Sterling Investment Advisors, Ltd. Buys Amazon.com Inc, Vanguard Total Bond Market ETF, Vanguard REIT ETF, Sells Toll Brothers Inc, Blackstone Group Inc, Dow Inc

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Oct 15, 2019
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Investment company Sterling Investment Advisors, Ltd. (Current Portfolio) buys Amazon.com Inc, Vanguard Total Bond Market ETF, Vanguard REIT ETF, SPDR S&P 500 ETF Trust, Vanguard Intermediate-Term Corporate Bond ETF, sells Toll Brothers Inc, Blackstone Group Inc, Dow Inc, Corteva Inc, Micron Technology Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Sterling Investment Advisors, Ltd.. As of 2019Q3, Sterling Investment Advisors, Ltd. owns 401 stocks with a total value of $188 million. These are the details of the buys and sells.

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.
  1. Globus Medical Inc (GMED) - 277,723 shares, 7.57% of the total portfolio. Shares reduced by 15.26%
  2. Apple Inc (AAPL) - 53,291 shares, 6.36% of the total portfolio. Shares added by 0.96%
  3. JPMorgan Ultra-Short Income ETF (JPST) - 143,738 shares, 3.86% of the total portfolio. Shares added by 7.69%
  4. Johnson & Johnson (JNJ) - 48,045 shares, 3.31% of the total portfolio. Shares added by 10.69%
  5. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 78,058 shares, 3.24% of the total portfolio. Shares reduced by 4.51%
New Purchase: CDW Corp (CDW)

Sterling Investment Advisors, Ltd. initiated holding in CDW Corp. The purchase prices were between $107.53 and $123.4, with an estimated average price of $114.67. The stock is now traded at around $123.36. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,000 shares as of .

New Purchase: Five9 Inc (FIVN)

Sterling Investment Advisors, Ltd. initiated holding in Five9 Inc. The purchase prices were between $47.47 and $64, with an estimated average price of $56.28. The stock is now traded at around $56.86. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,000 shares as of .

New Purchase: Cree Inc (CREE)

Sterling Investment Advisors, Ltd. initiated holding in Cree Inc. The purchase prices were between $41.78 and $63.02, with an estimated average price of $54.27. The stock is now traded at around $48.70. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,000 shares as of .

New Purchase: Qurate Retail Inc (QRTEA)

Sterling Investment Advisors, Ltd. initiated holding in Qurate Retail Inc. The purchase prices were between $10.13 and $14.48, with an estimated average price of $12.08. The stock is now traded at around $9.71. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,000 shares as of .

New Purchase: Nasdaq Inc (NDAQ)

Sterling Investment Advisors, Ltd. initiated holding in Nasdaq Inc. The purchase prices were between $94.36 and $104.28, with an estimated average price of $99.78. The stock is now traded at around $97.92. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,000 shares as of .

New Purchase: Lilis Energy Inc (LLEX)

Sterling Investment Advisors, Ltd. initiated holding in Lilis Energy Inc. The purchase prices were between $0.29 and $0.62, with an estimated average price of $0.39. The stock is now traded at around $0.31. The impact to a portfolio due to this purchase was 0.04%. The holding were 250,000 shares as of .

Added: Amazon.com Inc (AMZN)

Sterling Investment Advisors, Ltd. added to a holding in Amazon.com Inc by 21.34%. The purchase prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66. The stock is now traded at around $1767.38. The impact to a portfolio due to this purchase was 0.57%. The holding were 3,486 shares as of .

Added: Vanguard Total Bond Market ETF (BND)

Sterling Investment Advisors, Ltd. added to a holding in Vanguard Total Bond Market ETF by 48.16%. The purchase prices were between $81.92 and $84.97, with an estimated average price of $83.46. The stock is now traded at around $84.01. The impact to a portfolio due to this purchase was 0.26%. The holding were 17,455 shares as of .

Added: Vanguard REIT ETF (VNQ)

Sterling Investment Advisors, Ltd. added to a holding in Vanguard REIT ETF by 747.88%. The purchase prices were between $87.35 and $93.92, with an estimated average price of $90.79. The stock is now traded at around $93.19. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,401 shares as of .

Added: SPDR S&P 500 ETF Trust (SPY)

Sterling Investment Advisors, Ltd. added to a holding in SPDR S&P 500 ETF Trust by 35.06%. The purchase prices were between $282.52 and $300.62, with an estimated average price of $294.27. The stock is now traded at around $298.88. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,371 shares as of .

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Sterling Investment Advisors, Ltd. added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 1045.27%. The purchase prices were between $89.11 and $92.09, with an estimated average price of $90.59. The stock is now traded at around $90.88. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,302 shares as of .

Added: Cisco Systems Inc (CSCO)

Sterling Investment Advisors, Ltd. added to a holding in Cisco Systems Inc by 32.56%. The purchase prices were between $46.25 and $58.05, with an estimated average price of $51.96. The stock is now traded at around $46.36. The impact to a portfolio due to this purchase was 0.08%. The holding were 12,229 shares as of .

Sold Out: Toll Brothers Inc (TOL)

Sterling Investment Advisors, Ltd. sold out a holding in Toll Brothers Inc. The sale prices were between $34.77 and $41.05, with an estimated average price of $36.87.

Sold Out: Blackstone Group Inc (BX)

Sterling Investment Advisors, Ltd. sold out a holding in Blackstone Group Inc. The sale prices were between $44.53 and $53.55, with an estimated average price of $48.76.

Sold Out: Leidos Holdings Inc (LDOS)

Sterling Investment Advisors, Ltd. sold out a holding in Leidos Holdings Inc. The sale prices were between $78.98 and $88.82, with an estimated average price of $83.83.

Sold Out: Manhattan Associates Inc (MANH)

Sterling Investment Advisors, Ltd. sold out a holding in Manhattan Associates Inc. The sale prices were between $69.57 and $88.44, with an estimated average price of $80.05.

Sold Out: iShares Floating Rate Bond ETF (FLOT)

Sterling Investment Advisors, Ltd. sold out a holding in iShares Floating Rate Bond ETF. The sale prices were between $50.45 and $50.86, with an estimated average price of $50.64.

Sold Out: Lincoln National Corp (LNC)

Sterling Investment Advisors, Ltd. sold out a holding in Lincoln National Corp. The sale prices were between $51.42 and $66.89, with an estimated average price of $59.79.



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