$310 Million is the total value of Sterling Investment Advisors, Ltd.'s 536 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 114.3% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple, Inc. | 28 | Q3 2023 | 9.8% |
| Globus Medical, Inc. | 28 | Q3 2023 | 7.3% |
| Amazon.com, Inc. | 28 | Q3 2023 | 4.3% |
| Johnson & Johnson | 28 | Q3 2023 | 3.9% |
| iShares US Preferred Stock ETF | 28 | Q3 2023 | 4.6% |
| Alphabet, Inc. Class A | 28 | Q3 2023 | 3.0% |
| SPDR Bloomberg Convertible Securities ETF | 28 | Q3 2023 | 3.2% |
| Microsoft Corp. | 28 | Q3 2023 | 2.4% |
| VanEck Vectors Gold Miners Fund | 28 | Q3 2023 | 2.5% |
| JPMorgan Chase & Co. | 28 | Q3 2023 | 1.5% |
View Sterling Investment Advisors, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-02 |
View Sterling Investment Advisors, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.