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CIK: 0001009198
Total reported value
$222.6M
$222.6M
35 檔
44.5%
As reported in its official Q1 2025 Form 13F filing, Sterling Investment Advisors LLC /adv's tracked investment portfolio stood at $222.6M with 35 total positions.
In Q1 2025, Sterling Investment Advisors LLC /adv displayed an active expansion posture, initiating 35 new positions and adding to 0 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 | 18.81% | +0.34% | -1.33% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.41% | +0.76% | +2.46% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 10.27% | +0.45% | +3.04% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.58% | -0.30% | +6.25% | |
| 5 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 5.67% | -0.03% | +3.70% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.63% | +0.27% | +4.12% | |
| 7 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 4.44% | -0.09% | +5.40% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.39% | -0.18% | +5.17% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.76% | +0.18% | +1.29% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.76% | -0.15% | +5.79% | |
| 11 | GNR | State Street Spdr S&p Global | ETF-Other | 3.52% | -0.38% | +4.01% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.16% | -0.11% | +4.35% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.94% | -0.04% | -1.87% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.07% | -0.01% | +0.61% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.05% | +0.25% | +3.29% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.95% | +0.02% | -2.00% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.86% | +0.01% | +0.28% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.91% | +0.01% | +0.01% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.01% | +0.76% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.52% | +0.02% | +6.13% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.07% | -9.29% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 0.33% | -0.07% | -7.11% | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.21% | -0.01% | -1.16% | |
| 24 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.20% | -0.18% | EXIT | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.02% | -0.68% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.18% | +0.03% | -5.13% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.01% | -1.49% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 0.16% | — | — | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | +0.01% | -1.35% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.15% | +0.01% | -0.69% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.14% | EXIT | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.13% | — | +0.34% | |
| 33 | T | At&t Inc | Stock-Comm Services | 0.13% | — | — | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | +0.01% | — | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.12% | — | +0.11% |
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 35 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IEFA, IVV, IEMG) accounted for 44.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEFA
市值: $33.4M
During Q1 2025, Sterling Investment Advisors LLC /adv's top holdings by market value included IEFA (18.8%)、IVV (12.4%)、IEMG (10.3%). The largest single position, IEFA, represented 18.8% of total portfolio value.
In Q1 2025, Sterling Investment Advisors LLC /adv made 35 total portfolio adjustments, initiating 35 new buys, adding to 0 positions, trimming 0 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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