Universe · entity
Sterling Investment Advisors, Ltd.
Institutional manager (13F) · CIK 1701132
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $405M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Apple, Inc. | $34M | 132,495 |
| 2 | JPMorgan Flexible Debt ETF | $22M | 433,541 |
| 3 | iShares Flexible Income Active ETF | $21M | 266,000 |
| 4 | Alphabet, Inc. A | $15M | 52,480 |
| 5 | Amazon.com, Inc. | $15M | 72,218 |
| 6 | Nvidia Corp. | $14M | 80,639 |
| 7 | Kinder Morgan, Inc. | $14M | 418,709 |
| 8 | VanEck Gold Miners ETF | $13M | 136,338 |
| 9 | Globus Medical, Inc. | $12M | 144,023 |
| 10 | SPDR Gold MiniShares ETF | $11M | 114,915 |
| 11 | Microsoft Corp. | $11M | 28,891 |
| 12 | iShares Core S&P Small-Cap ETF | $10M | 80,410 |
| 13 | CrowdStrike Holdings, Inc. | $10M | 24,483 |
| 14 | Costco Wholesale Corp. | $9M | 9,383 |
| 15 | Goldman Sachs Group, Inc. | $9M | 10,787 |
| 16 | Lockheed Martin Corp. | $8M | 13,566 |
| 17 | JPMorgan Equity Premium Income ETF | $8M | 141,976 |
| 18 | Reaves Utility Income Fund | $8M | 192,424 |
| 19 | Alerian MLP ETF | $7M | 138,120 |
| 20 | J.P. Morgan Chase & Co. | $7M | 23,247 |
| 21 | The Home Depot, Inc. | $7M | 20,103 |
| 22 | Johnson & Johnson | $6M | 26,524 |
| 23 | Exxon Mobil Corp. | $6M | 38,082 |
| 24 | Chevron Corp. | $6M | 30,875 |
| 25 | Visa, Inc. | $6M | 21,110 |
| 26 | VanEck BDC Income ETF | $6M | 491,575 |
| 27 | Walmart, Inc. | $6M | 49,353 |
| 28 | KKR & Co. | $6M | 62,492 |
| 29 | Vertiv Holdings Co. | $6M | 22,855 |
| 30 | JPMorgan International Hedged Equity ETF | $5M | 104,538 |
| 31 | Meta Platforms, Inc. | $5M | 9,568 |
| 32 | iShares S&P National Muni Bond ETF | $5M | 50,589 |
| 33 | Alphabet, Inc. C | $5M | 17,767 |
| 34 | SPDR Bloomberg Convertible Securities ETF | $5M | 54,361 |
| 35 | VanEck Rare Earth & Strategic Metals ETF | $5M | 52,655 |
| 36 | Palantir Technologies, Inc. | $5M | 31,152 |
| 37 | Amgen, Inc. | $5M | 12,909 |
| 38 | Berkshire Hathaway, Inc. B | $4M | 9,366 |
| 39 | Tema Heart & Health ETF | $4M | 131,160 |
| 40 | VanEck Morningstar Wide Moat ETF | $4M | 44,639 |
| 41 | Truist Financial Corp. | $4M | 90,356 |
| 42 | Global X Robotics & A.I. ETF | $4M | 124,465 |
| 43 | Deere & Co. | $4M | 7,279 |
| 44 | Tesla, Inc. | $4M | 11,003 |
| 45 | Honeywell International, Inc. | $4M | 17,306 |
| 46 | Invesco S&P 500 Equal Weight ETF | $4M | 20,289 |
| 47 | VanEck Uranium & Nuclear ETF | $4M | 29,065 |
| 48 | Vanguard Utilities ETF | $4M | 18,832 |
| 49 | Blackstone Group, Inc. | $4M | 31,361 |
| 50 | Cardinal Health, Inc. | $4M | 16,715 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.