Sterling Investment Advisors

Sterling Investment Advisors as of Dec. 31, 2025

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