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CIK: 0001701132
Total reported value
$598.7M
$598.7M
174 檔
13.0%
The Q1 2025 SEC filing reveals that Sterling Investment Advisors, Ltd. held a total portfolio value of $598.7M, covering 174 public equity positions.
In Q1 2025, Sterling Investment Advisors, Ltd. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.16% | +0.24% | -0.48% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | +0.11% | -2.20% | |
| 3 | KMI | Kinder Morgan, Inc. | Stock-Energy | 3.12% | -0.63% | -4.25% | |
| 4 | GMED | Globus Medical Inc - A | Stock-Healthcare | 2.75% | -0.35% | — | |
| 5 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.49% | -0.56% | +4.06% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.37% | — | +4.41% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.11% | +2.47% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.24% | +0.16% | +4.95% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.20% | -0.34% | -5.02% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.17% | +0.34% | -1.51% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.06% | +1.23% | -4.33% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | +0.19% | +3.93% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.99% | +0.17% | +6.41% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.78% | +0.02% | +2.07% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.73% | -0.01% | +0.99% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.62% | -0.07% | +19.11% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.61% | +0.11% | -7.38% | |
| 18 | KKR | Kkr & Co Inc | Stock-Financials | 1.54% | -0.01% | -5.65% | |
| 19 | UTG | Reaves Utility Income Fund | Stock-Other | 1.45% | -0.08% | +3.60% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.43% | -0.30% | +0.59% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.42% | -0.04% | -7.05% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.03% | -3.07% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.38% | -0.14% | -11.03% | |
| 24 | HRTS | Tema Heart & Health ETF | ETF-Other | 1.26% | -0.05% | +6.50% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | -0.05% | -0.24% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -0.30% | -2.44% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.39% | +1.62% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.13% | +25.10% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | -0.23% | +1.07% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.01% | +0.07% | +1.32% | |
| 31 | TFC | Truist Financial CORP | Stock-Financials | 1.00% | -0.04% | -3.48% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.96% | -0.02% | +0.64% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.92% | — | -4.18% | |
| 34 | AMLPUSD | Alerian Mlp ETF | ETF-Other | 0.90% | -0.20% | +22.45% | |
| 35 | MOS | Mosaic Co/the | Stock-Materials | 0.89% | -0.19% | -0.27% | |
| 36 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-Other | 0.83% | +0.01% | +37.10% | |
| 37 | VPU | Vanguard Utilities ETF | ETF-Other | 0.81% | -0.06% | +10.44% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.03% | +1.67% | |
| 39 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.78% | +0.04% | +10.27% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.77% | -0.39% | +5.73% | |
| 41 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.75% | -0.10% | -3.24% | |
| 42 | BLKCHF | Blackrock Inc | Stock-Other | 0.74% | -0.05% | +1.71% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.09% | -0.24% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-Other | 0.72% | -0.03% | +6.04% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.71% | -0.05% | -6.90% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.70% | -0.08% | -0.48% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.67% | +0.15% | — | |
| 48 | ✓ | Merck & Co. | Stock-Other | 0.63% | -0.02% | -0.14% | |
| 49 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.63% | — | +3.22% | |
| 50 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.63% | -0.02% | -4.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 4 | GMED | Globus Medical Inc - A | — | NEW | New buy |
| 5 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 6 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 9 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 12 | NVDA | Nvidia CORP | — | NEW | New buy |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | — | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 15 | HD | Home Depot Inc | — | NEW | New buy |
| 16 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 17 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 18 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 19 | UTG | Reaves Utility Income Fund | — | NEW | New buy |
| 20 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 21 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 22 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 23 | MOAT | Vaneck Morningstar Wide Moat | — | NEW | New buy |
| 24 | HRTS | Tema Heart & Health ETF | — | NEW | New buy |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 26 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 27 | CVX | Chevron CORP | — | NEW | New buy |
| 28 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 29 | WMT | Walmart Inc | — | NEW | New buy |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | — | NEW | New buy |
| 31 | TFC | Truist Financial CORP | — | NEW | New buy |
| 32 | AMGN | Amgen Inc | — | NEW | New buy |
| 33 | DE | Deere & Co | — | NEW | New buy |
| 34 | AMLPUSD | Alerian Mlp ETF | — | NEW | New buy |
| 35 | MOS | Mosaic Co/the | — | NEW | New buy |
| 36 | SCHD | Schwab U.S. Dividend Equity ETF | — | NEW | New buy |
| 37 | VPU | Vanguard Utilities ETF | — | NEW | New buy |
| 38 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 39 | BOTZ | Global X Robotics & Artifici | — | NEW | New buy |
| 40 | HON | Honeywell International Inc | — | NEW | New buy |
| 41 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 42 | BLKCHF | Blackrock Inc | — | NEW | New buy |
| 43 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 44 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 45 | AMT | American Tower CORP | — | NEW | New buy |
| 46 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 47 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 48 | ✓ | Merck & Co. | — | NEW | New buy |
| 49 | TTD | Trade Desk Inc/the -class A | — | NEW | New buy |
| 50 | CAH | Cardinal Health Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Sterling Investment Advisors, Ltd. reported a total U.S. public equity portfolio value of $598.7M across 174 disclosed positions in Q1 2025.
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 AAPL, AMZN, KMI) accounted for 13.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $29.8M
During Q1 2025, Sterling Investment Advisors, Ltd.'s top holdings by market value included AAPL (7.2%)、AMZN (3.2%)、KMI (3.1%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q1 2025, Sterling Investment Advisors, Ltd. made 50 total portfolio adjustments, initiating 50 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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