Sterling Investment Advisors, Ltd. Portfolio Holdings

Sterling Investment Advisors, Ltd.

  • $457 Million
  • Q3 2025

Sterling Investment Advisors, Ltd. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $457 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4M, Amazon Com Inc with a value of $15.8M, Nvidia Corp with a value of $15M, Alphabet Inc. with a value of $14M, and Microsoft Corp with a value of $13.2M.

Examining the 13F form we can see an increase of $30.8M in the current position value, from $426M to 457M.

Below you can find more details about Sterling Investment Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $457 Million
ETFs: $107 Million
Technology: $102 Million
Financial Services: $61.9 Million
Consumer Cyclical: $35.1 Million
Healthcare: $32 Million
Industrials: $29.1 Million
Communication Services: $27.6 Million
Energy: $23.7 Million
Other: $37.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$34.4 Million 7.53% of portfolio
135,113
Q3 2025 Added 0.62%
$2.39T
$15.8 Million 3.46% of portfolio
71,944
Q3 2025 Added 0.35%
$465B
$15 Million 3.27% of portfolio
80,160
Q3 2025 Reduced 2.1%
$1.65T
$14 Million 3.05% of portfolio
57,410
Q3 2025 Reduced 2.22%
$3.78T
$13.2 Million 2.9% of portfolio
25,574
Q3 2025 Reduced 1.21%
$61.6B
$12.7 Million 2.78% of portfolio
448,265
Q3 2025 Added 0.2%
$0
$12.6 Million 2.75% of portfolio
164,754
Q3 2025 Reduced 0.81%
$115B
$11.5 Million 2.51% of portfolio
23,350
Q3 2025 Reduced 2.23%
$11.9B
$10.4 Million 2.28% of portfolio
136,425
Q3 2025 Reduced 0.23%
$0
$10.1 Million 2.22% of portfolio
71,278
Q3 2025 Added 0.16%
$265B
$9.42 Million 2.06% of portfolio
11,832
Q3 2025 Reduced 5.36%
$6.51B
$8.99 Million 1.97% of portfolio
157,023
Q2 2025 Added 0.51%
$404B
$8.67 Million 1.9% of portfolio
9,365
Q3 2025 Reduced 0.48%
$367B
$8.26 Million 1.81% of portfolio
20,386
Q3 2025 Added 1.7%
$881B
$7.6 Million 1.66% of portfolio
24,108
Q3 2025 Reduced 0.86%
$0
$7.56 Million 1.65% of portfolio
190,855
Q3 2025 Reduced 0.78%
$103B
$7.39 Million 1.62% of portfolio
56,841
Q3 2025 Reduced 2.14%
$533B
$7.26 Million 1.59% of portfolio
21,258
Q3 2025 Reduced 0.09%
$0
$7.21 Million 1.58% of portfolio
126,328
Q3 2025 Reduced 0.49%
$1.37T
$6.66 Million 1.46% of portfolio
9,068
Q3 2025 Added 2.47%
$522B
$5.97 Million 1.31% of portfolio
32,199
Q3 2025 Reduced 5.57%
$279B
$5.01 Million 1.1% of portfolio
48,575
Q3 2025 Added 1.26%
$0
$4.96 Million 1.09% of portfolio
54,852
Q3 2025 Reduced 0.35%
$174B
$4.86 Million 1.06% of portfolio
32,684
Q3 2025 Added 0.38%
$662B
$4.79 Million 1.05% of portfolio
9,532
Q3 2025 Added 1.44%
$303B
$4.77 Million 1.04% of portfolio
30,717
Q3 2025 Added 0.5%
$8.99B
$4.7 Million 1.03% of portfolio
135,505
Q3 2025 Reduced 0.42%
$1.74T
$4.65 Million 1.02% of portfolio
19,093
Q3 2025 Reduced 0.9%
$1.29T
$4.61 Million 1.01% of portfolio
10,363
Q3 2025 Added 82.51%
$490B
$4.46 Million 0.98% of portfolio
39,527
Q3 2025 Added 0.67%
$342B
$4.45 Million 0.97% of portfolio
24,398
Q3 2025 Reduced 2.11%
$0
$4.24 Million 0.93% of portfolio
119,785
Q3 2025 Added 0.13%
$59.5B
$4.24 Million 0.93% of portfolio
92,786
Q3 2025 Reduced 3.68%
$0
$4.12 Million 0.9% of portfolio
48,038
Q3 2025 Reduced 16.18%
$154B
$3.81 Million 0.83% of portfolio
3,270
Q1 2025 Added 1.71%
$0
$3.76 Million 0.82% of portfolio
81,253
Q3 2025 Added 0.27%
$183B
$3.71 Million 0.81% of portfolio
13,134
Q3 2025 Added 0.11%
$144B
$3.71 Million 0.81% of portfolio
8,104
Q3 2025 Reduced 0.61%
$0
$3.66 Million 0.8% of portfolio
34,390
Q3 2025 Added 9.73%
$0
$3.6 Million 0.79% of portfolio
18,982
Q3 2025 Reduced 1.74%
$132B
$3.5 Million 0.77% of portfolio
16,633
Q3 2025 Added 2.98%
$0
$3.44 Million 0.75% of portfolio
25,372
Q3 2025 Reduced 5.35%
$42.8B
$3.37 Million 0.74% of portfolio
11,245
Q3 2025 Added 0.04%
$98.1B
$3.34 Million 0.73% of portfolio
19,538
Q3 2025 Added 0.01%
$140B
$3.23 Million 0.71% of portfolio
12,866
Q3 2025 Added 2.0%
$593B
$3.12 Million 0.68% of portfolio
11,096
Q3 2025 Added 0.19%
$0
$3.06 Million 0.67% of portfolio
96,744
Q3 2025 Reduced 0.47%
$167B
$3.08 Million 0.67% of portfolio
32,221
Q3 2025 Reduced 0.62%
$346B
$3.06 Million 0.67% of portfolio
19,903
Q3 2025 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $457 Million
  • Prior Value $426 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
Track This Portfolio

Track Sterling Investment Advisors, Ltd. Portfolio

Follow Sterling Investment Advisors, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email