Sterling Investment Advisors, Ltd. Top Holdings and 13F Report (2025) About Sterling Investment Advisors, Ltd.Investment ActivitySterling Investment Advisors, Ltd. has $412.47 million in total holdings as of December 31, 2024.Sterling Investment Advisors, Ltd. owns shares of 161 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 4.44% of the portfolio was purchased this quarter.About 3.27% of the portfolio was sold this quarter.This quarter, Sterling Investment Advisors, Ltd. has purchased 151 new stocks and bought additional shares in 53 stocks.Sterling Investment Advisors, Ltd. sold shares of 61 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $33,780,143Amazon.com $15,676,461Kinder Morgan $13,041,926Globus Medical $12,921,204Alphabet $11,250,925 Largest New Holdings this Quarter Mosaic $3,363,773 HoldingVanEck Uranium+Nuclear Energy ETF $918,735 HoldingPIMCO Intermediate Municipal Bond Exchange-Traded Fund $667,317 HoldingVanguard S&P 500 ETF $521,522 HoldingPIMCO Municipal Income Opportunities Active Exchange-Traded Fund $519,317 Holding Largest Purchases this Quarter Mosaic 136,850 shares (about $3.36M)iShares Bitcoin Trust 21,624 shares (about $1.15M)VanEck Uranium+Nuclear Energy ETF 11,295 shares (about $918.74K)Lockheed Martin 1,489 shares (about $723.56K)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 12,900 shares (about $667.32K) Largest Sales this Quarter Globus Medical 23,000 shares (about $1.90M)Tesla 3,384 shares (about $1.37M)Kinder Morgan 44,123 shares (about $1.21M)KKR & Co. Inc. 4,320 shares (about $638.98K)Amazon.com 2,299 shares (about $504.38K) 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$33,780,143$408,435 ▼-1.2%134,8948.2%Computer and TechnologyAMZNAmazon.com$15,676,461$504,376 ▼-3.1%71,4553.8%Retail/WholesaleKMIKinder Morgan$13,041,926$1,208,969 ▼-8.5%475,9833.2%Oils/EnergyGMEDGlobus Medical$12,921,204$1,902,330 ▼-12.8%156,2233.1%MedicalGOOGLAlphabet$11,250,925$140,840 ▼-1.2%59,4342.7%Computer and TechnologyMSFTMicrosoft$10,408,565$190,097 ▲1.9%24,6942.5%Computer and TechnologyNVDANVIDIA$10,075,556$4,566 ▼0.0%75,0282.4%Computer and TechnologyCOSTCostco Wholesale$9,367,535$402,225 ▼-4.1%10,2242.3%Retail/WholesaleKKRKKR & Co. Inc.$8,718,315$638,975 ▼-6.8%58,9432.1%FinanceCRWDCrowdStrike$8,696,339$15,397 ▲0.2%25,4162.1%Computer and TechnologyDVYiShares Select Dividend ETF$8,674,115$74,179 ▼-0.8%66,0682.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$8,600,058$76,161 ▲0.9%74,6402.1%ETFGLDMSPDR Gold MiniShares Trust$7,949,479$115,626 ▼-1.4%152,9041.9%FinanceGSThe Goldman Sachs Group$7,608,036$209,012 ▼-2.7%13,2861.8%FinanceHDHome Depot$7,589,655$15,171 ▼-0.2%19,5111.8%Retail/WholesaleGDXVanEck Gold Miners ETF$7,337,761$17,158 ▲0.2%216,3891.8%ETFMOATVanEck Morningstar Wide Moat ETF$6,806,479$378,318 ▲5.9%73,4051.7%ETFVVisa$6,532,594$45,510 ▼-0.7%20,6701.6%Business ServicesLMTLockheed Martin$6,426,974$723,557 ▲12.7%13,2261.6%AerospaceJPMJPMorgan Chase & Co.$5,943,220$203,996 ▲3.6%24,7931.4%FinanceJEPIJPMorgan Equity Premium Income ETF$5,706,483$474,970 ▲9.1%99,1911.4%ETFReaves Utility Income Fund$5,664,210$129,200 ▲2.3%178,7381.4%CEFJNJJohnson & Johnson$5,536,153$452,368 ▲8.9%38,2811.3%MedicalTTDTrade Desk$5,459,269$319,094 ▼-5.5%46,4501.3%Computer and TechnologyTema GLP-1, Obesity & Cardiometabolic ETF$4,841,600$260,062 ▲5.7%167,7031.2%ETFTFCTruist Financial$4,553,353$265,313 ▼-5.5%104,9641.1%FinanceWMTWalmart$4,367,982$150,252 ▼-3.3%48,3451.1%Retail/WholesaleXOMExxon Mobil$4,228,037$23,665 ▲0.6%39,3051.0%Oils/EnergyCWBSPDR Bloomberg Convertible Securities ETF$4,224,804$109,591 ▼-2.5%54,2411.0%ETFBRK.BBerkshire Hathaway$4,088,586$353,558 ▲9.5%9,0201.0%FinanceCVXChevron$3,792,818$271,578 ▲7.7%26,1860.9%Oils/EnergyGOOGAlphabet$3,701,305$98,074 ▲2.7%19,4360.9%Computer and TechnologyBXBlackstone$3,672,840$247,247 ▼-6.3%21,3020.9%FinanceDEDeere & Company$3,607,449$52,116 ▼-1.4%8,5140.9%Industrial ProductsMETAMeta Platforms$3,595,034$153,989 ▲4.5%6,1400.9%Computer and TechnologySHOPShopify$3,575,878$134,614 ▼-3.6%33,6300.9%Computer and TechnologyMOSMosaic$3,363,773$3,363,773 ▲New Holding136,8500.8%Basic MaterialsAMGNAmgen$3,327,591$25,543 ▼-0.8%12,7670.8%MedicalBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$3,323,439$346,658 ▲11.6%104,0200.8%ManufacturingBLKBlackRock$3,295,658$143,512 ▼-4.2%3,2150.8%FinanceHONHoneywell International$3,254,125$2,711 ▲0.1%14,4060.8%Multi-Sector ConglomeratesPGProcter & Gamble$3,245,519$6,538 ▲0.2%19,3590.8%Consumer StaplesLOWLowe's Companies$3,094,282$33,564 ▼-1.1%12,5380.8%Retail/WholesaleGLBEGlobal-E Online$2,993,697$162,227 ▼-5.1%54,9000.7%Retail/WholesaleVPUVanguard Utilities ETF$2,926,035$75,990 ▼-2.5%17,9050.7%ETFMerck & Co.$2,912,980$40,389 ▼-1.4%29,2820.7%COMPFFiShares Preferred and Income Securities ETF$2,880,458$32,069 ▲1.1%91,6180.7%ETFAlerian MLP ETF$2,825,003$476,541 ▲20.3%58,6590.7%ETFMUBiShares National Muni Bond ETF$2,822,510$430,888 ▼-13.2%26,4900.7%ETFREGNRegeneron Pharmaceuticals$2,679,785$509,316 ▲23.5%3,7620.6%MedicalAMTAmerican Tower$2,659,197$2,201 ▲0.1%14,4990.6%FinanceInvesco S&P 500 Equal Weight ETF$2,556,956$231,479 ▲10.0%14,5920.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,553,043$155,507 ▼-5.7%4,4820.6%ETFTSLATesla$2,517,942$1,366,594 ▼-35.2%6,2350.6%Auto/Tires/TrucksSCHWCharles Schwab$2,491,325$206,414 ▼-7.7%33,6620.6%FinanceZSZscaler$2,490,560$373,449 ▼-13.0%13,8050.6%Computer and TechnologyETNEaton$2,416,677$99,893 ▼-4.0%7,2820.6%Industrial ProductsCAHCardinal Health$2,355,347$13,601 ▼-0.6%19,9150.6%MedicalPAYXPaychex$2,276,812$41,366 ▼-1.8%16,2370.6%Business ServicesFNFFidelity National Financial$2,218,372$1,684 ▼-0.1%39,5150.5%FinanceCMICummins$2,187,465$118,524 ▼-5.1%6,2750.5%Auto/Tires/TrucksPEPPepsiCo$2,071,333$760 ▲0.0%13,6220.5%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,944,207$46,305 ▼-2.3%3,3170.5%FinanceiShares Bitcoin Trust$1,857,227$1,147,153 ▲161.6%35,0090.5%COMSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,777,949$26,415 ▼-1.5%32,5100.4%ETFORCLOracle$1,766,551$20,330 ▼-1.1%10,6010.4%Computer and TechnologyVERXVertex$1,692,2620.0%31,7200.4%Computer and TechnologyMCDMcDonald's$1,616,137$11,885 ▼-0.7%5,5750.4%Retail/WholesaleMedtronic plc$1,582,662$151,692 ▲10.6%19,8130.4%COMMSTRMicroStrategy$1,558,156$14,481 ▲0.9%5,3800.4%Computer and TechnologyEMREmerson Electric$1,537,400$31,355 ▲2.1%12,4050.4%Industrial ProductsGISGeneral Mills$1,430,042$44,639 ▼-3.0%22,4250.3%Consumer StaplesAURAurora Innovation$1,418,760$158,760 ▲12.6%225,2000.3%Business ServicesMDLZMondelez International$1,414,287$20,906 ▲1.5%23,6780.3%Consumer StaplesABTAbbott Laboratories$1,385,193$22,849 ▲1.7%12,2460.3%MedicalCSCOCisco Systems$1,247,307$474 ▲0.0%21,0690.3%Computer and TechnologyInvesco QQQ ETF$1,194,149$28,116 ▼-2.3%2,3360.3%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$1,179,765$26,037 ▼-2.2%10,1950.3%ManufacturingSYKStryker$1,161,161$63,009 ▼-5.1%3,2250.3%MedicalPPLPPL$1,043,870$18,632 ▼-1.8%32,1590.3%UtilitiesKOCoca-Cola$1,034,075$43,831 ▲4.4%16,6090.3%Consumer StaplesWTRGEssential Utilities$1,031,978$71,004 ▲7.4%28,4140.3%UtilitiesCMCSAComcast$979,768$220,116 ▼-18.3%26,1060.2%Consumer DiscretionaryJCPBJPMorgan Core Plus Bond ETF$977,605$395,971 ▲68.1%21,2200.2%ETFPSAPublic Storage$935,750$44,916 ▲5.0%3,1250.2%FinanceSMHVanEck Semiconductor ETF$931,593$242 ▲0.0%3,8470.2%ManufacturingNLRVanEck Uranium+Nuclear Energy ETF$918,735$918,735 ▲New Holding11,2950.2%ETFJPMorgan Active Bond ETF$779,048$238,783 ▲44.2%14,9100.2%ETFFEXFirst Trust Large Cap Core AlphaDEX Fund$712,754$20,859 ▼-2.8%6,8340.2%ETFLLYEli Lilly and Company$708,696$5,404 ▼-0.8%9180.2%MedicalGLWCorning$688,090$38,016 ▼-5.2%14,4800.2%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$667,317$667,317 ▲New Holding12,9000.2%ETFEFAiShares MSCI EAFE ETF$656,748$158,781 ▲31.9%8,6860.2%FinanceALGNAlign Technology$648,466$10,425 ▼-1.6%3,1100.2%MedicalNFLXNetflix$643,625$24,069 ▼-3.6%7220.2%Consumer DiscretionaryDISWalt Disney$639,304$4,677 ▲0.7%5,7410.2%Consumer DiscretionaryAMDAdvanced Micro Devices$638,8580.0%5,2890.2%Computer and TechnologyCATCaterpillar$634,328$363 ▲0.1%1,7490.2%Industrial ProductsITBiShares U.S. Home Construction ETF$627,332$15,611 ▲2.6%6,0680.2%ETFJPSTJPMorgan Ultra-Short Income ETF$617,033$40,296 ▼-6.1%12,2500.1%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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