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CIK: 0001701132
Total reported value
$598.7M
$598.7M
202 檔
16.3%
During the Q3 2025 filing period, Sterling Investment Advisors, Ltd. (CIK: 0001701132) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $598.7M across 202 reported positions.
In Q3 2025, Sterling Investment Advisors, Ltd. displayed an active expansion posture, initiating 6 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.70% | +0.24% | +0.62% | |
| 2 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 3.61% | -0.09% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.07% | +0.11% | +0.35% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | +0.19% | -2.10% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.72% | +0.34% | -2.22% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.11% | -1.21% | |
| 7 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.47% | -0.63% | +0.20% | |
| 8 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.45% | -0.56% | -0.81% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.23% | +1.23% | -2.23% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.03% | — | -0.23% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.97% | +0.16% | +0.16% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.88% | +0.17% | +0.27% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.83% | +0.11% | -5.36% | |
| 14 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.75% | -0.35% | — | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.69% | -0.34% | -0.48% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.61% | -0.01% | +1.70% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.48% | -0.03% | -0.86% | |
| 18 | UTG | Reaves Utility Income Fund | Stock-Other | 1.47% | -0.08% | -0.78% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.46% | -0.30% | +2.02% | |
| 20 | KKR | Kkr & Co Inc | Stock-Financials | 1.44% | -0.01% | -2.14% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.41% | +0.02% | -0.09% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.40% | -0.07% | -0.49% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.13% | +2.47% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | -0.04% | -5.57% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.23% | +1.26% | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.97% | +0.07% | -0.35% | |
| 27 | AMLPUSD | Alerian Mlp ETF | ETF-Other | 0.96% | -0.20% | +14.76% | |
| 28 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.95% | -0.10% | +0.38% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.05% | +1.44% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.39% | +0.50% | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.93% | -0.14% | -16.18% | |
| 32 | MOS | Mosaic Co/the | Stock-Materials | 0.91% | -0.19% | -0.42% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.09% | -0.90% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | +0.04% | +82.51% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.30% | +0.67% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.87% | -0.16% | -2.11% | |
| 37 | HRTS | Tema Heart & Health ETF | ETF-Other | 0.85% | -0.05% | -19.47% | |
| 38 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.83% | +0.04% | +0.13% | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.83% | -0.04% | -3.67% | |
| 40 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-Other | 0.82% | — | — | |
| 41 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-Other | 0.75% | +0.01% | -0.16% | |
| 42 | BLKCHF | Blackrock Inc | Stock-Other | 0.74% | -0.05% | — | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.02% | +0.11% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.72% | — | -0.61% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.71% | +0.15% | +9.73% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.70% | -0.06% | -1.74% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.68% | -0.39% | +2.98% | |
| 48 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.67% | -0.13% | -5.35% | |
| 49 | ZS | Zscaler Inc | Stock-Tech | 0.66% | -0.30% | EXIT | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.65% | +0.26% | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -2.10% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.22% | Trim |
| 3 | TSLA | Tesla Inc | +0.5% | +82.51% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.5% | -2.11% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | -1.21% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +2.47% | Add |
| 7 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.2% | -5.35% | Add |
| 8 | ORCL | Oracle CORP | +0.2% | +0.19% | Add |
| 9 | GS | Goldman Sachs Group Inc | +0.2% | -5.36% | Trim |
| 10 | SHOP | Shopify Inc - Class A | +0.2% | +0.38% | Add |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -2.23% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | -0.90% | Trim |
| 13 | SMH | Vaneck Semiconductor ETF | +0.1% | -3.84% | Add |
| 14 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | — | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.86% | Add |
| 16 | AMLPUSD | Alerian Mlp ETF | +0.1% | +14.76% | Add |
| 17 | ZS | Zscaler Inc | +0.1% | +0.04% | Trim |
| 18 | ETN | Eaton Corporation plc | +0.1% | +2.79% | Add |
| 19 | BOTZ | Global X Robotics & Artifici | +0.1% | +0.13% | Add |
| 20 | MUB | Ishares National Muni Bond E | 0% | +9.73% | Add |
| 21 | BX | Blackstone Inc | 0% | +0.01% | Add |
| 22 | CMI | Cummins Inc | 0% | — | Unchanged |
| 23 | LMT | Lockheed Martin CORP | 0% | +2.02% | Add |
| 24 | MOS | Mosaic Co/the | 0% | -0.42% | Trim |
| 25 | UTG | Reaves Utility Income Fund | 0% | -0.78% | Add |
| 26 | BLKCHF | Blackrock Inc | — | — | Unchanged |
| 27 | GDX | Vaneck Gold Miners ETF | 0% | -0.81% | Trim |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | -0.35% | Trim |
| 29 | WMT | Walmart Inc | -0.1% | +1.26% | Trim |
| 30 | KKR | Kkr & Co Inc | -0.1% | -2.14% | Add |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | +0.27% | Add |
| 32 | AMZN | Amazon.com Inc | -0.1% | +0.35% | Add |
| 33 | HD | Home Depot Inc | -0.1% | +1.70% | Add |
| 34 | GTLB | Gitlab Inc-cl A | -0.2% | -47.96% | Trim |
| 35 | AMT | American Tower CORP | -0.3% | -5.73% | Trim |
| 36 | DVY | Ishares Select Dividend ETF | -0.3% | +0.16% | Add |
| 37 | GLDM | Spdr Gold Minishares Trust | -0.3% | -0.23% | Trim |
| 38 | HRTS | Tema Heart & Health ETF | -0.4% | -19.47% | Trim |
| 39 | MOAT | Vaneck Morningstar Wide Moat | -0.5% | -16.18% | Trim |
| 40 | AAPL | Apple Inc | -0.5% | +0.62% | Add |
| 41 | GMED | Globus Medical Inc - A | -1% | — | Add |
| 42 | JFLX | Jpmorgan Flexible Debt ETF | — | NEW | New buy |
| 43 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | — | NEW | New buy |
| 44 | OHI | Omega Healthcare Investors | — | NEW | New buy |
| 45 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 46 | TTD | Trade Desk Inc/the -class A | — | EXIT | Sold out |
| 47 | GLBE | Global-E Online Ltd. | — | EXIT | Sold out |
| 48 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
| 49 | AVGO | Broadcom Inc. | — | NEW | New buy |
| 50 | LRCXEUR | Lam Research CORP | — | 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 202 disclosed positions in Q3 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, JFLX, AMZN) accounted for 16.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
JFLX
市值: $18.5M
Top Position Liquidated / Trimmed
TTD
前期市值: $2.6M
During Q3 2025, Sterling Investment Advisors, Ltd.'s top holdings by market value included AAPL (6.7%)、JFLX (3.6%)、AMZN (3.1%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q3 2025, Sterling Investment Advisors, Ltd. made 48 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 3 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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