Sterling Investment Advisors, Ltd. Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$416.5M
Holdings
174
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (174 positions)
| Stock | Value |
|---|---|
AAPLApple, Inc. | $29.8M |
AMZNAmazon.com, Inc. | $13.3M |
KMIKinder Morgan, Inc. | $13.0M |
GMEDGlobus Medical, Inc. | $11.4M |
GDXVanEck Gold Miners ETF | $10.4M |
GLDMSPDR Gold MiniShares ETF | $9.9M |
MSFTMicrosoft Corp. | $9.5M |
AQLTiShares Select Dividend ETF | $9.3M |
COSTCostco Wholesale Corp. | $9.2M |
GOOGLAlphabet, Inc. A | $9.1M |
CRWDCrowdStrike Holdings, Inc. | $8.6M |
NVDANvidia Corp. | $8.5M |
SPSMiShares Core S&P Small-Cap ETF | $8.3M |
VVisa, Inc. | $7.4M |
HDThe Home Depot, Inc. | $7.2M |
JEPIJPMorgan Equity Premium Income ETF | $6.8M |
GSGoldman Sachs Group, Inc. | $6.7M |
KKRKKR & Co. | $6.4M |
UTGReaves Utility Income Fund | $6.0M |
LMTLockheed Martin Corp. | $5.9M |
JNJJohnson & Johnson | $5.9M |
JPMJ.P. Morgan Chase & Co. | $5.9M |
MOATVanEck Morningstar Wide Moat ETF | $5.7M |
HRTSTema GLP-1, Obesity & Cardiometabolic ETF | $5.2M |
BRK/BBerkshire Hathaway, Inc. B | $4.8M |
XOMExxon Mobil Corp. | $4.6M |
CVXChevron Corp. | $4.5M |
METAMeta Platforms, Inc. | $4.4M |
WMTWalmart, Inc. | $4.3M |
CWBSPDR Bloomberg Convertible Securities ETF | $4.2M |
TFCTruist Financial Corp. | $4.2M |
AMGNAmgen, Inc. | $4.0M |
DEDeere & Co. | $3.8M |
AMLPUSDAlerian MLP ETF | $3.7M |
MOSThe Mosaic Co. | $3.7M |
—Invesco S&P 500 Equal Weight ETF | $3.5M |
VPUVanguard Utilities ETF | $3.4M |
PGProcter & Gamble Co. | $3.4M |
BOTZGlobal X Robotics & A.I. ETF | $3.3M |
HONHoneywell International, Inc. | $3.2M |
SHOPShopify, Inc. | $3.1M |
BLKCHFBlackRock, Inc. | $3.1M |
GOOGAlphabet, Inc. C | $3.0M |
PFFiShares US Preferred Stock ETF | $3.0M |
AMTAmerican Tower Corp. | $2.9M |
LOWLowe's Companies, Inc. | $2.9M |
MUBiShares S&P National Muni Bond ETF | $2.8M |
MRKMerck & Co. | $2.6M |
TTDThe Trade Desk, Inc. | $2.6M |
CAHCardinal Health, Inc. | $2.6M |
SCHWThe Charles Schwab Corp. | $2.5M |
BXBlackstone Group, Inc. | $2.5M |
ZSZscaler, Inc. | $2.5M |
FNFFidelity National Financial, Inc. | $2.4M |
REGNRegeneron Pharmaceuticals, Inc. | $2.4M |
MDYSPDR S&P MidCap 400 ETF | $2.3M |
PAYXPaychex, Inc. | $2.3M |
PEPPepsiCo, Inc. | $2.0M |
SPMDSPDR Mid Cap ETF | $2.0M |
ETNEaton Corp. | $2.0M |
GLBEGlobal-E Online, Ltd. | $2.0M |
PFEPfizer, Inc. | $1.9M |
CMICummins, Inc. | $1.9M |
SPYSPDR S&P 500 ETF | $1.8M |
MDTMedtronic plc | $1.8M |
NLRVanEck Uranium & Nuclear ETF | $1.8M |
MCDMcDonald's Corp. | $1.7M |
IBITiShares Bitcoin Trust | $1.7M |
AURAurora Innovation, Inc. | $1.6M |
MIGAMicroStrategy, Inc. | $1.6M |
PLTRPalantir Technologies, Inc. | $1.6M |
ABTAbbott Laboratories | $1.6M |
MDLZMondelez International, Inc. | $1.6M |
TSLATesla, Inc. | $1.6M |
ORCLOracle Corp. | $1.5M |
KOCoca-Cola Co. | $1.5M |
EMREmerson Electric Co. | $1.4M |
STZConstellation Brands, Inc. | $1.4M |
CSCOCisco Systems, Inc. | $1.4M |
GISGeneral Mills, Inc. | $1.3M |
GTLBGitLab, Inc. | $1.3M |
LLYEli Lilly & Co. | $1.3M |
SYKStryker Corp. | $1.2M |
JCPBJPMorgan Core Plus Bond ETF | $1.1M |
FNXFirst Trust Mid Cap Core AlphaDEX ETF | $1.1M |
QQQInvesco QQQ ETF | $1.1M |
WTRGEssential Utilities, Inc. | $1.1M |
JBNDJPMorgan Active Bond ETF | $1.1M |
PPLPPL Corp. | $1.1M |
VERXVertex, Inc. | $1.0M |
SPYGSPDR S&P 500 Growth ETF | $1.0M |
JEPQJPMorgan Nasdaq Equity Premium Income ETF | $1.0M |
EFAiShares MSCI EAFE Index Fund ETF | $1.0M |
MUNIPIMCO Intermediate Muni Bond Active ETF | $911K |
PSAPublic Storage | $905K |
CMCSAComcast Corp. A | $904K |
EEMiShares MSCI Emerging Markets Index Fund ETF | $854K |
SMHVanEck Semiconductor ETF | $802K |
VIGVanguard Dividend Appreciation ETF | $793K |
GDXJVanEck Junior Gold Miners ETF | $749K |
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