13F Filings History of Sterling Investment Advisors, Ltd.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$522,294,659
Signature - Title
Cathy Whetstone - Chief Compliance Officer
Location
Berwyn, PA
Summary
This page shows a list of all the recent 13F filings made by Sterling Investment Advisors, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sterling Investment Advisors, Ltd. reported 209 stock holdings with total value $522,294,659 as of Q4 2025. Top holdings included AAPL, JFLX, GOOGL, AMZN, and NVDA.

Notify me when Sterling Investment Advisors, Ltd. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 209 $522,294,659 +$31,082,605 -$23,489,519 +$7,593,086 AAPL, JFLX, GOOGL, AMZN, NVDA 13F-HR 09 Feb 2026, 13:37
Q3 2025 199 $504,202,603 +$37,675,124 -$15,841,135 +$21,833,989 AAPL, JFLX, AMZN, NVDA, GOOGL 13F-HR 28 Oct 2025, 16:45
Q2 2025 182 $447,232,139 +$17,945,485 -$10,225,549 +$7,719,936 AAPL, AMZN, KMI, NVDA, MSFT 13F-HR 17 Jul 2025, 15:04
Q1 2025 174 $408,209,431 +$27,036,194 -$8,927,725 +$18,108,469 AAPL, AMZN, KMI, GMED, GDX 13F-HR 07 May 2025, 13:38
Q4 2024 161 $403,869,588 +$18,256,195 -$13,501,890 +$4,754,305 AAPL, AMZN, KMI, GMED, GOOGL 13F-HR 04 Feb 2025, 15:20
Q3 2024 151 $385,918,728 +$11,825,297 -$11,466,468 +$358,829 AAPL, AMZN, GMED, KMI, MSFT 13F-HR 24 Oct 2024, 16:41
Q2 2024 137 $361,988,313 +$24,567,833 -$18,026,285 +$6,541,548 AAPL, AMZN, GMED, GOOGL, KMI 13F-HR 05 Aug 2024, 09:55
Q1 2024 140 $347,357,773 +$22,767,311 -$7,109,036 +$15,658,275 AAPL, AMZN, KMI, GOOGL, GMED 13F-HR 30 Apr 2024, 17:37
Q4 2023 134 $312,793,561 +$17,492,156 -$15,801,624 +$1,690,532 AAPL, AMZN, GMED, JNJ, GOOGL 13F-HR 08 Feb 2024, 18:56
Q3 2023 133 $279,431,958 +$21,321,704 -$25,744,322 -$4,422,618 AAPL, JNJ, AMZN, GMED, GOOGL 13F-HR 06 Nov 2023, 15:50
Q2 2023 138 $294,711,357 +$7,280,818 -$16,964,710 -$9,683,892 AAPL, JNJ, GMED, AMZN, DVY 13F-HR 03 Aug 2023, 16:56
Q1 2023 133 $289,152,841 +$15,924,923 -$9,893,034 +$6,031,889 AAPL, JNJ, GMED, DVY, AMZN 13F-HR 25 Apr 2023, 13:29
Q4 2022 138 $272,379,269 +$8,030,240 -$13,186,262 -$5,156,022 AAPL, GMED, JNJ, DVY, KMI 13F-HR 06 Feb 2023, 19:23
Q3 2022 143 $260,945,000 +$37,357,264 -$41,309,996 -$3,952,732 AAPL, GMED, JNJ, AMZN, DVY 13F-HR 03 Nov 2022, 14:06
Q2 2022 549 $280,476,000 +$21,961,694 -$20,733,780 +$1,227,914 AAPL, GMED, JNJ, GOOGL, AMZN 13F-HR 04 Aug 2022, 17:33
Q1 2022 577 $349,494,000 +$21,785,791 -$9,330,615 +$12,455,176 AAPL, GMED, JNJ, GLD, AMZN 13F-HR 03 May 2022, 13:41
Q4 2021 558 $351,506,000 +$15,248,316 -$14,948,231 +$300,085 AAPL, GMED, JNJ, AMZN, GOOGL 13F-HR 02 Feb 2022, 14:14
Q3 2021 562 $332,798,000 +$13,454,200 -$11,289,672 +$2,164,528 AAPL, GMED, AMZN, JNJ, GOOGL 13F-HR 09 Nov 2021, 14:52
Q2 2021 531 $338,356,000 +$17,244,909 -$12,416,352 +$4,828,557 AAPL, GMED, AMZN, JNJ, GOOGL 13F-HR 29 Jul 2021, 10:18
Q1 2021 503 $306,368,000 +$20,805,904 -$13,942,301 +$6,863,603 AAPL, GMED, AMZN, JNJ, ITOT 13F-HR 04 May 2021, 12:47
Q4 2020 441 $291,386,000 +$14,633,073 -$14,519,536 +$113,537 AAPL, GMED, AMZN, JNJ, JPST 13F-HR 20 Jan 2021, 19:11
Q3 2020 426 $255,116,000 +$25,481,017 -$16,292,178 +$9,188,839 AAPL, GMED, AMZN, JPST, JNJ 13F-HR 26 Oct 2020, 17:11
Q2 2020 413 $237,434,000 +$16,736,884 -$9,526,938 +$7,209,946 AAPL, GMED, AMZN, JNJ, JPST 13F-HR 24 Jul 2020, 14:51
Q1 2020 386 $186,883,000 +$15,720,853 -$7,855,730 +$7,865,123 AAPL, GMED, AMZN, JPST, JNJ 13F-HR 30 Apr 2020, 16:20
Q4 2019 401 $214,310,000 +$13,977,679 -$8,114,006 +$5,863,673 GMED, AAPL, JNJ, AMZN, JPST 13F-HR 07 Feb 2020, 18:41
Q3 2019 414 $192,584,000 +$7,912,445 -$13,431,772 -$5,519,327 GMED, AAPL, JPST, JNJ, ITOT 13F-HR 15 Oct 2019, 16:31
Q2 2019 416 $192,308,000 +$16,210,037 -$20,709,031 -$4,498,994 GMED, AAPL, JPST, ITOT, JNJ 13F-HR 06 Aug 2019, 13:17
Q1 2019 412 $192,959,000 +$10,716,925 -$3,641,073 +$7,075,852 AAPL, JPST, ITOT, GMED, AMZN 13F-HR 01 May 2019, 16:57
Q4 2018 403 $160,984,000 +$14,016,940 -$10,977,170 +$3,039,770 AAPL, JPST, GMED, AMZN, JNJ 13F-HR 18 Jan 2019, 15:51
Q3 2018 425 $179,625,000 +$14,458,767 -$5,341,700 +$9,117,067 AAPL, JPST, GMED, AMZN, PFF 13F-HR 09 Nov 2018, 13:45
Q2 2018 387 $159,224,000 +$8,201,350 -$7,736,393 +$464,957 AAPL, GMED, PFF, AMZN, CWB 13F-HR 26 Jul 2018, 12:00
Q1 2018 369 $153,333,000 +$8,351,814 -$5,506,863 +$2,844,951 AAPL, GMED, PFF, CWB, AMZN 13F-HR 23 Apr 2018, 12:32
Q4 2017 344 $151,759,000 +$10,335,781 -$9,136,288 +$1,199,493 AAPL, GMED, PFF, CWB, DWDP 13F-HR 26 Jan 2018, 18:48
Q3 2017 342 $141,805,000 +$7,846,316 -$10,171,086 -$2,324,770 AAPL, PFF, GMED, CWB, DWDP 13F-HR 03 Nov 2017, 14:45
Q2 2017 374 $141,101,000 +$14,387,015 -$8,416,533 +$5,970,482 AAPL, PFF, GMED, CWB, AMZN 13F-HR 09 Aug 2017, 17:07
Q1 2017 324 $130,736,000 +$10,346,791 -$4,526,530 +$5,820,261 AAPL, PFF, GMED, CWB, AMZN 13F-HR 15 May 2017, 16:59
Q4 2016 300 $116,802,000 $0 $0 $0 AAPL, PFF, GMED, CWB, VZ 13F-HR 12 May 2017, 17:12