Sterling Investment Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $209.1K | 0.1% |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $213.9K | 0.1% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $215.3K | 0.1% |
| Meta Platforms Inc | $227.1K | 0.1% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $257.2K | 0.1% |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $263.2K | 0.1% |
| PROCTER & GAMBLE Co | $277.3K | 0.2% |
| NVIDIA Corp | $279.2K | 0.2% |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $287.4K | 0.2% |
| SCHWAB EMERGING MARKETS EQUITY ETF | $290.8K | 0.2% |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $371.9K | 0.2% |
| ISHARES CORE S&P SMALL CAP ETF | $383.7K | 0.2% |
| JPMORGAN CHASE & CO | $450.5K | 0.3% |
| NOVO-NORDISK A S ADR | $462.4K | 0.3% |
| VANGUARD TOTAL STOCK MARKET ETF | $603.5K | 0.3% |
| SCHWAB INTERNATIONAL EQUITY ETF | $625.8K | 0.4% |
| UNITEDHEALTH GROUP INC | $662.9K | 0.4% |
| VANGUARD LONG-TERM BOND ETF | $725.4K | 0.4% |
| VICI PROPERTIES INC. | $742.5K | 0.4% |
| ALTRIA GROUP, INC. | $784.4K | 0.4% |
| Public Storage | $784.5K | 0.4% |
| VERIZON COMMUNICATIONS INC | $823.7K | 0.5% |
| AVALONBAY COMMUNITIES INC | $874.5K | 0.5% |
| PFIZER INC | $882.2K | 0.5% |
| CHEVRON CORP | $889.0K | 0.5% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $919.4K | 0.5% |
| SCHWAB US DIVIDEND EQUITY ETF | $921.0K | 0.5% |
| DANAHER CORP /DE | $928.5K | 0.5% |
| COCA COLA FEMSA SAB DE CVKOF | $961.8K | 0.5% |
| TRUIST FINANCIAL CORP | $988.0K | 0.6% |
| QUALCOMM INC/DE | $1.15M | 0.7% |
| ST JOE Co | $1.24M | 0.7% |
| iShares MSCI UAE ETF | $1.25M | 0.7% |
| FERROVIAL SE ORD SHS | $1.27M | 0.7% |
| RIO TINTO PLC SPONSORED ADR | $1.31M | 0.7% |
| REPUBLIC SERVICES, INC. | $1.32M | 0.7% |
| WELLS FARGO & COMPANY/MN | $1.40M | 0.8% |
| WASTE MANAGEMENT INC | $1.42M | 0.8% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $1.48M | 0.8% |
| SAP SE SPON ADR | $1.51M | 0.9% |
| KIMBERLY CLARK CORP | $1.76M | 1.0% |
| VANGUARD FTSE EMERGING MARKETS ETF | $1.77M | 1.0% |
| THERMO FISHER SCIENTIFIC INC. | $1.96M | 1.1% |
| SCHWAB US AGGREGATE BOND ETF | $2.01M | 1.1% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | $2.17M | 1.2% |
| AbbVie Inc. | $2.25M | 1.3% |
| The Boeing Company | $2.33M | 1.3% |
| JOHNSON & JOHNSON | $2.35M | 1.3% |
| Apple Inc. | $2.58M | 1.5% |
| THE GOLDMAN SACHS GROUP, INC. | $2.67M | 1.5% |