Sterling Investment Advisors, Ltd. Reduced Holdings in Q4 2024

Sterling Investment Advisors, Ltd.

  • $388 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-98
- 0.76%
$258.78 - $328.31 $25.4K - $32.2K
12.8K $3.33M
MUB
Ishares National Muni Bond ETF

ETFs
-4.04K
- 13.24%
$105.78 - $108.7 $428K - $440K
26.5K $2.82M
CMCSA
Comcast Corp

Communication Services
-5.87K
- 18.34%
$37.39 - $45.14 $219K - $265K
26.1K $979K
LOW
Lowes Companies Inc

Consumer Cyclical
-136
- 1.07%
$244.52 - $284.07 $33.3K - $38.6K
12.5K $3.09M
HD
Home Depot, Inc.

Consumer Cyclical
-39
- 0.2%
$385.02 - $431.37 $15K - $16.8K
19.5K $7.59M
DVY
Ishares Tr

ETFs
-565
- 0.85%
$129.55 - $143.41 $73.2K - $81K
66.1K $8.67M
GIS
General Mills Inc

Consumer Defensive
-700
- 3.03%
$62.78 - $74.62 $43.9K - $52.2K
22.4K $1.43M
VPU
Vanguard Utilities ETF

ETFs
-465
- 2.53%
$160.52 - $179.11 $74.6K - $83.3K
17.9K $2.93M
FNF
Fidelity National Financial, Inc.

Financial Services
-30
- 0.08%
$55.19 - $63.83 $1.66K - $1.91K
39.5K $2.22M
ZS
Zscaler, Inc.

Technology
-2.07K
- 13.04%
$166.99 - $211.99 $346K - $439K
13.8K $2.49M
INTC
Intel Corp

Technology
-5.7K
- 24.98%
$19.07 - $26.23 $109K - $150K
17.1K $343K
ANVS
Annovis Bio, Inc.

Healthcare
-10.5K
- 30.46%
$4.37 - $9.87 $45.9K - $104K
24K $120K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-273
- 5.74%
$563.99 - $620.12 $154K - $169K
4.48K $2.55M
ALGN
Align Technology Inc

Healthcare
-50
- 1.58%
$205.03 - $245.32 $10.3K - $12.3K
3.11K $648K
GLDM
World Gold Trust

ETFs
-2.22K
- 1.43%
$50.76 - $55.23 $113K - $123K
153K $7.95M
UL
Unilever PLC

Consumer Defensive
-1.2K
- 17.33%
$56.7 - $64.64 $68K - $77.6K
5.73K $324K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.56K
- 10.82%
$44.04 - $49.49 $68.7K - $77.2K
12.9K $565K
LLY
Eli Lilly & CO

Healthcare
-7
- 0.76%
$727.2 - $932.06 $5.09K - $6.52K
918 $708K
ADBE
Adobe Inc.

Technology
-35
- 2.99%
$437.39 - $552.96 $15.3K - $19.4K
1.14K $504K
ETN
Eaton Corp PLC

Industrials
-301
- 3.97%
$326.96 - $377.52 $98.4K - $114K
7.28K $2.42M
MCD
Mcdonalds Corp

Consumer Cyclical
-41
- 0.73%
$288.47 - $316.54 $11.8K - $13K
5.58K $1.62M
COST
Costco Wholesale Corp

Consumer Defensive
-439
- 4.12%
$873.59 - $994.69 $384K - $437K
10.2K $9.37M
SYK
Stryker Corp

Healthcare
-175
- 5.15%
$345.14 - $392.15 $60.4K - $68.6K
3.23K $1.16M
ORCL
Oracle Corp

Technology
-122
- 1.14%
$165.41 - $192.43 $20.2K - $23.5K
10.6K $1.77M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-800
- 6.13%
$50.37 - $50.6 $40.3K - $40.5K
12.3K $617K
IVV
Ishares Core S&P 500 ETF

ETFs
-85
- 14.6%
$570.51 - $610.59 $48.5K - $51.9K
497 $292K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-225
- 2.16%
$114.77 - $127.28 $25.8K - $28.6K
10.2K $1.18M
PPL
Ppl Corp

Utilities
-574
- 1.75%
$31.47 - $35.0 $18.1K - $20.1K
32.2K $1.04M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.41K
- 2.53%
$76.21 - $82.24 $107K - $116K
54.2K $4.22M
SPMD
Spdr Portfolio

ETFs
-483
- 1.46%
$54.13 - $59.56 $26.1K - $28.8K
32.5K $1.78M
FEX
First Tr Large Cap Core Alphde

ETFs
-200
- 2.84%
$103.29 - $112.88 $20.7K - $22.6K
6.83K $712K
IBM
International Business Machines Corp

Technology
-50
- 3.66%
$204.9 - $238.04 $10.2K - $11.9K
1.32K $289K
ADP
Automatic Data Processing Inc

Industrials
-83
- 8.9%
$280.08 - $307.97 $23.2K - $25.6K
850 $248K
SPY
Spdr S&P 500 ETF Trust

ETFs
-79
- 2.33%
$567.81 - $607.81 $44.9K - $48K
3.32K $1.94M
GLW
Corning Inc

Technology
-800
- 5.24%
$44.11 - $49.76 $35.3K - $39.8K
14.5K $688K
Invesco Qqq ETF
-55
- 2.3%
N/A
2.34K $0
Merck & Co.
-406
- 1.37%
N/A
29.3K $0
First Resource Bank
-2K
- 12.89%
N/A
13.5K $0
TSLA
Tesla, Inc.

Consumer Cyclical
-3.38K
- 35.18%
$213.65 - $479.86 $723K - $1.62M
6.24K $2.52M
DE
Deere & CO

Industrials
-123
- 1.42%
$389.45 - $466.0 $47.9K - $57.3K
8.51K $3.61M
CMI
Cummins Inc

Industrials
-340
- 5.14%
$324.93 - $383.42 $110K - $130K
6.28K $2.19M
PAYX
Paychex Inc

Industrials
-295
- 1.78%
$135.86 - $148.73 $40.1K - $43.9K
16.2K $2.28M
TTD
Trade Desk, Inc.

Technology
-2.72K
- 5.52%
$108.7 - $139.51 $295K - $379K
46.5K $5.46M
GMED
Globus Medical Inc

Healthcare
-23K
- 12.83%
$69.79 - $85.61 $1.61M - $1.97M
156K $12.9M
BLK
Black Rock Inc.

Financial Services
-140
- 4.17%
$934.02 - $1065.26 $131K - $149K
3.22K $3.3M
NFLX
Netflix Inc

Communication Services
-27
- 3.6%
$687.65 - $936.56 $18.6K - $25.3K
722 $643K
SCHW
Schwab Charles Corp

Financial Services
-2.79K
- 7.65%
$63.31 - $82.85 $177K - $231K
33.7K $2.49M
CAH
Cardinal Health Inc

Healthcare
-115
- 0.57%
$107.89 - $125.33 $12.4K - $14.4K
19.9K $2.36M
BX
Blackstone Inc.

Financial Services
-1.43K
- 6.31%
$148.45 - $199.05 $213K - $285K
21.3K $3.67M
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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