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CIK: 0001701132
Total reported value
$598.7M
$598.7M
211 檔
17.8%
The Q4 2025 SEC filing reveals that Sterling Investment Advisors, Ltd. held a total portfolio value of $598.7M, covering 211 public equity positions.
Sterling Investment Advisors, Ltd. executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 20 positions.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.75% | +0.24% | -0.21% | |
| 2 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 3.83% | -0.09% | +12.09% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.19% | +0.34% | -3.69% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | +0.11% | +0.85% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | +0.19% | +0.79% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.37% | -0.56% | -9.02% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.11% | +2.12% | |
| 8 | GMED | Globus Medical Inc - A | Stock-Healthcare | 2.32% | -0.35% | -8.28% | |
| 9 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.27% | -0.63% | +0.15% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.03% | -0.40% | +22224.60% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.99% | +1.23% | -1.19% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.86% | +0.16% | +0.27% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.83% | +0.11% | -4.28% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.81% | +0.17% | +0.56% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.51% | -0.34% | +1.39% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.03% | +1.18% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.39% | -0.07% | +4.04% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.38% | +0.02% | +0.85% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.35% | -0.30% | +1.15% | |
| 20 | KKR | Kkr & Co Inc | Stock-Financials | 1.33% | -0.01% | -0.59% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | -0.01% | +0.00% | |
| 22 | UTG | Reaves Utility Income Fund | Stock-Other | 1.28% | -0.08% | -0.80% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.13% | +4.08% | |
| 24 | AMLPUSD | Alerian Mlp ETF | ETF-Other | 1.09% | -0.20% | +19.73% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.09% | -2.17% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.01% | -0.23% | +1.65% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.04% | -17.62% | |
| 28 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-Other | 0.95% | — | +20.30% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.91% | +0.04% | +6.20% | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.90% | — | — | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.90% | -0.14% | -1.85% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.89% | +0.07% | -1.08% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.39% | +2.74% | |
| 34 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.88% | -0.25% | — | |
| 35 | HRTS | Tema Heart & Health ETF | ETF-Other | 0.87% | -0.05% | -4.12% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.05% | -1.06% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.30% | -0.59% | |
| 38 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.86% | -0.10% | -11.14% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.85% | +0.15% | +25.12% | |
| 40 | TFC | Truist Financial CORP | Stock-Financials | 0.84% | -0.04% | +0.01% | |
| 41 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.81% | +0.04% | +1.83% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | -0.02% | +0.95% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.75% | -0.16% | -5.51% | |
| 44 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-Other | 0.72% | +0.01% | +0.53% | |
| 45 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.68% | -0.02% | -2.30% | |
| 46 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.67% | +0.24% | +26.05% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.67% | — | -4.21% | |
| 48 | BLKCHF | Blackrock Inc | Stock-Other | 0.65% | -0.05% | +1.38% | |
| 49 | VPU | Vanguard Utilities ETF | ETF-Other | 0.65% | -0.06% | — | |
| 50 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.60% | -0.13% | +4.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +2% | +22224.60% | Add |
| 2 | GMED | Globus Medical Inc - A | +0.6% | -8.28% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.69% | Trim |
| 4 | JFLX | Jpmorgan Flexible Debt ETF | +0.2% | +12.09% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -2.17% | Trim |
| 6 | VRT | Vertiv Holdings Co-a | +0.2% | +26.05% | Add |
| 7 | MUB | Ishares National Muni Bond E | +0.1% | +25.12% | Add |
| 8 | MUNI | Pimco Intermediate Municipal | +0.1% | +77.67% | Add |
| 9 | AMLPUSD | Alerian Mlp ETF | +0.1% | +19.73% | Add |
| 10 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | +0.1% | +20.30% | Add |
| 11 | MINO | Pimco Municipal Income Oppor | +0.1% | +84.15% | Add |
| 12 | CAH | Cardinal Health Inc | +0.1% | -2.30% | Trim |
| 13 | LLY | Eli Lilly & Co | +0.1% | +1.75% | Add |
| 14 | REGN | Regeneron Pharmaceuticals | +0.1% | -1.90% | Trim |
| 15 | ✓ | Merck & Co. | +0.1% | +4.37% | Add |
| 16 | ETHA | Ishares Ethereum Trust ETF | +0.1% | +342.24% | Add |
| 17 | AMGN | Amgen Inc | +0.1% | +0.95% | Add |
| 18 | SBIO | Alps Medical Breakthroughs | +0.1% | +81.17% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +121.81% | Add |
| 20 | CMI | Cummins Inc | +0.1% | -1.16% | Trim |
| 21 | AAPL | Apple Inc | +0.1% | -0.21% | Trim |
| 22 | WMT | Walmart Inc | 0% | +1.65% | Add |
| 23 | HRTS | Tema Heart & Health ETF | 0% | -4.12% | Trim |
| 24 | AMZN | Amazon.com Inc | 0% | +0.85% | Add |
| 25 | GS | Goldman Sachs Group Inc | — | -4.28% | Trim |
| 26 | MDLZ | Mondelez International Inc-a | -0.1% | -17.98% | Trim |
| 27 | AMT | American Tower CORP | -0.1% | -7.80% | Trim |
| 28 | ETN | Eaton Corporation plc | -0.1% | -1.02% | Trim |
| 29 | AUR | Aurora Innovation Inc | -0.1% | -18.41% | Trim |
| 30 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | -2.27% | Trim |
| 31 | JNJ | Johnson & Johnson | -0.2% | -17.62% | Trim |
| 32 | META | Meta Platforms Inc-class A | -0.2% | +4.08% | Add |
| 33 | MSTR | Strategy Inc | -0.2% | +2.97% | Add |
| 34 | COST | Costco Wholesale CORP | -0.2% | +1.39% | Add |
| 35 | UTG | Reaves Utility Income Fund | -0.2% | -0.80% | Trim |
| 36 | ZS | Zscaler Inc | -0.2% | -1.91% | Trim |
| 37 | ORCL | Oracle CORP | -0.2% | -0.90% | Trim |
| 38 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | -1.19% | Trim |
| 39 | MSFT | Microsoft CORP | -0.3% | +2.12% | Add |
| 40 | HD | Home Depot Inc | -0.3% | +0.00% | Add |
| 41 | MOS | Mosaic Co/the | -0.4% | -11.25% | Trim |
| 42 | GLDM | Spdr Gold Minishares Trust | — | EXIT | Sold out |
| 43 | BINC | Ishares Flex I A Etf-usd Inc | — | NEW | New buy |
| 44 | BIZD | Vaneck Bdc Income ETF | — | NEW | New buy |
| 45 | REMX | Vaneck Rar Earth Nd Stg-usdi | — | NEW | New buy |
| 46 | FNF | Fidelity National Financial | — | EXIT | Sold out |
| 47 | JMUB | Jpmorgan Municipal ETF | — | NEW | New buy |
| 48 | GTLB | Gitlab Inc-cl A | — | EXIT | Sold out |
| 49 | TSPA | T Rowe Price US Eqy Research | — | NEW | New buy |
| 50 | IAUUSD | Ishares Gold Trust | — | 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 211 disclosed positions in Q4 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, GOOGL) accounted for 17.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
BINC
市值: $4.9M
Top Position Liquidated / Trimmed
GLDM
前期市值: $10.4M
During Q4 2025, Sterling Investment Advisors, Ltd.'s top holdings by market value included AAPL (6.8%)、JFLX (3.8%)、GOOGL (3.2%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q4 2025, Sterling Investment Advisors, Ltd. made 50 total portfolio adjustments, initiating 6 new buys, adding to 21 positions, trimming 20 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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