Sterling Investment Advisors LLC /Adv Top Holdings and 13F Report (2025) About Sterling Investment Advisors LLC /AdvInvestment ActivitySterling Investment Advisors LLC /Adv has $171.15 million in total holdings as of December 31, 2024.Sterling Investment Advisors LLC /Adv owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.45% of the portfolio was purchased this quarter.About 1.80% of the portfolio was sold this quarter.This quarter, Sterling Investment Advisors LLC /Adv has purchased 34 new stocks and bought additional shares in 18 stocks.Sterling Investment Advisors LLC /Adv sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $31,470,750iShares Core S&P 500 ETF $22,544,322iShares Core MSCI Emerging Markets ETF $17,138,099iShares 0-3 Month Treasury Bond ETF $14,288,370Vanguard Value ETF $9,421,115 Largest New Holdings this Quarter Tesla $241,900 HoldingiShares Core MSCI Total International Stock ETF $201,055 HoldingiShares Core S&P Total U.S. Stock Market ETF $200,140 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 17,925 shares (about $1.26M)iShares 0-3 Month Treasury Bond ETF 9,652 shares (about $968.29K)SPDR S&P Global Natural Resources ETF 6,124 shares (about $304.73K)Tesla 599 shares (about $241.90K)iShares Core MSCI Total International Stock ETF 3,039 shares (about $201.06K) Largest Sales this Quarter iShares Core S&P 500 ETF 2,735 shares (about $1.61M)iShares S&P 500 Value ETF 1,946 shares (about $371.46K)iShares Core S&P Mid-Cap ETF 4,217 shares (about $262.76K)Vanguard Value ETF 1,307 shares (about $221.28K)iShares U.S. Technology ETF 1,260 shares (about $201.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSterling Investment Advisors LLC /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$31,470,750$1,259,772 ▲4.2%447,79018.4%ETFIVViShares Core S&P 500 ETF$22,544,322$1,610,056 ▼-6.7%38,29613.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$17,138,099$133,892 ▲0.8%328,19010.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$14,288,370$968,295 ▲7.3%142,4278.3%ETFVTVVanguard Value ETF$9,421,115$221,277 ▼-2.3%55,6475.5%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$9,351,368$47,096 ▲0.5%259,1185.5%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$7,370,278$190,763 ▲2.7%157,5184.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$7,205,532$124,946 ▲1.8%71,6254.2%ETFIJHiShares Core S&P Mid-Cap ETF$7,038,347$262,763 ▼-3.6%112,9564.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$6,231,402$155,063 ▲2.6%130,4453.6%ManufacturingGNRSPDR S&P Global Natural Resources ETF$5,618,663$304,731 ▲5.7%112,9153.3%ETFIVEiShares S&P 500 Value ETF$5,325,058$371,458 ▼-6.5%27,8973.1%ETFTIPiShares TIPS Bond ETF$5,160,420$131,592 ▲2.6%48,4313.0%ETFIJRiShares Core S&P Small-Cap ETF$3,881,263$126,168 ▼-3.1%33,6852.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,644,051$64,415 ▲1.8%46,3322.1%ETFEFAiShares MSCI EAFE ETF$3,267,539$36,974 ▲1.1%43,2151.9%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,226,459$108,337 ▲3.5%33,2961.9%FinanceIWMiShares Russell 2000 ETF$1,784,677$112,702 ▼-5.9%8,0761.0%FinanceIVWiShares S&P 500 Growth ETF$1,027,426$90,569 ▼-8.1%10,1190.6%ETFWMTWalmart$843,0300.0%9,3300.5%Retail/WholesaleIYRiShares U.S. Real Estate ETF$839,464$4,839 ▲0.6%9,0200.5%ETFIAUiShares Gold Trust$534,728$73,674 ▼-12.1%10,8000.3%FinanceNVDANVIDIA$416,681$3,358 ▲0.8%3,1020.2%Computer and TechnologyIYWiShares U.S. Technology ETF$391,786$200,998 ▼-33.9%2,4560.2%ManufacturingMSFTMicrosoft$340,3330.0%8070.2%Computer and TechnologyORLYO'Reilly Automotive$307,122$1,186 ▲0.4%2590.2%Retail/WholesaleWECWEC Energy Group$306,7580.0%3,2620.2%UtilitiesHDViShares Core High Dividend ETF$265,4950.0%2,3650.2%ETFVEAVanguard FTSE Developed Markets ETF$258,229$2,821 ▲1.1%5,4000.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$242,139$3,883 ▲1.6%3,1800.1%ManufacturingTSLATesla$241,900$241,900 ▲New Holding5990.1%Auto/Tires/TrucksAAPLApple$232,4510.0%9280.1%Computer and TechnologyDVYiShares Select Dividend ETF$228,433$14,449 ▼-5.9%1,7390.1%ETFCVXChevron$204,224$1,448 ▲0.7%1,4100.1%Oils/EnergyIXUSiShares Core MSCI Total International Stock ETF$201,055$201,055 ▲New Holding3,0390.1%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$200,140$200,140 ▲New Holding1,5560.1%ETFUNLUnited States 12 Month Natural Gas Fund$105,0880.0%12,8620.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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