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CIK: 0001701132
Total reported value
$598.7M
$598.7M
140 檔
11.2%
As reported in its official Q1 2024 Form 13F filing, Sterling Investment Advisors, Ltd.'s tracked investment portfolio stood at $598.7M with 140 total positions.
During Q1 2024, Sterling Investment Advisors, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.91% | +0.24% | -1.66% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.70% | +0.11% | -1.81% | |
| 3 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.77% | -0.63% | +4.04% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.74% | +0.34% | -1.08% | |
| 5 | GMED | Globus Medical Inc - A | Stock-Healthcare | 2.70% | -0.35% | -0.22% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.58% | -0.04% | -3.77% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.54% | -0.11% | -1.99% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.40% | -0.34% | -1.86% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.40% | +1.23% | -4.53% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.36% | +0.17% | -1.24% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.31% | +0.16% | -1.01% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.17% | -0.01% | -2.04% | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.03% | -0.56% | -4.79% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.02% | — | +0.97% | |
| 15 | KKR | Kkr & Co Inc | Stock-Financials | 1.98% | -0.01% | -7.00% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.19% | -4.94% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.74% | +0.11% | -0.48% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.74% | -0.14% | +19.74% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | +0.02% | +0.07% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.47% | -0.30% | +6.62% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | -0.03% | -1.42% | |
| 22 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.30% | — | +0.33% | |
| 23 | TFC | Truist Financial CORP | Stock-Financials | 1.30% | -0.04% | -0.39% | |
| 24 | HRTS | Tema Heart & Health ETF | ETF-Other | 1.22% | -0.05% | — | |
| 25 | UTG | Reaves Utility Income Fund | Stock-Other | 1.19% | -0.08% | +27.41% | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.18% | +0.07% | -0.34% | |
| 27 | ✓ | Merck & Co. | Stock-Other | 1.16% | -0.02% | -0.84% | |
| 28 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 1.10% | — | -2.46% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.01% | -0.07% | +46.89% | |
| 30 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.98% | -0.08% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.05% | +0.06% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.39% | +8.12% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.96% | -0.02% | +5.24% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.93% | -0.03% | -1.52% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.92% | -0.05% | +54.04% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.92% | -0.08% | -0.75% | |
| 37 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.91% | -0.13% | -3.32% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.03% | -0.48% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.23% | +208.71% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.86% | +0.26% | -5.00% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.85% | +0.15% | +22.08% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.84% | -0.39% | +1.06% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.83% | — | -8.01% | |
| 44 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.82% | -0.10% | -0.26% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.09% | -2.51% | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.81% | -0.05% | -3.62% | |
| 47 | VPU | Vanguard Utilities ETF | ETF-Other | 0.78% | -0.06% | -0.38% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.78% | +0.01% | -5.31% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.76% | — | — | |
| 50 | GLBE | Global-E Online Ltd. | Stock-Other | 0.73% | — | +12.66% |
According to official SEC Form 13F filings, Sterling Investment Advisors, Ltd. reported a total U.S. public equity portfolio value of $598.7M across 140 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, KMI) accounted for 11.2% of total reported equity market value during Q1 2024.
During Q1 2024, Sterling Investment Advisors, Ltd.'s top holdings by market value included AAPL (6.9%)、AMZN (3.7%)、KMI (2.8%). The largest single position, AAPL, represented 6.9% of total portfolio value.
In Q1 2024, Sterling Investment Advisors, Ltd. made 0 total portfolio adjustments, initiating 0 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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