Sterling Investment Advisors

Sterling Investment Advisors as of March 31, 2025

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 174 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.2 $30M 134k 222.13
Amazon (AMZN) 3.2 $13M 70k 190.26
Kinder Morgan (KMI) 3.1 $13M 456k 28.53
Globus Med Inc cl a (GMED) 2.7 $11M 156k 73.20
VanEck Gold Miners ETF Etf (GDX) 2.5 $10M 225k 45.97
SPDR Gold MiniShares ETF Etf (GLDM) 2.4 $9.9M 160k 61.89
Microsoft Corporation (MSFT) 2.3 $9.5M 25k 375.39
iShares Select Dividend ETF Etf (DVY) 2.2 $9.3M 69k 134.29
Costco Wholesale Corporation (COST) 2.2 $9.2M 9.7k 945.74
Alphabet Inc Class A cs (GOOGL) 2.2 $9.1M 59k 154.64
Crowdstrike Hldgs Inc cl a (CRWD) 2.1 $8.6M 24k 352.58
NVIDIA Corporation (NVDA) 2.0 $8.5M 78k 108.38
iShares Core S&P Small-Cap ETF Etf (SPSM) 2.0 $8.3M 79k 104.57
Visa (V) 1.8 $7.4M 21k 350.46
Home Depot (HD) 1.7 $7.2M 20k 366.49
JPMorgan Equity Premium Income ETF Etf (JEPI) 1.6 $6.8M 118k 57.14
Goldman Sachs (GS) 1.6 $6.7M 12k 546.27
Kkr & Co (KKR) 1.5 $6.4M 56k 115.61
Reaves Utility Income Fund Cef (UTG) 1.4 $6.0M 185k 32.54
Lockheed Martin Corporation (LMT) 1.4 $5.9M 13k 446.70
Johnson & Johnson (JNJ) 1.4 $5.9M 36k 165.84
JPMorgan Chase & Co. (JPM) 1.4 $5.9M 24k 245.30
VanEck Morningstar Wide Moat ETF Etf (MOAT) 1.4 $5.7M 65k 88.00
Tema GLP-1, Obesity & Cardiometabolic ETF Etf (HRTS) 1.3 $5.2M 179k 29.33
Berkshire Hathaway (BRK.B) 1.2 $4.8M 9.0k 532.58
Exxon Mobil Corporation (XOM) 1.1 $4.6M 38k 118.93
Chevron Corporation (CVX) 1.1 $4.5M 27k 167.29
Facebook Inc cl a (META) 1.1 $4.4M 7.7k 576.36
Wal-Mart Stores (WMT) 1.0 $4.3M 49k 87.79
SPDR Bloomberg Convertible Securities ETF Etf (CWB) 1.0 $4.2M 55k 76.62
Truist Financial Corp equities (TFC) 1.0 $4.2M 101k 41.15
Amgen (AMGN) 1.0 $4.0M 13k 311.55
Deere & Company (DE) 0.9 $3.8M 8.2k 469.32
Alerian MLP ETF Etf 0.9 $3.7M 72k 51.94
Mosaic (MOS) 0.9 $3.7M 137k 27.01
Invesco S&P 500 Equal Weight ETF Etf 0.8 $3.5M 20k 173.23
Vanguard Utilities ETF Etf (VPU) 0.8 $3.4M 20k 170.81
Procter & Gamble Company (PG) 0.8 $3.4M 20k 170.42
Global X Robotics & A.I. ETF Etf (BOTZ) 0.8 $3.3M 115k 28.46
Honeywell International (HON) 0.8 $3.2M 15k 211.76
Shopify Inc cl a (SHOP) 0.7 $3.1M 33k 95.48
BlackRock 0.7 $3.1M 3.3k 946.50
Alphabet Inc Class C cs (GOOG) 0.7 $3.0M 19k 156.23
iShares US Preferred Stock ETF Etf (PFF) 0.7 $3.0M 97k 30.73
American Tower Reit (AMT) 0.7 $2.9M 14k 217.60
Lowe's Companies (LOW) 0.7 $2.9M 13k 233.23
iShares S&P National Muni Bond ETF Etf (MUB) 0.7 $2.8M 27k 105.44
Merck & Co. 0.6 $2.6M 29k 89.76
Trade Desk (TTD) 0.6 $2.6M 48k 54.72
Cardinal Health (CAH) 0.6 $2.6M 19k 137.77
Charles Schwab Corporation (SCHW) 0.6 $2.5M 33k 78.28
Blackstone Group Inc Com Cl A (BX) 0.6 $2.5M 18k 139.78
Zscaler Incorporated (ZS) 0.6 $2.5M 13k 198.42
Fnf (FNF) 0.6 $2.4M 37k 65.08
Regeneron Pharmaceuticals (REGN) 0.6 $2.4M 3.7k 634.23
SPDR S&P MidCap 400 ETF Etf (MDY) 0.6 $2.3M 4.4k 533.52
Paychex (PAYX) 0.6 $2.3M 15k 154.28
Pepsi (PEP) 0.5 $2.0M 14k 149.94
SPDR Mid Cap ETF Etf (SPMD) 0.5 $2.0M 39k 51.18
Eaton (ETN) 0.5 $2.0M 7.2k 271.83
Global E Online (GLBE) 0.5 $2.0M 55k 35.65
Pfizer (PFE) 0.5 $1.9M 77k 25.34
Cummins (CMI) 0.5 $1.9M 6.1k 313.44
Spdr S&p 500 Etf Etf (SPY) 0.4 $1.8M 3.3k 559.31
Medtronic 0.4 $1.8M 21k 89.86
VanEck Uranium & Nuclear ETF Etf (NLR) 0.4 $1.8M 24k 73.27
McDonald's Corporation (MCD) 0.4 $1.7M 5.4k 312.38
iShares Bitcoin Trust Etf (IBIT) 0.4 $1.7M 36k 46.81
Aurora Innovatio (AUR) 0.4 $1.6M 244k 6.72
MicroStrategy Incorporated (MSTR) 0.4 $1.6M 5.7k 288.27
Palantir Technologies (PLTR) 0.4 $1.6M 19k 84.40
Abbott Laboratories (ABT) 0.4 $1.6M 12k 132.65
Mondelez Int (MDLZ) 0.4 $1.6M 24k 67.85
Tesla Motors (TSLA) 0.4 $1.6M 6.1k 259.16
Oracle Corporation (ORCL) 0.4 $1.5M 11k 139.81
Coca-Cola Company (KO) 0.4 $1.5M 21k 71.62
Emerson Electric (EMR) 0.3 $1.4M 13k 109.64
Constellation Brands (STZ) 0.3 $1.4M 7.5k 183.52
Cisco Systems (CSCO) 0.3 $1.4M 22k 61.71
General Mills (GIS) 0.3 $1.3M 22k 59.79
Gitlab (GTLB) 0.3 $1.3M 28k 47.00
Eli Lilly & Co. (LLY) 0.3 $1.3M 1.5k 825.91
Stryker Corporation (SYK) 0.3 $1.2M 3.2k 372.25
JPMorgan Core Plus Bond ETF Etf (JCPB) 0.3 $1.1M 24k 47.04
First Trust Mid Cap Core AlphaDEX ETF Etf (FNX) 0.3 $1.1M 10k 108.98
Essential Utils (WTRG) 0.3 $1.1M 28k 39.53
Invesco QQQ ETF Etf 0.3 $1.1M 2.3k 468.89
JPMorgan Active Bond ETF Etf (JBND) 0.3 $1.1M 20k 53.52
PPL Corporation (PPL) 0.3 $1.1M 30k 36.11
Vertex (VERX) 0.2 $1.0M 30k 35.01
JPMorgan Nasdaq Equity Premium Income ETF Etf (JEPQ) 0.2 $1.0M 20k 51.78
SPDR S&P 500 Growth ETF Etf (SPYG) 0.2 $1.0M 13k 80.37
iShares MSCI EAFE Index Fund ETF Etf (EFA) 0.2 $1.0M 12k 81.73
PIMCO Intermediate Muni Bond Active ETF Etf (MUNI) 0.2 $911k 18k 51.55
Public Storage (PSA) 0.2 $906k 3.0k 299.29
Comcast Corporation (CMCSA) 0.2 $904k 25k 36.90
iShares MSCI Emerging Markets Index Fund ETF Etf (EEM) 0.2 $854k 20k 43.70
VanEck Semiconductor ETF Etf (SMH) 0.2 $803k 3.8k 211.46
Vanguard Dividend Appreciation ETF Etf (VIG) 0.2 $793k 4.1k 193.98
VanEck Junior Gold Miners ETF Etf (GDXJ) 0.2 $749k 13k 57.20
Vanguard Total Stock Market Index ETF Etf (VTI) 0.2 $744k 2.7k 274.81
Enbridge (ENB) 0.2 $712k 16k 44.31
Netflix (NFLX) 0.2 $711k 762.00 932.66
First Trust Large Cap Core AlphaDEX ETF Etf (FEX) 0.2 $680k 6.6k 102.46
Raytheon Technologies Corp (RTX) 0.2 $679k 5.1k 132.46
PIMCO Municipal Income Opportunities Active ETF Etf (MINO) 0.2 $654k 15k 44.73
Corning Incorporated (GLW) 0.2 $640k 14k 45.78
JPMorgan Ultra-Short Income ETF Etf (JPST) 0.2 $630k 12k 50.63
Energy Select Sector SPDR ETF Etf (XLE) 0.2 $628k 6.7k 93.45
TJX Companies (TJX) 0.1 $614k 5.0k 121.80
Caterpillar (CAT) 0.1 $608k 1.8k 329.74
Air Products & Chemicals (APD) 0.1 $582k 2.0k 294.92
Vanguard Emerging Markets Stock Index ETF Etf (VWO) 0.1 $582k 13k 45.26
Walt Disney Company (DIS) 0.1 $579k 5.9k 98.70
ConocoPhillips (COP) 0.1 $563k 5.4k 105.02
Inspire 100 ETF Etf (BIBL) 0.1 $561k 15k 38.41
iShares U.S. Home Construction ETF Etf (ITB) 0.1 $556k 5.8k 95.22
Vanguard Growth Index ETF Etf (VUG) 0.1 $547k 1.5k 370.82
iShares S&P Mid Cap 400 Index ETF Etf (IJH) 0.1 $511k 8.8k 58.35
American Express Company (AXP) 0.1 $504k 1.9k 269.04
Inspire 500 ETF Etf (PTL) 0.1 $504k 2.5k 205.50
3M Company (MMM) 0.1 $497k 3.4k 146.87
Vanguard S&P 500 ETF Etf (VOO) 0.1 $496k 965.00 513.92
IDEXX Laboratories (IDXX) 0.1 $462k 1.1k 419.95
SPDR Aerospace & Defense ETF Etf (XAR) 0.1 $456k 2.8k 160.69
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.1 $438k 1.9k 227.92
Inspire Global Hope ETF Etf (BLES) 0.1 $433k 12k 37.73
Adobe Systems Incorporated (ADBE) 0.1 $430k 1.1k 383.53
Align Technology (ALGN) 0.1 $414k 2.6k 158.86
Vanguard Intermediate-Term Bond Index ETF Etf (BIV) 0.1 $414k 5.4k 76.57
International Business Machines (IBM) 0.1 $413k 1.7k 248.70
Vanguard Value Index ETF Etf (VTV) 0.1 $412k 2.4k 172.74
Waste Management (WM) 0.1 $407k 1.8k 231.45
Schwab U.S. Dividend Equity ETF Etf (SCHD) 0.1 $405k 15k 27.96
Vanguard Total World Stock Index ETF Etf (VT) 0.1 $403k 3.5k 115.95
Altria (MO) 0.1 $402k 6.7k 60.02
Vanguard Total Bond Market Index ETF Etf (BND) 0.1 $397k 5.4k 73.45
Schwab International Equity ETF Etf (SCHF) 0.1 $394k 20k 19.78
Advanced Micro Devices (AMD) 0.1 $363k 3.5k 102.74
Inspire International ETF Etf (WWJD) 0.1 $347k 11k 30.74
Inspire Small/Mid Cap ETF Etf (ISMD) 0.1 $341k 10k 34.12
Unilever Adr (UL) 0.1 $341k 5.7k 59.55
Phillips 66 (PSX) 0.1 $321k 2.6k 123.48
CIGNA Corporation 0.1 $318k 966.00 329.00
Intel Corporation (INTC) 0.1 $314k 14k 22.71
iShares Cohen & Steers REIT ETF Etf (ICF) 0.1 $311k 5.1k 61.53
First Solar (FSLR) 0.1 $308k 2.4k 126.43
iShares MSCI Kld Social Index ETF Etf (DSI) 0.1 $307k 3.0k 102.41
UnitedHealth (UNH) 0.1 $302k 576.00 523.75
Invesco Global Listed Private Equity ETF Etf 0.1 $301k 4.7k 64.07
Zoetis Inc Cl A (ZTS) 0.1 $300k 1.8k 164.65
Accenture (ACN) 0.1 $291k 934.00 312.04
iShares Core S&P 500 ETF Etf (IVV) 0.1 $283k 503.00 561.90
Vanguard Short-Term Bond Index ETF Etf (BSV) 0.1 $277k 3.5k 78.28
Capital Group Core Plus Income ETF Etf (CGCP) 0.1 $269k 12k 22.45
Philip Morris International (PM) 0.1 $264k 1.7k 158.73
Vanguard Developed Markets Index ETF Etf (VEA) 0.1 $262k 5.2k 50.83
Automatic Data Processing (ADP) 0.1 $262k 856.00 305.53
Global X S&P 500 Catholic Values ETF Etf (CATH) 0.1 $261k 3.9k 67.54
Bank of America Corporation (BAC) 0.1 $254k 6.1k 41.73
First Trust Cloud Computing ETF Etf (SKYY) 0.1 $233k 2.3k 102.23
Kimberly-Clark Corporation (KMB) 0.1 $231k 1.6k 142.23
Network Associates Inc cl a (NET) 0.1 $227k 2.0k 112.69
T Rowe Price US Equity Research ETF Etf (TSPA) 0.1 $222k 6.3k 35.16
Constellation Energy (CEG) 0.1 $221k 1.1k 201.63
Boeing Company (BA) 0.1 $218k 1.3k 170.55
Northrop Grumman Corporation (NOC) 0.1 $215k 419.00 512.16
Alibaba Group Holding (BABA) 0.1 $214k 1.6k 132.23
Digital Realty Trust (DLR) 0.0 $206k 1.4k 143.29
Quanta Services (PWR) 0.0 $203k 800.00 254.18
First Resource Bank 0.0 $193k 14k 14.25
Ship Finance Intl 0.0 $99k 12k 8.20
Immunome (IMNM) 0.0 $75k 11k 6.73
Annovis Bio (ANVS) 0.0 $35k 23k 1.50