Sterling Investment Advisors, Ltd.
CIK Number: 0001701132
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 201.21 | -0.18% | 134.89K | -1.19% | 33.78M | 42.98 | 8.19% |
| 2 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 71.45K | -3.12% | 15.68M | 72.78 | 3.80% |
| 3 | KMI | Kinder Morgan, ... | 28.89 | +2.05% | 475.98K | -8.48% | 13.04M | 17.59 | 3.16% |
| 4 | GMED | Globus Medical,... | 58.80 | +1.06% | 156.22K | -12.83% | 12.92M | 37.67 | 3.13% |
| 5 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 59.43K | -1.24% | 11.25M | 47.91 | 2.73% |
| 6 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 24.69K | +1.86% | 10.41M | 138.36 | 2.52% |
| 7 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 75.03K | -0.05% | 10.08M | 21.24 | 2.44% |
| 8 | COST | Costco Wholesal... | 983.03 | -0.36% | 10.22K | -4.12% | 9.37M | 289.58 | 2.27% |
| 9 | KKR | KKR & Co. Inc. | 132.05 | +2.49% | 58.94K | -6.83% | 8.72M | 43.05 | 2.11% |
| 10 | CRWD | CrowdStrike Hol... | 505.58 | +2.33% | 25.42K | +0.18% | 8.7M | 62.51 | 2.11% |
| 11 | DVY | iShares Select ... | 131.96 | +0.98% | 66.07K | -0.85% | 8.67M | 108.32 | 2.10% |
| 12 | SPSM | SPDR Portfolio ... | 42.55 | +1.49% | 74.64K | +0.89% | 8.6M | 34.58 | 2.08% |
| 13 | GLDM | SPDR Gold MiniS... | 65.94 | -0.14% | 152.9K | -1.43% | 7.95M | 36.78 | 1.93% |
| 14 | GS | The Goldman Sac... | 687.95 | +2.70% | 13.29K | -2.67% | 7.61M | 245.34 | 1.84% |
| 15 | HD | The Home Depot,... | 363.71 | +0.51% | 19.51K | -0.2% | 7.59M | 263.86 | 1.84% |
| 16 | GDX | VanEck Gold Min... | 52.55 | +1.22% | 216.39K | +0.23% | 7.34M | 28.9 | 1.78% |
| 17 | MOAT | VanEck Mornings... | 93.14 | +0.82% | 73.41K | +5.89% | 6.81M | 84.79 | 1.65% |
| 18 | V | Visa Inc. | 346.26 | +0.29% | 20.67K | -0.69% | 6.53M | 177.18 | 1.58% |
| 19 | LMT | Lockheed Martin... | 458.13 | -0.06% | 13.23K | +12.69% | 6.43M | 389.6 | 1.56% |
| 20 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 24.79K | +3.55% | 5.94M | 98.89 | 1.44% |
| 21 | JEPI | JPMorgan Equity... | 56.44 | +0.13% | 99.19K | +9.08% | 5.71M | 56.16 | 1.38% |
| 22 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 38.28K | +8.90% | 5.54M | 135.93 | 1.34% |
| 23 | TTD | The Trade Desk,... | 68.05 | -2.51% | 46.45K | -5.52% | 5.46M | 67.63 | 1.32% |
| 24 | HRTS | Tema Cardiovasc... | 28.52 | +0.65% | 167.7K | +5.68% | 4.84M | 33.5 | 1.17% |
| 25 | TFC | Truist Financia... | 42.55 | +2.79% | 104.96K | -5.51% | 4.55M | 39.6 | 1.10% |
| 26 | WMT | Walmart Inc. | 96.16 | -1.13% | 48.34K | -3.33% | 4.37M | 35.39 | 1.06% |
| 27 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 39.3K | +0.56% | 4.23M | 109.01 | 1.03% |
| 28 | CWB | SPDR Bloomberg ... | 82.07 | +0.70% | 54.24K | -2.53% | 4.22M | 46.95 | 1.02% |
| 29 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 9.02K | +9.47% | 4.09M | 201.41 | 0.99% |
| 30 | CVX | Chevron Corpora... | 144.42 | +0.83% | 26.19K | +7.71% | 3.79M | 130.06 | 0.92% |
| 31 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 19.44K | +2.72% | 3.7M | 60.1 | 0.90% |
| 32 | BX | Blackstone Inc. | 148.20 | +3.22% | 21.3K | -6.31% | 3.67M | 85.48 | 0.89% |
| 33 | DE | Deere & Company | 508.48 | +0.34% | 8.51K | -1.42% | 3.61M | 393.11 | 0.87% |
| 34 | META | Meta Platforms,... | 726.45 | +2.51% | 6.14K | +4.48% | 3.6M | 419.08 | 0.87% |
| 35 | SHOP | Shopify Inc. | 113.17 | -0.63% | 33.63K | -3.63% | 3.58M | 45.97 | 0.87% |
| 36 | MOS | The Mosaic Comp... | 35.22 | -0.72% | 136.85K | +100.00% | 3.36M | 24.58 | 0.82% |
| 37 | AMGN | Amgen Inc. | 279.05 | -0.47% | 12.77K | -0.76% | 3.33M | 183.13 | 0.81% |
| 38 | BOTZ | Global X Roboti... | 32.27 | +2.33% | 104.02K | +11.65% | 3.32M | 30.38 | 0.81% |
| 39 | BLK | BlackRock, Inc. | 1031.27 | +1.30% | 3.21K | -4.17% | 3.3M | 412.23 | 0.80% |
| 40 | HON | Honeywell Inter... | 226.44 | +2.10% | 14.41K | +0.08% | 3.25M | 140.87 | 0.79% |
| 41 | PG | The Procter & G... | 158.66 | -0.19% | 19.36K | +0.20% | 3.25M | 93.69 | 0.79% |
| 42 | LOW | Lowe's Companie... | 221.42 | +0.33% | 12.54K | -1.07% | 3.09M | 78.69 | 0.75% |
| 43 | GLBE | Global-e Online... | 32.46 | +1.18% | 54.9K | -5.14% | 2.99M | 40.39 | 0.73% |
| 44 | VPU | Vanguard Utilit... | 175.46 | +0.10% | 17.91K | -2.53% | 2.93M | 140.76 | 0.71% |
| 45 | PFF | iShares Preferr... | 30.68 | +0.67% | 91.62K | +1.13% | 2.88M | 36.97 | 0.70% |
| 46 | AMLP | Alerian MLP ETF | 48.83 | +1.67% | 58.66K | +20.29% | 2.83M | 33.73 | 0.68% |
| 47 | MUB | iShares Nationa... | 104.33 | +0.13% | 26.49K | -13.24% | 2.82M | 108.4 | 0.68% |
| 48 | REGN | Regeneron Pharm... | 521.02 | +0.14% | 3.76K | +23.47% | 2.68M | 547.35 | 0.65% |
| 49 | AMT | American Tower ... | 217.64 | -1.17% | 14.5K | +0.08% | 2.66M | 170.98 | 0.64% |
| 50 | RSP | Invesco S&P 500... | 180.32 | +0.81% | 14.59K | +9.95% | 2.56M | 160.07 | 0.62% |
| 51 | MDY | SPDR S&P MIDCAP... | 565.37 | +1.38% | 4.48K | -5.74% | 2.55M | 402.64 | 0.62% |
| 52 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 6.24K | -35.18% | 2.52M | 185.76 | 0.61% |
| 53 | SCHW | The Charles Sch... | 89.52 | -0.32% | 33.66K | -7.65% | 2.49M | 55.01 | 0.60% |
| 54 | ZS | Zscaler, Inc. | 313.40 | +0.46% | 13.8K | -13.04% | 2.49M | 198.62 | 0.60% |
| 55 | ETN | Eaton Corporati... | 348.68 | +1.85% | 7.28K | -3.97% | 2.42M | 177.05 | 0.59% |
| 56 | CAH | Cardinal Health... | 165.59 | +1.12% | 19.91K | -0.57% | 2.36M | 56.08 | 0.57% |
| 57 | PAYX | Paychex, Inc. | 141.10 | +2.29% | 16.24K | -1.78% | 2.28M | 60 | 0.55% |
| 58 | FNF | Fidelity Nation... | 56.36 | +2.03% | 39.52K | -0.08% | 2.22M | 40.29 | 0.54% |
| 59 | CMI | Cummins Inc. | 324.84 | +1.91% | 6.28K | -5.14% | 2.19M | 140.93 | 0.53% |
| 60 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 13.62K | +0.04% | 2.07M | 108.26 | 0.50% |
| 61 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 3.32K | -2.33% | 1.94M | 297.16 | 0.47% |
| 62 | IBIT | iShares Bitcoin... | 61.19 | -0.15% | 35.01K | +161.55% | 1.86M | 47.47 | 0.45% |
| 63 | SPMD | SPDR Portfolio ... | 54.24 | +1.36% | 32.51K | -1.46% | 1.78M | 39 | 0.43% |
| 64 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 10.6K | -1.14% | 1.77M | 46.65 | 0.43% |
| 65 | VERX | Vertex, Inc. | 34.00 | +1.64% | 31.72K | 0.00% | 1.69M | 19.59 | 0.41% |
| 66 | MCD | McDonald's Corp... | 285.78 | +0.08% | 5.58K | -0.73% | 1.62M | 192.75 | 0.39% |
| 67 | MDT | Medtronic plc | 86.28 | +0.36% | 19.81K | +10.60% | 1.58M | 81.3 | 0.38% |
| 68 | MSTR | MicroStrategy I... | 386.82 | -0.48% | 5.38K | +0.94% | 1.56M | 65.26 | 0.38% |
| 69 | EMR | Emerson Electri... | 132.87 | +2.65% | 12.4K | +2.08% | 1.54M | 63.12 | 0.37% |
| 70 | GIS | General Mills, ... | 50.36 | -0.63% | 22.43K | -3.03% | 1.43M | 48.71 | 0.35% |
| 71 | AUR | Aurora Innovati... | 5.39 | +1.98% | 225.2K | +12.60% | 1.42M | 5.96 | 0.34% |
| 72 | MDLZ | Mondelez Intern... | 67.76 | +0.71% | 23.68K | +1.50% | 1.41M | 46.59 | 0.34% |
| 73 | ABT | Abbott Laborato... | 133.70 | -2.69% | 12.25K | +1.68% | 1.39M | 45.96 | 0.34% |
| 74 | CSCO | Cisco Systems, ... | 68.97 | +1.15% | 21.07K | +0.04% | 1.25M | 42.4 | 0.30% |
| 75 | FNX | First Trust Mid... | 114.31 | +1.00% | 10.2K | -2.16% | 1.18M | 57.88 | 0.29% |
| 76 | SYK | Stryker Corpora... | 390.56 | -0.43% | 3.23K | -5.15% | 1.16M | 138.44 | 0.28% |
| 77 | PPL | PPL Corporation | 33.62 | +0.36% | 32.16K | -1.75% | 1.04M | 30.07 | 0.25% |
| 78 | KO | The Coca-Cola C... | 69.48 | -0.21% | 16.61K | +4.43% | 1.03M | 47.14 | 0.25% |
| 79 | WTRG | Essential Utili... | 36.95 | -0.36% | 28.41K | +7.39% | 1.03M | 41.37 | 0.25% |
| 80 | CMCSA | Comcast Corpora... | 35.22 | +1.08% | 26.11K | -18.34% | 979.77K | 39.76 | 0.24% |
| 81 | JCPB | JPMorgan Core P... | 47.01 | +0.30% | 21.22K | +68.08% | 977.61K | 46.25 | 0.24% |
| 82 | PSA | Public Storage | 288.84 | -0.21% | 3.13K | +5.04% | 935.75K | 213.07 | 0.23% |
| 83 | SMH | VanEck Semicond... | 277.33 | +0.77% | 3.85K | +0.03% | 931.59K | 126.17 | 0.23% |
| 84 | NLR | VanEck Uranium+... | 110.71 | +1.97% | 11.29K | +100.00% | 918.74K | 81.34 | 0.22% |
| 85 | JBND | JP Morgan Activ... | 53.55 | +0.28% | 14.91K | +44.20% | 779.05K | 52.1 | 0.19% |
| 86 | FEX | First Trust Lar... | 108.66 | +0.63% | 6.83K | -2.84% | 712.75K | 51.41 | 0.17% |
| 87 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 918 | -0.76% | 708.7K | 313.97 | 0.17% |
| 88 | GLW | Corning Incorpo... | 51.76 | +0.72% | 14.48K | -5.24% | 688.09K | 25.13 | 0.17% |
| 89 | MUNI | PIMCO Intermedi... | 51.24 | +0.05% | 12.9K | +100.00% | 667.32K | 51.73 | 0.16% |
| 90 | EFA | iShares MSCI EA... | 88.55 | +1.13% | 8.69K | +31.89% | 656.75K | 72.51 | 0.16% |
| 91 | ALGN | Align Technolog... | 187.83 | +0.37% | 3.11K | -1.58% | 648.47K | 150.25 | 0.16% |
| 92 | NFLX | Netflix, Inc. | 1306.80 | +2.47% | 722 | -3.6% | 643.63K | 294.88 | 0.16% |
| 93 | DIS | The Walt Disney... | 121.64 | +1.86% | 5.74K | +0.74% | 639.3K | 112.59 | 0.15% |
| 94 | AMD | Advanced Micro ... | 143.75 | +0.25% | 5.29K | 0.00% | 638.86K | 132.94 | 0.15% |
| 95 | CAT | Caterpillar Inc... | 382.01 | +2.81% | 1.75K | +0.06% | 634.33K | 145.56 | 0.15% |
| 96 | ITB | iShares U.S. Ho... | 92.30 | +0.51% | 6.07K | +2.55% | 627.33K | 60.14 | 0.15% |
| 97 | JPST | JPMorgan Ultra-... | 50.65 | +0.07% | 12.25K | -6.13% | 617.03K | 50.26 | 0.15% |
| 98 | TJX | The TJX Compani... | 122.30 | -0.15% | 5.03K | 0.00% | 607.19K | 117.54 | 0.15% |
| 99 | GDXJ | VanEck Junior G... | 67.73 | +1.42% | 13.7K | 0.00% | 585.67K | 36.32 | 0.14% |
| 100 | VWO | Vanguard Emergi... | 49.45 | +0.69% | 12.85K | -10.82% | 565.96K | 40.28 | 0.14% |
| 101 | VUG | Vanguard Growth... | 433.78 | +0.82% | 1.37K | 0.00% | 563.95K | 193.85 | 0.14% |
| 102 | IJH | iShares Core S&... | 61.88 | +1.38% | 8.96K | 0.00% | 557.99K | 37.01 | 0.14% |
| 103 | COP | ConocoPhillips | 90.86 | +2.08% | 5.34K | 0.00% | 529.67K | 93.39 | 0.13% |
| 104 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 968 | +100.00% | 521.52K | 538.81 | 0.13% |
| 105 | MINO | PIMCO Municipal... | 44.14 | +0.07% | 11.53K | +100.00% | 519.32K | 45.06 | 0.13% |
| 106 | ADBE | Adobe Inc. | 385.00 | -0.66% | 1.14K | -2.99% | 504.71K | 250.27 | 0.12% |
| 107 | AXP | American Expres... | 311.66 | +0.99% | 1.62K | +0.06% | 480.4K | 87.7 | 0.12% |
| 108 | RTX | RTX Corporation | 142.71 | +0.94% | 4.13K | 0.00% | 477.35K | 79.99 | 0.12% |
| 109 | EEM | iShares MSCI Em... | 48.28 | +0.67% | 11.29K | 0.00% | 472.36K | 39.83 | 0.11% |
| 110 | PLTR | Palantir Techno... | 144.33 | +1.00% | 6.02K | 0.00% | 455.44K | 37.2 | 0.11% |
| 111 | IDXX | IDEXX Laborator... | 528.30 | -0.39% | 1.1K | +100.00% | 454.78K | 413.44 | 0.11% |
| 112 | APD | Air Products an... | 283.10 | +0.39% | 1.56K | +28.81% | 453.91K | 296.02 | 0.11% |
| 113 | MMM | 3M Company | 150.88 | +2.12% | 3.38K | 0.00% | 435.7K | 87.32 | 0.11% |
| 114 | FSLR | First Solar, In... | 155.56 | +1.87% | 2.29K | 0.00% | 402.71K | 59.8 | 0.10% |
| 115 | ENB | Enbridge Inc. | 45.10 | +1.41% | 9.39K | +100.00% | 398.63K | 42.43 | 0.10% |
| 116 | BND | Vanguard Total ... | 73.52 | +0.29% | 5.41K | 0.00% | 388.67K | 80.61 | 0.09% |
| 117 | VT | Vanguard Total ... | 127.47 | +0.95% | 3.18K | +1.02% | 374.06K | 98.72 | 0.09% |
| 118 | CHKP | Check Point Sof... | 218.75 | -0.08% | 1.92K | 0.00% | 358.46K | 155.33 | 0.09% |
| 119 | JEPQ | JPMorgan Nasdaq... | 54.14 | +0.45% | 6.27K | +100.00% | 353.56K | 56.38 | 0.09% |
| 120 | MO | Altria Group, I... | 58.81 | -0.22% | 6.63K | +54.15% | 346.68K | 51.48 | 0.08% |
| 121 | INTC | Intel Corporati... | 22.50 | +1.37% | 17.12K | -24.98% | 343.26K | 35.13 | 0.08% |
| 122 | DSI | iShares MSCI KL... | 115.03 | +0.73% | 3K | 0.00% | 330.75K | 43.38 | 0.08% |
| 123 | UL | Unilever PLC | 60.66 | -1.02% | 5.73K | -17.33% | 324.66K | 55.63 | 0.08% |
| 124 | ICF | iShares Cohen &... | 60.51 | -0.52% | 5.33K | +6.17% | 321.49K | 55.53 | 0.08% |
| 125 | WM | Waste Managemen... | 226.77 | -0.79% | 1.58K | +14.53% | 319.55K | 120.55 | 0.08% |
| 126 | BA | The Boeing Comp... | 202.60 | +1.86% | 1.76K | +1.44% | 311.87K | 194.58 | 0.08% |
| 127 | VTV | Vanguard Value ... | 176.23 | +0.72% | 1.81K | 0.00% | 306.26K | 162.22 | 0.07% |
| 128 | ZTS | Zoetis Inc. | 155.91 | -0.84% | 1.82K | +100.00% | 296.86K | 162.93 | 0.07% |
| 129 | IVV | iShares Core S&... | 614.96 | +0.82% | 497 | -14.6% | 292.57K | 576.82 | 0.07% |
| 130 | IBM | International B... | 292.32 | +0.43% | 1.32K | -3.66% | 289.3K | 221.08 | 0.07% |
| 131 | SKYY | First Trust Clo... | 119.91 | +1.40% | 2.4K | 0.00% | 285.89K | 95.58 | 0.07% |
| 132 | BSV | Vanguard Short-... | 78.66 | +0.17% | 3.54K | 0.00% | 273.46K | 76.89 | 0.07% |
| 133 | CATH | Global X S&P 50... | 74.72 | +0.68% | 3.86K | 0.00% | 273.44K | 57.99 | 0.07% |
| 134 | GME | GameStop Corp. | 23.85 | +1.27% | 8.67K | +100.00% | 271.62K | 31.34 | 0.07% |
| 135 | PSX | Phillips 66 | 120.16 | +0.44% | 2.36K | 0.00% | 269.33K | 87.91 | 0.07% |
| 136 | MRVL | Marvell Technol... | 79.95 | +5.30% | 2.42K | +100.00% | 266.74K | 110.45 | 0.06% |
| 137 | BAC | Bank of America... | 47.51 | +1.40% | 6.02K | +100.00% | 264.45K | 43.95 | 0.06% |
| 138 | ACN | Accenture plc | 296.02 | +0.48% | 741 | 0.00% | 260.68K | 264.85 | 0.06% |
| 139 | CGCP | Capital Group C... | 22.55 | +0.29% | 11.72K | +100.00% | 260.3K | 22.2 | 0.06% |
| 140 | XLE | Energy Select S... | 85.73 | +1.41% | 3.01K | +100.00% | 257.69K | 85.66 | 0.06% |
| 141 | CEG | Constellation E... | 322.62 | +2.37% | 1.14K | 0.00% | 254.36K | 185.98 | 0.06% |
| 142 | PWR | Quanta Services... | 380.08 | +1.61% | 800 | 0.00% | 252.84K | 259.26 | 0.06% |
| 143 | ADP | Automatic Data ... | 303.09 | +1.64% | 850 | -8.9% | 248.82K | 175.67 | 0.06% |
| 144 | CCJ | Cameco Corporat... | 74.53 | +4.35% | 4.84K | +100.00% | 248.78K | 51.39 | 0.06% |
| 145 | VEA | Vanguard Develo... | 56.48 | +1.10% | 5.19K | 0.00% | 248.28K | 52.81 | 0.06% |
| 146 | MAR | Marriott Intern... | 269.73 | +1.41% | 825 | +100.00% | 230.13K | 278.94 | 0.06% |
| 147 | UNH | UnitedHealth Gr... | 302.52 | +0.17% | 451 | +100.00% | 228.14K | 505.86 | 0.06% |
| 148 | NET | Cloudflare, Inc... | 190.84 | +0.38% | 2.02K | +100.00% | 217.3K | 107.68 | 0.05% |
| 149 | KMB | Kimberly-Clark ... | 126.85 | -1.01% | 1.62K | +0.06% | 211.96K | 128.82 | 0.05% |
| 150 | SCHX | Schwab U.S. Lar... | 24.23 | +0.81% | 9.05K | +205.44% | 209.71K | 22.63 | 0.05% |