Top 50 Sterling Investment Advisors, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple, Inc. | 6.09% | 132.5K | $33.6M | -1.73%(-2.33K) | $44.06(+578.32%) | 2026-03-31 | |
| JFLX | JPMorgan Flexible Debt ETF | 3.9% | 433.5K | $21.5M | +4.73%(+19.56K) | $50.20(-0.38%) | 2026-03-31 | |
| DVY | iShares Select Dividend ETF | 3.77% | 266.0K | $20.8M | +272.20%(+194.53K) | $130.51(+16.50%) | 2026-03-31 | |
| GOOGL | Alphabet, Inc. A | 2.73% | 52.5K | $15.1M | -5.09%(-2.81K) | $48.66(+727.37%) | 2026-03-31 | |
| AMZN | Amazon.com, Inc. | 2.72% | 72.2K | $15.0M | -0.46%(-335) | $82.22(+228.55%) | 2026-03-31 | |
| NVDA | Nvidia Corp. | 2.55% | 80.6K | $14.1M | -0.19%(-153) | $31.05(+627.31%) | 2026-03-31 | |
| KMI | Kinder Morgan, Inc. | 2.54% | 418.7K | $14.0M | -6.73%(-30.22K) | $17.58(+86.59%) | 2026-03-31 | |
| GDX | VanEck Gold Miners ETF | 2.27% | 136.3K | $12.5M | -9.04%(-13.55K) | $29.37(+227.61%) | 2026-03-31 | |
| GMED | Globus Medical, Inc. | 2.25% | 144.0K | $12.4M | +0.00%(+0) | $40.23(+87.86%) | 2026-03-31 | |
| GLD | SPDR Gold Trust ETF | 1.96% | 114.9K | $10.8M | -9.53%(-12.11K) | $375.69(+14.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.00% | +72.78% |
| Top 20 Holdings Unweighted | +22.23% | +82.62% |
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