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STERLING INVESTMENT ADVISORS, LTD.
STERLING INVESTMENT ADVISORS, LTD.
Latest filing: 2026-06-30
STERLING INVESTMENT ADVISORS, LTD. runs STERLING INVESTMENT ADVISORS, LTD. and currently holds 225 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $598.70M. Their top holdings are AAPL, DVY, JFLX, GOOGL, CRWD. The top five represent 20.1% of reported portfolio weight. STERLING INVESTMENT ADVISORS, LTD. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, STERLING INVESTMENT ADVISORS, LTD. initiated 2 new positions. They added to 36 existing positions. They trimmed 49 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
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225 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL Apple, Inc. | 6.33% | $44.32 | $309.35 | +597.99% | Trimmed -1.15% |
 DVY iShares Flexible Income Active ETF | 3.93% | $142.41 | $164.09 | +15.22% | Added +14.78% |
 JFLX JPMorgan Flexible Debt ETF | 3.81% | $50.20 | $49.87 | -0.66% | Added +4.28% |
 GOOGL Alphabet, Inc. A | 3.07% | $48.30 | $344.82 | +613.91% | Trimmed -1.87% |
 CRWD CrowdStrike Holdings, Inc. | 2.96% | $20.35 | $191.95 | +843.24% | Trimmed -4.99% |
 AMZN Amazon.com, Inc. | 2.83% | $78.27 | $258.63 | +230.43% | Trimmed -1.66% |
 NVDA Nvidia Corp. | 2.74% | $35.07 | $214.76 | +512.38% | Added +1.79% |
 SPSM iShares Core S&P Small-Cap ETF | 1.98% | $35.20 | $57.26 | +62.67% | Trimmed -0.83% |
 KMI Kinder Morgan, Inc. | 1.91% | $17.63 | $30.98 | +75.72% | Trimmed -14.37% |
 GMED Globus Medical, Inc. | 1.90% | $37.78 | $86.92 | +130.07% | Held |
Showing 1-10 of 225