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CIK: 0001009198
Total reported value
$222.6M
$222.6M
37 檔
42.6%
According to the latest 13F quarterly dataset, Sterling Investment Advisors LLC /adv managed an equity portfolio of $222.6M at the end of Q4 2024, spanning 37 distinct U.S. exchange-listed positions.
In Q4 2024, Sterling Investment Advisors LLC /adv displayed an active expansion posture, initiating 3 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 18.39% | +0.34% | +4.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.17% | +0.76% | -6.67% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 10.01% | +0.45% | +0.79% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.35% | -0.30% | +7.27% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.50% | +0.27% | -2.29% | |
| 6 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 5.46% | -0.03% | +0.51% | |
| 7 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 4.31% | -0.09% | +2.66% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.21% | -0.18% | +1.76% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.11% | +0.18% | -3.60% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.64% | -0.15% | +2.55% | |
| 11 | GNR | State Street Spdr S&p Global | ETF-Other | 3.28% | -0.38% | +5.73% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.11% | -0.04% | -6.52% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.02% | -0.11% | +2.62% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.27% | +0.25% | -3.15% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.13% | -0.01% | +1.80% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.91% | +0.02% | +1.14% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.89% | +0.01% | +3.47% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.04% | +0.01% | -5.94% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.01% | -8.10% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.07% | — | |
| 21 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.49% | +0.02% | +0.58% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 0.31% | -0.07% | -12.11% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | -0.02% | +0.81% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.23% | +0.03% | -33.91% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.01% | — | |
| 26 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.18% | -0.01% | +0.39% | |
| 27 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.18% | -0.18% | EXIT | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 0.16% | — | — | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | +0.01% | +1.10% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.14% | +0.01% | +1.63% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | — | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.14% | — | — | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.13% | — | -5.95% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.14% | EXIT | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | +0.01% | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | +0.01% | — | |
| 37 | UNL | United States 12 Month Natur | ETF-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.8% | +7.27% | Add |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +1.76% | Add |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | +2.55% | Add |
| 4 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 5 | IXUS | Ishares Core Intl Stock ETF | +0.1% | NEW | New buy |
| 6 | ITOT | Ishares Core S&p Total U.s. | +0.1% | NEW | New buy |
| 7 | TIP | Ishares Tips Bond ETF | +0.1% | +2.62% | Add |
| 8 | QLTA | Ishares Aaa - A Rated Corpor | +0.1% | +2.66% | Add |
| 9 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +1.80% | Add |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.1% | +3.47% | Add |
| 12 | NVDA | Nvidia CORP | 0% | +0.81% | Add |
| 13 | AAPL | Apple Inc | 0% | — | Unchanged |
| 14 | IVW | Ishares S&p 500 Growth ETF | 0% | -8.10% | Trim |
| 15 | ORLY | O'reilly Automotive Inc | 0% | +0.39% | Add |
| 16 | IJH | Ishares Core S&p Midcap ETF | — | -3.60% | Trim |
| 17 | HDV | Ishares Core High Dividend E | — | — | Unchanged |
| 18 | WEC | Wec Energy Group Inc | — | — | Unchanged |
| 19 | MSFT | Microsoft CORP | — | — | Unchanged |
| 20 | UNL | United States 12 Month Natur | — | — | Unchanged |
| 21 | CVX | Chevron CORP | — | +0.71% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | +1.10% | Add |
| 23 | DVY | Ishares Select Dividend ETF | 0% | -5.95% | Trim |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +1.63% | Add |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | -3.15% | Trim |
| 26 | IYR | Ishares US Real Estate ETF | 0% | +0.58% | Add |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | -5.94% | Trim |
| 28 | IAU | Ishares Gold Trust | 0% | -12.11% | Trim |
| 29 | VTV | Vanguard Value ETF | -0.1% | -2.29% | Trim |
| 30 | IYW | Ishares Ustechnology ETF | -0.1% | -33.91% | Trim |
| 31 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.14% | Add |
| 32 | LEMB | Ishares Jp Morgan Em Local C | -0.1% | +0.51% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | -0.1% | -6.67% | Trim |
| 34 | GNR | State Street Spdr S&p Global | -0.2% | +5.73% | Add |
| 35 | IVE | Ishares S&p 500 Value ETF | -0.2% | -6.52% | Trim |
| 36 | IEFA | Ishares Core Msci Eafe ETF | -0.5% | +4.17% | Add |
| 37 | IEMG | Ishares Core Msci Emerging | -0.5% | +0.79% | Add |
According to official SEC Form 13F filings, Sterling Investment Advisors LLC /adv reported a total U.S. public equity portfolio value of $222.6M across 37 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, IVV, IEMG) accounted for 42.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $241.9K
Top Position Liquidated / Trimmed
IVV
前期市值: $23.7M
During Q4 2024, Sterling Investment Advisors LLC /adv's top holdings by market value included IEFA (18.4%)、IVV (13.2%)、IEMG (10.0%). The largest single position, IEFA, represented 18.4% of total portfolio value.
In Q4 2024, Sterling Investment Advisors LLC /adv made 31 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 10 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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