Sterling Investment Advisors, Ltd. Purchases in Q4 2024

Sterling Investment Advisors, Ltd.

  • $388 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MOS
Mosaic CO

Basic Materials
137K
New
$23.87 - $28.34 $3.27M - $3.88M
137K $3.36M
CRWD
Crowd Strike Holdings, Inc.

Technology
45
+ 0.18%
$275.15 - $388.2 $12.4K - $17.5K
25.4K $8.7M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
11.3K
New
$81.34 - $96.75 $919K - $1.09M
11.3K $918K
JPM
Jpmorgan Chase & CO

Financial Services
851
+ 3.55%
$205.18 - $250.29 $175K - $213K
24.8K $5.94M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12.9K
New
$51.58 - $52.91 $665K - $683K
12.9K $667K
MSTR
Microstrategy Inc

Technology
50
+ 0.94%
$162.69 - $473.83 $8.13K - $23.7K
5.38K $1.56M
GOOG
Alphabet Inc.

Communication Services
515
+ 2.72%
$163.08 - $198.16 $84K - $102K
19.4K $3.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
968
New
$521.84 - $558.82 $505K - $541K
968 $521K
MINO
Pimco ETF Tr Municipal Income

ETFs
11.5K
New
$44.94 - $46.07 $518K - $531K
11.5K $519K
IDXX
Idexx Laboratories Inc

Healthcare
1.1K
New
$406.92 - $495.42 $448K - $545K
1.1K $454K
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.6K
+ 68.08%
$46.07 - $48.17 $396K - $414K
21.2K $977K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.27K
New
$53.94 - $58.15 $338K - $365K
6.27K $353K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.08K
+ 5.89%
N/A
73.4K $6.3M
BOTZ
Global X Fds

ETFs
10.9K
+ 11.65%
$31.11 - $34.18 $338K - $371K
104K $3.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
780
+ 9.47%
$442.29 - $483.08 $345K - $377K
9.02K $4.09M
ZTS
Zoetis Inc.

Healthcare
1.82K
New
$162.24 - $194.42 $296K - $354K
1.82K $296K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.26K
+ 9.08%
$57.53 - $60.83 $475K - $502K
99.2K $5.71M
HON
Honeywell International Inc

Industrials
12
+ 0.08%
$202.84 - $236.0 $2.43K - $2.83K
14.4K $3.25M
GME
Game Stop Corp.

Consumer Cyclical
8.67K
New
$20.5 - $32.99 $178K - $286K
8.67K $271K
MRVL
Marvell Technology, Inc.

Technology
2.42K
New
$70.31 - $124.78 $170K - $301K
2.42K $266K
BAC
Bank Of America Corp

Financial Services
6.02K
New
$39.22 - $47.77 $236K - $287K
6.02K $264K
CGCP
Capital Group Core Plus Income

ETFs
11.7K
New
$22.13 - $23.17 $259K - $272K
11.7K $260K
META
Meta Platforms, Inc.

Communication Services
263
+ 4.48%
$554.08 - $632.68 $146K - $166K
6.14K $3.62M
XLE
Energy Sector Spdr

ETFs
3.01K
New
$83.32 - $97.27 $251K - $293K
3.01K $257K
CCJ
Cameco Corp

Energy
4.84K
New
$48.64 - $61.14 $235K - $296K
4.84K $248K
AUR
Aurora Innovation, Inc.

Technology
25.2K
+ 12.6%
$4.99 - $8.06 $126K - $203K
225K $1.42M
MAR
Marriott International Inc

Consumer Cyclical
825
New
$246.06 - $292.59 $203K - $241K
825 $230K
UNH
Unitedhealth Group Inc

Healthcare
451
New
$485.52 - $625.25 $219K - $282K
451 $228K
NET
Cloudflare, Inc.

Technology
2.02K
New
$78.11 - $117.56 $158K - $237K
2.02K $217K
CVX
Chevron Corp

Energy
1.88K
+ 7.71%
$141.15 - $162.53 $265K - $305K
26.2K $3.79M
EMR
Emerson Electric CO

Industrials
253
+ 2.08%
$108.13 - $134.33 $27.4K - $34K
12.4K $1.54M
PFE
Pfizer Inc

Healthcare
7.82K
New
$24.8 - $30.19 $194K - $236K
7.82K $207K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.04%
$52.45 - $60.02 $420 - $480
21.1K $1.25M
MO
Altria Group, Inc.

Consumer Defensive
2.33K
+ 54.15%
$49.06 - $57.74 $114K - $134K
6.63K $346K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.1K
+ 31.89%
$75.1 - $82.99 $158K - $174K
8.69K $656K
APD
Air Products & Chemicals, Inc.

Basic Materials
350
+ 28.81%
$285.5 - $335.62 $99.9K - $117K
1.57K $453K
DIS
Walt Disney CO

Communication Services
42
+ 0.74%
$92.39 - $117.6 $3.88K - $4.94K
5.74K $639K
BA
Boeing CO

Industrials
25
+ 1.44%
$138.14 - $180.72 $3.45K - $4.52K
1.76K $311K
AXP
American Express CO

Financial Services
1
+ 0.06%
$267.35 - $305.57 $267 - $306
1.62K $480K
WM
Waste Management Inc

Industrials
201
+ 14.53%
$201.79 - $228.46 $40.6K - $45.9K
1.58K $319K
ABT
Abbott Laboratories

Healthcare
202
+ 1.68%
$111.93 - $119.39 $22.6K - $24.1K
12.2K $1.39M
WTRG
Essential Utilities, Inc.

Utilities
1.96K
+ 7.39%
$36.18 - $40.55 $70.7K - $79.3K
28.4K $1.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.09K
+ 205.44%
$22.4 - $68.28 $136K - $415K
9.05K $209K
Jp Morgan Active Bond ETF
4.57K
+ 44.2%
N/A
14.9K $0
Tema Glp 1, Obesity & Cardiometabolic ETF
9.01K
+ 5.68%
N/A
168K $0
Alerian Mlp ETF
9.9K
+ 20.29%
N/A
58.7K $0
I Shares Bitcoin Trust
21.6K
+ 161.55%
N/A
35K $0
Medtronic PLC
1.9K
+ 10.6%
N/A
19.8K $0
Invesco S&P 500 Equal Weight ETF
1.32K
+ 9.95%
N/A
14.6K $0
Activity Summary
Buys All Purchases 72 New Holdings 19 Increased Positions 53 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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