Sterling Investment Advisors, Ltd. 13F Holdings

CIK 0001701132 · BERWYN, PA

As of Sep 30, 2025, Sterling Investment Advisors, Ltd. reported 203 positions worth $513.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology135,113$34.4M6.70%
JPMORGAN FLEXIBLE DEBT ETFJFLX—369,312 8.5M3.61%
AMAZON.COM INCAMZNEquity71,944 5.8M3.07%
NVIDIA CORPNVDATechnology80,160 5.0M2.91%
ALPHABET INCGOOGLEquity57,410 4.0M2.72%
MICROSOFT CORPMSFTTechnology25,574 3.2M2.58%
KINDER MORGAN INCKMIEnergy448,265 2.7M2.47%
VANECK GOLD MINERS ETFGDX—164,754 2.6M2.45%
CROWDSTRIKE HOLDINGS INCCRWDTechnology23,350 1.5M2.23%
SPDR GOLD MINISHARES TRUSTGLDM—136,425 0.4M2.03%
ISHARES SELECT DIVIDEND ETFDVY—71,278 0.1M1.97%
SS SPDR P S&P 600 SMALL CAPSPSM—81,253$9.7M1.88%
GOLDMAN SACHS GROUP INCGSFinancial Services11,832$9.4M1.83%
GLOBUS MEDICAL INCGMEDHealthcare157,023$9.0M1.75%
COSTCO WHOLESALE CORPCOSTConsumer Defensive9,365$8.7M1.69%
HOME DEPOT INCHDConsumer Cyclical20,386$8.3M1.61%
JPMORGAN CHASE & COJPMFinancial Services24,108$7.6M1.48%
REAVES UTILITY INCOME FUNDUTG—190,855$7.6M1.47%
LOCKHEED MARTIN CORPLMTIndustrials14,978$7.5M1.46%
KKR & CO INCKKRFinancial Services56,841$7.4M1.44%
VISA INC-CLASS A SHARESVFinancial Services21,258$7.3M1.41%
JPMORGAN EQUITY PREMIUM INCOME ETFJEPI—126,328$7.2M1.40%
META PLATFORMS INCMETACommunication Services9,068$6.7M1.30%
JOHNSON & JOHNSONJNJHealthcare32,199$6.0M1.16%
WALMART INCWMTConsumer Defensive48,575$5.0M0.97%