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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 18.23% of Sterling Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: DVY (+$10M), BIZD, Freecast, JPST, BX, PLTR, REMX, MSFT, MINO, JFLX.
Started 15 new stock positions in ACN, Freecast, GILD, AMAT, HOOD, GPZ, Dell Computer Corp, RBLD, COLD, SCHE. VTEC, SBET, EPD, CGMM, RBRK.
Reduced shares in these 10 stocks: BINC, GDX, GLD, KMI, LMT, GIS, GOOGL, AUR, AAPL, ORCL.
Sold out of its positions in Aden Solutions, Inc. XXX, ADBE, AUR, BINC, DLR, GIS, MRVL, Quantum Matls, CRM, TCAF. UBER, CRDO, Tyco Electronics Ltd S hs, CHKP.
Sterling Investment Advisors was a net buyer of stock by $14M.
Sterling Investment Advisors has $545M in assets under management (AUM), dropping by 0.45%.
Central Index Key (CIK): 0001701132

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Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 212 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.2	$34M		133k	253.79	View chart
JPMorgan Flexible Debt ETF Etf (JFLX)	4.0	$22M	+4%	434k	49.67	View chart
Alphabet Inc Class A cs (GOOGL)	2.8	$15M	-5%	53k	287.56	View chart
Amazon (AMZN)	2.8	$15M		72k	208.27	View chart
NVIDIA Corporation (NVDA)	2.6	$14M		81k	174.40	View chart
Kinder Morgan (KMI)	2.6	$14M	-6%	419k	33.53	View chart
iShares Flexible Income Active ETF Etf (DVY)	2.5	$14M	+272%	266k	51.93	View chart
VanEck Gold Miners ETF Etf (GDX)	2.3	$13M	-9%	136k	91.77	View chart
Globus Med Inc cl a (GMED)	2.3	$12M		144k	86.16	View chart
Microsoft Corporation (MSFT)	2.0	$11M	+10%	29k	370.17	View chart
SPDR Gold MiniShares ETF Etf (GLD)	2.0	$11M	-9%	115k	92.69	View chart
iShares Core S&P Small-Cap ETF Etf (SPSM)	1.8	$10M		80k	124.31	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	1.8	$9.6M	+6%	25k	390.41	View chart
Costco Wholesale Corporation (COST)	1.7	$9.3M		9.4k	996.48	View chart
Goldman Sachs (GS)	1.7	$9.1M	-4%	11k	846.03	View chart
Lockheed Martin Corporation (LMT)	1.5	$8.2M	-10%	14k	604.39	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	1.5	$8.0M	+8%	142k	56.68	View chart
Reaves Utility Income Fund Cef (UTG)	1.4	$7.6M		192k	39.28	View chart
Alerian MLP ETF Etf	1.3	$7.3M	+9%	138k	52.64	View chart
JPMorgan Chase & Co. (JPM)	1.3	$6.8M	-4%	23k	294.16	View chart
Home Depot (HD)	1.2	$6.6M		20k	328.88	View chart
Johnson & Johnson (JNJ)	1.2	$6.5M		27k	244.44	View chart
Exxon Mobil Corporation (XOM)	1.2	$6.5M	-3%	38k	169.66	View chart
Chevron Corporation (CVX)	1.2	$6.4M	-2%	31k	206.90	View chart
Visa (V)	1.2	$6.4M		21k	302.24	View chart
VanEck BDC Income ETF Etf (BIZD)	1.2	$6.3M	+45%	492k	12.80	View chart
Wal-Mart Stores (WMT)	1.1	$6.1M		49k	124.28	View chart
Kkr & Co (KKR)	1.1	$5.8M	+10%	63k	92.50	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	1.1	$5.7M		23k	250.58	View chart
JPMorgan International Hedged Equity ETF Etf (HOLA)	1.0	$5.5M	+5%	105k	52.60	View chart
Facebook Inc cl a (META)	1.0	$5.5M		9.6k	572.14	View chart
iShares S&P National Muni Bond ETF Etf (MUB)	1.0	$5.4M	+17%	51k	106.15	View chart
Alphabet Inc Class C cs (GOOG)	0.9	$5.1M	-4%	18k	286.86	View chart
SPDR Bloomberg Convertible Securities ETF Etf (CWB)	0.9	$5.0M		54k	91.52	View chart
VanEck Rare Earth & Strategic Metals ETF Etf (REMX)	0.9	$4.6M	+29%	53k	88.00	View chart
Palantir Technologies (PLTR)	0.8	$4.6M	+35%	31k	146.28	View chart
Amgen (AMGN)	0.8	$4.5M	-2%	13k	351.85	View chart
Berkshire Hathaway (BRK.B)	0.8	$4.5M		9.4k	479.20	View chart
Tema Heart & Health ETF Etf (HRTS)	0.8	$4.4M	-2%	131k	33.68	View chart
VanEck Morningstar Wide Moat ETF Etf (MOAT)	0.8	$4.3M	-5%	45k	96.70	View chart
Truist Financial Corp equities (TFC)	0.8	$4.2M	-2%	90k	45.97	View chart
Global X Robotics & A.I. ETF Etf (BOTZ)	0.8	$4.1M	+2%	125k	33.22	View chart
Deere & Company (DE)	0.8	$4.1M	-6%	7.3k	563.29	View chart
Tesla Motors (TSLA)	0.8	$4.1M		11k	371.75	View chart
Honeywell International (HON)	0.7	$3.9M	+5%	17k	226.03	View chart
Invesco S&P 500 Equal Weight ETF Etf	0.7	$3.9M		20k	191.92	View chart
VanEck Uranium & Nuclear ETF Etf (NLR)	0.7	$3.9M	+10%	29k	133.19	View chart
Vanguard Utilities ETF Etf (VPU)	0.7	$3.7M		19k	198.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$3.6M	+61%	31k	114.99	View chart
Cardinal Health (CAH)	0.6	$3.5M	-7%	17k	211.31	View chart
Pfizer (PFE)	0.6	$3.5M	+27%	125k	28.08	View chart
Shopify Inc cl a (SHOP)	0.6	$3.3M	-4%	28k	118.62	View chart
BlackRock	0.6	$3.2M		3.3k	961.60	View chart
Merck & Co.	0.6	$3.1M		26k	120.29	View chart
Omega Healthcare Investors (OHI)	0.6	$3.1M		71k	43.82	View chart
Cummins (CMI)	0.6	$3.1M	-3%	5.8k	538.02	View chart
Mosaic (MOS)	0.5	$3.0M	-3%	116k	25.50	View chart
Charles Schwab Corporation (SCHW)	0.5	$3.0M		31k	93.98	View chart
Lowe's Companies (LOW)	0.5	$2.9M		13k	236.29	View chart
iShares US Preferred Stock ETF Etf (PFF)	0.5	$2.9M	+2%	96k	30.32	View chart
Procter & Gamble Company (PG)	0.5	$2.8M		19k	144.44	View chart
PIMCO Municipal Income Opportunities Active ETF Etf (MINO)	0.5	$2.6M	+58%	59k	45.17	View chart
SPDR Mid Cap ETF Etf (SPMD)	0.5	$2.6M	+11%	43k	59.22	View chart
Eaton (ETN)	0.5	$2.6M		7.1k	357.67	View chart
SPDR S&P MidCap 400 ETF Etf (MDY)	0.5	$2.5M		4.1k	616.70	View chart
Regeneron Pharmaceuticals (REGN)	0.4	$2.4M	-6%	3.1k	772.64	View chart
PIMCO Intermediate Muni Bond Active ETF Etf (MUNI)	0.4	$2.4M	+26%	46k	52.19	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	0.4	$2.3M	+306%	46k	50.61	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$2.1M		3.2k	650.25	View chart
Eli Lilly & Co. (LLY)	0.4	$2.0M		2.2k	919.84	View chart
Pepsi (PEP)	0.4	$2.0M	+4%	13k	155.29	View chart
Emerson Electric (EMR)	0.4	$1.9M	+5%	15k	131.02	View chart
Cisco Systems (CSCO)	0.4	$1.9M	+10%	25k	77.59	View chart
American Tower Reit (AMT)	0.4	$1.9M	-2%	11k	172.59	View chart
Medtronic	0.3	$1.9M	-3%	22k	86.65	View chart
McDonald's Corporation (MCD)	0.3	$1.8M		5.8k	310.80	View chart
Freecast	0.3	$1.8M	NEW	402k	4.46	View chart
Corning Incorporated (GLW)	0.3	$1.7M	-3%	12k	135.97	View chart
Zscaler Incorporated (ZS)	0.3	$1.7M	+7%	12k	140.29	View chart
Coca-Cola Company (KO)	0.3	$1.5M		20k	76.05	View chart
JP Morgan Municipal ETF Etf (JMUB)	0.3	$1.5M	+92%	31k	49.99	View chart
VanEck Semiconductor ETF Etf (SMH)	0.3	$1.5M	-7%	3.9k	383.36	View chart
Invesco QQQ ETF Etf	0.3	$1.5M	-5%	2.6k	577.20	View chart
iShares Core MSCI EAFE ETF Etf (EFA)	0.3	$1.4M		16k	90.53	View chart
JPMorgan Active Bond ETF Etf (JBND)	0.2	$1.3M		24k	53.77	View chart
Caterpillar (CAT)	0.2	$1.3M		1.8k	708.63	View chart
JPMorgan Core Plus Bond ETF Etf (JCPB)	0.2	$1.3M	+2%	28k	47.08	View chart
Paychex (PAYX)	0.2	$1.2M	-10%	13k	92.12	View chart
iShares MSCI Emerging Markets Index Fund ETF Etf (EEM)	0.2	$1.2M		21k	56.79	View chart
Abbott Laboratories (ABT)	0.2	$1.2M	-4%	12k	102.67	View chart
JPMorgan Nasdaq Equity Premium Income ETF Etf (JEPQ)	0.2	$1.2M	-3%	21k	55.52	View chart
SPDR S&P 500 Growth ETF Etf (SPYG)	0.2	$1.2M		12k	97.91	View chart
Alps Medical Breakthrough ETF Etf (SBIO)	0.2	$1.2M	+50%	22k	52.34	View chart
First Trust Mid Cap Core AlphaDEX ETF Etf (FNX)	0.2	$1.1M	-11%	8.9k	128.24	View chart
Oracle Corporation (ORCL)	0.2	$1.1M	-29%	7.8k	147.11	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.1M	+2%	5.5k	192.91	View chart
PPL Corporation (PPL)	0.2	$1.0M		27k	38.20	View chart
Essential Utils (WTRG)	0.2	$1.0M	-3%	26k	40.27	View chart
Stryker Corporation (SYK)	0.2	$1.0M		3.2k	328.59	View chart
Energy Select Sector SPDR ETF Etf (XLE)	0.2	$1.0M		17k	61.26	View chart
iShares Bitcoin Trust ETF Etf (IBIT)	0.2	$1.0M	-28%	26k	38.42	View chart
Mondelez Int (MDLZ)	0.2	$1.0M	-9%	17k	57.64	View chart
VanEck Junior Gold Miners ETF Etf (GDXJ)	0.2	$1.0M	-12%	8.3k	120.04	View chart
TJX Companies (TJX)	0.2	$903k	+2%	5.7k	159.70	View chart
Vanguard Total Stock Market Index ETF Etf (VTI)	0.2	$902k		2.8k	320.75	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.2	$892k		4.1k	215.05	View chart
Lam Research Corporation	0.2	$882k		4.1k	213.64	View chart
Broadcom Inc call	0.2	$852k		2.8k	309.46	View chart
Enbridge (ENB)	0.2	$846k	-2%	16k	54.14	View chart
MicroStrategy Incorporated (MSTR)	0.2	$824k	+24%	6.6k	124.80	View chart
Inspire 100 ETF Etf (BIBL)	0.1	$787k	-2%	17k	47.15	View chart
Inspire 500 ETF Etf (PTL)	0.1	$771k		3.1k	250.56	View chart
First Trust Large Cap Core AlphaDEX ETF Etf (FEX)	0.1	$770k		6.3k	121.93	View chart
Netflix (NFLX)	0.1	$748k	-6%	7.8k	96.15	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.1	$738k		1.1k	653.21	View chart
Advanced Micro Devices (AMD)	0.1	$737k		3.6k	203.43	View chart
Blackstone Secd Lending (BXSL)	0.1	$710k	+166%	30k	23.69	View chart
ConocoPhillips (COP)	0.1	$696k		5.3k	132.00	View chart
iShares S&P Mid Cap 400 Index ETF Etf (IJH)	0.1	$695k		10k	67.53	View chart
iShares iBonds Dec 2032 Term Corp. ETF Etf (IBDX)	0.1	$653k	+5%	26k	25.27	View chart
Public Storage (PSA)	0.1	$651k	-17%	2.4k	270.88	View chart
Vanguard Emerging Markets Stock Index ETF Etf (VWO)	0.1	$639k	-3%	12k	54.05	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.1	$634k	+2%	1.1k	597.75	View chart
IDEXX Laboratories (IDXX)	0.1	$618k		1.1k	561.89	View chart
iShares iBonds Dec 2033 Term Corp. ETF Etf (IBDY)	0.1	$614k	+4%	24k	25.85	View chart
Inspire International ETF Etf (WWJD)	0.1	$583k		16k	37.39	View chart
Accenture (ACN)	0.1	$577k	NEW	2.9k	198.29	View chart
Inspire Small/Mid Cap ETF Etf (ISMD)	0.1	$572k		14k	39.97	View chart
Intel Corporation (INTC)	0.1	$572k	-3%	13k	44.13	View chart
American Express Company (AXP)	0.1	$567k		1.9k	302.50	View chart
Schwab U.S. Dividend Equity ETF Etf (SCHD)	0.1	$562k		18k	30.68	View chart
Vanguard Growth Index ETF Etf (VUG)	0.1	$554k		1.3k	436.80	View chart
Vanguard Total World Stock Index ETF Etf (VT)	0.1	$545k	+7%	3.9k	138.33	View chart
SPDR Aerospace & Defense ETF Etf (XAR)	0.1	$544k		2.1k	253.98	View chart
Schwab International Equity ETF Etf (SCHF)	0.1	$525k		21k	24.75	View chart
iShares U.S. Home Construction ETF Etf (ITB)	0.1	$514k	-5%	5.7k	90.55	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	0.1	$498k		9.9k	50.37	View chart
Vanguard California Muni ETF Etf (VTEC)	0.1	$495k	NEW	5.0k	99.08	View chart
3M Company (MMM)	0.1	$494k	+3%	3.4k	145.24	View chart
Quanta Services (PWR)	0.1	$491k		895.00	549.02	View chart
Comcast Corporation (CMCSA)	0.1	$490k	-27%	17k	28.71	View chart
Inspire Global Hope ETF Etf (BLES)	0.1	$485k	-4%	11k	44.35	View chart
Vanguard Total Bond Market Index ETF Etf (BND)	0.1	$482k		6.6k	73.64	View chart
International Business Machines (IBM)	0.1	$459k	-5%	1.9k	242.43	View chart
Air Products & Chemicals (APD)	0.1	$454k	-24%	1.6k	290.49	View chart
iShares Cohen & Steers REIT ETF Etf (ICF)	0.1	$446k	-2%	7.2k	61.89	View chart
First Solar (FSLR)	0.1	$446k	-6%	2.3k	197.26	View chart
Phillips 66 (PSX)	0.1	$442k		2.4k	182.18	View chart
Altria (MO)	0.1	$437k		6.6k	65.99	View chart
Waste Management (WM)	0.1	$434k		1.9k	229.73	View chart
UnitedHealth (UNH)	0.1	$409k	-10%	1.5k	270.53	View chart
Astera Labs (ALAB)	0.1	$408k	+83%	3.7k	109.60	View chart
iShares iBonds Dec 2031 Term Corp. ETF Etf (IBDW)	0.1	$406k		19k	20.93	View chart
Walt Disney Company (DIS)	0.1	$402k	-18%	4.2k	96.37	View chart
iShares Gold TRUST Etf	0.1	$384k		4.4k	88.16	View chart
Capital Group Equity Etf Tr (CGMM)	0.1	$379k	NEW	13k	29.36	View chart
Digitalocean Hldgs (DOCN)	0.1	$377k		4.4k	85.78	View chart
Vanguard Value Index ETF Etf (VTV)	0.1	$377k		1.9k	196.22	View chart
T Rowe Price US Equity Research ETF Etf (TSPA)	0.1	$367k	+5%	9.0k	40.90	View chart
Fidelity Crypto Industry & Digital Payments ETF Etf (FDIG)	0.1	$367k	+55%	11k	32.78	View chart
Network Associates Inc cl a (NET)	0.1	$365k	-12%	1.8k	206.34	View chart
iShares MSCI Kld Social Index ETF Etf (DSI)	0.1	$364k		3.0k	121.19	View chart
Capital Group Core Plus Income ETF Etf (CGCP)	0.1	$360k	+3%	16k	22.34	View chart
Vertex (VERX)	0.1	$350k		30k	11.89	View chart
FedEx Corporation (FDX)	0.1	$338k	+8%	949.00	356.18	View chart
Vanguard Developed Markets Index ETF Etf (VEA)	0.1	$333k		5.2k	64.08	View chart
Vanguard Mun Bd Fds (VCRM)	0.1	$319k	+29%	4.2k	75.15	View chart
GameStop (GME)	0.1	$315k		14k	23.04	View chart
iShares Ethereum Trust ETF Etf (ETHA)	0.1	$313k	-35%	20k	15.83	View chart
Global X S&P 500 Catholic Values ETF Etf (CATH)	0.1	$302k		3.9k	78.15	View chart
Northrop Grumman Corporation (NOC)	0.1	$301k	+5%	441.00	682.44	View chart
Deutsch X-Trackers MSCI EAFE ETF Etf (DBEF)	0.1	$301k		6.1k	49.40	View chart
BP p.l.c. Adr (BP)	0.1	$300k	+7%	6.4k	47.00	View chart
Constellation Energy (CEG)	0.1	$298k		1.1k	279.26	View chart
Bank of America Corporation (BAC)	0.1	$293k		6.0k	48.75	View chart
First Trust Alerian US NextGen Infrastructure ETF Etf (RBLD)	0.1	$292k	NEW	3.6k	81.14	View chart
Boeing Company (BA)	0.1	$291k		1.5k	199.03	View chart
First Resource Bank	0.1	$281k		14k	20.80	View chart
Philip Morris International (PM)	0.1	$273k		1.7k	165.34	View chart
Invesco Global Listed Private Equity ETF Etf	0.0	$266k		4.7k	56.52	View chart
Applied Materials (AMAT)	0.0	$265k	NEW	776.00	341.79	View chart
iShares iBonds Dec 2034 Term Corp. ETF Etf (IBDZ)	0.0	$264k		10k	26.06	View chart
VanEck Alternative Asset Manager ETF Etf (GPZ)	0.0	$258k	NEW	12k	21.48	View chart
Enterprise Products Partners (EPD)	0.0	$255k	NEW	6.7k	37.84	View chart
Vanguard Small Cap Index ETF Etf (VB)	0.0	$251k	+2%	959.00	261.96	View chart
Vanguard Short-Term Bond Index ETF Etf (BSV)	0.0	$244k		3.1k	78.41	View chart
Rio Tinto Group Adr (RIO)	0.0	$242k	+2%	2.6k	93.30	View chart
Dell Computer Corp	0.0	$240k	NEW	1.5k	164.16	View chart
Robinhood Mkts (HOOD)	0.0	$240k	NEW	3.5k	69.30	View chart
Unilever Adr	0.0	$239k		4.2k	56.97	View chart
Schwab U.S. Large-Cap ETF Etf (SCHX)	0.0	$234k		9.1k	25.64	View chart
Schwab U.S. Broad Market ETF Etf (SCHB)	0.0	$232k	+2%	9.2k	25.10	View chart
Gilead Sciences (GILD)	0.0	$231k	NEW	1.7k	139.39	View chart
Welltower Inc Com reit (WELL)	0.0	$227k	-4%	1.2k	197.71	View chart
iShares Russell 2000 ETF Etf (IWM)	0.0	$227k		916.00	248.00	View chart
MasterCard Incorporated (MA)	0.0	$219k	+2%	438.00	499.57	View chart
First Trust Cloud Computing ETF Etf (SKYY)	0.0	$219k	-17%	2.0k	109.36	View chart
Immunome (IMNM)	0.0	$217k	-10%	9.9k	21.87	View chart
iShares iBonds Dec 2030 Term Corp. ETF Etf (IBDV)	0.0	$216k	+2%	9.9k	21.89	View chart
Zoetis Inc Cl A (ZTS)	0.0	$213k		1.8k	118.21	View chart
Schwab Emerging Markets Equity ETF Etf (SCHE)	0.0	$212k	NEW	6.4k	32.95	View chart
Rubrik (RBRK)	0.0	$208k	NEW	4.3k	48.97	View chart
Vanguard Extended Market Index Fund ETF Etf (VXF)	0.0	$206k		1.0k	205.80	View chart
Alibaba Group Holding (BABA)	0.0	$203k		1.6k	125.46	View chart
iShares Russell Top 200 Growth ETF Etf (IWY)	0.0	$202k		810.00	248.84	View chart
Rolls-Royce (RYCEY)	0.0	$201k		13k	15.42	View chart
Americold Rlty Tr (COLD)	0.0	$177k	NEW	15k	11.46	View chart
Sharplink Gaming (SBET)	0.0	$158k	NEW	25k	6.45	View chart
Ford Motor	0.0	$134k		12k	11.54	View chart
Annovis Bio (ANVS)	0.0	$52k		23k	2.23	View chart
Prime Medicine (PRME)	0.0	$47k		13k	3.48	View chart
Tetra Bio Pharma (TBPMQ)	0.0	$0		24k	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 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
Sterling Investment Advisors 2022 Q2 filed Aug. 5, 2022

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