Sterling Investment Advisors, Ltd.
CIK Number: 0001701132
Main Sectors:
Top Industries:
Filing Date: Jul 17, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 249.34 | +0.63% | 134.28K | +0.02% | 27.55M | 43.02 | 6.04% | Share |
| 2 | AMZN | Amazon.com, Inc... | 215.57 | -0.38% | 71.69K | +2.59% | 15.73M | 76.48 | 3.45% | Share |
| 3 | KMI | Kinder Morgan, ... | 27.61 | +1.12% | 447.35K | -1.85% | 13.15M | 17.59 | 2.88% | Share |
| 4 | NVDA | NVIDIA Corporat... | 179.83 | -0.11% | 81.88K | +5.00% | 12.94M | 30.9 | 2.84% | Share |
| 5 | MSFT | Microsoft Corpo... | 513.43 | -0.03% | 25.89K | +2.30% | 12.88M | 152.03 | 2.82% | Share |
| 6 | CRWD | CrowdStrike Hol... | 489.02 | +0.02% | 23.88K | -1.78% | 12.16M | 62.51 | 2.67% | Share |
| 7 | GOOGL | Alphabet Inc. | 251.03 | +2.27% | 58.71K | +0.30% | 10.35M | 48.3 | 2.27% | Share |
| 8 | DVY | iShares Select ... | 141.44 | +0.23% | 71.17K | +2.64% | 9.45M | 110.14 | 2.07% | Share |
| 9 | COST | Costco Wholesal... | 954.99 | +0.90% | 9.41K | -3.1% | 9.32M | 289.58 | 2.04% | Share |
| 10 | GMED | Globus Medical,... | 58.36 | +0.46% | 157.02K | +0.51% | 9.27M | 37.78 | 2.03% | Share |
| 11 | GLDM | SPDR Gold MiniS... | 83.36 | +1.68% | 136.74K | -14.35% | 8.96M | 37.84 | 1.96% | Share |
| 12 | SPSM | SPDR Portfolio ... | 46.51 | +0.80% | 81.03K | +2.03% | 8.86M | 35.1 | 1.94% | Share |
| 13 | GS | The Goldman Sac... | 768.32 | -0.32% | 12.5K | +1.60% | 8.85M | 252.62 | 1.94% | Share |
| 14 | GDX | VanEck Gold Min... | 81.42 | +3.79% | 166.1K | -26.23% | 8.65M | 29.57 | 1.90% | Share |
| 15 | KKR | KKR & Co. Inc. | 124.45 | -1.21% | 58.08K | +4.44% | 7.73M | 46.88 | 1.69% | Share |
| 16 | V | Visa Inc. | 345.76 | -0.75% | 21.28K | +0.85% | 7.55M | 182.16 | 1.66% | Share |
| 17 | HD | The Home Depot,... | 388.65 | +0.24% | 20.05K | +1.74% | 7.35M | 266.6 | 1.61% | Share |
| 18 | JEPI | JPMorgan Equity... | 56.88 | 0.00% | 126.95K | +7.45% | 7.22M | 56.35 | 1.58% | Share |
| 19 | JPM | JPMorgan Chase ... | 305.85 | +1.25% | 24.32K | +1.18% | 7.05M | 101.12 | 1.55% | Share |
| 20 | LMT | Lockheed Martin... | 499.56 | -1.11% | 14.68K | +10.36% | 6.8M | 396.8 | 1.49% | Share |
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