Sterling Investment Advisors, Ltd. Top Holdings and 13F Report (2024) About Sterling Investment Advisors, Ltd.Investment ActivitySterling Investment Advisors, Ltd. has $394.57 million in total holdings as of September 30, 2024.Sterling Investment Advisors, Ltd. owns shares of 151 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 3.00% of the portfolio was purchased this quarter.About 2.92% of the portfolio was sold this quarter.This quarter, Sterling Investment Advisors, Ltd. has purchased 137 new stocks and bought additional shares in 43 stocks.Sterling Investment Advisors, Ltd. sold shares of 63 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $31,810,279Amazon.com $13,742,539Globus Medical $12,821,613Kinder Morgan $11,489,149Microsoft $10,431,830 Largest New Holdings this Quarter Aurora Innovation $1,184,000 HoldingTJX Companies $590,756 HoldingAir Products and Chemicals $361,754 HoldingiShares Core S&P 500 ETF $335,709 HoldingInternational Business Machines $301,995 Holding Largest Purchases this Quarter Aurora Innovation 200,000 shares (about $1.18M)Microsoft 2,404 shares (about $1.03M)MicroStrategy 4,797 shares (about $808.77K)TJX Companies 5,026 shares (about $590.76K)Eaton 1,669 shares (about $553.17K) Largest Sales this Quarter Costco Wholesale 700 shares (about $620.54K)Charles Schwab 9,249 shares (about $599.43K)American Tower 2,424 shares (about $563.71K)Apple 2,276 shares (about $530.31K)KKR & Co. Inc. 4,023 shares (about $525.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSterling Investment Advisors, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$31,810,279$530,307 ▼-1.6%136,5258.1%Computer and TechnologyAMZNAmazon.com$13,742,539$165,833 ▲1.2%73,7543.5%Retail/WholesaleGMEDGlobus Medical$12,821,6130.0%179,2233.2%MedicalKMIKinder Morgan$11,489,149$434,378 ▼-3.6%520,1062.9%Oils/EnergyMSFTMicrosoft$10,431,830$1,034,448 ▲11.0%24,2432.6%Computer and TechnologyGOOGLAlphabet$9,980,481$132,348 ▼-1.3%60,1782.5%Computer and TechnologyCOSTCostco Wholesale$9,452,567$620,538 ▼-6.2%10,6632.4%Retail/WholesaleNVDANVIDIA$9,115,496$293,762 ▲3.3%75,0622.3%Computer and TechnologyDVYiShares Select Dividend ETF$9,000,183$112,109 ▼-1.2%66,6332.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$8,652,608$54,620 ▼-0.6%73,9792.2%ETFGDXVanEck Gold Miners ETF$8,596,467$228,965 ▼-2.6%215,8832.2%ETFKKRKKR & Co. Inc.$8,260,854$525,322 ▼-6.0%63,2632.1%FinanceGLDMSPDR Gold MiniShares Trust$8,086,823$141,481 ▼-1.7%155,1282.0%FinanceHDHome Depot$7,921,734$181,936 ▼-2.2%19,5502.0%Retail/WholesaleCRWDCrowdStrike$7,115,804$49,082 ▼-0.7%25,3711.8%Computer and TechnologyLMTLockheed Martin$6,861,259$187,067 ▼-2.7%11,7371.7%AerospaceGSThe Goldman Sachs Group$6,758,902$517,897 ▼-7.1%13,6511.7%FinanceMOATVanEck Morningstar Wide Moat ETF$6,721,059$252,070 ▼-3.6%69,3251.7%ETFReaves Utility Income Fund$5,730,627$123,858 ▲2.2%174,6611.5%CEFVVisa$5,722,710$825 ▼0.0%20,8141.5%Business ServicesJNJJohnson & Johnson$5,696,836$310,828 ▼-5.2%35,1531.4%MedicalJEPIJPMorgan Equity Premium Income ETF$5,411,536$546,242 ▲11.2%90,9351.4%ETFTTDTrade Desk$5,390,942$275,221 ▼-4.9%49,1651.4%Computer and TechnologyTema GLP-1, Obesity & Cardiometabolic ETF$5,332,152$188,328 ▲3.7%158,6951.4%ETFJPMJPMorgan Chase & Co.$5,048,512$26,147 ▼-0.5%23,9421.3%FinanceTFCTruist Financial$4,750,880$149,267 ▼-3.0%111,0801.2%FinanceXOMExxon Mobil$4,581,559$68,574 ▼-1.5%39,0851.2%Oils/EnergyCWBSPDR Bloomberg Convertible Securities ETF$4,262,099$76,054 ▼-1.8%55,6481.1%ETFAMGNAmgen$4,145,232$31,577 ▼-0.8%12,8651.1%MedicalWMTWalmart$4,038,156$54,022 ▼-1.3%50,0081.0%Retail/WholesaleBRK.BBerkshire Hathaway$3,792,542$3,222 ▲0.1%8,2401.0%FinanceDEDeere & Company$3,604,390$101,826 ▼-2.7%8,6370.9%Industrial ProductsCVXChevron$3,580,221$370,967 ▲11.6%24,3110.9%Oils/EnergyBXBlackstone$3,481,496$213,306 ▼-5.8%22,7360.9%FinanceLOWLowe's Companies$3,432,749$31,419 ▼-0.9%12,6740.9%Retail/WholesaleMerck & Co.$3,371,362$14,649 ▼-0.4%29,6880.9%COMAMTAmerican Tower$3,368,995$563,708 ▼-14.3%14,4870.9%FinanceMETAMeta Platforms$3,364,232$76,707 ▲2.3%5,8770.9%Computer and TechnologyPGProcter & Gamble$3,346,295$47,111 ▼-1.4%19,3200.8%Consumer StaplesMUBiShares National Muni Bond ETF$3,316,908$211,285 ▲6.8%30,5340.8%ETFREGNRegeneron Pharmaceuticals$3,203,128$294,347 ▼-8.4%3,0470.8%MedicalVPUVanguard Utilities ETF$3,197,299$139,240 ▼-4.2%18,3700.8%ETFBLKBlackRock$3,185,416$75,956 ▼-2.3%3,3550.8%FinanceGOOGAlphabet$3,163,367$11,870 ▲0.4%18,9210.8%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$3,010,558$314,487 ▼-9.5%90,5980.8%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$2,995,416$4,019 ▼-0.1%93,1700.8%ManufacturingHONHoneywell International$2,975,404$29,560 ▼-1.0%14,3940.8%Multi-Sector ConglomeratesSHOPShopify$2,796,565$124,618 ▼-4.3%34,8960.7%Computer and TechnologyZSZscaler$2,713,673$162,393 ▼-5.6%15,8750.7%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,708,901$54,691 ▼-2.0%4,7550.7%ETFTSLATesla$2,516,619$523 ▲0.0%9,6190.6%Auto/Tires/TrucksETNEaton$2,513,310$553,173 ▲28.2%7,5830.6%Industrial ProductsFNFFidelity National Financial$2,454,163$105,812 ▼-4.1%39,5450.6%FinanceInvesco S&P 500 Equal Weight ETF$2,377,632$144,582 ▲6.5%13,2710.6%ETFSCHWCharles Schwab$2,362,390$599,428 ▼-20.2%36,4510.6%FinancePEPPepsiCo$2,315,539$35,200 ▲1.5%13,6170.6%Consumer StaplesAlerian MLP ETF$2,298,245$37,751 ▲1.7%48,7640.6%ETFGLBEGlobal-E Online$2,224,715$507,408 ▼-18.6%57,8750.6%Retail/WholesalePAYXPaychex$2,218,458$39,452 ▼-1.7%16,5320.6%Business ServicesCAHCardinal Health$2,213,716$33,156 ▼-1.5%20,0300.6%MedicalCMICummins$2,141,871$56,663 ▼-2.6%6,6150.5%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$1,948,537$39,017 ▼-2.0%3,3960.5%FinanceORCLOracle$1,827,199$34,080 ▲1.9%10,7230.5%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,804,071$125,437 ▲7.5%32,9930.5%ETFMDLZMondelez International$1,718,574$168,704 ▲10.9%23,3280.4%Consumer StaplesMCDMcDonald's$1,710,1280.0%5,6160.4%Retail/WholesaleGISGeneral Mills$1,707,7810.0%23,1250.4%Consumer StaplesMedtronic plc$1,612,797$315,105 ▲24.3%17,9140.4%COMABTAbbott Laboratories$1,373,112$33,860 ▼-2.4%12,0440.3%MedicalCMCSAComcast$1,335,421$296,064 ▼-18.1%31,9710.3%Consumer DiscretionaryEMREmerson Electric$1,329,016$547 ▲0.0%12,1520.3%Industrial ProductsSYKStryker$1,228,2840.0%3,4000.3%MedicalVERXVertex$1,221,537$51,873 ▼-4.1%31,7200.3%Computer and TechnologyFNXFirst Trust Mid Cap Core AlphaDEX Fund$1,220,703$52,132 ▼-4.1%10,4200.3%ManufacturingAURAurora Innovation$1,184,000$1,184,000 ▲New Holding200,0000.3%Business ServicesInvesco QQQ ETF$1,167,093$43,931 ▼-3.6%2,3910.3%ETFKOCoca-Cola$1,142,959$72,724 ▲6.8%15,9050.3%Consumer StaplesCSCOCisco Systems$1,120,857$7,185 ▲0.6%21,0610.3%Computer and TechnologyPPLPPL$1,082,823$48,661 ▼-4.3%32,7330.3%UtilitiesPSAPublic Storage$1,082,5130.0%2,9750.3%FinanceWTRGEssential Utilities$1,020,537$49,486 ▼-4.6%26,4590.3%UtilitiesSMHVanEck Semiconductor ETF$944,0010.0%3,8460.2%ManufacturingMSTRMicroStrategy$898,638$808,774 ▲900.0%5,3300.2%Computer and TechnologyAMDAdvanced Micro Devices$867,819$44,302 ▲5.4%5,2890.2%Computer and TechnologyLLYEli Lilly and Company$819,495$231,230 ▲39.3%9250.2%MedicalALGNAlign Technology$803,651$25,432 ▼-3.1%3,1600.2%MedicalITBiShares U.S. Home Construction ETF$752,0720.0%5,9170.2%ETFFEXFirst Trust Large Cap Core AlphaDEX Fund$732,7240.0%7,0340.2%ETFGLWCorning$689,8920.0%15,2800.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$689,519$139,626 ▲25.4%14,4100.2%ETFCATCaterpillar$683,577$391 ▲0.1%1,7480.2%Industrial ProductsGDXJVanEck Junior Gold Miners ETF$668,697$53,691 ▼-7.4%13,7000.2%ETFJPSTJPMorgan Ultra-Short Income ETF$662,157$99,704 ▼-13.1%13,0500.2%ETFJCPBJPMorgan Core Plus Bond ETF$609,030$73,566 ▲13.7%12,6250.2%ETFADBEAdobe$605,8030.0%1,1700.2%Computer and TechnologyTJXTJX Companies$590,756$590,756 ▲New Holding5,0260.1%Retail/WholesaleFSLRFirst Solar$569,9700.0%2,2850.1%Oils/EnergyJPMorgan Active Bond ETF$565,081$27,325 ▲5.1%10,3400.1%ETFCOPConocoPhillips$562,300$36,006 ▲6.8%5,3410.1%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$558,076$33,964 ▲6.5%8,9550.1%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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