Sterling Investment Advisors

Sterling Investment Advisors as of March 31, 2026

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
JPMorgan Flexible Debt ETF Etf (JFLX) 4.0 $22M 434k 49.67
Alphabet Inc Class A cs (GOOGL) 2.8 $15M 53k 287.56
Amazon (AMZN) 2.8 $15M 72k 208.27
NVIDIA Corporation (NVDA) 2.6 $14M 81k 174.40
Kinder Morgan (KMI) 2.6 $14M 419k 33.53
iShares Flexible Income Active ETF Etf (DVY) 2.5 $14M 266k 51.93
VanEck Gold Miners ETF Etf (GDX) 2.3 $13M 136k 91.77
Globus Med Inc cl a (GMED) 2.3 $12M 144k 86.16
Microsoft Corporation (MSFT) 2.0 $11M 29k 370.17
SPDR Gold MiniShares ETF Etf (GLD) 2.0 $11M 115k 92.69
iShares Core S&P Small-Cap ETF Etf (SPSM) 1.8 $10M 80k 124.31
Crowdstrike Hldgs Inc cl a (CRWD) 1.8 $9.6M 25k 390.41
Costco Wholesale Corporation (COST) 1.7 $9.3M 9.4k 996.48
Goldman Sachs (GS) 1.7 $9.1M 11k 846.03
Lockheed Martin Corporation (LMT) 1.5 $8.2M 14k 604.39
JPMorgan Equity Premium Income ETF Etf (JEPI) 1.5 $8.0M 142k 56.68
Reaves Utility Income Fund Cef (UTG) 1.4 $7.6M 192k 39.28
Alerian MLP ETF Etf 1.3 $7.3M 138k 52.64
JPMorgan Chase & Co. (JPM) 1.3 $6.8M 23k 294.16
Home Depot (HD) 1.2 $6.6M 20k 328.88
Johnson & Johnson (JNJ) 1.2 $6.5M 27k 244.44
Exxon Mobil Corporation (XOM) 1.2 $6.5M 38k 169.66
Chevron Corporation (CVX) 1.2 $6.4M 31k 206.90
Visa (V) 1.2 $6.4M 21k 302.24
VanEck BDC Income ETF Etf (BIZD) 1.2 $6.3M 492k 12.80
Wal-Mart Stores (WMT) 1.1 $6.1M 49k 124.28
Kkr & Co (KKR) 1.1 $5.8M 63k 92.50
Vertiv Holdings Llc vertiv holdings (VRT) 1.1 $5.7M 23k 250.58
JPMorgan International Hedged Equity ETF Etf (HOLA) 1.0 $5.5M 105k 52.60
Facebook Inc cl a (META) 1.0 $5.5M 9.6k 572.14
iShares S&P National Muni Bond ETF Etf (MUB) 1.0 $5.4M 51k 106.15
Alphabet Inc Class C cs (GOOG) 0.9 $5.1M 18k 286.86
SPDR Bloomberg Convertible Securities ETF Etf (CWB) 0.9 $5.0M 54k 91.52
VanEck Rare Earth & Strategic Metals ETF Etf (REMX) 0.9 $4.6M 53k 88.00
Palantir Technologies (PLTR) 0.8 $4.6M 31k 146.28
Amgen (AMGN) 0.8 $4.5M 13k 351.85
Berkshire Hathaway (BRK.B) 0.8 $4.5M 9.4k 479.20
Tema Heart & Health ETF Etf (HRTS) 0.8 $4.4M 131k 33.68
VanEck Morningstar Wide Moat ETF Etf (MOAT) 0.8 $4.3M 45k 96.70
Truist Financial Corp equities (TFC) 0.8 $4.2M 90k 45.97
Global X Robotics & A.I. ETF Etf (BOTZ) 0.8 $4.1M 125k 33.22
Deere & Company (DE) 0.8 $4.1M 7.3k 563.29
Tesla Motors (TSLA) 0.8 $4.1M 11k 371.75
Honeywell International (HON) 0.7 $3.9M 17k 226.03
Invesco S&P 500 Equal Weight ETF Etf 0.7 $3.9M 20k 191.92
VanEck Uranium & Nuclear ETF Etf (NLR) 0.7 $3.9M 29k 133.19
Vanguard Utilities ETF Etf (VPU) 0.7 $3.7M 19k 198.14
Blackstone Group Inc Com Cl A (BX) 0.7 $3.6M 31k 114.99
Cardinal Health (CAH) 0.6 $3.5M 17k 211.31
Pfizer (PFE) 0.6 $3.5M 125k 28.08
Shopify Inc cl a (SHOP) 0.6 $3.3M 28k 118.62
BlackRock 0.6 $3.2M 3.3k 961.60
Merck & Co. 0.6 $3.1M 26k 120.29
Omega Healthcare Investors (OHI) 0.6 $3.1M 71k 43.82
Cummins (CMI) 0.6 $3.1M 5.8k 538.02
Mosaic (MOS) 0.5 $3.0M 116k 25.50
Charles Schwab Corporation (SCHW) 0.5 $3.0M 31k 93.98
Lowe's Companies (LOW) 0.5 $2.9M 13k 236.29
iShares US Preferred Stock ETF Etf (PFF) 0.5 $2.9M 96k 30.32
Procter & Gamble Company (PG) 0.5 $2.8M 19k 144.44
PIMCO Municipal Income Opportunities Active ETF Etf (MINO) 0.5 $2.6M 59k 45.17
SPDR Mid Cap ETF Etf (SPMD) 0.5 $2.6M 43k 59.22
Eaton (ETN) 0.5 $2.6M 7.1k 357.67
SPDR S&P MidCap 400 ETF Etf (MDY) 0.5 $2.5M 4.1k 616.70
Regeneron Pharmaceuticals (REGN) 0.4 $2.4M 3.1k 772.64
PIMCO Intermediate Muni Bond Active ETF Etf (MUNI) 0.4 $2.4M 46k 52.19
JPMorgan Ultra-Short Income ETF Etf (JPST) 0.4 $2.3M 46k 50.61
Spdr S&p 500 Etf Etf (SPY) 0.4 $2.1M 3.2k 650.25
Eli Lilly & Co. (LLY) 0.4 $2.0M 2.2k 919.84
Pepsi (PEP) 0.4 $2.0M 13k 155.29
Emerson Electric (EMR) 0.4 $1.9M 15k 131.02
Cisco Systems (CSCO) 0.4 $1.9M 25k 77.59
American Tower Reit (AMT) 0.4 $1.9M 11k 172.59
Medtronic 0.3 $1.9M 22k 86.65
McDonald's Corporation (MCD) 0.3 $1.8M 5.8k 310.80
Freecast 0.3 $1.8M 402k 4.46
Corning Incorporated (GLW) 0.3 $1.7M 12k 135.97
Zscaler Incorporated (ZS) 0.3 $1.7M 12k 140.29
Coca-Cola Company (KO) 0.3 $1.5M 20k 76.05
JP Morgan Municipal ETF Etf (JMUB) 0.3 $1.5M 31k 49.99
VanEck Semiconductor ETF Etf (SMH) 0.3 $1.5M 3.9k 383.36
Invesco QQQ ETF Etf 0.3 $1.5M 2.6k 577.20
iShares Core MSCI EAFE ETF Etf (EFA) 0.3 $1.4M 16k 90.53
JPMorgan Active Bond ETF Etf (JBND) 0.2 $1.3M 24k 53.77
Caterpillar (CAT) 0.2 $1.3M 1.8k 708.63
JPMorgan Core Plus Bond ETF Etf (JCPB) 0.2 $1.3M 28k 47.08
Paychex (PAYX) 0.2 $1.2M 13k 92.12
iShares MSCI Emerging Markets Index Fund ETF Etf (EEM) 0.2 $1.2M 21k 56.79
Abbott Laboratories (ABT) 0.2 $1.2M 12k 102.67
JPMorgan Nasdaq Equity Premium Income ETF Etf (JEPQ) 0.2 $1.2M 21k 55.52
SPDR S&P 500 Growth ETF Etf (SPYG) 0.2 $1.2M 12k 97.91
Alps Medical Breakthrough ETF Etf (SBIO) 0.2 $1.2M 22k 52.34
First Trust Mid Cap Core AlphaDEX ETF Etf (FNX) 0.2 $1.1M 8.9k 128.24
Oracle Corporation (ORCL) 0.2 $1.1M 7.8k 147.11
Raytheon Technologies Corp (RTX) 0.2 $1.1M 5.5k 192.91
PPL Corporation (PPL) 0.2 $1.0M 27k 38.20
Essential Utils (WTRG) 0.2 $1.0M 26k 40.27
Stryker Corporation (SYK) 0.2 $1.0M 3.2k 328.59
Energy Select Sector SPDR ETF Etf (XLE) 0.2 $1.0M 17k 61.26
iShares Bitcoin Trust ETF Etf (IBIT) 0.2 $1.0M 26k 38.42
Mondelez Int (MDLZ) 0.2 $1.0M 17k 57.64
VanEck Junior Gold Miners ETF Etf (GDXJ) 0.2 $1.0M 8.3k 120.04
TJX Companies (TJX) 0.2 $903k 5.7k 159.70
Vanguard Total Stock Market Index ETF Etf (VTI) 0.2 $902k 2.8k 320.75
Vanguard Dividend Appreciation ETF Etf (VIG) 0.2 $892k 4.1k 215.05
Lam Research Corporation 0.2 $882k 4.1k 213.64
Broadcom Inc call 0.2 $852k 2.8k 309.46
Enbridge (ENB) 0.2 $846k 16k 54.14
MicroStrategy Incorporated (MSTR) 0.2 $824k 6.6k 124.80
Inspire 100 ETF Etf (BIBL) 0.1 $787k 17k 47.15
Inspire 500 ETF Etf (PTL) 0.1 $771k 3.1k 250.56
First Trust Large Cap Core AlphaDEX ETF Etf (FEX) 0.1 $770k 6.3k 121.93
Netflix (NFLX) 0.1 $748k 7.8k 96.15
iShares Core S&P 500 ETF Etf (IVV) 0.1 $738k 1.1k 653.21
Advanced Micro Devices (AMD) 0.1 $737k 3.6k 203.43
Blackstone Secd Lending (BXSL) 0.1 $710k 30k 23.69
ConocoPhillips (COP) 0.1 $696k 5.3k 132.00
iShares S&P Mid Cap 400 Index ETF Etf (IJH) 0.1 $695k 10k 67.53
iShares iBonds Dec 2032 Term Corp. ETF Etf (IBDX) 0.1 $653k 26k 25.27
Public Storage (PSA) 0.1 $651k 2.4k 270.88
Vanguard Emerging Markets Stock Index ETF Etf (VWO) 0.1 $639k 12k 54.05
Vanguard S&P 500 ETF Etf (VOO) 0.1 $634k 1.1k 597.75
IDEXX Laboratories (IDXX) 0.1 $618k 1.1k 561.89
iShares iBonds Dec 2033 Term Corp. ETF Etf (IBDY) 0.1 $614k 24k 25.85
Inspire International ETF Etf (WWJD) 0.1 $583k 16k 37.39
Accenture (ACN) 0.1 $577k 2.9k 198.29
Inspire Small/Mid Cap ETF Etf (ISMD) 0.1 $572k 14k 39.97
Intel Corporation (INTC) 0.1 $572k 13k 44.13
American Express Company (AXP) 0.1 $567k 1.9k 302.50
Schwab U.S. Dividend Equity ETF Etf (SCHD) 0.1 $562k 18k 30.68
Vanguard Growth Index ETF Etf (VUG) 0.1 $554k 1.3k 436.80
Vanguard Total World Stock Index ETF Etf (VT) 0.1 $545k 3.9k 138.33
SPDR Aerospace & Defense ETF Etf (XAR) 0.1 $544k 2.1k 253.98
Schwab International Equity ETF Etf (SCHF) 0.1 $525k 21k 24.75
iShares U.S. Home Construction ETF Etf (ITB) 0.1 $514k 5.7k 90.55
Janus Henderson AAA CLO ETF Etf (JAAA) 0.1 $498k 9.9k 50.37
Vanguard California Muni ETF Etf (VTEC) 0.1 $495k 5.0k 99.08
3M Company (MMM) 0.1 $494k 3.4k 145.24
Quanta Services (PWR) 0.1 $491k 895.00 549.02
Comcast Corporation (CMCSA) 0.1 $490k 17k 28.71
Inspire Global Hope ETF Etf (BLES) 0.1 $485k 11k 44.35
Vanguard Total Bond Market Index ETF Etf (BND) 0.1 $482k 6.6k 73.64
International Business Machines (IBM) 0.1 $459k 1.9k 242.43
Air Products & Chemicals (APD) 0.1 $454k 1.6k 290.49
iShares Cohen & Steers REIT ETF Etf (ICF) 0.1 $446k 7.2k 61.89
First Solar (FSLR) 0.1 $446k 2.3k 197.26
Phillips 66 (PSX) 0.1 $442k 2.4k 182.18
Altria (MO) 0.1 $437k 6.6k 65.99
Waste Management (WM) 0.1 $434k 1.9k 229.73
UnitedHealth (UNH) 0.1 $409k 1.5k 270.53
Astera Labs (ALAB) 0.1 $408k 3.7k 109.60
iShares iBonds Dec 2031 Term Corp. ETF Etf (IBDW) 0.1 $406k 19k 20.93
Walt Disney Company (DIS) 0.1 $402k 4.2k 96.37
iShares Gold TRUST Etf 0.1 $384k 4.4k 88.16
Capital Group Equity Etf Tr (CGMM) 0.1 $379k 13k 29.36
Digitalocean Hldgs (DOCN) 0.1 $377k 4.4k 85.78
Vanguard Value Index ETF Etf (VTV) 0.1 $377k 1.9k 196.22
T Rowe Price US Equity Research ETF Etf (TSPA) 0.1 $367k 9.0k 40.90
Fidelity Crypto Industry & Digital Payments ETF Etf (FDIG) 0.1 $367k 11k 32.78
Network Associates Inc cl a (NET) 0.1 $365k 1.8k 206.34
iShares MSCI Kld Social Index ETF Etf (DSI) 0.1 $364k 3.0k 121.19
Capital Group Core Plus Income ETF Etf (CGCP) 0.1 $360k 16k 22.34
Vertex (VERX) 0.1 $350k 30k 11.89
FedEx Corporation (FDX) 0.1 $338k 949.00 356.18
Vanguard Developed Markets Index ETF Etf (VEA) 0.1 $333k 5.2k 64.08
Vanguard Mun Bd Fds (VCRM) 0.1 $319k 4.2k 75.15
GameStop (GME) 0.1 $315k 14k 23.04
iShares Ethereum Trust ETF Etf (ETHA) 0.1 $313k 20k 15.83
Global X S&P 500 Catholic Values ETF Etf (CATH) 0.1 $302k 3.9k 78.15
Northrop Grumman Corporation (NOC) 0.1 $301k 441.00 682.44
Deutsch X-Trackers MSCI EAFE ETF Etf (DBEF) 0.1 $301k 6.1k 49.40
BP p.l.c. Adr (BP) 0.1 $300k 6.4k 47.00
Constellation Energy (CEG) 0.1 $298k 1.1k 279.26
Bank of America Corporation (BAC) 0.1 $293k 6.0k 48.75
First Trust Alerian US NextGen Infrastructure ETF Etf (RBLD) 0.1 $292k 3.6k 81.14
Boeing Company (BA) 0.1 $291k 1.5k 199.03
First Resource Bank 0.1 $281k 14k 20.80
Philip Morris International (PM) 0.1 $273k 1.7k 165.34
Invesco Global Listed Private Equity ETF Etf 0.0 $266k 4.7k 56.52
Applied Materials (AMAT) 0.0 $265k 776.00 341.79
iShares iBonds Dec 2034 Term Corp. ETF Etf (IBDZ) 0.0 $264k 10k 26.06
VanEck Alternative Asset Manager ETF Etf (GPZ) 0.0 $258k 12k 21.48
Enterprise Products Partners (EPD) 0.0 $255k 6.7k 37.84
Vanguard Small Cap Index ETF Etf (VB) 0.0 $251k 959.00 261.96
Vanguard Short-Term Bond Index ETF Etf (BSV) 0.0 $244k 3.1k 78.41
Rio Tinto Group Adr (RIO) 0.0 $242k 2.6k 93.30
Dell Computer Corp 0.0 $240k 1.5k 164.16
Robinhood Mkts (HOOD) 0.0 $240k 3.5k 69.30
Unilever Adr 0.0 $239k 4.2k 56.97
Schwab U.S. Large-Cap ETF Etf (SCHX) 0.0 $234k 9.1k 25.64
Schwab U.S. Broad Market ETF Etf (SCHB) 0.0 $232k 9.2k 25.10
Gilead Sciences (GILD) 0.0 $231k 1.7k 139.39
Welltower Inc Com reit (WELL) 0.0 $227k 1.2k 197.71
iShares Russell 2000 ETF Etf (IWM) 0.0 $227k 916.00 248.00
MasterCard Incorporated (MA) 0.0 $219k 438.00 499.57
First Trust Cloud Computing ETF Etf (SKYY) 0.0 $219k 2.0k 109.36
Immunome (IMNM) 0.0 $217k 9.9k 21.87
iShares iBonds Dec 2030 Term Corp. ETF Etf (IBDV) 0.0 $216k 9.9k 21.89
Zoetis Inc Cl A (ZTS) 0.0 $213k 1.8k 118.21
Schwab Emerging Markets Equity ETF Etf (SCHE) 0.0 $212k 6.4k 32.95
Rubrik (RBRK) 0.0 $208k 4.3k 48.97
Vanguard Extended Market Index Fund ETF Etf (VXF) 0.0 $206k 1.0k 205.80
Alibaba Group Holding (BABA) 0.0 $203k 1.6k 125.46
iShares Russell Top 200 Growth ETF Etf (IWY) 0.0 $202k 810.00 248.84
Rolls-Royce (RYCEY) 0.0 $201k 13k 15.42
Americold Rlty Tr (COLD) 0.0 $177k 15k 11.46
Sharplink Gaming (SBET) 0.0 $158k 25k 6.45
Ford Motor 0.0 $134k 12k 11.54
Annovis Bio (ANVS) 0.0 $52k 23k 2.23
Prime Medicine (PRME) 0.0 $47k 13k 3.48
Tetra Bio Pharma (TBPMQ) 0.0 $0 24k 0.00