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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
HRTS +126,960+$4,339
DE +6,611+$2,715
Medtronic plc +14,364+$1,252
JBND +9,540+$501
JCPB +9,850+$459
IBIT +8,635+$349
The Cigna Group +952+$346
VTV +1,809+$295
QUS +2,010+$293
IVV +550+$289
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
MDT -14,114-$1,163
SPLV -5,988-$945
DEO -4,171-$608
JAAA -6,450-$324
CIGNA Corporation -952-$285
BITO -10,250-$210
SERA -13,489-$81
JAGX -39,000-$6
WKHS -10,000-$4
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BOTZ +54,055+$1,780
WMT +34,398+$463
UTG +33,732+$937
KMI +20,841+$743
JEPI +19,753+$1,265
MOTI +14,000+$435
MOAT +11,325+$1,307
RSPH +8,829+$1,568
GLBE +8,000+$83
IJH +6,728+$45
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
GDX -11,500-$217
KKR -5,267+$805
IMNM -4,500+$126
WTRG -3,526-$141
GDXJ -2,750-$91
AAPL -2,420-$3,476
PPL -2,372-$50
JNJ -2,277-$272
UPS -1,725-$442
Sterling Investment Advisors Ltd. Info
Size ($ in 1000's)
At 03/31/2024: $350,614
At 12/31/2023: $316,033

Sterling Investment Advisors Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sterling Investment Advisors Ltd. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Sterling Investment Advisors Ltd.
As of  03/31/2024, we find all stocks held by Sterling Investment Advisors Ltd. to be as follows, presented in the table below with each row detailing each Sterling Investment Advisors Ltd. position, ordered by largest to smallest position size. The all-stocks-held-by-Sterling Investment Advisors Ltd. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Sterling Investment Advisors Ltd. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
Apple Inc. 143,289 -2,420 $24,571
     AAPL143,289-2,420$24,571
Amazon.com Inc. 73,036 -1,348 $13,174
     AMZN73,036-1,348$13,174
Kinder Morgan Inc. 536,990 +20,841 $9,848
     KMI536,990+20,841$9,848
Alphabet Inc. A 64,664 -705 $9,760
     GOOGL64,664-705$9,760
Globus Medical Inc. 179,223 -400 $9,614
     GMED179,223-400$9,614
Johnson & Johnson 58,131 -2,277 $9,196
     JNJ58,131-2,277$9,196
Microsoft Corp. 21,469 -435 $9,033
     MSFT21,469-435$9,033
Costco Wholesale Corp. 11,629 -220 $8,520
     COST11,629-220$8,520
CrowdStrike Holdings Inc. 26,576 -1,260 $8,520
     CRWD26,576-1,260$8,520
iShares Select Dividend ETF (DVY) 66,661 -682 $8,211
     DVY66,661-682$8,211
The Home Depot Inc. 20,148 -420 $7,729
     HD20,148-420$7,729
VanEck Gold Miners ETF (GDX) 228,798 -11,500 $7,235
     GDX228,798-11,500$7,235
SPDR Gold MiniShares ETF (GLDM) 163,238 +1,571 $7,191
     GLDM163,238+1,571$7,191
KKR & Co. 70,028 -5,267 $7,043
     KKR70,028-5,267$7,043
NVIDIA Corp. 7,046 -366 $6,366
     NVDA7,046-366$6,366
Goldman Sachs Group Inc. 14,790 -72 $6,178
     GS14,790-72$6,178
VanEck Morningstar Wide Moat ETF (MOAT) 68,695 +11,325 $6,176
     MOAT68,695+11,325$6,176
Visa Inc. 20,841 +15 $5,816
     V20,841+15$5,816
Lockheed Martin Corp. 11,533 +716 $5,246
     LMT11,533+716$5,246
J.P. Morgan Chase & Co. 24,239 -349 $4,855
     JPM24,239-349$4,855
The Trade Desk Inc. 53,000 +175 $4,633
     TTD53,000+175$4,633
Truist Financial Corp. 118,533 -460 $4,620
     TFC118,533-460$4,620
Tema Cardiovascular & Metabolic ETF (HRTS) 126,960 +126,960 $4,339
     HRTS126,960+126,960$4,339
Reaves Utility Income Fund (UTG) 156,776 +33,732 $4,227
     UTG156,776+33,732$4,227
SPDR Bloomberg Convertible Securities ETF (CWB) 57,634 -195 $4,210
     CWB57,634-195$4,210
Merck & Co. 31,387 -265 $4,142
     MRK31,387-265$4,142
Pioneer Natural Resources Co. 14,840 -375 $3,896
     PXD14,840-375$3,896
JPMorgan Equity Premium Income ETF (JEPI) 61,882 +19,753 $3,581
     JEPI61,882+19,753$3,581
The Charles Schwab Corp. 48,400 UNCH $3,501
     SCHW48,400UNCH$3,501
Berkshire Hathaway Inc. B      $3,471
     BRK.B8,253+5$3,471
Chevron Corp. 21,990 +1,652 $3,469
     CVX21,990+1,652$3,469
Amgen Inc. 11,985 +597 $3,407
     AMGN11,985+597$3,407
iShares US Preferred Stock ETF (PFF) 102,559 -1,579 $3,305
     PFF102,559-1,579$3,305
American Tower Corp. 16,567 +5,812 $3,273
     AMT16,567+5,812$3,273
iShares Core S&P Small Cap ETF (SPSM) 75,834 -953 $3,264
     SPSM75,834-953$3,264
Lowe s Companies Inc. 12,786 -96 $3,257
     LOW12,786-96$3,257
Regeneron Pharmaceuticals Inc. 3,352 -115 $3,226
     REGN3,352-115$3,226
Procter & Gamble Co. 19,599 -95 $3,180
     PG19,599-95$3,180
Walmart Inc. 50,879 +34,398 $3,061
     WMT50,879+34,398$3,061
Blackstone Group Inc. 23,228 -1,223 $3,051
     BX23,228-1,223$3,051
iShares S&P National Muni Bond ETF (MUB) 28,089 +5,080 $3,022
     MUB28,089+5,080$3,022
Honeywell International Inc. 14,489 +152 $2,974
     HON14,489+152$2,974
United Parcel Service Inc. 19,804 -1,725 $2,943
     UPS19,804-1,725$2,943
Shopify Inc. 38,027 -100 $2,935
     SHOP38,027-100$2,935
Alphabet Inc. C 19,266 -497 $2,933
     GOOG19,266-497$2,933
BlackRock Inc. 3,459 -130 $2,884
     BLK3,459-130$2,884
SPDR S&P MidCap 400 ETF (MDY) 5,014 -281 $2,790
     MDY5,014-281$2,790
Vanguard Utilities ETF (VPU) 19,570 -75 $2,790
     VPU19,570-75$2,790
Deere & Co. 6,611 +6,611 $2,715
     DE6,611+6,611$2,715
Global E Online Ltd. 71,175 +8,000 $2,587
     GLBE71,175+8,000$2,587
PepsiCo Inc. 13,396 -94 $2,344
     PEP13,396-94$2,344
Fidelity National Financial Inc. 43,850 -50 $2,328
     FNF43,850-50$2,328
Global X Robotics & A.I. ETF (BOTZ) 72,495 +54,055 $2,306
     BOTZ72,495+54,055$2,306
Cardinal Health Inc. 20,330 -500 $2,275
     CAH20,330-500$2,275
Alerian MLP ETF      $2,241
     ETF47,224+89$2,241
Paychex Inc. 17,520 -295 $2,151
     PAYX17,520-295$2,151
Cummins Inc. 6,950 UNCH $2,048
     CMI6,950UNCH$2,048
Eaton Corp. 5,989 -460 $1,873
     ETN5,989-460$1,873
Comcast Corp. A 42,097 +1,159 $1,825
     CMCSA42,097+1,159$1,825
SPDR S&P 500 ETF (SPY) 3,440 +1 $1,799
     SPY3,440+1$1,799
Invesco S&P 500 Equal Weight ETF (RSPH)      $1,785
     ETF9,254+9,254$1,567
     RSPH6,870-425$218
SPDR Mid Cap ETF (SPMD) 30,362 +561 $1,619
     SPMD30,362+561$1,619
General Mills Inc. 23,125 UNCH $1,618
     GIS23,125UNCH$1,618
Mondelez International Inc. 22,238 -350 $1,557
     MDLZ22,238-350$1,557
McDonald s Corp. 5,216 +1,664 $1,471
     MCD5,216+1,664$1,471
Tesla Inc. 8,342 +775 $1,466
     TSLA8,342+775$1,466
Abbott Laboratories 12,338 +2 $1,402
     ABT12,338+2$1,402
Emerson Electric Co. 12,142 +4 $1,377
     EMR12,142+4$1,377
Oracle Corp. 10,523 +1 $1,322
     ORCL10,523+1$1,322
First Trust Mid Cap Core AlphaDEX ETF (FNX) 11,375 +35 $1,290
     FNX11,375+35$1,290
Medtronic plc 14,364 +14,364 $1,252
     COM14,364+14,364$1,252
Stryker Corp. 3,475 UNCH $1,244
     SYK3,475UNCH$1,244
Invesco QQQ ETF      $1,226
     ETF2,762-99$1,226
Elastic N.V. 11,675 UNCH $1,170
     ESTC11,675UNCH$1,170
VanEck Morningstar Int l Moat ETF (MOTI) 37,500 +14,000 $1,167
     MOTI37,500+14,000$1,167
Align Technology Inc. 3,307 -125 $1,084
     ALGN3,307-125$1,084
Essential Utilities Inc. 28,726 -3,526 $1,064
     WTRG28,726-3,526$1,064
Vertex Inc. 33,067 UNCH $1,050
     VERX33,067UNCH$1,050
PPL Corp. 34,524 -2,372 $950
     PPL34,524-2,372$950
Cisco Systems Inc. 19,016 +9 $949
     CSCO19,016+9$949
Meta Platforms Inc. 1,951 +2 $947
     META1,951+2$947
Coca Cola Co. 15,147 UNCH $927
     KO15,147UNCH$927
MicroStrategy Inc. 533 UNCH $909
     MSTR533UNCH$909
NIKE Inc. 9,621 -797 $904
     NKE9,621-797$904
VanEck Semiconductor ETF (SMH) 3,846 +196 $865
     SMH3,846+196$865
Public Storage 2,975 UNCH $863
     PSA2,975UNCH$863
JPMorgan Ultra Short Income ETF (JPST) 15,865 -800 $800
     JPST15,865-800$800
Exxon Mobil Corp. 6,804 +12 $791
     XOM6,804+12$791
Intel Corp. 17,352 +5 $766
     INTC17,352+5$766
Walt Disney Co. 6,138 +4 $751
     DIS6,138+4$751
First Trust Large Cap Core AlphaDEX ETF (FEX) 7,334 +25 $728
     FEX7,334+25$728
iShares U.S. Home Construction ETF (ITB) 5,916 -1,130 $685
     ITB5,916-1,130$685
VanEck Junior Gold Miners ETF (GDXJ) 17,100 -2,750 $662
     GDXJ17,100-2,750$662
Caterpillar Inc. 1,746 -99 $640
     CAT1,746-99$640
ConocoPhillips Inc. 4,999 +900 $636
     COP4,999+900$636
Adobe Inc. 1,170 -75 $590
     ADBE1,170-75$590
Vanguard Emerging Markets Stock Index ETF (VWO) 13,442 +1,002 $561
     VWO13,442+1,002$561
Eli Lilly & Co. 674 UNCH $524
     LLY674UNCH$524
Corning Inc. 15,530 UNCH $512
     GLW15,530UNCH$512
iShares S&P Mid Cap 400 Index ETF (IJH) 8,410 +6,728 $511
     IJH8,410+6,728$511
JP Morgan Active Bond 9,540 +9,540 $501
     JBND9,540+9,540$501
Netflix Inc. 793 -2 $482
     NFLX793-2$482
Vanguard Growth Index ETF (VUG) 1,374 +332 $473
     VUG1,374+332$473
iShares MSCI EAFE Index Fund ETF (EFA) 5,873 +65 $469
     EFA5,873+65$469
JP Morgan Core Plus Bond 9,850 +9,850 $459
     JCPB9,850+9,850$459
Advanced Micro Devices 2,537 +162 $458
     AMD2,537+162$458
iShares MSCI Emerging Markets Index Fund ETF (EEM) 10,695 UNCH $439
     EEM10,695UNCH$439
Annovis Bio Inc. 34,374 UNCH $409
     ANVS34,374UNCH$409
First Solar Inc 2,260 UNCH $381
     FSLR2,260UNCH$381
The Boeing Company 1,962 -449 $379
     BA1,962-449$379
Rio Tinto Group 5,819 -400 $371
     RIO5,819-400$371
American Express Co. 1,618 +1 $368
     AXP1,618+1$368
3M Company 3,415 UNCH $362
     MMM3,415UNCH$362
Unilever PLC ADR 7,176 UNCH $360
     UL7,176UNCH$360
Phillips 66 2,193 UNCH $358
     PSX2,193UNCH$358
iShares Bitcoin Trust (IBIT) 8,635 +8,635 $349
     IBIT8,635+8,635$349
The Cigna Group 952 +952 $346
     COM952+952$346
Vanguard Total World Stock Index ETF (VT) 2,994 +60 $331
     VT2,994+60$331
Immunome Inc. 12,465 -4,500 $308
     IMNM12,465-4,500$308
iShares MSCI Kld Social Index ETF (DSI) 3,000 UNCH $302
     DSI3,000UNCH$302
Vanguard Value Index ETF (VTV) 1,809 +1,809 $295
     VTV1,809+1,809$295
Waste Management Inc. 1,382 +1 $294
     WM1,382+1$294
SPDR MSCI USA StrategicFactors ETF (QUS) 2,010 +2,010 $293
     QUS2,010+2,010$293
iShares Core S&P 500 ETF (IVV) 550 +550 $289
     IVV550+550$289
RTX Corp. 2,925 UNCH $285
     RTX2,925UNCH$285
iShares Global Clean Energy ETF (ICLN) 19,927 +1,825 $279
     ICLN19,927+1,825$279
Vanguard Total Bond Market Index ETF (BND) 3,780 +115 $275
     BND3,780+115$275
Vanguard Short Term Bond Index ETF (BSV) 3,539 +639 $271
     BSV3,539+639$271
iShares Cohen & Steers REIT ETF (ICF) 4,625 UNCH $267
     ICF4,625UNCH$267
BP p.l.c. 7,000 UNCH $264
     BP7,000UNCH$264
Newmont Mining Corp. 7,201 -1,240 $258
     NEM7,201-1,240$258
Accenture plc 741 UNCH $257
     ACN741UNCH$257
Check Point Software Tech Com 1,520 -5 $249
     CHKP1,520-5$249
Global X S&P 500 Catholic Values ETF (CATH) 3,860 UNCH $246
     CATH3,860UNCH$246
Automatic Data Processing 933 UNCH $233
     ADP933UNCH$233
First Trust Cloud Computing ETF (SKYY) 2,400 +2,400 $229
     SKYY2,400+2,400$229
Constellation Energy Group Inc. 1,162 +1,162 $215
     CEG1,162+1,162$215
Kimberly Clark Corp. 1,613 +1,613 $209
     KMB1,613+1,613$209
Quanta Services Inc. 800 +800 $208
     PWR800+800$208
ProShares Bitcoin Strategy ETF $0 (exited)
     BITO0-10,250$0
CIGNA Corporation $0 (exited)
     COM0-952$0
Diageo PLC ADR $0 (exited)
     DEO0-4,171$0
Janus Henderson AAA CLO ETF $0 (exited)
     JAAA0-6,450$0
Jaguar Health Inc $0 (exited)
     JAGX0-39,000$0
Medtronic plc $0 (exited)
     COM0-14,114$0
Sera Prognostics $0 (exited)
     SERA0-13,489$0
Invesco S&P 500 Equal Weight ETF $0 (exited)
     ETF0-5,988$0
Workhorse Group Inc 0 -10,000 $0 (exited)
     WKHS0-10,000$0

See Summary: Sterling Investment Advisors Ltd. Top Holdings
See Details: Top 10 Stocks Held By Sterling Investment Advisors Ltd.

All Stocks Held By Sterling Investment Advisors Ltd. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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