Sterling Investment Advisors, Ltd.
CIK Number: 0001701132
Main Sectors:
Top Industries:
Filing Date: May 7, 2025
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
---|---|---|---|---|---|---|---|---|---|---|
1 | AAPL | Apple Inc. | 232.81 | -0.22% | 134.25K | -0.48% | 29.82M | 42.98 | 7.16% | Share |
2 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 69.89K | -2.2% | 13.3M | 72.78 | 3.19% | Share |
3 | KMI | Kinder Morgan, ... | 26.84 | -0.09% | 455.77K | -4.25% | 13M | 17.59 | 3.12% | Share |
4 | GMED | Globus Medical,... | 59.98 | -4.48% | 156.22K | 0.00% | 11.44M | 37.67 | 2.75% | Share |
5 | GDX | VanEck Gold Min... | 57.70 | -0.63% | 225.17K | +4.06% | 10.35M | 29.57 | 2.49% | Share |
6 | GLDM | SPDR Gold MiniS... | 66.08 | -0.62% | 159.65K | +4.41% | 9.88M | 37.84 | 2.37% | Share |
7 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 25.3K | +2.47% | 9.5M | 144.07 | 2.28% | Share |
8 | DVY | iShares Select ... | 138.75 | -0.41% | 69.34K | +4.95% | 9.31M | 109.54 | 2.24% | Share |
9 | COST | Costco Wholesal... | 975.42 | -0.35% | 9.71K | -5.02% | 9.18M | 289.58 | 2.21% | Share |
10 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 58.53K | -1.51% | 9.05M | 47.91 | 2.17% | Share |
11 | CRWD | CrowdStrike Hol... | 424.70 | -1.72% | 24.32K | -4.33% | 8.57M | 62.51 | 2.06% | Share |
12 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 77.98K | +3.93% | 8.45M | 24.54 | 2.03% | Share |
13 | SPSM | SPDR Portfolio ... | 44.89 | -1.47% | 79.42K | +6.41% | 8.31M | 34.95 | 1.99% | Share |
14 | V | Visa Inc. | 345.40 | +0.83% | 21.1K | +2.07% | 7.39M | 180.7 | 1.78% | Share |
15 | HD | The Home Depot,... | 400.32 | -1.68% | 19.7K | +0.99% | 7.22M | 264.87 | 1.73% | Share |
16 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 118.15K | +19.11% | 6.75M | 56.32 | 1.62% | Share |
17 | GS | The Goldman Sac... | 746.99 | +0.31% | 12.3K | -7.38% | 6.72M | 245.34 | 1.61% | Share |
18 | KKR | KKR & Co. Inc. | 146.08 | -0.94% | 55.61K | -5.65% | 6.43M | 43.05 | 1.54% | Share |
19 | LMT | Lockheed Martin... | 437.38 | -1.17% | 13.3K | +0.59% | 5.94M | 389.93 | 1.43% | Share |
20 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 35.58K | -7.05% | 5.9M | 135.93 | 1.42% | Share |
21 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 24.03K | -3.07% | 5.9M | 98.89 | 1.42% | Share |
22 | MOAT | VanEck Mornings... | 98.08 | -0.73% | 65.31K | -11.03% | 5.75M | 84.79 | 1.38% | Share |
23 | HRTS | Tema Cardiovasc... | 28.70 | +0.84% | 178.6K | +6.50% | 5.24M | 33.24 | 1.26% | Share |
24 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 9K | -0.24% | 4.79M | 201.41 | 1.15% | Share |
25 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 38.35K | -2.44% | 4.56M | 109.01 | 1.09% | Share |
26 | CVX | Chevron Corpora... | 155.20 | -0.43% | 26.61K | +1.62% | 4.45M | 130.65 | 1.07% | Share |
27 | META | Meta Platforms,... | 781.96 | +0.24% | 7.68K | +25.10% | 4.43M | 450.64 | 1.06% | Share |
28 | WMT | Walmart Inc. | 100.84 | -0.15% | 48.86K | +1.07% | 4.29M | 35.94 | 1.03% | Share |
29 | CWB | SPDR Bloomberg ... | 85.27 | -0.46% | 54.96K | +1.32% | 4.21M | 47.34 | 1.01% | Share |
30 | TFC | Truist Financia... | 44.96 | +0.33% | 101.31K | -3.48% | 4.17M | 39.6 | 1.00% | Share |
31 | AMGN | Amgen Inc. | 290.28 | +0.33% | 12.85K | +0.64% | 4M | 183.95 | 0.96% | Share |
32 | DE | Deere & Company | 478.62 | -6.8% | 8.16K | -4.18% | 3.83M | 393.11 | 0.92% | Share |
33 | AMLP | Alerian MLP ETF | 48.23 | -0.41% | 71.83K | +22.45% | 3.73M | 37.07 | 0.90% | Share |
34 | MOS | The Mosaic Comp... | 32.08 | -0.42% | 136.47K | -0.27% | 3.69M | 24.58 | 0.89% | Share |
35 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 20K | +37.10% | 3.47M | 163.63 | 0.83% | Share |
36 | VPU | Vanguard Utilit... | 185.81 | -0.67% | 19.77K | +10.44% | 3.38M | 143.6 | 0.81% | Share |
37 | PG | The Procter & G... | 153.70 | -1.1% | 19.68K | +1.67% | 3.35M | 94.95 | 0.81% | Share |
38 | BOTZ | Global X Roboti... | 33.91 | -1.05% | 114.7K | +10.27% | 3.26M | 30.2 | 0.78% | Share |
39 | HON | Honeywell Inter... | 218.15 | -0.73% | 15.23K | +5.73% | 3.23M | 144.71 | 0.77% | Share |
40 | SHOP | Shopify Inc. | 144.27 | -3.88% | 32.54K | -3.24% | 3.11M | 45.97 | 0.75% | Share |
41 | BLK | BlackRock, Inc. | 1160.35 | +0.03% | 3.27K | +1.71% | 3.1M | 421.21 | 0.74% | Share |
42 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 19.39K | -0.24% | 3.03M | 60.1 | 0.73% | Share |
43 | PFF | iShares Preferr... | 31.44 | -0.16% | 97.15K | +6.04% | 2.99M | 36.62 | 0.72% | Share |
44 | AMT | American Tower ... | 203.48 | -0.33% | 13.5K | -6.9% | 2.94M | 170.98 | 0.71% | Share |
45 | LOW | Lowe's Companie... | 253.05 | -1.24% | 12.48K | -0.48% | 2.91M | 78.69 | 0.70% | Share |
46 | MUB | iShares Nationa... | 104.03 | -0.18% | 26.49K | 0.00% | 2.79M | 108.4 | 0.67% | Share |
47 | TTD | The Trade Desk,... | 50.76 | -6.62% | 47.95K | +3.22% | 2.62M | 67.23 | 0.63% | Share |
48 | CAH | Cardinal Health... | 150.22 | +1.42% | 18.94K | -4.9% | 2.61M | 56.08 | 0.63% | Share |
49 | SCHW | The Charles Sch... | 97.75 | +2.26% | 32.45K | -3.59% | 2.54M | 55.01 | 0.61% | Share |
50 | BX | Blackstone Inc. | 174.53 | -1.17% | 18.13K | -14.9% | 2.53M | 85.48 | 0.61% | Share |
51 | ZS | Zscaler, Inc. | 270.99 | -2.44% | 12.57K | -8.96% | 2.49M | 198.62 | 0.60% | Share |
52 | FNF | Fidelity Nation... | 60.44 | -1.03% | 36.92K | -6.57% | 2.4M | 40.29 | 0.58% | Share |
53 | REGN | Regeneron Pharm... | 565.97 | +0.79% | 3.71K | -1.33% | 2.35M | 547.35 | 0.57% | Share |
54 | MDY | SPDR S&P MIDCAP... | 583.00 | -1.34% | 4.39K | -1.94% | 2.34M | 402.64 | 0.56% | Share |
55 | PAYX | Paychex, Inc. | 137.45 | -0.84% | 14.99K | -7.69% | 2.31M | 60 | 0.56% | Share |
56 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 13.64K | +0.13% | 2.05M | 108.31 | 0.49% | Share |
57 | SPMD | SPDR Portfolio ... | 55.97 | -1.3% | 39K | +19.98% | 2M | 41.03 | 0.48% | Share |
58 | ETN | Eaton Corporati... | 355.05 | -0.68% | 7.24K | -0.58% | 1.97M | 177.05 | 0.47% | Share |
59 | GLBE | Global-e Online... | 30.58 | -1.55% | 54.9K | 0.00% | 1.96M | 40.39 | 0.47% | Share |
60 | PFE | Pfizer Inc. | 25.11 | -0.22% | 76.58K | +879.94% | 1.94M | 25.46 | 0.47% | Share |
61 | CMI | Cummins Inc. | 404.55 | -0.55% | 6.05K | -3.59% | 1.9M | 140.93 | 0.46% | Share |
62 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 3.31K | -0.36% | 1.85M | 297.16 | 0.44% | Share |
63 | MDT | Medtronic plc | 91.95 | -1.03% | 20.5K | +3.44% | 1.84M | 81.59 | 0.44% | Share |
64 | NLR | VanEck Uranium+... | 115.89 | -0.4% | 24.32K | +115.29% | 1.78M | 77.02 | 0.43% | Share |
65 | MCD | McDonald's Corp... | 308.84 | +1.24% | 5.44K | -2.39% | 1.7M | 192.75 | 0.41% | Share |
66 | IBIT | iShares Bitcoin... | 67.03 | -4.02% | 35.48K | +1.35% | 1.66M | 47.46 | 0.40% | Share |
67 | AUR | Aurora Innovati... | 6.57 | +1.63% | 243.9K | +8.30% | 1.64M | 6.02 | 0.39% | Share |
68 | MSTR | MicroStrategy I... | 372.94 | -4.35% | 5.68K | +5.61% | 1.64M | 77.12 | 0.39% | Share |
69 | PLTR | Palantir Techno... | 181.00 | -1.83% | 19.39K | +221.97% | 1.64M | 69.74 | 0.39% | Share |
70 | ABT | Abbott Laborato... | 129.32 | -0.06% | 12.27K | +0.22% | 1.63M | 46.15 | 0.39% | Share |
71 | MDLZ | Mondelez Intern... | 61.42 | -1.24% | 23.68K | 0.00% | 1.61M | 46.59 | 0.39% | Share |
72 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 6.14K | -1.57% | 1.59M | 185.76 | 0.38% | Share |
73 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 11.08K | +4.48% | 1.55M | 50.65 | 0.37% | Share |
74 | KO | The Coca-Cola C... | 69.52 | -1.33% | 20.7K | +24.60% | 1.48M | 51.97 | 0.36% | Share |
75 | EMR | Emerson Electri... | 134.37 | -0.43% | 13.16K | +6.09% | 1.44M | 65.79 | 0.35% | Share |
76 | STZ | Constellation B... | 169.54 | -0.49% | 7.47K | +100.00% | 1.37M | 183.52 | 0.33% | Share |
77 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 21.9K | +3.95% | 1.35M | 43.13 | 0.32% | Share |
78 | GIS | General Mills, ... | 49.66 | -0.14% | 22.43K | 0.00% | 1.34M | 48.71 | 0.32% | Share |
79 | GTLB | GitLab Inc. | 40.94 | -1.42% | 28.03K | +100.00% | 1.32M | 47 | 0.32% | Share |
80 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 1.53K | +66.99% | 1.27M | 519.35 | 0.30% | Share |
81 | SYK | Stryker Corpora... | 378.47 | -0.13% | 3.23K | +0.06% | 1.2M | 138.58 | 0.29% | Share |
82 | JCPB | JPMorgan Core P... | 47.01 | -0.23% | 24.12K | +13.67% | 1.13M | 46.35 | 0.27% | Share |
83 | FNX | First Trust Mid... | 120.42 | -1.11% | 10.2K | 0.00% | 1.11M | 57.88 | 0.27% | Share |
84 | WTRG | Essential Utili... | 39.06 | -0.28% | 27.83K | -2.06% | 1.1M | 41.37 | 0.26% | Share |
85 | JBND | JP Morgan Activ... | 53.53 | -0.26% | 19.96K | +33.87% | 1.07M | 52.46 | 0.26% | Share |
86 | PPL | PPL Corporation | 37.08 | -0.42% | 29.54K | -8.16% | 1.07M | 30.07 | 0.26% | Share |
87 | VERX | Vertex, Inc. | 25.61 | -3.36% | 29.47K | -7.09% | 1.03M | 19.59 | 0.25% | Share |
88 | JEPQ | JPMorgan Nasdaq... | 55.81 | +0.11% | 19.87K | +216.79% | 1.03M | 53.23 | 0.25% | Share |
89 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 12.8K | +100.00% | 1.03M | 80.37 | 0.25% | Share |
90 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 12.38K | +42.55% | 1.01M | 75.26 | 0.24% | Share |
91 | MUNI | PIMCO Intermedi... | 51.33 | -0.1% | 17.68K | +37.02% | 911.15K | 51.68 | 0.22% | Share |
92 | PSA | Public Storage | 281.07 | -0.75% | 3.03K | -3.14% | 905.95K | 213.07 | 0.22% | Share |
93 | CMCSA | Comcast Corpora... | 32.88 | -0.17% | 24.51K | -6.12% | 904.35K | 39.76 | 0.22% | Share |
94 | EEM | iShares MSCI Em... | 49.86 | -1.27% | 19.55K | +73.04% | 854.12K | 41.46 | 0.21% | Share |
95 | SMH | VanEck Semicond... | 301.92 | +0.21% | 3.8K | -1.3% | 802.92K | 126.17 | 0.19% | Share |
96 | VIG | Vanguard Divide... | 210.08 | +0.06% | 4.09K | +100.00% | 793.39K | 193.99 | 0.19% | Share |
97 | GDXJ | VanEck Junior G... | 72.75 | -0.4% | 13.1K | -4.38% | 749.32K | 36.32 | 0.18% | Share |
98 | VTI | Vanguard Total ... | 317.25 | -0.13% | 2.71K | +100.00% | 744.45K | 274.84 | 0.18% | Share |
99 | ENB | Enbridge Inc. | 48.19 | +1.06% | 16.07K | +71.05% | 712.06K | 43.21 | 0.17% | Share |
100 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 762 | +5.54% | 710.68K | 328.35 | 0.17% | Share |
101 | FEX | First Trust Lar... | 113.44 | -0.61% | 6.63K | -2.93% | 679.72K | 51.41 | 0.16% | Share |
102 | RTX | RTX Corporation | 155.06 | -0.42% | 5.13K | +24.24% | 678.88K | 90.23 | 0.16% | Share |
103 | MINO | PIMCO Municipal... | 44.00 | -0.23% | 14.61K | +26.77% | 653.5K | 44.99 | 0.16% | Share |
104 | GLW | Corning Incorpo... | 65.75 | +0.02% | 13.98K | -3.45% | 640K | 25.13 | 0.15% | Share |
105 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 12.44K | +1.58% | 630.04K | 50.27 | 0.15% | Share |
106 | XLE | Energy Select S... | 85.55 | -0.11% | 6.72K | +123.57% | 628.45K | 89.97 | 0.15% | Share |
107 | TJX | The TJX Compani... | 132.95 | -0.86% | 5.04K | +0.32% | 614.12K | 117.55 | 0.15% | Share |
108 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 1.84K | +5.49% | 608.38K | 155.15 | 0.15% | Share |
109 | APD | Air Products an... | 292.08 | -0.72% | 1.97K | +26.07% | 581.88K | 295.79 | 0.14% | Share |
110 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 12.85K | 0.00% | 581.64K | 40.28 | 0.14% | Share |
111 | DIS | The Walt Disney... | 116.33 | -0.27% | 5.87K | +2.23% | 579.27K | 112.29 | 0.14% | Share |
112 | COP | ConocoPhillips | 95.63 | -0.26% | 5.36K | +0.36% | 562.91K | 93.43 | 0.14% | Share |
113 | BIBL | Inspire 100 ESG... | 42.70 | -0.56% | 14.6K | +100.00% | 560.79K | 38.41 | 0.13% | Share |
114 | ITB | iShares U.S. Ho... | 109.56 | -1.47% | 5.84K | -3.71% | 556.34K | 60.14 | 0.13% | Share |
115 | VUG | Vanguard Growth... | 463.54 | +0.15% | 1.48K | +7.42% | 547.33K | 206.08 | 0.13% | Share |
116 | IJH | iShares Core S&... | 63.85 | -1.31% | 8.76K | -2.23% | 510.85K | 37.01 | 0.12% | Share |
117 | AXP | American Expres... | 307.72 | +0.28% | 1.87K | +15.63% | 503.64K | 112.21 | 0.12% | Share |
118 | PTL | Inspire 500 ETF | 240.85 | -0.66% | 2.45K | +100.00% | 503.48K | 205.5 | 0.12% | Share |
119 | MMM | 3M Company | 156.66 | -2.21% | 3.38K | +0.24% | 496.85K | 87.46 | 0.12% | Share |
120 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 965 | -0.31% | 495.94K | 538.81 | 0.12% | Share |
121 | IDXX | IDEXX Laborator... | 653.95 | -1.5% | 1.1K | 0.00% | 461.94K | 413.44 | 0.11% | Share |
122 | XAR | SPDR S&P Aerosp... | 216.47 | -1.15% | 2.84K | +100.00% | 456.36K | 160.69 | 0.11% | Share |
123 | CHKP | Check Point Sof... | 185.24 | -1.53% | 1.92K | 0.00% | 437.61K | 155.33 | 0.11% | Share |
124 | BLES | Inspire Global ... | 41.47 | -1.05% | 11.47K | +100.00% | 432.95K | 37.73 | 0.10% | Share |
125 | ADBE | Adobe Inc. | 348.58 | -0.71% | 1.12K | -1.23% | 429.94K | 250.26 | 0.10% | Share |
126 | ALGN | Align Technolog... | 142.81 | -2.01% | 2.61K | -16.21% | 413.99K | 150.25 | 0.10% | Share |
127 | BIV | Vanguard Interm... | 77.31 | -0.3% | 5.4K | +100.00% | 413.71K | 76.57 | 0.10% | Share |
128 | IBM | International B... | 237.04 | -1.26% | 1.66K | +26.06% | 412.6K | 226.78 | 0.10% | Share |
129 | VTV | Vanguard Value ... | 180.44 | -0.2% | 2.38K | +31.73% | 411.64K | 164.75 | 0.10% | Share |
130 | WM | Waste Managemen... | 225.97 | -1.71% | 1.76K | +11.11% | 407.35K | 131.65 | 0.10% | Share |
131 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 14.47K | +100.00% | 404.64K | 27.96 | 0.10% | Share |
132 | VT | Vanguard Total ... | 133.34 | -0.27% | 3.48K | +9.27% | 403.4K | 100.18 | 0.10% | Share |
133 | MO | Altria Group, I... | 65.54 | +0.06% | 6.69K | +0.91% | 401.53K | 51.56 | 0.10% | Share |
134 | BND | Vanguard Total ... | 73.54 | -0.28% | 5.41K | 0.00% | 397K | 80.61 | 0.10% | Share |
135 | SCHF | Schwab Internat... | 22.73 | -0.15% | 19.93K | +100.00% | 394.21K | 19.78 | 0.09% | Share |
136 | AMD | Advanced Micro ... | 180.97 | -1.87% | 3.53K | -33.22% | 362.88K | 132.94 | 0.09% | Share |
137 | WWJD | Inspire Interna... | 34.83 | -0.46% | 11.3K | +100.00% | 347.42K | 30.74 | 0.08% | Share |
138 | ISMD | Inspire Small/M... | 37.64 | -1.31% | 10K | +100.00% | 341.2K | 34.12 | 0.08% | Share |
139 | UL | Unilever PLC | 61.71 | -1.17% | 5.72K | -0.02% | 340.92K | 55.63 | 0.08% | Share |
140 | PSX | Phillips 66 | 122.70 | +0.10% | 2.6K | +9.98% | 321.05K | 91.14 | 0.08% | Share |
141 | CI | The Cigna Group | 290.40 | +1.15% | 966 | +0.52% | 317.81K | 189.34 | 0.08% | Share |
142 | INTC | Intel Corporati... | 23.86 | +7.38% | 13.84K | -19.17% | 314.27K | 35.13 | 0.08% | Share |
143 | ICF | iShares Cohen &... | 59.85 | -0.76% | 5.06K | -5.15% | 311.34K | 55.53 | 0.07% | Share |
144 | FSLR | First Solar, In... | 180.10 | -2.56% | 2.44K | +6.56% | 307.86K | 63.9 | 0.07% | Share |
145 | DSI | iShares MSCI KL... | 121.50 | -0.19% | 3K | 0.00% | 307.23K | 43.38 | 0.07% | Share |
146 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 576 | +27.72% | 301.68K | 509.74 | 0.07% | Share |
147 | PSP | Invesco Global ... | 71.97 | -0.1% | 4.7K | +100.00% | 301.13K | 64.07 | 0.07% | Share |
148 | ZTS | Zoetis Inc. | 153.05 | +0.40% | 1.82K | +0.11% | 300.32K | 162.93 | 0.07% | Share |
149 | ACN | Accenture plc | 246.13 | +0.18% | 934 | +26.05% | 291.44K | 274.6 | 0.07% | Share |
150 | IVV | iShares Core S&... | 648.15 | +0.01% | 503 | +1.21% | 282.64K | 576.64 | 0.07% | Share |