Sterling Investment Advisors LLC
Net seller this quarter
$223M
10
-$794K
5.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ETHA | $5.22M | 2.35% | 0.11% | +3.4% | Q3 2025 |
 AVGO | $2.29M | 1.03% | 0.00% | +0.2% | Q3 2025 |
 STM | $1.09M | 0.49% | 0.00% | +0.1% | Q4 2025 |
 WMT | $968K | 0.43% | 0.00% | +0.3% | Q4 2014 |
| IAU | $609K | 0.27% | 0.00% | Not reported | Q4 2014 |
 NVDA | $413K | 0.19% | 0.00% | -18.0% | Q4 2021 |
 ORLY | $329K | 0.15% | 0.00% | Not reported | Q1 2015 |
 MSFT | $327K | 0.15% | 0.00% | -3.7% | Q4 2021 |
 META | $290K | 0.13% | Not reported | Not reported | Q3 2025 |
 AAPL | $237K | 0.11% | 0.00% | -12.8% | Q3 2024 |
| Q1 2026 | |||||
| ETHA | $6.73M | 3.23% | 0.10% | +51.8% | Q3 2025 |
| AVGO | $1.88M | 0.90% | 0.00% | +0.2% | Q3 2025 |
| WMT | $1.06M | 0.51% | 0.00% | +0.2% | Q4 2014 |
| IAU | $711K | 0.34% | 0.00% | -0.1% | Q4 2014 |
| STM | $504K | 0.24% | 0.00% | +0.2% | Q4 2025 |
| NVDA | $439K | 0.21% | 0.00% | Not reported | Q4 2021 |
 WEC | $378K | 0.18% | 0.00% | Not reported | Q2 2016 |
| MSFT | $338K | 0.16% | 0.00% | +11.5% | Q4 2021 |
| ORLY | $330K | 0.16% | 0.00% | Not reported | Q1 2015 |
| META | $294K | 0.14% | Not reported | +0.2% | Q3 2025 |
 CVX | $292K | 0.14% | 0.00% | Not reported | Q2 2016 |
 XOM | $273K | 0.13% | 0.00% | Not reported | Q3 2015 |
| AAPL | $239K | 0.11% | 0.00% | +0.4% | Q3 2024 |
| Q4 2025 | |||||
| ETHA | $6.28M | 3.04% | 0.05% | +25.5% | Q3 2025 |
| AVGO | $2.09M | 1.01% | 0.00% | +0.2% | Q3 2025 |
| WMT | $948K | 0.46% | 0.00% | Not reported | Q4 2014 |
| IAU | $655K | 0.32% | 0.00% | -19.2% | Q4 2014 |
| NVDA | $469K | 0.23% | 0.00% | Not reported | Q4 2021 |
| MSFT | $395K | 0.19% | 0.00% | +0.3% | Q4 2021 |
| STM | $378K | 0.18% | 0.00% | New | Q4 2025 |
| WEC | $344K | 0.17% | 0.00% | Not reported | Q2 2016 |
| META | $339K | 0.16% | Not reported | Not reported | Q3 2025 |
| ORLY | $326K | 0.16% | 0.00% | -6.7% | Q1 2015 |
| AAPL | $255K | 0.12% | 0.00% | Not reported | Q3 2024 |
| CVX | $215K | 0.10% | 0.00% | Not reported | Q2 2016 |
| Q3 2025 | |||||
| ETHA | $7.03M | 3.48% | 0.06% | New | Q3 2025 |
| AVGO | $1.99M | 0.99% | 0.00% | New | Q3 2025 |
| WMT | $877K | 0.43% | 0.00% | -5.0% | Q4 2014 |
| IAU | $727K | 0.36% | 0.00% | +17.5% | Q4 2014 |
| NVDA | $469K | 0.23% | 0.00% | +196.4% | Q4 2021 |
| MSFT | $423K | 0.21% | 0.00% | +45.5% | Q4 2021 |
| ORLY | $413K | 0.20% | 0.00% | -61.9% | Q1 2015 |
| META | $377K | 0.19% | Not reported | New | Q3 2025 |
| WEC | $374K | 0.19% | 0.00% | +4.9% | Q2 2016 |
| AAPL | $238K | 0.12% | 0.00% | -88.7% | Q3 2024 |
 T | $230K | 0.11% | 0.00% | +175.8% | Q1 2025 |
| CVX | $219K | 0.11% | 0.00% | -42.5% | Q2 2016 |