Sterling Investment Advisors LLC Portfolio Holdings by Sector
Sterling Investment Advisors LLC
- $195 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IEFA IVV SGOV IEMG VTV LEMB QLTA IJH 27 stocks |
$188,294
96.58% of portfolio
|
  17  
|
  8  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA STM 3 stocks |
$2,879
1.48% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,008
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$876
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$414
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$361
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$352
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$312
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$250
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$218
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|