Total World Stock Index ETF Etf (VT) | 0.1 | $600k | -2% | 3.8k | 156.97 |
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| Schwab International Equity ETF Etf (SCHF) | 0.1 | $595k | 22k | 27.70 |
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| Energy Select Sector SPDR ETF Etf (XLE) | 0.1 | $584k | -33% | 11k | 53.11 |
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| Schwab U.S. Dividend Equity ETF Etf (SCHD) | 0.1 | $581k | 18k | 31.71 |
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| Federated Hermes Market Neutral Etf (MKTN) | 0.1 | $574k | NEW | 22k | 25.97 |
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| 3M Company (MMM) | 0.1 | $551k | 3.4k | 161.92 |
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| ConocoPhillips (COP) | 0.1 | $548k | 5.3k | 103.96 |
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| Marvell Technology (MRVL) | 0.1 | $548k | NEW | 1.8k | 297.83 |
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| Netflix (NFLX) | 0.1 | $542k | -2% | 7.6k | 71.40 |
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| Janus Henderson AAA CLO ETF Etf (JAAA) | 0.1 | $535k | +7% | 11k | 50.49 |
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| Quanta Services (PWR) | 0.1 | $529k | -17% | 735.00 | 720.04 |
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| Inspire Global Hope ETF Etf (BLES) | 0.1 | $521k | 11k | 47.69 |
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| General Electric Company | 0.1 | $520k | NEW | 1.4k | 373.73 |
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| First Solar (FSLR) | 0.1 | $510k | -4% | 2.2k | 235.96 |
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| Inspire International ETF Etf (WWJD) | 0.1 | $500k | -16% | 13k | 38.13 |
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| Fidelity Crypto Industry & Digital Payments ETF Etf (FDIG) | 0.1 | $494k | +3% | 12k | 42.73 |
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| MicroStrategy Incorporated (MSTR) | 0.1 | $493k | -14% | 5.7k | 86.93 |
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| iShares Cohen & Steers REIT ETF Etf (ICF) | 0.1 | $488k | 7.2k | 67.63 |
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| Vanguard Total Bond Market Index ETF Etf (BND) | 0.1 | $481k | 6.6k | 73.41 |
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| Altria (MO) | 0.1 | $477k | 6.6k | 71.95 |
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| International Business Machines (IBM) | 0.1 | $469k | -12% | 1.7k | 281.26 |
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| Air Products & Chemicals (APD) | 0.1 | $466k | 1.6k | 293.18 |
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| Americold Rlty Tr (COLD) | 0.1 | $448k | +84% | 29k | 15.72 |
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| Network Associates Inc cl a (NET) | 0.1 | $434k | 1.8k | 245.28 |
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| Vanguard California Muni ETF Etf (VTEC) | 0.1 | $428k | -15% | 4.3k | 100.60 |
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| iShares MSCI Kld Social Index ETF Etf (DSI) | 0.1 | $427k | 3.0k | 142.39 |
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| T Rowe Price US Equity Research ETF Etf (TSPA) | 0.1 | $427k | 9.0k | 47.53 |
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| Capital Group US Small & Midcap Etf (CGMM) | 0.1 | $426k | 13k | 32.97 |
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| Vanguard Developed Markets Index ETF Etf (VEA) | 0.1 | $423k | +14% | 5.9k | 71.25 |
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| Waste Management (WM) | 0.1 | $421k | 1.9k | 222.84 |
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| Vanguard Value Index ETF Etf (VTV) | 0.1 | $420k | 1.9k | 217.97 |
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| Comcast Corporation (CMCSA) | 0.1 | $412k | 17k | 24.55 |
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| GameStop (GME) | 0.1 | $404k | +33% | 18k | 22.08 |
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| iShares iBonds Dec 2031 Term Corp. ETF Etf (IBDW) | 0.1 | $404k | 19k | 20.84 |
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| Applied Materials (AMAT) | 0.1 | $398k | -28% | 551.00 | 723.00 |
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| Credo Technology Group Holding (CRDO) | 0.1 | $381k | NEW | 1.4k | 271.95 |
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| iShares Core S&P 500 ETF Etf (IVV) | 0.1 | $379k | -55% | 506.00 | 748.89 |
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| Accenture (ACN) | 0.1 | $376k | +3% | 3.0k | 124.44 |
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| Ge Vernova (GEV) | 0.1 | $375k | NEW | 319.00 | 1174.86 |
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| Phillips 66 (PSX) | 0.1 | $370k | -9% | 2.2k | 169.05 |
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| Capital Group Core Plus Income ETF Etf (CGCP) | 0.1 | $359k | 16k | 22.29 |
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| iShares iBonds Dec 2034 Term Corp. ETF Etf (IBDZ) | 0.1 | $358k | +35% | 14k | 26.05 |
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| Bank of America Corporation (BAC) | 0.1 | $343k | 6.0k | 56.98 |
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| Global X S&P 500 Catholic Values ETF Etf (CATH) | 0.1 | $342k | 3.9k | 88.50 |
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| Walt Disney Company (DIS) | 0.1 | $342k | -14% | 3.5k | 96.25 |
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| Vertex (VERX) | 0.1 | $338k | 30k | 11.48 |
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| First Trust Alerian US NextGen Infrastructure ETF Etf (RBLD) | 0.1 | $333k | +2% | 3.7k | 90.00 |
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| Rubrik (RBRK) | 0.1 | $330k | -3% | 4.1k | 80.28 |
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| iShares Gold Trust | 0.1 | $329k | 4.4k | 75.51 |
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| Vanguard Core Tax Exempt Bond Etf (VCRM) | 0.1 | $324k | 4.2k | 76.40 |
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| First Resource Bank | 0.1 | $318k | 14k | 23.50 |
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| Boeing Company (BA) | 0.1 | $316k | 1.5k | 216.47 |
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| Philip Morris International (PM) | 0.1 | $299k | 1.7k | 180.91 |
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| FedEx Corporation (FDX) | 0.1 | $297k | 949.00 | 313.13 |
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| Vanguard Small Cap Index ETF Etf (VB) | 0.0 | $291k | 960.00 | 303.06 |
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| Robinhood Mkts (HOOD) | 0.0 | $287k | -17% | 2.9k | 100.28 |
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| iShares iBonds Dec 2031 Term Muni ETF Etf (IBMT) | 0.0 | $278k | NEW | 11k | 25.80 |
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| iShares Russell 2000 ETF Etf (IWM) | 0.0 | $275k | 916.00 | 300.45 |
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| Schwab U.S. Large-Cap ETF Etf (SCHX) | 0.0 | $270k | 9.2k | 29.43 |
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| First Trust Cloud Computing ETF Etf (SKYY) | 0.0 | $269k | 2.0k | 134.56 |
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| Schwab U.S. Broad Market ETF Etf (SCHB) | 0.0 | $267k | 9.2k | 28.96 |
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| Constellation Energy (CEG) | 0.0 | $265k | 1.1k | 248.38 |
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| Invesco Global Listed Private Equity ETF Etf | 0.0 | $262k | 4.7k | 55.70 |
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| Welltower Inc Com reit (WELL) | 0.0 | $261k | 1.2k | 226.97 |
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| Rio Tinto Group Adr (RIO) | 0.0 | $258k | +4% | 2.7k | 94.94 |
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| VanEck Alternative Asset Manager ETF Etf (GPZ) | 0.0 | $257k | 12k | 21.44 |
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| Global X Cybersecurity ETF Etf (BUG) | 0.0 | $256k | NEW | 6.7k | 38.19 |
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| Rolls-Royce (RYCEY) | 0.0 | $250k | 13k | 19.25 |
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| Vanguard Extended Market Index Fund ETF Etf (VXF) | 0.0 | $246k | 1.0k | 246.21 |
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| Vanguard Short-Term Bond Index ETF Etf (BSV) | 0.0 | $243k | 3.1k | 77.90 |
|
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| Schwab Emerging Markets Equity ETF Etf (SCHE) | 0.0 | $239k | +2% | 6.6k | 36.26 |
|
| Inspire Corporate Bond Etf (IBD) | 0.0 | $238k | NEW | 10k | 23.77 |
|
| BP p.l.c. Adr (BP) | 0.0 | $236k | 6.4k | 36.95 |
|
|
| iShares Russell Top 200 Growth ETF Etf (IWY) | 0.0 | $235k | 810.00 | 290.62 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $226k | -8% | 6.2k | 36.76 |
|
| T Rowe Price Capital Appreciation Etf (TCAF) | 0.0 | $226k | NEW | 5.5k | 41.10 |
|
| Palo Alto Networks (PANW) | 0.0 | $225k | NEW | 660.00 | 341.02 |
|
| MasterCard Incorporated (MA) | 0.0 | $225k | 438.00 | 513.50 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $225k | 441.00 | 509.46 |
|
|
| iShares iBonds Dec 2030 Term Corp. ETF Etf (IBDV) | 0.0 | $223k | +3% | 10k | 21.80 |
|
| Stratgy Var Rt Srs A Prptl Strch Prf (STRC) | 0.0 | $214k | NEW | 2.5k | 84.86 |
|
| Asml Holding (ASML) | 0.0 | $213k | NEW | 107.00 | 1989.44 |
|
| Immunome (IMNM) | 0.0 | $210k | 9.9k | 21.19 |
|
|
| Unilever Adr | 0.0 | $208k | -17% | 3.5k | 60.12 |
|
| General Dynamics Corporation (GD) | 0.0 | $204k | NEW | 577.00 | 354.22 |
|
| Schwab 1000 Index ETF Etf (SCHK) | 0.0 | $203k | NEW | 5.6k | 36.06 |
|
| iShares Russell Mid-Cap ETF Etf (IWR) | 0.0 | $201k | NEW | 1.8k | 110.32 |
|
| Grayscale Ethereum Mini Trust ETF Etf (ETH) | 0.0 | $183k | NEW | 12k | 15.03 |
|
| Ford Motor | 0.0 | $161k | 12k | 13.90 |
|
|
| Replimune Group (REPL) | 0.0 | $136k | NEW | 12k | 11.07 |
|
| Medicus Pharma (MDCX) | 0.0 | $45k | NEW | 100k | 0.45 |
|
| Annovis Bio (ANVS) | 0.0 | $44k | 23k | 1.86 |
|
Past Filings by Sterling Investment Advisors
SEC 13F filings are viewable for Sterling Investment Advisors going back to 2016
- Sterling Investment Advisors 2026 Q2 filed July 28, 2026
- Sterling Investment Advisors 2026 Q1 filed May 4, 2026
- 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