Institutions / Sterling Investment Advisors LLC /Adv
Sterling Investment Advisors LLC /Adv
CIK 1009198 · Institution · as of Mar 31, 2026
Portfolio value
$208.42M
Positions
40
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$208.42M+0.9%Positions
40+2.6%Top holdings
Mar 31, 2026View all 40 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $36.56M | 17.5% |
| iShares Tr | $25.37M | 12.2% |
| iShares Inc | $18.57M | 8.9% |
| iShares Tr | $18.40M | 8.8% |
| Vanguard Index Fds | $12.27M | 5.9% |
| iShares Inc | $11.27M | 5.4% |
| iShares Tr | $8.40M | 4.0% |
| iShares Tr | $8.21M | 3.9% |
| iShares MSCI UAE ETF | $8.06M | 3.9% |
| iShares Tr | $6.97M | 3.3% |
| iShares Tr | $6.86M | 3.3% |
| iShares Ethereum Tr | $6.73M | 3.2% |
| SPDR Index Shs Fds | $5.91M | 2.8% |
| iShares Tr | $4.96M | 2.4% |
| iShares Tr | $4.65M | 2.2% |
| iShares Tr | $4.14M | 2.0% |
| iShares Tr | $4.08M | 2.0% |
| iShares Tr | $3.78M | 1.8% |
| iShares Tr | $2.18M | 1.0% |
| Broadcom Inc. | $1.88M | 0.9% |
| iShares Tr | $1.08M | 0.5% |
| Walmart Inc. | $1.06M | 0.5% |
| iShares Tr | $1.01M | 0.5% |
| iShares Gold Tr | $710.7K | 0.3% |
| Stmicroelectronics N V | $504.1K | 0.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 46438R105 Common stock | $2.30M | +145K +51.81% | 425,007 3.23% of portfolio | low |
| Q1 2026 as of | Trim | 46432F842 Common stock | $-965.6K | -11K -2.57% | 403,818 17.54% of portfolio | low |
| Q1 2026 as of | Trim | 46434G103 Common stock | $-830.7K | -12K -4.28% | 266,241 8.91% of portfolio | low |
| Q1 2026 as of | Trim | 78463X541 Common stock | $-685.0K | -9K -10.39% | 79,122 2.83% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $618.6K | +947 +2.50% | 38,837 12.17% of portfolio | low |
| Q1 2026 as of | Add | 46436E718 Common stock | $501.4K | +5K +2.80% | 182,763 8.83% of portfolio | low |
| Q1 2026 as of | New | Exxon Mobil Corp Common stock | $272.6K | +2K | 1,607 0.13% of portfolio | low |
| Q1 2026 as of | Add | 464287176 Common stock | $234.7K | +2K +3.48% | 63,188 3.35% of portfolio | low |
| Q1 2026 as of | Add | 922908744 Common stock | $213.7K | +1K +1.77% | 62,554 5.89% of portfolio | low |
| Q1 2026 as of | Add | 46429B291 Common stock | $183.1K | +4K +2.28% | 172,566 3.94% of portfolio | low |