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Sterling Investment Advisors, Ltd.

Portfolio Manager
Sterling Investment Advisors, Ltd.
Performance
-2.78% (2026 Q1)
AUM (13F)
$552.36M
# of Holdings
212
Performance Rank
Allocation (Top 20)
46.47%

Sterling Investment Advisors, Ltd. Holdings Map

Top 50 Sterling Investment Advisors, Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
Apple, Inc.
6.09%132.5K$33.6M
-1.73%(-2.33K)
2025-Q1: 134.3K shares2025-Q2: 134.3K shares2025-Q3: 135.1K shares2025-Q4: 134.8K shares2026-Q1: 132.5K shares
$44.06(+578.32%)
2026-03-31
JFLX
JPMorgan Flexible Debt ETF
3.9%433.5K$21.5M
+4.73%(+19.56K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 369.3K shares2025-Q4: 414.0K shares2026-Q1: 433.5K shares
$50.20(-0.38%)
2026-03-31
DVY
iShares Select Dividend ETF
3.77%266.0K$20.8M
+272.20%(+194.53K)
2025-Q1: 69.3K shares2025-Q2: 71.2K shares2025-Q3: 71.3K shares2025-Q4: 71.5K shares2026-Q1: 266.0K shares
$130.51(+16.50%)
2026-03-31
GOOGL
Alphabet, Inc. A
2.73%52.5K$15.1M
-5.09%(-2.81K)
2025-Q1: 58.5K shares2025-Q2: 58.7K shares2025-Q3: 57.4K shares2025-Q4: 55.3K shares2026-Q1: 52.5K shares
$48.66(+727.37%)
2026-03-31
AMZN
Amazon.com, Inc.
2.72%72.2K$15.0M
-0.46%(-335)
2025-Q1: 69.9K shares2025-Q2: 71.7K shares2025-Q3: 71.9K shares2025-Q4: 72.6K shares2026-Q1: 72.2K shares
$82.22(+228.55%)
2026-03-31
NVDA
Nvidia Corp.
2.55%80.6K$14.1M
-0.19%(-153)
2025-Q1: 78.0K shares2025-Q2: 81.9K shares2025-Q3: 80.2K shares2025-Q4: 80.8K shares2026-Q1: 80.6K shares
$31.05(+627.31%)
2026-03-31
KMI
Kinder Morgan, Inc.
2.54%418.7K$14.0M
-6.73%(-30.22K)
2025-Q1: 455.8K shares2025-Q2: 447.4K shares2025-Q3: 448.3K shares2025-Q4: 448.9K shares2026-Q1: 418.7K shares
$17.58(+86.59%)
2026-03-31
GDX
VanEck Gold Miners ETF
2.27%136.3K$12.5M
-9.04%(-13.55K)
2025-Q1: 225.2K shares2025-Q2: 166.1K shares2025-Q3: 164.8K shares2025-Q4: 149.9K shares2026-Q1: 136.3K shares
$29.37(+227.61%)
2026-03-31
GMED
Globus Medical, Inc.
2.25%144.0K$12.4M
+0.00%(+0)
2025-Q1: 156.2K shares2025-Q2: 157.0K shares2025-Q3: 157.0K shares2025-Q4: 144.0K shares2026-Q1: 144.0K shares
$40.23(+87.86%)
2026-03-31
GLD
SPDR Gold Trust ETF
1.96%114.9K$10.8M
-9.53%(-12.11K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 569 shares2025-Q4: 127.0K shares2026-Q1: 114.9K shares
$375.69(+14.59%)
2026-03-31

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