STERLING INVESTMENT ADVISORS, LTD. 13F Portfolio
STERLING INVESTMENT ADVISORS, LTD. runs STERLING INVESTMENT ADVISORS, LTD. and currently holds 225 stock positions, which is fewer than the average of 231 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%.
Portfolio Value
$598.70M
Alpha Score
41.5
#0 of 1000
Holdings
225
STERLING INVESTMENT ADVISORS, LTD. Current 13F Holdings
Reported holdings from STERLING INVESTMENT ADVISORS, LTD.'s latest SEC 13F filing, ranked by portfolio weight.
225 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL Apple, Inc. | 6.33% | $44.32 | $336.68 | +659.66% | Trimmed -1.15% |
 DVY iShares Flexible Income Active ETF | 3.93% | $142.41 | $154.36 | +8.39% | Added +14.78% |
 JFLX JPMorgan Flexible Debt ETF | 3.81% | $50.20 | $48.94 | -2.51% | Added +4.28% |
 GOOGL Alphabet, Inc. A | 3.07% | $48.30 | $351.66 | +628.07% | Trimmed -1.87% |
 CRWD CrowdStrike Holdings, Inc. | 2.96% | $20.35 | $275.04 | +1,251.55% | Trimmed -4.99% |
 AMZN Amazon.com, Inc. | 2.83% | $78.27 | $262.43 | +235.29% | Trimmed -1.66% |
 NVDA Nvidia Corp. | 2.74% | $35.07 | $229.28 | +553.78% | Added +1.79% |
 SPSM iShares Core S&P Small-Cap ETF | 1.98% | $35.20 | $53.45 | +51.85% | Trimmed -0.83% |
 KMI Kinder Morgan, Inc. | 1.91% | $17.63 | $32.49 | +84.29% | Trimmed -14.37% |
 GMED Globus Medical, Inc. | 1.90% | $37.78 | $74.66 | +97.62% | Held |
Showing 1-10 of 225