Sterling Investment Advisors, Ltd.

CIK: 0001701132SEC EDGAR →

Portfolio Value

$543K

Holdings

211

As of

Q4 2025

New Positions

213

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
AAPL

Apple, Inc.

134,825$37K
6.75%
2
JFLX

JPMorgan Flexible Debt ETF

413,979$21K
3.83%
3
GOOGL

Alphabet, Inc. A

55,294$17K
3.19%
4
AMZN

Amazon.com, Inc.

72,553$17K
3.09%
5
NVDA

Nvidia Corp.

80,792$15K
2.78%
6
GDX

VanEck Gold Miners ETF

149,888$13K
2.37%
7
MSFT

Microsoft Corp.

26,117$13K
2.33%
8
GMED

Globus Medical, Inc.

144,023$13K
2.32%
9
KMI

Kinder Morgan, Inc.

448,929$12K
2.27%
10
CRWD

CrowdStrike Holdings, Inc.

23,072$11K
1.99%

Quarterly Changes

Top Buys

AAPLNEW
$37K
JFLXNEW
$21K
GOOGLNEW
$17K
AMZNNEW
$17K
NVDANEW
$15K

Top Sells

No sells this quarter

New Positions (213)

AAPL
$37K · 135K shares
JFLX
$21K · 414K shares
GOOGL
$17K · 55K shares
AMZN
$17K · 73K shares
NVDA
$15K · 81K shares
GDX
$13K · 150K shares
MSFT
$13K · 26K shares
GMED
$13K · 144K shares
KMI
$12K · 449K shares
CRWD
$11K · 23K shares
GQ9
$11K · 126K shares
AQLT
$10K · 71K shares
GS
$10K · 11K shares
SPSM
$10K · 82K shares
COST
$8K · 9K shares
JPM
$8K · 24K shares
JEPI
$8K · 131K shares
V
$8K · 21K shares
LMT
$7K · 15K shares
KKR
$7K · 57K shares
HD
$7K · 20K shares
UTG
$7K · 189K shares
META
$6K · 9K shares
AMLPUSD
$6K · 126K shares
GOOG
$6K · 19K shares
WMT
$6K · 49K shares
JNJ
$5K · 27K shares
HOLA
$5K · 99K shares
TSLA
$5K · 11K shares
BINC
$5K · 93K shares
MOAT
$5K · 47K shares
CWB
$5K · 54K shares
CVX
$5K · 32K shares
BIZD
$5K · 337K shares
HRTS
$5K · 135K shares
BRK/B
$5K · 9K shares
XOM
$5K · 39K shares
SHOP
$5K · 29K shares
MUB
$5K · 43K shares
TFC
$5K · 93K shares
BOTZ
$4K · 122K shares
AMGN
$4K · 13K shares
PLTR
$4K · 23K shares
Invesco S&P 500 Equal Weight ETF
$4K · 20K shares
CAH
$4K · 18K shares
VRT
$4K · 22K shares
DE
$4K · 8K shares
BLKCHF
$4K · 3K shares
VPU
$4K · 19K shares
NLR
$3K · 26K shares
HON
$3K · 16K shares
SCHW
$3K · 32K shares
OHI
$3K · 70K shares
CMI
$3K · 6K shares
LOW
$3K · 12K shares
BX
$3K · 19K shares
REMX
$3K · 41K shares
PFF
$3K · 94K shares
MOS
$3K · 120K shares
PG
$3K · 20K shares
MRK
$3K · 26K shares
REGN
$3K · 3K shares
ZS
$2K · 11K shares
MDY
$2K · 4K shares
PFE
$2K · 98K shares
LLY
$2K · 2K shares
ETN
$2K · 7K shares
SPMD
$2K · 39K shares
SPY
$2K · 3K shares
MDT
$2K · 23K shares
ORCL
$2K · 11K shares
AMT
$2K · 11K shares
MUNI
$2K · 36K shares
EMR
$2K · 14K shares
IBIT
$2K · 36K shares
MCD
$2K · 6K shares
PEP
$2K · 12K shares
CSCO
$2K · 23K shares
QQQ
$2K · 3K shares
MINO
$2K · 37K shares
PAYX
$2K · 15K shares
SMH
$2K · 4K shares
ABT
$2K · 12K shares
KO
$1K · 21K shares
JBND
$1K · 24K shares
JCPB
$1K · 27K shares
FNX
$1K · 10K shares
EFA
$1K · 13K shares
SPYG
$1K · 12K shares
JEPQ
$1K · 22K shares
EEM
$1K · 21K shares
SYK
$1K · 3K shares
GLW
$1K · 13K shares
GDXJ
$1K · 10K shares
CAT
$1K · 2K shares
WTRG
$1K · 27K shares
MDLZ
$1K · 19K shares
RTX
$983 · 5K shares
PPL
$954 · 27K shares
GIS
$952 · 20K shares
VTI
$937 · 3K shares
AVGO
$934 · 3K shares
VIG
$910 · 4K shares
TJX
$848 · 6K shares
JMUB
$808 · 16K shares
MIGA
$806 · 5K shares
NFLX
$780 · 8K shares
BIBL
$776 · 17K shares
IVV
$773 · 1K shares
ENB
$768 · 16K shares
AMD
$765 · 4K shares
PTL
$763 · 3K shares
AUR
$763 · 199K shares
PSA
$753 · 3K shares
SBIO
$751 · 15K shares
FEX
$748 · 6K shares
XLE
$745 · 17K shares
IDXX
$744 · 1K shares
CMCSA
$701 · 23K shares
LRCXEUR
$694 · 4K shares
AXP
$692 · 2K shares
ETHA
$686 · 31K shares
IJH
$679 · 10K shares
VWO
$657 · 12K shares
VOO
$647 · 1K shares
FSLR
$629 · 2K shares
IBDX
$627 · 25K shares
VUG
$618 · 1K shares
IBDY
$595 · 23K shares
IBM
$590 · 2K shares
VERX
$588 · 29K shares
DIS
$585 · 5K shares
ITB
$574 · 6K shares
JPST
$574 · 11K shares
WWJD
$569 · 16K shares
UNH
$556 · 2K shares
ISMD
$551 · 14K shares
MMM
$528 · 3K shares
XAR
$516 · 2K shares
VT
$515 · 4K shares
APD
$513 · 2K shares
SCHF
$506 · 21K shares
SCHD
$502 · 18K shares
JAAA
$500 · 10K shares
INTC
$496 · 13K shares
BLES
$495 · 11K shares
COP
$493 · 5K shares
BND
$485 · 7K shares
ICF
$439 · 7K shares
WM
$414 · 2K shares
IBDW
$409 · 19K shares
NET
$397 · 2K shares
DSI
$386 · 3K shares
MO
$382 · 7K shares
CEG
$377 · 1K shares
PWR
$377 · 895 shares
VTV
$366 · 2K shares
TSPA
$363 · 9K shares
IAUUSD
$353 · 4K shares
CGCP
$352 · 16K shares
ALAB
$336 · 2K shares
BAC
$330 · 6K shares
VEA
$324 · 5K shares
CATH
$317 · 4K shares
SKYY
$316 · 2K shares
BA
$316 · 1K shares
PSP
$315 · 5K shares
PSX
$312 · 2K shares
CRM
$300 · 1K shares
BXSL
$295 · 11K shares
DBEF
$292 · 6K shares
CHKP
$286 · 2K shares
FDIG
$276 · 7K shares
UL
$274 · 4K shares
GME
$274 · 14K shares
ADBE
$272 · 779 shares
IBDZ
$266 · 10K shares
First Resource Bank
$266 · 14K shares
4I1
$264 · 2K shares
FDX
$252 · 874 shares
VCRM
$246 · 3K shares
BSV
$244 · 3K shares
SCHX
$243 · 9K shares
MA
$243 · 426 shares
VB
$240 · 933 shares
IMNM
$237 · 11K shares
BABA
$237 · 2K shares
NOC
$237 · 417 shares
FQI
$237 · 2K shares
SCHB
$236 · 9K shares
ZTS
$226 · 2K shares
IWM
$225 · 916 shares
GQ9
$225 · 569 shares
IWY
$224 · 810 shares
WELL
$222 · 1K shares
IBDV
$213 · 10K shares
EFA
$213 · 2K shares
TEL
$212 · 934 shares
DOCN
$211 · 4K shares
TCAF
$210 · 6K shares
VXF
$209 · 1K shares
BP
$205 · 6K shares
UBER
$205 · 3K shares
MRVL
$205 · 2K shares
RYCEY
$204 · 13K shares
RIO
$202 · 3K shares
CRDO
$201 · 1K shares
F
$152 · 12K shares
ANVS
$81 · 23K shares
PRME
$46 · 13K shares
TBPMQ
$0 · 24K shares
QTMM
$0 · 65K shares
Aden Solutions, Inc. XXX
$0 · 12K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services93$196K36.2%
Technology27$105K19.4%
Healthcare17$43K7.9%
Unknown18$42K7.8%
Consumer Cyclical9$35K6.4%
Communication Services6$31K5.8%
Industrials16$31K5.7%
Energy8$24K4.5%
Consumer Defensive9$22K4.1%
Real Estate4$6K1.1%
Basic Materials3$4K0.7%
Utilities3$2K0.4%