Sterling Investment Advisors, Ltd. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Sterling Investment Advisors, Ltd. held in its portfolio 213 assets valued at $542,909,675 (i.e. $542.91M).
The most valuable assets in the portfolio included: Apple, Inc. ($36.65M), JPMorgan Flexible Debt ETF ($20.79M), and Alphabet, Inc. A ($17.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 213 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sterling Investment Advisors, Ltd. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Apple, Inc. | 134825 | 36653529 | Equity |
| JPMorgan Flexible Debt ETF | 413979 | 20790030 | ETF |
| Alphabet, Inc. A | 55294 | 17307063 | Equity |
| Amazon.com, Inc. | 72553 | 16746630 | Equity |
| Nvidia Corp. | 80792 | 15067670 | Equity |
| VanEck Gold Miners ETF | 149888 | 12855892 | ETF |
| Microsoft Corp. | 26117 | 12630771 | Equity |
| Globus Medical, Inc. | 144023 | 12574648 | Equity |
| Kinder Morgan, Inc. | 448929 | 12341049 | Equity |
| CrowdStrike Holdings, Inc. | 23072 | 10815231 | Equity |
| SPDR Gold MiniShares ETF | 126458 | 10795719 | ETF |
| iShares Select Dividend ETF | 71467 | 10086816 | ETF |
| Goldman Sachs Group, Inc. | 11326 | 9955285 | Equity |
| iShares Core S&P Small-Cap ETF | 81705 | 9819297 | ETF |
| Costco Wholesale Corp. | 9495 | 8188318 | Equity |
| J.P. Morgan Chase & Co. | 24392 | 7859573 | Equity |
| JPMorgan Equity Premium Income ETF | 131429 | 7522984 | ETF |
| Visa, Inc. | 21439 | 7518714 | Equity |
| Lockheed Martin Corp. | 15150 | 7327809 | Equity |
| KKR & Co. | 56506 | 7203383 | Equity |
| The Home Depot, Inc. | 20387 | 7015119 | Equity |
| Reaves Utility Income Fund | 189328 | 6925610 | CEF |
| Meta Platforms, Inc. | 9438 | 6229984 | Equity |
| Alerian MLP ETF | 125620 | 5906633 | ETF |
| Alphabet, Inc. C | 18679 | 5861380 | Equity |
| Walmart, Inc. | 49377 | 5501054 | Equity |
| Johnson & Johnson | 26524 | 5489169 | Equity |
| JPMorgan International Hedged Equity ETF | 98677 | 5154873 | ETF |
| Tesla, Inc. | 11006 | 4949618 | Equity |
| iShares Flexible Income Active ETF | 92800 | 4897056 | ETF |
| VanEck Morningstar Wide Moat ETF | 47149 | 4882800 | ETF |
| SPDR Bloomberg Convertible Securities ETF | 54257 | 4839696 | ETF |
| Chevron Corp. | 31559 | 4809871 | Equity |
| VanEck BDC Income ETF | 337425 | 4784687 | ETF |
| Tema Heart & Health ETF | 134560 | 4748501 | ETF |
| Berkshire Hathaway, Inc. B | 9431 | 4740492 | Equity |
| Exxon Mobil Corp. | 39292 | 4728397 | Equity |
| Shopify, Inc. | 29042 | 4674891 | Equity |
| iShares S&P National Muni Bond ETF | 43029 | 4608836 | ETF |
| Truist Financial Corp. | 92796 | 4566516 | Equity |
| Global X Robotics & A.I. ETF | 121980 | 4419335 | ETF |
| Amgen, Inc. | 13259 | 4339826 | Equity |
| Palantir Technologies, Inc. | 23053 | 4097671 | Equity |
| Invesco S&P 500 Equal Weight ETF | 20452 | 3917872 | ETF |
| Cardinal Health, Inc. | 18025 | 3704138 | Equity |
| Vertiv Holdings Co. | 22476 | 3641337 | Equity |
| Deere & Co. | 7763 | 3613999 | Equity |
| BlackRock, Inc. | 3315 | 3548686 | Equity |
| Vanguard Utilities ETF | 18982 | 3512445 | ETF |
| VanEck Uranium & Nuclear ETF | 26400 | 3278881 | ETF |
| Honeywell International, Inc. | 16475 | 3214112 | Equity |
| The Charles Schwab Corp. | 31571 | 3154259 | Equity |
| Omega Healthcare Investors, Inc. | 69855 | 3097367 | Equity |
| Cummins, Inc. | 5980 | 3052491 | Equity |
| Lowe's Companies, Inc. | 12480 | 3009602 | Equity |
| VanEck Rare Earth & Strategic Metals ETF | 40510 | 2994499 | ETF |
| Blackstone Group, Inc. | 19424 | 2994078 | Equity |
| iShares US Preferred Stock ETF | 93771 | 2903136 | ETF |
| The Mosaic Co. | 120262 | 2897104 | Equity |
| Procter & Gamble Co. | 19534 | 2799367 | Equity |
| Merck & Co. | 26383 | 2777053 | Equity |
| Regeneron Pharmaceuticals, Inc. | 3352 | 2587308 | Equity |
| Zscaler, Inc. | 11030 | 2480868 | Equity |
| SPDR S&P MidCap 400 ETF | 4098 | 2472501 | ETF |
| Pfizer, Inc. | 97560 | 2429251 | Equity |
| Eli Lilly & Co. | 2215 | 2380530 | Equity |
| Eaton Corp. | 7259 | 2312064 | Equity |
| SPDR Mid Cap ETF | 39098 | 2264154 | ETF |
| SPDR S&P 500 ETF | 3238 | 2207967 | ETF |
| Medtronic plc | 22750 | 2185365 | Equity |
| Oracle Corp. | 10996 | 2143264 | Equity |
| American Tower Corp. | 11356 | 1993701 | Equity |
| PIMCO Intermediate Muni Bond Active ETF | 36200 | 1897242 | ETF |
| Emerson Electric Co. | 14036 | 1862896 | Equity |
| iShares Bitcoin Trust ETF | 36386 | 1806565 | ETF |
| McDonald's Corp. | 5799 | 1772410 | Equity |
| PepsiCo, Inc. | 12151 | 1743882 | Equity |
| Cisco Systems, Inc. | 22587 | 1739876 | Equity |
| Invesco QQQ ETF | 2756 | 1692926 | ETF |
| PIMCO Municipal Income Opportunities Active ETF | 37015 | 1677520 | ETF |
| Paychex, Inc. | 14852 | 1666101 | Equity |
| VanEck Semiconductor ETF | 4241 | 1527181 | ETF |
| Abbott Laboratories | 12156 | 1523081 | Equity |
| Coca-Cola Co. | 20679 | 1445699 | Equity |
| JPMorgan Active Bond ETF | 24410 | 1319849 | ETF |
| JPMorgan Core Plus Bond ETF | 27020 | 1279397 | ETF |
| First Trust Mid Cap Core AlphaDEX ETF | 10095 | 1271723 | ETF |
| iShares MSCI EAFE Index Fund ETF | 13169 | 1264619 | ETF |
| SPDR S&P 500 Growth ETF | 11778 | 1256726 | ETF |
| JPMorgan Nasdaq Equity Premium Income ETF | 21609 | 1255929 | ETF |
| iShares MSCI Emerging Markets Index Fund ETF | 21445 | 1173256 | ETF |
| Stryker Corp. | 3221 | 1132085 | Equity |
| Corning, Inc. | 12780 | 1119017 | Equity |
| VanEck Junior Gold Miners ETF | 9550 | 1086599 | ETF |
| Caterpillar, Inc. | 1851 | 1060471 | Equity |
| Essential Utilities, Inc. | 26908 | 1032191 | Equity |
| Mondelez International, Inc. | 19165 | 1031652 | Equity |
| RTX Corp. | 5365 | 983974 | Equity |
| PPL Corp. | 27261 | 954688 | Equity |
| General Mills, Inc. | 20475 | 952088 | Equity |
| Vanguard Total Stock Market Index ETF | 2797 | 937755 | ETF |
| Broadcom, Inc. | 2701 | 934981 | Equity |
| Vanguard Dividend Appreciation ETF | 4145 | 910900 | ETF |
| The TJX Companies, Inc. | 5525 | 848695 | Equity |
| JP Morgan Municipal ETF | 16000 | 808000 | ETF |
| Strategy, Inc. | 5310 | 806855 | Equity |
| Netflix, Inc. | 8323 | 780368 | Equity |
| Inspire 100 ETF | 17200 | 776236 | ETF |
| iShares Core S&P 500 ETF | 1129 | 773297 | ETF |
| Enbridge, Inc. | 16070 | 768628 | Equity |
| Advanced Micro Devices, Inc. | 3573 | 765194 | Equity |
| Aurora Innovation, Inc. | 198950 | 763968 | Equity |
| Inspire 500 ETF | 3075 | 763184 | ETF |
| Public Storage | 2903 | 753329 | Equity |
| Alps Medical Breakthrough ETF | 14675 | 751654 | ETF |
| First Trust Large Cap Core AlphaDEX ETF | 6314 | 748945 | ETF |
| Energy Select Sector SPDR ETF | 16675 | 745538 | ETF |
| IDEXX Laboratories, Inc. | 1100 | 744183 | Equity |
| Comcast Corp. A | 23477 | 701718 | Equity |
| Lam Research Corp. | 4060 | 694920 | Equity |
| American Express Co. | 1873 | 692865 | Equity |
| iShares Ethereum Trust | 30625 | 686919 | ETF |
| iShares S&P Mid Cap 400 Index ETF | 10295 | 679470 | ETF |
| Vanguard Emerging Markets Stock Index ETF | 12228 | 657389 | ETF |
| Vanguard S&P 500 ETF | 1033 | 647913 | ETF |
| First Solar Inc | 2410 | 629564 | Equity |
| iShares iBonds Dec 2032 Term Corp. ETF | 24575 | 627400 | ETF |
| Vanguard Growth Index ETF | 1268 | 618489 | ETF |
| iShares iBonds Dec 2033 Term Corp. ETF | 22765 | 595077 | ETF |
| IBM Corp. | 1994 | 590725 | Equity |
| Vertex, Inc. | 29470 | 588516 | Equity |
| Walt Disney Co. | 5143 | 585108 | Equity |
| iShares U.S. Home Construction ETF | 5970 | 574933 | ETF |
| JPMorgan Ultra-Short Income ETF | 11350 | 574197 | ETF |
| Inspire International ETF | 15600 | 569088 | ETF |
| UnitedHealth Group, Inc. | 1686 | 556583 | Equity |
| Inspire Small/Mid Cap ETF | 14300 | 551694 | ETF |
| 3M Company | 3300 | 528355 | Equity |
| SPDR Aerospace & Defense ETF | 2140 | 516254 | ETF |
| Vanguard Total World Stock Index ETF | 3656 | 515764 | ETF |
| Air Products & Chemicals, Inc. | 2077 | 513061 | Equity |
| Schwab International Equity ETF | 21086 | 506901 | ETF |
| Schwab U.S. Dividend Equity ETF | 18328 | 502724 | ETF |
| Janus Henderson AAA CLO ETF | 9890 | 500236 | ETF |
| Intel Corp. | 13451 | 496353 | Equity |
| Inspire Global Hope ETF | 11475 | 495805 | ETF |
| ConocoPhillips, Inc. | 5270 | 493325 | Equity |
| Vanguard Total Bond Market Index ETF | 6550 | 485159 | ETF |
| iShares Cohen & Steers REIT ETF | 7370 | 439768 | ETF |
| Waste Management, Inc. | 1888 | 414906 | Equity |
| iShares iBonds Dec 2031 Term Corp. ETF | 19385 | 409993 | ETF |
| Cloudflare, Inc. | 2018 | 397849 | Equity |
| iShares MSCI Kld Social Index ETF | 3000 | 386490 | ETF |
| Altria Group, Inc. | 6629 | 382221 | Equity |
| Quanta Services, Inc. | 895 | 377744 | Equity |
| Constellation Energy Group, Inc. | 1068 | 377299 | Equity |
| Vanguard Value Index ETF | 1919 | 366460 | ETF |
| T Rowe Price US Equity Research ETF | 8500 | 363630 | ETF |
| iShares Gold TRUST | 4352 | 353252 | Equity |
| Capital Group Core Plus Income ETF | 15571 | 352527 | ETF |
| Astera Labs, Inc. | 2025 | 336879 | Equity |
| Bank of America Corp. | 6017 | 330935 | Equity |
| Vanguard Developed Markets Index ETF | 5197 | 324678 | ETF |
| Global X S&P 500 Catholic Values ETF | 3860 | 317395 | ETF |
| The Boeing Company | 1460 | 316995 | Equity |
| First Trust Cloud Computing ETF | 2430 | 316094 | ETF |
| Invesco Global Listed Private Equity ETF | 4700 | 315248 | ETF |
| Phillips 66 | 2424 | 312793 | Equity |
| Salesforce, Inc. | 1133 | 300218 | Equity |
| Blackstone Secured Lending Fund | 11240 | 295949 | Equity |
| Deutsch X-Trackers MSCI EAFE ETF | 6088 | 292894 | ETF |
| Check Point Software Technologies, Ltd. | 1545 | 286690 | Equity |
| Fidelity Crypto Industry & Digital Payments ETF | 7185 | 276816 | ETF |
| Gamestop Corp Cl A New | 13683 | 274755 | Equity |
| Unilever PLC ADR | 4197 | 274484 | ADR |
| Adobe, Inc. | 779 | 272642 | Equity |
| First Resource Bank | 13511 | 266842 | Equity |
| iShares iBonds Dec 2034 Term Corp. ETF | 10115 | 266733 | ETF |
| Philip Morris International, Inc. | 1650 | 264660 | Equity |
| FedEx Corp. | 874 | 252464 | Equity |
| Vanguard Core Tax Exempt Bond | 3265 | 246736 | ETF |
| Vanguard Short-Term Bond Index ETF | 3104 | 244611 | ETF |
| Mastercard, Inc. | 426 | 243148 | Equity |
| Schwab U.S. Large-Cap ETF | 9033 | 243078 | ETF |
| Vanguard Small Cap Index ETF | 933 | 240737 | ETF |
| Digital Realty Trust, Inc. | 1538 | 237944 | Equity |
| Northrop Grumman Corp. | 417 | 237850 | Equity |
| Immunome, Inc. | 11065 | 237676 | Equity |
| Alibaba Group Holding, Ltd. | 1617 | 237020 | Equity |
| Schwab U.S. Broad Market ETF | 9005 | 236201 | ETF |
| Zoetis, Inc. | 1800 | 226476 | Equity |
| SPDR Gold Trust ETF | 569 | 225500 | ETF |
| iShares Russell 2000 ETF | 916 | 225483 | ETF |
| iShares Russell Top 200 Growth ETF | 810 | 224321 | ETF |
| Welltower, Inc. | 1200 | 222732 | Equity |
| iShares Core MSCI EAFE ETF | 2386 | 213452 | ETF |
| iShares iBonds Dec 2030 Term Corp. ETF | 9660 | 213196 | ETF |
| TE Connectivity, Ltd. | 934 | 212494 | Equity |
| DigitalOcean Holdings, Inc. | 4400 | 211728 | Equity |
| T Rowe Price Capital Appreciation | 5500 | 210210 | ETF |
| Vanguard Extended Market Index Fund ETF | 1000 | 209120 | ETF |
| BP p.l.c. | 5912 | 205324 | ADR |
| Marvell Technology Group, LTD | 2415 | 205227 | Equity |
| Uber Technologies, Inc. | 2511 | 205174 | Equity |
| Rolls-Royce Holdings | 13000 | 204360 | Equity |
| Rio Tinto Group | 2533 | 202736 | ADR |
| Credo Technology Group | 1400 | 201446 | Equity |
| Ford Motor Co. | 11600 | 152192 | Equity |
| Annovis Bio, Inc. | 23416 | 81019 | Equity |
| Prime Medicine Inc | 13400 | 46498 | Equity |
| Aden Solutions, Inc. XXX | 12250 | 0 | Equity |
| Quantum Materials Co | 65000 | 0 | Equity |
| Tetra Bio-Pharma, Inc. | 23500 | 0 | Equity |
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