Sterling Investment Advisors, Ltd.

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$386M
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 151 stock holdings with total value $386M as of Q3 2024. Top holdings included AAPL, AMZN, GMED, KMI, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 151 $386M +$11.8M -$11.5M +$359K AAPL, AMZN, GMED, KMI, MSFT 13F-HR 10/24/2024, 04:41 PM
Q2 2024 137 $362M +$24.6M -$18M +$6.54M AAPL, AMZN, GMED, GOOGL, KMI 13F-HR 8/5/2024, 09:55 AM
Q1 2024 140 $347M +$22.8M -$7.11M +$15.7M AAPL, AMZN, KMI, GOOGL, GMED 13F-HR 4/30/2024, 05:37 PM
Q4 2023 134 $313M +$17.5M -$15.8M +$1.69M AAPL, AMZN, GMED, JNJ, GOOGL 13F-HR 2/8/2024, 06:56 PM
Q3 2023 133 $279M +$21.3M -$25.7M -$4.42M AAPL, JNJ, AMZN, GMED, GOOGL 13F-HR 11/6/2023, 03:50 PM
Q2 2023 138 $295M +$7.28M -$17M -$9.68M AAPL, JNJ, GMED, AMZN, DVY 13F-HR 8/3/2023, 04:56 PM
Q1 2023 133 $289M +$15.9M -$9.89M +$6.03M AAPL, JNJ, GMED, DVY, AMZN 13F-HR 4/25/2023, 01:29 PM
Q4 2022 138 $272M +$8.03M -$13.2M -$5.16M AAPL, GMED, JNJ, DVY, KMI 13F-HR 2/6/2023, 07:23 PM
Q3 2022 143 $261M +$37.4M -$41.3M -$3.95M AAPL, GMED, JNJ, AMZN, DVY 13F-HR 11/3/2022, 02:06 PM
Q2 2022 549 $280M +$22M -$20.7M +$1.23M AAPL, GMED, JNJ, GOOGL, AMZN 13F-HR 8/4/2022, 05:33 PM
Q1 2022 577 $349M +$21.8M -$9.33M +$12.5M AAPL, GMED, JNJ, GLD, AMZN 13F-HR 5/3/2022, 01:41 PM
Q4 2021 558 $352M +$15.2M -$14.9M +$300K AAPL, GMED, JNJ, AMZN, GOOGL 13F-HR 2/2/2022, 02:14 PM
Q3 2021 562 $333M +$13.5M -$11.3M +$2.16M AAPL, GMED, AMZN, JNJ, GOOGL 13F-HR 11/9/2021, 02:52 PM
Q2 2021 531 $338M +$17.2M -$12.4M +$4.83M AAPL, GMED, AMZN, JNJ, GOOGL 13F-HR 7/29/2021, 10:18 AM
Q1 2021 503 $306M +$20.8M -$13.9M +$6.86M AAPL, GMED, AMZN, JNJ, ITOT 13F-HR 5/4/2021, 12:47 PM
Q4 2020 441 $291M +$14.6M -$14.5M +$114K AAPL, GMED, AMZN, JNJ, JPST 13F-HR 1/20/2021, 07:11 PM
Q3 2020 426 $255M +$25.5M -$16.3M +$9.19M AAPL, GMED, AMZN, JPST, JNJ 13F-HR 10/26/2020, 05:11 PM
Q2 2020 413 $237M +$16.7M -$9.53M +$7.21M AAPL, GMED, AMZN, JNJ, JPST 13F-HR 7/24/2020, 02:51 PM
Q1 2020 386 $187M +$15.7M -$7.86M +$7.87M AAPL, GMED, AMZN, JPST, JNJ 13F-HR 4/30/2020, 04:20 PM
Q4 2019 401 $214M +$14M -$8.11M +$5.86M GMED, AAPL, JNJ, AMZN, JPST 13F-HR 2/7/2020, 06:41 PM
Q3 2019 414 $193M +$7.91M -$13.4M -$5.52M GMED, AAPL, JPST, JNJ, ITOT 13F-HR 10/15/2019, 04:31 PM
Q2 2019 416 $192M +$16.2M -$20.7M -$4.5M GMED, AAPL, JPST, ITOT, JNJ 13F-HR 8/6/2019, 01:17 PM
Q1 2019 412 $193M +$10.7M -$3.64M +$7.08M AAPL, JPST, ITOT, GMED, AMZN 13F-HR 5/1/2019, 04:57 PM
Q4 2018 403 $161M +$14M -$11M +$3.04M AAPL, JPST, GMED, AMZN, JNJ 13F-HR 1/18/2019, 03:51 PM
Q3 2018 425 $180M +$14.5M -$5.34M +$9.12M AAPL, JPST, GMED, AMZN, PFF 13F-HR 11/9/2018, 01:45 PM
Q2 2018 387 $159M +$8.2M -$7.74M +$465K AAPL, GMED, PFF, AMZN, CWB 13F-HR 7/26/2018, 12:00 PM
Q1 2018 369 $153M +$8.35M -$5.51M +$2.84M AAPL, GMED, PFF, CWB, AMZN 13F-HR 4/23/2018, 12:32 PM
Q4 2017 344 $152M +$10.3M -$9.14M +$1.2M AAPL, GMED, PFF, CWB, DWDP 13F-HR 1/26/2018, 06:48 PM
Q3 2017 342 $142M +$7.85M -$10.2M -$2.32M AAPL, PFF, GMED, CWB, DWDP 13F-HR 11/3/2017, 02:45 PM
Q2 2017 374 $141M +$14.4M -$8.42M +$5.97M AAPL, PFF, GMED, CWB, AMZN 13F-HR 8/9/2017, 05:07 PM
Q1 2017 324 $131M +$10.3M -$4.53M +$5.82M AAPL, PFF, GMED, CWB, AMZN 13F-HR 5/15/2017, 04:59 PM
Q4 2016 300 $117M $0 $0 AAPL, PFF, GMED, CWB, VZ 13F-HR 5/12/2017, 05:12 PM