SI

Sterling Investment Advisors, Ltd.

13F
Sterling Investment Advisors, Ltd.
Last update 2025-05-07 169 Stocks (18 new)
Value $408.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(7.31%)AMZN(3.26%)KMI(3.19%)GMED(2.80%)GDX(2.54%)
Summary Stock Picks Current Portfolio
Sterling Investment Advisors, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
134,251
29,821.2
-0.48%
7.310
-0.04%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
AMZN 		Amazon.com Inc
69,886
13,296.5
-2.20%
3.260
-0.08%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
KMI 		Kinder Morgan Inc
455,766
13,003.0
-4.25%
3.190
-0.14%
0.020
+8.12%
+4.91%
62,548.9
Oil & Gas
GMED 		Globus Medical Inc
156,223
11,435.5
0%
2.800
0%
0.120
-21.48%
-27.55%
8,111.9
Medical Devices & Instruments
GDX 		VanEck Gold Miners ETF
225,169
10,351.0
+4.06%
2.540
+0.10%
0.070
+24.81%
+52.23%
15,915.8
 
GLDM 		SPDR Gold MiniShares Trust
159,648
9,880.6
+4.41%
2.420
+0.10%
0.070
+13.83%
+26.16%
15,017.6
 
MSFT 		Microsoft Corp
25,304
9,498.8
+2.47%
2.330
+0.06%
0.000
+18.73%
+12.03%
3,496,120.0
Software
DVY 		iShares Select Dividend ETF
69,338
9,311.4
+4.95%
2.280
+0.11%
0.050
-0.22%
+1.06%
19,411.6
 
COST 		Costco Wholesale Corp
9,711
9,184.0
-5.02%
2.250
-0.12%
0.000
-1.01%
+11.04%
450,102.6
Retail - Defensive
GOOGL 		Alphabet Inc
58,535
9,051.9
-1.51%
2.220
-0.04%
0.000
+0.89%
-8.15%
2,114,332.8
Interactive Media

Sterling Investment Advisors, Ltd.'s Historical Top Holdings Breakdowns

Sterling Investment Advisors, Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PFE 		Pfizer Inc2025-03-31Add
+0.43%
●
25.01 ($26.17) 27.13
$23.35
-10.78%
Add 879.94%
76,582
68,767
STZ 		Constellation Brands Inc2025-03-31New Buy
+0.34%
●
161.05 ($181.67) 222.93
$171.93
-5.36%
New holding
7,469
7,469
GTLB 		GitLab Inc2025-03-31New Buy
+0.32%
●
47 ($61.16) 73.14
$48.77
-20.26%
New holding
28,033
28,033
PLTR 		Palantir Technologies Inc2025-03-31Add
+0.28%
●
64.98 ($87.82) 124.62
$127.72
45.43%
Add 221.97%
19,389
13,367
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31Add
+0.27%
●
56.17 ($58.26) 59.71
$56.03
-3.83%
Add 19.11%
118,146
18,955
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31New Buy
+0.25%
●
80.05 ($87.3) 92.39
$91.43
4.73%
New holding
12,799
12,799
NLR 		VanEck Uranium Nuclear Energy ETF2025-03-31Add
+0.24%
●
73.27 ($83.96) 96.21
$99.66
18.70%
Add 115.29%
24,317
13,022
META 		Meta Platforms Inc2025-03-31Add
+0.22%
●
576.36 ($645.17) 736.67
$697.71
8.14%
Add 25.1%
7,681
1,541
MOAT 		VanEck Morningstar Wide Moat ETF2025-03-31Reduce
-0.19%
●
87.69 ($92.02) 96.49
$91.15
-0.95%
Reduce -11.03%
65,310
-8,095
VIG 		Vanguard Dividend Appreciation FTF2025-03-31New Buy
+0.19%
●
190.34 ($198.85) 205.23
$200.45
0.80%
New holding
4,090
4,090

Sterling Investment Advisors, Ltd. Total Holding History ($B)

To

Sterling Investment Advisors, Ltd.'s Asset Allocation

To

Sterling Investment Advisors, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sterling Investment Advisors, Ltd.'s Hypothetical Growth since 2025-03-31

Sterling Investment Advisors, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sterling Investment Advisors, Ltd.'s Holdings Heat Map

Size field:

Sterling Investment Advisors, Ltd.'s Holdings Bubble Chart

Sterling Investment Advisors, Ltd. News

  • 1

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