Sterling Investment Advisors LLC Portfolio Holdings
Sterling Investment Advisors LLC
- $172 Million
- Q4 2024
Sterling Investment Advisors LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Million distributed in 37 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $31.5M, Ishares Core S&P 500 ETF with a value of $22.5M, Ishares Inc with a value of $17.6M, Ishares Trishares 0 3 Mnth Tre with a value of $14.3M, and Vanguard Value ETF with a value of $9.42M.
Examining the 13F form we can see an decrease of $5M in the current position value, from $177M to 172M.
Below you can find more details about Sterling Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$172 Million
ETFs: $169 Million
Technology: $988,000
Consumer Defensive: $842,000
Consumer Cyclical: $548,000
Utilities: $306,000
Energy: $204,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|