Sterling Investment Advisors, Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Sterling Investment Advisors, Ltd. reported 182 stock positions worth $456.1 million. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Amazon.com (AMZN, 3.4%) and Kinder Morgan (KMI, 2.9%). Compared with Q1 2025, it opened 12 new positions, sold out of 4, added to 79 and reduced 64. The biggest buy was Nvidia (NVDA, shares +5%) and the biggest sale Vaneck Gold Miners ETF (GDX, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- BERWYN, PA
- CIK
- 0001701132
- Portfolio Value
- $456.1M (Q2 2025)
- SEC Filing
- 0001701132-25-000007 ↗ filed Jul 17, 2025
Holdings Value
Holdings 182 stocks · $456.1M
| AAPL Apple Inc. | 6.04% | 134,283 | $27.6M | Add +0.0% |
| AMZN Amazon.com Inc. | 3.45% | 71,694 | $15.7M | Add +2.6% |
| KMI Kinder Morgan Inc. | 2.88% | 447,350 | $13.2M | Reduce -1.9% |
| NVDA Nvidia Corp. | 2.84% | 81,879 | $12.9M | Add +5.0% |
| MSFT Microsoft Corp. | 2.82% | 25,887 | $12.9M | Add +2.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.67% | 23,882 | $12.2M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 2.27% | 58,711 | $10.3M | Add +0.3% |
| DVY iShares Select Dividend ETF | 2.07% | 71,166 | $9.5M | Add +2.6% |
| COST Costco Wholesale Corp. | 2.04% | 9,410 | $9.3M | Reduce -3.1% |
| GMED Globus Medical Inc. Class A | 2.03% | 157,023 | $9.3M | Add +0.5% |
| GLDM SPDR Gold Minishares Trust | 1.96% | 136,742 | $9.0M | Reduce -14.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.94% | 81,034 | $8.9M | Add +2.0% |
| GS Goldman Sachs Group Inc. | 1.94% | 12,502 | $8.8M | Add +1.6% |
| GDX Vaneck Gold Miners ETF | 1.90% | 166,104 | $8.6M | Reduce -26.2% |
| KKR KKR & Co. Inc. | 1.69% | 58,083 | $7.7M | Add +4.4% |
| V Visa Inc. Class A | 1.66% | 21,277 | $7.6M | Add +0.8% |
| HD Home Depot Inc. | 1.61% | 20,046 | $7.3M | Add +1.7% |
| JEPI JPMorgan Equity Premium Inco | 1.58% | 126,950 | $7.2M | Add +7.5% |
| JPM JPMorgan Chase & Co. | 1.55% | 24,317 | $7.0M | Add +1.2% |
| UTG Reaves Utility Income Fund | 1.53% | 192,359 | $7.0M | Add +3.9% |
| LMT Lockheed Martin Corp. | 1.49% | 14,682 | $6.8M | Add +10.4% |
| META Meta Platforms Inc. Class A | 1.43% | 8,849 | $6.5M | Add +15.2% |
| MOAT Vaneck Morningstar Wide Moat | 1.18% | 57,308 | $5.4M | Reduce -12.3% |
| JNJ Johnson & Johnson | 1.14% | 34,097 | $5.2M | Reduce -4.2% |
| HRTS Tema Heart & Health ETF | 1.09% | 174,278 | $5.0M | Reduce -2.4% |
| MOS The Mosaic Co. | 1.09% | 136,075 | $5.0M | Reduce -0.3% |
| WMT Walmart Inc. | 1.03% | 47,969 | $4.7M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 9,397 | $4.6M | Add +4.4% |
| CWB SS SPDR BB Conv Sec ETF | 1.00% | 55,045 | $4.6M | Add +0.2% |
| ALERIAN MLP ETF filed as ALPS | 0.98% | 91,428 | $4.5M | Add +27.3% |
| CVX Chevron Corp. | 0.96% | 30,565 | $4.4M | Add +14.9% |
| XOM Exxon Mobil Corp. | 0.93% | 39,263 | $4.2M | Add +2.4% |
| DE Deere & Co. | 0.91% | 8,154 | $4.1M | Reduce -0.1% |
| TFC Truist Financial Corp. | 0.91% | 96,326 | $4.1M | Reduce -4.9% |
| BOTZ Global X Robotics & Artifici | 0.86% | 119,625 | $3.9M | Add +4.3% |
| HON Honeywell International Inc. | 0.82% | 16,152 | $3.8M | Add +6.0% |
| SHOP Shopify Inc. Class A | 0.82% | 32,560 | $3.8M | Add +0.1% |
| RSP Guggenheim S&P 500 Equal Wei | 0.81% | 20,378 | $3.7M | Add +1.9% |
| AMGN Amgen Inc. | 0.80% | 13,119 | $3.7M | Add +2.1% |
| ZS Zscaler Inc. | 0.77% | 11,240 | $3.5M | Reduce -10.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.76% | 48,195 | $3.5M | Add +0.5% |
| BLK BlackRock Finance Inc. | 0.75% | 3,270 | $3.4M | No change |
| GOOG Alphabet Inc. Class C | 0.75% | 19,266 | $3.4M | Reduce -0.6% |
| VPU Vanguard Utilities ETF | 0.75% | 19,319 | $3.4M | Reduce -2.3% |
| PLTR Palantir Technologies Inc. Class A | 0.74% | 24,923 | $3.4M | Add +28.5% |
| MUB iShares National Muni Bond E | 0.72% | 31,340 | $3.3M | Add +18.3% |
| PG The Procter & Gamble Co. | 0.70% | 19,899 | $3.2M | Add +1.1% |
| CAH Cardinal Health Inc. | 0.69% | 18,815 | $3.2M | Reduce -0.7% |
| PFF iShares Preferred & Income S | 0.65% | 97,204 | $3.0M | Add +0.1% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.65% | 26,807 | $3.0M | Add +10.2% |
| SCHW Schwab (charles) Corp. | 0.65% | 32,421 | $3.0M | Reduce -0.1% |
| BX Blackstone Inc. | 0.64% | 19,537 | $2.9M | Add +7.8% |
| AMT American Tower Corp. | 0.63% | 13,065 | $2.9M | Reduce -3.2% |
| LOW Lowe's Cos Inc. | 0.61% | 12,614 | $2.8M | Add +1.1% |
| ETN Eaton Corp. PLC | 0.56% | 7,135 | $2.5M | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 0.53% | 4,304 | $2.4M | Reduce -2.1% |
| ORCL Oracle Corp. | 0.53% | 11,075 | $2.4M | Reduce -0.0% |
| IBIT iShares Bitcoin Trust ETF | 0.50% | 37,230 | $2.3M | Add +4.9% |
| PAYX Paychex Inc. | 0.50% | 15,613 | $2.3M | Add +4.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.48% | 40,306 | $2.2M | Add +3.3% |
| OHI Omega Healthcare Investors | 0.47% | 57,995 | $2.1M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 3,408 | $2.1M | Add +3.1% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.46% | 5,157 | $2.1M | Reduce -9.2% |
| Merck & Co. | 0.45% | 25,987 | $2.1M | Reduce -11.1% |
| FNF Fidelity National Financial | 0.45% | 36,320 | $2.0M | Reduce -1.6% |
| CMI Cummins Inc. | 0.43% | 6,050 | $2.0M | No change |
| PFE Pfizer Inc. | 0.43% | 81,226 | $2.0M | Add +6.1% |
| REGN Regeneron Pharmaceuticals | 0.43% | 3,697 | $1.9M | Reduce -0.4% |
| EMR Emerson Electric Co. | 0.42% | 14,254 | $1.9M | Add +8.3% |
| GLBE Global-E Online Ltd. | 0.41% | 55,500 | $1.9M | Add +1.1% |
| MDT Medtronic Inc | 0.41% | 21,221 | $1.8M | Add +3.5% |
| TSLA Tesla Inc. | 0.40% | 5,678 | $1.8M | Reduce -7.5% |
| LLY Eli Lilly & Co. | 0.37% | 2,187 | $1.7M | Add +42.7% |
| PEP Pepsico Inc. | 0.37% | 12,645 | $1.7M | Reduce -7.3% |
| ABT Abbott Laboratories | 0.36% | 12,151 | $1.7M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.35% | 5,464 | $1.6M | Add +0.4% |
| MDLZ Mondelez International Inc. Class A | 0.35% | 23,365 | $1.6M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.34% | 22,456 | $1.6M | Add +2.5% |
| Invesco QQQ Trust | 0.33% | 2,692 | $1.5M | Add +14.8% |
| KO The Coca-Cola Co. | 0.32% | 20,641 | $1.5M | Reduce -0.3% |
| GTLB Gitlab Inc. Class A | 0.29% | 29,391 | $1.3M | Add +4.8% |
| STZ Constellation Brands Inc. Class A | 0.29% | 8,066 | $1.3M | Add +8.0% |
| SYK Stryker Corp. | 0.28% | 3,221 | $1.3M | Reduce -0.2% |
| SMH Vaneck Semiconductor ETF | 0.28% | 4,560 | $1.3M | Add +20.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 22,994 | $1.3M | Add +15.8% |
| AUR Aurora Innovation Inc. | 0.27% | 237,900 | $1.2M | Reduce -2.5% |
| FNX First Trust Mid Cap Core Alp | 0.26% | 10,195 | $1.2M | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.26% | 12,275 | $1.2M | Reduce -4.1% |
| JBND JPMorgan Active Bond ETF | 0.26% | 21,810 | $1.2M | Add +9.3% |
| JCPB JPMorgan Core Plus Bond ETF | 0.25% | 24,120 | $1.1M | No change |
| MUNI PIMCO Intermediate Municipal | 0.25% | 21,975 | $1.1M | Add +24.3% |
| EFA iShares MSCI Eafe ETF | 0.24% | 12,426 | $1.1M | Add +0.4% |
| GIS General Mills Inc. | 0.24% | 21,175 | $1.1M | Reduce -5.6% |
| VERX Vertex Inc. Class A | 0.23% | 29,470 | $1.0M | No change |
| NFLX Netflix Inc. | 0.22% | 759 | $1.0M | Reduce -0.4% |
| PPL PPL Corp. | 0.22% | 29,060 | $985K | Reduce -1.6% |
| WTRG Essential Utilities Inc. | 0.21% | 25,808 | $959K | Reduce -7.3% |
| EEM iShares MSCI Emerging Market | 0.21% | 19,545 | $943K | No change |
| MINO PIMCO Municipal Income Oppor | 0.20% | 20,350 | $900K | Add +39.3% |
| PSA Public Storage | 0.19% | 3,025 | $888K | Reduce -0.1% |
Portfolio Sells Q1 2025 → Q2 2025
| GDX Vaneck Gold Miners ETF | Reduce -26.2% | 1.90% | −0.59 |
| GLDM SPDR Gold Minishares Trust | Reduce -14.3% | 1.96% | −0.41 |
| JNJ Johnson & Johnson | Reduce -4.2% | 1.14% | −0.27 |
| KMI Kinder Morgan Inc. | Reduce -1.9% | 2.88% | −0.24 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -12.3% | 1.18% | −0.20 |
| Merck & Co. | Reduce -11.1% | 0.45% | −0.18 |
| HRTS Tema Heart & Health ETF | Reduce -2.4% | 1.09% | −0.17 |
| COST Costco Wholesale Corp. | Reduce -3.1% | 2.04% | −0.16 |
| REGN Regeneron Pharmaceuticals | Reduce -0.4% | 0.43% | −0.14 |
| FNF Fidelity National Financial | Reduce -1.6% | 0.45% | −0.13 |
| PEP Pepsico Inc. | Reduce -7.3% | 0.37% | −0.12 |
| AUR Aurora Innovation Inc. | Reduce -2.5% | 0.27% | −0.12 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.10 |
| TFC Truist Financial Corp. | Reduce -4.9% | 0.91% | −0.09 |
| GIS General Mills Inc. | Reduce -5.6% | 0.24% | −0.08 |
| AMT American Tower Corp. | Reduce -3.2% | 0.63% | −0.07 |
| VPU Vanguard Utilities ETF | Reduce -2.3% | 0.75% | −0.06 |
| WTRG Essential Utilities Inc. | Reduce -7.3% | 0.21% | −0.05 |
| BA The Boeing Co. | Sold out | 0.00% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.3% | 0.35% | −0.04 |
| PPL PPL Corp. | Reduce -1.6% | 0.22% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.3% | 0.32% | −0.04 |
| COP Conocophillips | Reduce -1.7% | 0.10% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.0% | 0.36% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -2.1% | 0.53% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -0.8% | 0.19% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -8.8% | 0.13% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -19.9% | 0.07% | −0.02 |
| SHIP FINANCE INTERNATIONAL L | Sold out | 0.00% | −0.02 |
| PSA Public Storage | Reduce -0.1% | 0.19% | −0.02 |
| PSX Phillips 66 | Reduce -15.8% | 0.06% | −0.02 |
| ITB iShares U.S. Home Constructi | Reduce -1.3% | 0.12% | −0.02 |
| GDXJ Vaneck Junior Gold Miners | Reduce -15.3% | 0.16% | −0.02 |
| UL Unilever PLC | Reduce -12.2% | 0.07% | −0.01 |
| ADBE Adobe Inc. | Reduce -5.4% | 0.09% | −0.01 |
| WM Waste Management Inc. | Reduce -4.2% | 0.08% | −0.01 |
| INTC Intel Corp. | Reduce -6.4% | 0.06% | −0.01 |
| MO Altria Group Inc. | Reduce -0.9% | 0.09% | −0.01 |
| DE Deere & Co. | Reduce -0.1% | 0.91% | −0.01 |
| ZTS Zoetis Inc. | Reduce -0.1% | 0.06% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -0.3% | 0.05% | −0.01 |
| SYK Stryker Corp. | Reduce -0.2% | 0.28% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -13.5% | 0.12% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.1% | 0.13% | −0.01 |
| CI Cigna Holding Co. | Reduce -0.5% | 0.07% | −0.01 |
| MMM 3M Co. | Reduce -0.2% | 0.11% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -0.5% | 0.05% | −0.01 |
| ALGN Align Technology Inc. | Reduce -13.2% | 0.09% | −0.01 |
| ADP Automatic Data Processing | Reduce -0.7% | 0.06% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +5.0% | 2.84% | +0.81 |
| MSFT Microsoft Corp. | Add +2.3% | 2.82% | +0.54 |
| OHI Omega Healthcare Investors | New | 0.47% | +0.47 |
| META Meta Platforms Inc. Class A | Add +15.2% | 1.43% | +0.37 |
| PLTR Palantir Technologies Inc. Class A | Add +28.5% | 0.74% | +0.35 |
| GS Goldman Sachs Group Inc. | Add +1.6% | 1.94% | +0.33 |
| AMZN Amazon.com Inc. | Add +2.6% | 3.45% | +0.26 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +10.2% | 0.65% | +0.23 |
| KKR KKR & Co. Inc. | Add +4.4% | 1.69% | +0.15 |
| TTD Trade Desk Inc./the Class A | Add +0.5% | 0.76% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 1.55% | +0.13 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.11% | +0.11 |
| IBIT iShares Bitcoin Trust ETF | Add +4.9% | 0.50% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 2.27% | +0.10 |
| SMH Vaneck Semiconductor ETF | Add +20.1% | 0.28% | +0.09 |
| LRCX Lam Research Corp. | New | 0.09% | +0.09 |
| ALERIAN MLP ETF | Add +27.3% | 0.98% | +0.08 |
| UTG Reaves Utility Income Fund | Add +3.9% | 1.53% | +0.08 |
| SHOP Shopify Inc. Class A | Add +0.1% | 0.82% | +0.08 |
| BOTZ Global X Robotics & Artifici | Add +4.3% | 0.86% | +0.07 |
| EMR Emerson Electric Co. | Add +8.3% | 0.42% | +0.07 |
| LLY Eli Lilly & Co. | Add +42.7% | 0.37% | +0.07 |
| TIDAL TRUST II | New | 0.07% | +0.07 |
| LMT Lockheed Martin Corp. | Add +10.4% | 1.49% | +0.06 |
| Invesco QQQ Trust | Add +14.8% | 0.33% | +0.06 |
| MA Mastercard Inc. Class A | New | 0.05% | +0.05 |
| COIN Coinbase Global Inc. Class A | New | 0.05% | +0.05 |
| HON Honeywell International Inc. | Add +6.0% | 0.82% | +0.05 |
| SCHX Schwab US Large-Cap ETF | New | 0.05% | +0.05 |
| GME Gamestop Corp. Class A | New | 0.05% | +0.05 |
| MUB iShares National Muni Bond E | Add +18.3% | 0.72% | +0.05 |
| SCHB Schwab US Broad Market ETF | New | 0.05% | +0.05 |
| UBER Uber Technologies Inc. | New | 0.05% | +0.05 |
| CRM Salesforce Inc. | New | 0.04% | +0.04 |
| MINO PIMCO Municipal Income Oppor | Add +39.3% | 0.20% | +0.04 |
| XAR SS SPDR S&P Aerospace Def | Add +14.1% | 0.15% | +0.04 |
| RYCEY Rolls-Royce Holdings-SP ADR | New | 0.04% | +0.04 |
| WWJD Inspire International ETF | Add +38.0% | 0.12% | +0.03 |
| PTL Inspire 500 ETF | Add +25.5% | 0.15% | +0.03 |
| BX Blackstone Inc. | Add +7.8% | 0.64% | +0.03 |
| ISMD Inspire Small/Mid Cap ETF | Add +43.0% | 0.11% | +0.03 |
| MUNI PIMCO Intermediate Municipal | Add +24.3% | 0.25% | +0.03 |
| XLE SS Energy Select Sector | Add +43.1% | 0.18% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +37.0% | 0.17% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | Add +15.8% | 0.27% | +0.03 |
| BND Vanguard Total Bond Market | Add +34.6% | 0.12% | +0.02 |
| BIBL Inspire 100 ETF | Add +17.8% | 0.16% | +0.02 |
| CAT Caterpillar Inc. | Add +5.7% | 0.17% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.1% | 0.46% | +0.02 |
| CSCO Cisco Systems Inc. | Add +2.5% | 0.34% | +0.02 |
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 |