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CIK: 0001701132
Total reported value
$598.7M
$598.7M
151 檔
13.4%
According to the latest 13F quarterly dataset, Sterling Investment Advisors, Ltd. managed an equity portfolio of $598.7M at the end of Q3 2024, spanning 151 distinct U.S. exchange-listed positions.
During Q3 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 | 8.06% | +0.24% | -1.64% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.48% | +0.11% | +1.22% | |
| 3 | GMED | Globus Medical Inc - A | Stock-Healthcare | 3.25% | -0.35% | — | |
| 4 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.91% | -0.63% | -3.64% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.11% | +11.01% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.53% | +0.34% | -1.31% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.40% | -0.34% | -6.16% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +0.19% | +3.33% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.28% | +0.16% | -1.23% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.19% | +0.17% | -0.63% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.18% | -0.56% | -2.59% | |
| 12 | KKR | Kkr & Co Inc | Stock-Financials | 2.09% | -0.01% | -5.98% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.05% | — | -1.72% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.01% | -0.01% | -2.25% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.80% | +1.23% | -0.69% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.74% | -0.30% | -2.65% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.71% | +0.11% | -7.12% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.70% | -0.14% | -3.61% | |
| 19 | UTG | Reaves Utility Income Fund | Stock-Other | 1.45% | -0.08% | +2.21% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | +0.02% | -0.01% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.04% | -5.17% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.37% | -0.07% | +11.23% | |
| 23 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.37% | — | -4.86% | |
| 24 | HRTS | Tema Heart & Health ETF | ETF-Other | 1.35% | -0.05% | +3.66% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.03% | -0.52% | |
| 26 | TFC | Truist Financial CORP | Stock-Financials | 1.20% | -0.04% | -3.05% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.30% | -1.47% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.08% | +0.07% | -1.75% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.05% | -0.02% | -0.76% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.23% | -1.32% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.05% | +0.09% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.91% | — | -2.75% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.39% | +11.56% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.88% | +0.26% | -5.77% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.87% | -0.08% | -0.91% | |
| 36 | ✓ | Merck & Co. | Stock-Other | 0.85% | -0.02% | -0.43% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.85% | -0.05% | -14.33% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.13% | +2.33% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.85% | -0.03% | -1.39% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | +0.15% | +6.80% | |
| 41 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.81% | -0.13% | -8.42% | |
| 42 | VPU | Vanguard Utilities ETF | ETF-Other | 0.81% | -0.06% | -4.17% | |
| 43 | BLKCHF | Blackrock Inc | Stock-Other | 0.81% | -0.05% | -2.33% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.09% | +0.38% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-Other | 0.76% | -0.03% | -9.46% | |
| 46 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.76% | +0.04% | -0.13% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.75% | -0.39% | -0.98% | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.71% | -0.10% | -4.27% | |
| 49 | ZS | Zscaler Inc | Stock-Tech | 0.69% | -0.30% | EXIT | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.69% | +0.01% | -1.98% |
According to official SEC Form 13F filings, Sterling Investment Advisors, Ltd. reported a total U.S. public equity portfolio value of $598.7M across 151 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, GMED) accounted for 13.4% of total reported equity market value during Q3 2024.
During Q3 2024, Sterling Investment Advisors, Ltd.'s top holdings by market value included AAPL (8.1%)、AMZN (3.5%)、GMED (3.3%). The largest single position, AAPL, represented 8.1% of total portfolio value.
In Q3 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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