- New Purchases: CHL, LD, LNC, RH, BND, ADM, APPS, ONCE, DBD, TELL, FTDR, CY, VVUS, NOK, PUMP, KR, SCHE, AXAS, ABUS, FDX, ELAN, WAB, ACB, DBX, GPS, GSK, IBTX,
- Added Positions: PFE, GIS, BA, CVS, SQ, AAPL, ALGN, GOOGL, VZ, SPOT, NVDA, SHOP, ITOT, HON, GLD, TOL, CMCSA, KYN, AMGN, NLY, NID, GDX, XOM, JNJ, JPM, UPS, TBI, BLK, CAT, PAYX, PPL, HD, NRG, MO, WTR, EMR, AMAT, FB, GSKY, MU, KEY, EPD, CGC, CTL, CGEN, ABMD, TSLA, O, ILMN, ICF, NFLX, WSFS, V, WW, TWTR, CERS, IP, HST, SCHB, SCHF, SLB,
- Reduced Positions: AMZN, AMD, GILD, NKTR, PFF, CWB, MITK, ABBV, SPY, FEX, AKAM, QRTEA, BX, EXC, CMI, LLY, DEO, ABT, IWR, GOOG, ADBE, COP, AFL, GLW, CSCO, VWO, SNA, T, F, GE, PSX, MLNT,
- Sold Out: ABC, CI, IEX, WWD, HPR, BOOT, KSU, EPM, LMAT, XLU, CUB, PUW, EXAS, BBD, IEV, BNCL, AEGN, CDK, CLDR, MFC, NEA, P, APC,
For the details of Sterling Investment Advisors, Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/sterling+investment+advisors%2C+ltd./current-portfolio/portfolio
These are the top 5 holdings of Sterling Investment Advisors, Ltd.- Apple Inc (AAPL) - 54,419 shares, 5.55% of the total portfolio. Shares added by 3.90%
- JPMorgan Ultra-Short Income (JPST) - 148,615 shares, 4.01% of the total portfolio. Shares added by 0.23%
- iShares Core S&P Total U.S. Stock Market (ITOT) - 87,688 shares, 3.63% of the total portfolio. Shares added by 2.13%
- Globus Medical Inc (GMED) - 126,528 shares, 3.36% of the total portfolio.
- Amazon.com Inc (AMZN) - 2,870 shares, 2.74% of the total portfolio. Shares reduced by 5.9%
Sterling Investment Advisors, Ltd. initiated holding in China Mobile Ltd. The purchase prices were between $47.39 and $55.7, with an estimated average price of $52.16. The stock is now traded at around $47.56. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,100 shares as of .
New Purchase: iPath Bloomberg Lead Subindex Total Return SM Inde (LD)Sterling Investment Advisors, Ltd. initiated holding in iPath Bloomberg Lead Subindex Total Return SM Inde. The purchase prices were between $40.3 and $49.05, with an estimated average price of $45.12. The stock is now traded at around $43.50. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,000 shares as of .
New Purchase: Lincoln National Corp (LNC)Sterling Investment Advisors, Ltd. initiated holding in Lincoln National Corp. The purchase prices were between $50.84 and $63.35, with an estimated average price of $59.14. The stock is now traded at around $66.05. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,000 shares as of .
New Purchase: RH (RH)Sterling Investment Advisors, Ltd. initiated holding in RH. The purchase prices were between $102.95 and $156.21, with an estimated average price of $136.04. The stock is now traded at around $105.69. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,000 shares as of .
New Purchase: Vanguard Total Bond Market ETF (BND)Sterling Investment Advisors, Ltd. initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $79.15 and $81.24, with an estimated average price of $79.84. The stock is now traded at around $80.77. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,125 shares as of .
New Purchase: Digital Turbine Inc (APPS)Sterling Investment Advisors, Ltd. initiated holding in Digital Turbine Inc. The purchase prices were between $1.83 and $3.77, with an estimated average price of $2.73. The stock is now traded at around $3.97. The impact to a portfolio due to this purchase was 0.05%. The holding were 25,000 shares as of .
Added: Pfizer Inc (PFE)Sterling Investment Advisors, Ltd. added to a holding in Pfizer Inc by 644.22%. The purchase prices were between $39.53 and $43.65, with an estimated average price of $42.24. The stock is now traded at around $40.77. The impact to a portfolio due to this purchase was 0.71%. The holding were 35,812 shares as of .
Added: General Mills Inc (GIS)Sterling Investment Advisors, Ltd. added to a holding in General Mills Inc by 133.21%. The purchase prices were between $38.43 and $51.8, with an estimated average price of $45.16. The stock is now traded at around $51.31. The impact to a portfolio due to this purchase was 0.65%. The holding were 41,054 shares as of .
Added: Boeing Co (BA)Sterling Investment Advisors, Ltd. added to a holding in Boeing Co by 42.34%. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $376.80. The impact to a portfolio due to this purchase was 0.47%. The holding were 7,661 shares as of .
Added: CVS Health Corp (CVS)Sterling Investment Advisors, Ltd. added to a holding in CVS Health Corp by 40.21%. The purchase prices were between $52.36 and $69.88, with an estimated average price of $61.96. The stock is now traded at around $57.33. The impact to a portfolio due to this purchase was 0.34%. The holding were 40,295 shares as of .
Added: Square Inc (SQ)Sterling Investment Advisors, Ltd. added to a holding in Square Inc by 28.43%. The purchase prices were between $52.42 and $81.24, with an estimated average price of $72.26. The stock is now traded at around $73.62. The impact to a portfolio due to this purchase was 0.29%. The holding were 32,558 shares as of .
Added: Align Technology Inc (ALGN)Sterling Investment Advisors, Ltd. added to a holding in Align Technology Inc by 23.06%. The purchase prices were between $184.78 and $284.33, with an estimated average price of $238.17. The stock is now traded at around $321.34. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,936 shares as of .
Sold Out: AmerisourceBergen Corp (ABC)Sterling Investment Advisors, Ltd. sold out a holding in AmerisourceBergen Corp. The sale prices were between $73.37 and $86.85, with an estimated average price of $80.35.
Sold Out: Cigna Corp (CI)Sterling Investment Advisors, Ltd. sold out a holding in Cigna Corp. The sale prices were between $159.69 and $199.81, with an estimated average price of $183.17.
Sold Out: IDEX Corp (IEX)Sterling Investment Advisors, Ltd. sold out a holding in IDEX Corp. The sale prices were between $121.42 and $151.74, with an estimated average price of $141.17.
Sold Out: HighPoint Resources Corp (HPR)Sterling Investment Advisors, Ltd. sold out a holding in HighPoint Resources Corp. The sale prices were between $2.21 and $3.23, with an estimated average price of $2.67.
Sold Out: Woodward Inc (WWD)Sterling Investment Advisors, Ltd. sold out a holding in Woodward Inc. The sale prices were between $71.01 and $97.17, with an estimated average price of $88.16.
Sold Out: Evolution Petroleum Corp (EPM)Sterling Investment Advisors, Ltd. sold out a holding in Evolution Petroleum Corp. The sale prices were between $6.75 and $7.95, with an estimated average price of $7.29.
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