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Sterling Investment Management, LLC

All holdings · as of Dec 31, 2025

69 positions

CompanyClassValueShares% of portfolio
VICI PROPERTIES INC.$742.5K26,4030.4%
VANGUARD LONG-TERM BOND ETF$725.4K10,4340.4%
UNITEDHEALTH GROUP INC$662.9K2,0080.4%
SCHWAB INTERNATIONAL EQUITY ETF$625.8K26,0310.4%
VANGUARD TOTAL STOCK MARKET ETF$603.5K1,8000.3%
NOVO-NORDISK A S ADR$462.4K9,0890.3%
JPMORGAN CHASE & CO$450.5K1,3980.3%
ISHARES CORE S&P SMALL CAP ETF$383.7K3,1930.2%
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF$371.9K6,7900.2%
SCHWAB EMERGING MARKETS EQUITY ETF$290.8K8,8790.2%
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$287.4K2,4070.2%
NVIDIA Corp$279.2K1,4970.2%
PROCTER & GAMBLE Co$277.3K1,9350.2%
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF$263.2K2,2360.1%
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND$257.2K5,8000.1%
Meta Platforms Inc$227.1K3440.1%
VANGUARD HIGH DIVIDEND YIELD INDEX ETF$215.3K1,5000.1%
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$213.9K1,3820.1%
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$209.1K1,3480.1%
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