Sterling Investment Advisors, Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Sterling Investment Advisors, Ltd. reported 174 stock positions worth $416.5 million. Its top holding was Apple (AAPL) at 7.2% of the portfolio, followed by Amazon.com (AMZN, 3.2%) and Kinder Morgan (KMI, 3.1%). Compared with Q4 2024, it opened 19 new positions, sold out of 6, added to 80 and reduced 58. The biggest buy was Vaneck Gold Miners ETF (GDX, shares +4%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BERWYN, PA
- CIK
- 0001701132
- Portfolio Value
- $416.5M (Q1 2025)
- SEC Filing
- 0001701132-25-000005 ↗ filed May 7, 2025
Holdings Value
Holdings 174 stocks · $416.5M
| AAPL Apple Inc. | 7.16% | 134,251 | $29.8M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 3.19% | 69,886 | $13.3M | Reduce -2.2% |
| KMI Kinder Morgan Inc. | 3.12% | 455,766 | $13.0M | Reduce -4.3% |
| GMED Globus Medical Inc. Class A | 2.75% | 156,223 | $11.4M | No change |
| GDX Vaneck Gold Miners ETF | 2.49% | 225,169 | $10.4M | Add +4.1% |
| GLDM SPDR Gold Minishares Trust | 2.37% | 159,648 | $9.9M | Add +4.4% |
| MSFT Microsoft Corp. | 2.28% | 25,304 | $9.5M | Add +2.5% |
| DVY iShares Select Dividend ETF | 2.24% | 69,338 | $9.3M | Add +5.0% |
| COST Costco Wholesale Corp. | 2.21% | 9,711 | $9.2M | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 2.17% | 58,535 | $9.1M | Reduce -1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.06% | 24,316 | $8.6M | Reduce -4.3% |
| NVDA Nvidia Corp. | 2.03% | 77,978 | $8.5M | Add +3.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.99% | 79,424 | $8.3M | Add +6.4% |
| V Visa Inc. Class A | 1.78% | 21,098 | $7.4M | Add +2.1% |
| HD Home Depot Inc. | 1.73% | 19,704 | $7.2M | Add +1.0% |
| JEPI JPMorgan Equity Premium Inco | 1.62% | 118,146 | $6.8M | Add +19.1% |
| GS Goldman Sachs Group Inc. | 1.61% | 12,305 | $6.7M | Reduce -7.4% |
| KKR KKR & Co. Inc. | 1.54% | 55,612 | $6.4M | Reduce -5.7% |
| UTG Reaves Utility Income Fund | 1.45% | 185,181 | $6.0M | Add +3.6% |
| LMT Lockheed Martin Corp. | 1.43% | 13,304 | $5.9M | Add +0.6% |
| JNJ Johnson & Johnson | 1.42% | 35,581 | $5.9M | Reduce -7.0% |
| JPM JPMorgan Chase & Co. | 1.42% | 24,033 | $5.9M | Reduce -3.1% |
| MOAT Vaneck Morningstar Wide Moat | 1.38% | 65,310 | $5.7M | Reduce -11.0% |
| HRTS Tema Heart & Health ETF | 1.26% | 178,603 | $5.2M | Add +6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.15% | 8,998 | $4.8M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 1.09% | 38,346 | $4.6M | Reduce -2.4% |
| CVX Chevron Corp. | 1.07% | 26,609 | $4.5M | Add +1.6% |
| META Meta Platforms Inc. Class A | 1.06% | 7,681 | $4.4M | Add +25.1% |
| WMT Walmart Inc. | 1.03% | 48,861 | $4.3M | Add +1.1% |
| CWB SS SPDR BB Conv Sec ETF | 1.01% | 54,956 | $4.2M | Add +1.3% |
| TFC Truist Financial Corp. | 1.00% | 101,309 | $4.2M | Reduce -3.5% |
| AMGN Amgen Inc. | 0.96% | 12,849 | $4.0M | Add +0.6% |
| DE Deere & Co. | 0.92% | 8,158 | $3.8M | Reduce -4.2% |
| ALERIAN MLP ETF | 0.90% | 71,828 | $3.7M | Add +22.4% |
| MOS The Mosaic Co. | 0.89% | 136,475 | $3.7M | Reduce -0.3% |
| RSP Guggenheim S&P 500 Equal Wei | 0.83% | 20,005 | $3.5M | Add +37.1% |
| VPU Vanguard Utilities ETF | 0.81% | 19,775 | $3.4M | Add +10.4% |
| PG The Procter & Gamble Co. | 0.81% | 19,683 | $3.4M | Add +1.7% |
| BOTZ Global X Robotics & Artifici | 0.78% | 114,700 | $3.3M | Add +10.3% |
| HON Honeywell International Inc. | 0.77% | 15,232 | $3.2M | Add +5.7% |
| SHOP Shopify Inc. Class A | 0.75% | 32,540 | $3.1M | Reduce -3.2% |
| BLK BlackRock Finance Inc. | 0.74% | 3,270 | $3.1M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.73% | 19,390 | $3.0M | Reduce -0.2% |
| PFF iShares Preferred & Income S | 0.72% | 97,150 | $3.0M | Add +6.0% |
| AMT American Tower Corp. | 0.71% | 13,498 | $2.9M | Reduce -6.9% |
| LOW Lowe's Cos Inc. | 0.70% | 12,478 | $2.9M | Reduce -0.5% |
| MUB iShares National Muni Bond E | 0.67% | 26,490 | $2.8M | No change |
| Merck & Co. | 0.63% | 29,241 | $2.6M | Reduce -0.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.63% | 47,945 | $2.6M | Add +3.2% |
| CAH Cardinal Health Inc. | 0.63% | 18,940 | $2.6M | Reduce -4.9% |
| SCHW Schwab (charles) Corp. | 0.61% | 32,453 | $2.5M | Reduce -3.6% |
| BX Blackstone Inc. | 0.61% | 18,129 | $2.5M | Reduce -14.9% |
| ZS Zscaler Inc. | 0.60% | 12,568 | $2.5M | Reduce -9.0% |
| FNF Fidelity National Financial | 0.58% | 36,920 | $2.4M | Reduce -6.6% |
| REGN Regeneron Pharmaceuticals | 0.57% | 3,712 | $2.4M | Reduce -1.3% |
| MDY State Street SPDR S&P Midcap | 0.56% | 4,395 | $2.3M | Reduce -1.9% |
| PAYX Paychex Inc. | 0.56% | 14,988 | $2.3M | Reduce -7.7% |
| PEP Pepsico Inc. | 0.49% | 13,640 | $2.0M | Add +0.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.48% | 39,004 | $2.0M | Add +20.0% |
| ETN Eaton Corp. PLC | 0.47% | 7,240 | $2.0M | Reduce -0.6% |
| GLBE Global-E Online Ltd. | 0.47% | 54,900 | $2.0M | No change |
| PFE Pfizer Inc. | 0.47% | 76,582 | $1.9M | Add +879.9% |
| CMI Cummins Inc. | 0.46% | 6,050 | $1.9M | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 3,305 | $1.8M | Reduce -0.4% |
| MDT Medtronic Inc | 0.44% | 20,495 | $1.8M | Add +3.4% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.43% | 24,317 | $1.8M | Add +115.3% |
| MCD McDonald's Corp. | 0.41% | 5,442 | $1.7M | Reduce -2.4% |
| IBIT iShares Bitcoin Trust ETF | 0.40% | 35,480 | $1.7M | Add +1.4% |
| AUR Aurora Innovation Inc. | 0.39% | 243,900 | $1.6M | Add +8.3% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.39% | 5,682 | $1.6M | Add +5.6% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 19,389 | $1.6M | Add +222.0% |
| ABT Abbott Laboratories | 0.39% | 12,273 | $1.6M | Add +0.2% |
| MDLZ Mondelez International Inc. Class A | 0.39% | 23,678 | $1.6M | No change |
| TSLA Tesla Inc. | 0.38% | 6,137 | $1.6M | Reduce -1.6% |
| ORCL Oracle Corp. | 0.37% | 11,076 | $1.5M | Add +4.5% |
| KO The Coca-Cola Co. | 0.36% | 20,695 | $1.5M | Add +24.6% |
| EMR Emerson Electric Co. | 0.35% | 13,160 | $1.4M | Add +6.1% |
| STZ Constellation Brands Inc. Class A | 0.33% | 7,469 | $1.4M | New |
| CSCO Cisco Systems Inc. | 0.32% | 21,901 | $1.4M | Add +4.0% |
| GIS General Mills Inc. | 0.32% | 22,425 | $1.3M | No change |
| GTLB Gitlab Inc. Class A | 0.32% | 28,033 | $1.3M | New |
| LLY Eli Lilly & Co. | 0.30% | 1,533 | $1.3M | Add +67.0% |
| SYK Stryker Corp. | 0.29% | 3,227 | $1.2M | Add +0.1% |
| JCPB JPMorgan Core Plus Bond ETF | 0.27% | 24,120 | $1.1M | Add +13.7% |
| FNX First Trust Mid Cap Core Alp | 0.27% | 10,195 | $1.1M | No change |
| WTRG Essential Utilities Inc. | 0.26% | 27,830 | $1.1M | Reduce -2.1% |
| Invesco QQQ Trust | 0.26% | 2,346 | $1.1M | Add +0.4% |
| JBND JPMorgan Active Bond ETF | 0.26% | 19,960 | $1.1M | Add +33.9% |
| PPL PPL Corp. | 0.26% | 29,535 | $1.1M | Reduce -8.2% |
| VERX Vertex Inc. Class A | 0.25% | 29,470 | $1.0M | Reduce -7.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.25% | 19,866 | $1.0M | Add +216.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 12,799 | $1.0M | New |
| EFA iShares MSCI Eafe ETF | 0.24% | 12,382 | $1.0M | Add +42.5% |
| MUNI PIMCO Intermediate Municipal | 0.22% | 17,675 | $911K | Add +37.0% |
| PSA Public Storage | 0.22% | 3,027 | $906K | Reduce -3.1% |
| CMCSA Comcast Corp. Class A | 0.22% | 24,508 | $904K | Reduce -6.1% |
| EEM iShares MSCI Emerging Market | 0.21% | 19,545 | $854K | Add +73.0% |
| SMH Vaneck Semiconductor ETF | 0.19% | 3,797 | $803K | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 4,090 | $793K | New |
| GDXJ Vaneck Junior Gold Miners | 0.18% | 13,100 | $749K | Reduce -4.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.5% | 7.16% | −1.03 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 3.19% | −0.61 |
| KKR KKR & Co. Inc. | Reduce -5.7% | 1.54% | −0.57 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 2.17% | −0.55 |
| BX Blackstone Inc. | Reduce -14.9% | 0.61% | −0.28 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -11.0% | 1.38% | −0.27 |
| GS Goldman Sachs Group Inc. | Reduce -7.4% | 1.61% | −0.23 |
| TSLA Tesla Inc. | Reduce -1.6% | 0.38% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 0.73% | −0.17 |
| VERX Vertex Inc. Class A | Reduce -7.1% | 0.25% | −0.16 |
| SHOP Shopify Inc. Class A | Reduce -3.2% | 0.75% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -0.6% | 0.47% | −0.11 |
| TFC Truist Financial Corp. | Reduce -3.5% | 1.00% | −0.10 |
| REGN Regeneron Pharmaceuticals | Reduce -1.3% | 0.57% | −0.08 |
| Merck & Co. | Reduce -0.1% | 0.63% | −0.08 |
| CMI Cummins Inc. | Reduce -3.6% | 0.46% | −0.08 |
| AMD Advanced Micro Devices | Reduce -33.2% | 0.09% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -5.0% | 2.21% | −0.07 |
| GME Gamestop Corp. Class A | Sold out | 0.00% | −0.07 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.06 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.06 |
| ALGN Align Technology Inc. | Reduce -16.2% | 0.10% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -1.9% | 0.56% | −0.06 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.70% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.05 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -4.3% | 2.06% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -4.3% | 3.12% | −0.04 |
| SMH Vaneck Semiconductor ETF | Reduce -1.3% | 0.19% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 0.44% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 1.42% | −0.03 |
| BA The Boeing Co. | Reduce -27.6% | 0.05% | −0.02 |
| ANVS Annovis Bio | Reduce -2.3% | 0.01% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -6.1% | 0.22% | −0.02 |
| ADBE Adobe Inc. | Reduce -1.2% | 0.10% | −0.02 |
| ITB iShares U.S. Home Constructi | Reduce -3.7% | 0.13% | −0.02 |
| SKYY First Trust Cloud Computing | Reduce -5.0% | 0.06% | −0.01 |
| GLW Corning Inc. | Reduce -3.5% | 0.15% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.2% | 0.12% | −0.01 |
| FEX First Trust Large Cap Core A | Reduce -2.9% | 0.16% | −0.01 |
| PSA Public Storage | Reduce -3.1% | 0.22% | −0.01 |
| CEG Constellation Energy | Reduce -3.4% | 0.05% | −0.01 |
| INTC Intel Corp. | Reduce -19.2% | 0.08% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 0.12% | −0.01 |
| ZS Zscaler Inc. | Reduce -9.0% | 0.60% | −0.01 |
| ICF iShares Select U.S. REIT ETF | Reduce -5.2% | 0.07% | −0.00 |
| NOC Northrop Grumman Corp. | Reduce -5.2% | 0.05% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.7% | 0.06% | +0.00 |
| PPL PPL Corp. | Reduce -8.2% | 0.26% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| GDX Vaneck Gold Miners ETF | Add +4.1% | 2.49% | +0.71 |
| GLDM SPDR Gold Minishares Trust | Add +4.4% | 2.37% | +0.44 |
| PFE Pfizer Inc. | Add +879.9% | 0.47% | +0.42 |
| STZ Constellation Brands Inc. Class A | New | 0.33% | +0.33 |
| GTLB Gitlab Inc. Class A | New | 0.32% | +0.32 |
| PLTR Palantir Technologies Inc. Class A | Add +222.0% | 0.39% | +0.28 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.25% | +0.25 |
| JEPI JPMorgan Equity Premium Inco | Add +19.1% | 1.62% | +0.24 |
| RSP Guggenheim S&P 500 Equal Wei | Add +37.1% | 0.83% | +0.21 |
| ALERIAN MLP ETF | Add +22.4% | 0.90% | +0.21 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +115.3% | 0.43% | +0.20 |
| V Visa Inc. Class A | Add +2.1% | 1.78% | +0.19 |
| META Meta Platforms Inc. Class A | Add +25.1% | 1.06% | +0.19 |
| VIG Vanguard Dividend Apprec ETF | New | 0.19% | +0.19 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.18% | +0.18 |
| JEPQ JPM Nasdaq Equity Premium | Add +216.8% | 0.25% | +0.16 |
| AMGN Amgen Inc. | Add +0.6% | 0.96% | +0.15 |
| CVX Chevron Corp. | Add +1.6% | 1.07% | +0.15 |
| BIBL Inspire 100 ETF | New | 0.13% | +0.13 |
| DVY iShares Select Dividend ETF | Add +5.0% | 2.24% | +0.13 |
| LLY Eli Lilly & Co. | Add +67.0% | 0.30% | +0.13 |
| PTL Inspire 500 ETF | New | 0.12% | +0.12 |
| XAR SS SPDR S&P Aerospace Def | New | 0.11% | +0.11 |
| KO The Coca-Cola Co. | Add +24.6% | 0.36% | +0.11 |
| BLES Inspire Global Hope ETF | New | 0.10% | +0.10 |
| VPU Vanguard Utilities ETF | Add +10.4% | 0.81% | +0.10 |
| BIV Vanguard Intermediate-Term B | New | 0.10% | +0.10 |
| SCHD Schwab US DVD Equity ETF | New | 0.10% | +0.10 |
| SCHF Schwab Intl Equity ETF | New | 0.09% | +0.09 |
| EEM iShares MSCI Emerging Market | Add +73.0% | 0.21% | +0.09 |
| XLE SS Energy Select Sector | Add +123.6% | 0.15% | +0.09 |
| HRTS Tema Heart & Health ETF | Add +6.5% | 1.26% | +0.08 |
| EFA iShares MSCI Eafe ETF | Add +42.5% | 0.24% | +0.08 |
| WWJD Inspire International ETF | New | 0.08% | +0.08 |
| ISMD Inspire Small/Mid Cap ETF | New | 0.08% | +0.08 |
| ENB Enbridge Inc. | Add +71.0% | 0.17% | +0.07 |
| UTG Reaves Utility Income Fund | Add +3.6% | 1.45% | +0.07 |
| POWERSHARES ETF TRUST | New | 0.07% | +0.07 |
| JBND JPMorgan Active Bond ETF | Add +33.9% | 0.26% | +0.07 |
| PM Philip Morris International | New | 0.06% | +0.06 |
| MDT Medtronic Inc | Add +3.4% | 0.44% | +0.06 |
| MUNI PIMCO Intermediate Municipal | Add +37.0% | 0.22% | +0.06 |
| ABT Abbott Laboratories | Add +0.2% | 0.39% | +0.06 |
| TSPA T Rowe Price US Eqy Research | New | 0.05% | +0.05 |
| BABA Alibaba Group Holding-SP ADR | New | 0.05% | +0.05 |
| AUR Aurora Innovation Inc. | Add +8.3% | 0.39% | +0.05 |
| DLR Digital Realty Trust Inc. | New | 0.05% | +0.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +20.0% | 0.48% | +0.05 |
| RTX RTX Corp. | Add +24.2% | 0.16% | +0.05 |
| JCPB JPMorgan Core Plus Bond ETF | Add +13.7% | 0.27% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 224 | $598.5M | AAPL, DVY, JFLX, GOOGL, CRWD |
| Q1 2026 | 212 | $552.4M | AAPL, JFLX, DVY, GOOGL, AMZN |
| Q4 2025 | 211 | $542.9M | AAPL, JFLX, GOOGL, AMZN, NVDA |
| Q3 2025 | 202 | $513.9M | AAPL, JFLX, AMZN, NVDA, GOOGL |
| Q2 2025 | 182 | $456.1M | AAPL, AMZN, KMI, NVDA, MSFT |
| Q1 2025 | 174 | $416.5M | AAPL, AMZN, KMI, GMED, GDX |
| Q4 2024 | 161 | $412.5M | AAPL, AMZN, KMI, GMED, GOOGL |
| Q3 2024 | 151 | $394.6M | AAPL, AMZN, GMED, KMI, MSFT |
| Q2 2024 | 137 | $369.9M | AAPL, AMZN, GMED, GOOGL, KMI |
| Q1 2024 | 140 | $355.7M | AAPL, AMZN, KMI, GOOGL, GMED |