CIK 1701132
Sterling Investment Advisors, Ltd.
Institutional 13F holdings & portfolio
Holdings
211
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 211
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | Apple, Inc. | 135K | $1M+ | SH |
| JFLX | JPMorgan Flexible Debt ETF | 414K | $1M+ | SH |
| GOOGL | Alphabet, Inc. A | 55K | $1M+ | SH |
| AMZN | Amazon.com, Inc. | 73K | $1M+ | SH |
| NVDA | Nvidia Corp. | 81K | $1M+ | SH |
| GDX | VanEck Gold Miners ETF | 150K | $1M+ | SH |
| MSFT | Microsoft Corp. | 26K | $1M+ | SH |
| GMED | Globus Medical, Inc. | 144K | $1M+ | SH |
| KMI | Kinder Morgan, Inc. | 449K | $1M+ | SH |
| CRWD | CrowdStrike Holdings, Inc. | 23K | $1M+ | SH |
| GLD | SPDR Gold MiniShares ETF | 126K | $1M+ | SH |
| DVY | iShares Select Dividend ETF | 71K | $1M+ | SH |
| GS | Goldman Sachs Group, Inc. | 11K | $1M+ | SH |
| SPSM | iShares Core S&P Small-Cap ETF | 82K | $1M+ | SH |
| COST | Costco Wholesale Corp. | 9K | $1M+ | SH |
| JPM | J.P. Morgan Chase & Co. | 24K | $1M+ | SH |
| JEPI | JPMorgan Equity Premium Income ETF | 131K | $1M+ | SH |
| V | Visa, Inc. | 21K | $1M+ | SH |
| LMT | Lockheed Martin Corp. | 15K | $1M+ | SH |
| KKR | KKR & Co. | 57K | $1M+ | SH |
| HD | The Home Depot, Inc. | 20K | $1M+ | SH |
| UTG | Reaves Utility Income Fund | 189K | $1M+ | SH |
| META | Meta Platforms, Inc. | 9K | $1M+ | SH |
| AMLP | Alerian MLP ETF | 126K | $1M+ | SH |
| GOOG | Alphabet, Inc. C | 19K | $1M+ | SH |
| WMT | Walmart, Inc. | 49K | $1M+ | SH |
| JNJ | Johnson & Johnson | 27K | $1M+ | SH |
| HOLA | JPMorgan International Hedged Equity ETF | 99K | $1M+ | SH |
| TSLA | Tesla, Inc. | 11K | $1M+ | SH |
| BINC | iShares Flexible Income Active ETF | 93K | $1M+ | SH |
| MOAT | VanEck Morningstar Wide Moat ETF | 47K | $1M+ | SH |
| CWB | SPDR Bloomberg Convertible Securities ETF | 54K | $1M+ | SH |
| CVX | Chevron Corp. | 32K | $1M+ | SH |
| BIZD | VanEck BDC Income ETF | 337K | $1M+ | SH |
| HRTS | Tema Heart & Health ETF | 135K | $1M+ | SH |
| BRK.B | Berkshire Hathaway, Inc. B | 9K | $1M+ | SH |
| XOM | Exxon Mobil Corp. | 39K | $1M+ | SH |
| SHOP | Shopify, Inc. | 29K | $1M+ | SH |
| MUB | iShares S&P National Muni Bond ETF | 43K | $1M+ | SH |
| TFC | Truist Financial Corp. | 93K | $1M+ | SH |
| BOTZ | Global X Robotics & A.I. ETF | 122K | $1M+ | SH |
| AMGN | Amgen, Inc. | 13K | $1M+ | SH |
| PLTR | Palantir Technologies, Inc. | 23K | $1M+ | SH |
| RSP | Invesco S&P 500 Equal Weight ETF | 20K | $1M+ | SH |
| CAH | Cardinal Health, Inc. | 18K | $1M+ | SH |
| VRT | Vertiv Holdings Co. | 22K | $1M+ | SH |
| DE | Deere & Co. | 8K | $1M+ | SH |
| BLK | BlackRock, Inc. | 3K | $1M+ | SH |
| VPU | Vanguard Utilities ETF | 19K | $1M+ | SH |
| NLR | VanEck Uranium & Nuclear ETF | 26K | $1M+ | SH |