• 13F History

STERLING INVESTMENT ADVISORS LLC /ADV

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$171M
Signature - Title
James Jones - Managing Member
Location
Bolivar, MO
Summary
This page shows a list of all the recent 13F filings made by STERLING INVESTMENT ADVISORS LLC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STERLING INVESTMENT ADVISORS LLC /ADV reported 37 stock holdings with total value $171M as of Q4 2024. Top holdings included IEFA, IVV, IEMG, SGOV, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 37 $171M +$4.19M -$3.08M +$1.1M IEFA, IVV, IEMG, SGOV, VTV 13F-HR 1/14/2025, 02:21 PM
Q3 2024 34 $178M +$4.87M -$439K +$4.43M IEFA, IVV, IEMG, SGOV, VTV 13F-HR 10/21/2024, 11:50 AM
Q2 2024 33 $164M +$582K -$6.74M -$6.16M IEFA, IVV, IEMG, SGOV, VTV 13F-HR 7/10/2024, 05:26 PM
Q1 2024 33 $171M +$10.5M -$1.78M +$8.68M IEFA, IVV, IEMG, SGOV, VTV 13F-HR 4/11/2024, 11:25 AM
Q4 2023 32 $161M +$5.95M -$13.3M -$7.31M IEFA, IVV, IEMG, SGOV, LEMB 13F-HR 1/17/2024, 09:05 AM
Q3 2023 31 $157M +$11M -$5.75M +$5.22M IEFA, IVV, IEMG, SGOV, LEMB 13F-HR 10/26/2023, 01:54 PM
Q2 2023 29 $157M +$3.68M -$4.52M -$845K IEFA, IVV, IEMG, IVE, LEMB 13F-HR 7/28/2023, 05:58 PM
Q1 2023 27 $155M +$3.95M -$2.32M +$1.63M IEFA, IVV, IEMG, IVE, LEMB 13F-HR 4/17/2023, 04:01 PM
Q4 2022 27 $146M +$9.12M -$7.72M +$1.41M IEFA, IVV, IEMG, IVE, IJH 13F-HR 1/26/2023, 03:01 PM
Q3 2022 24 $133M +$1.52M -$3.62M -$2.1M IEFA, IVV, IEMG, QLTA, TIP 13F-HR 10/25/2022, 06:08 PM
Q2 2022 24 $146M +$3.64M -$4.22M -$584K IEFA, IVV, IEMG, QLTA, TIP 13F-HR 7/27/2022, 12:57 PM
Q1 2022 30 $169M +$7.23M -$5.36M +$1.87M IEFA, IVV, IEMG, QLTA, IVE 13F-HR 4/14/2022, 05:12 PM
Q4 2021 31 $176M +$6.39M -$1.09M +$5.29M IEFA, IVV, QLTA, IEMG, IVE 13F-HR 1/25/2022, 01:55 PM
Q3 2021 27 $166M +$4.63M -$491K +$4.14M IEFA, IVV, QLTA, IEMG, IVE 13F-HR 10/15/2021, 06:16 PM
Q2 2021 27 $165M +$4.02M -$3.13M +$881K IEFA, IVV, QLTA, IEMG, IVE 13F-HR 7/28/2021, 11:02 AM
Q1 2021 27 $158M +$3.49M -$2.02M +$1.48M IEFA, IVV, QLTA, IEMG, IVE 13F-HR 4/19/2021, 09:36 AM
Q4 2020 27 $151M +$7.03M -$808K +$6.22M IEFA, IVV, QLTA, IEMG, ISTB 13F-HR 1/27/2021, 04:28 PM
Q3 2020 22 $131M +$11.5M -$8.64M +$2.82M IEFA, IVV, QLTA, IEMG, IVE 13F-HR 10/14/2020, 12:31 PM
Q2 2020 24 $125M +$10.8M -$2.08M +$8.68M IEFA, IVV, QLTA, IEMG, IJH 13F-HR 7/13/2020, 12:58 PM
Q1 2020 25 $108M +$3.35M -$1.99M +$1.35M IEFA, IVV, QLTA, IEMG, ISTB 13F-HR 4/22/2020, 02:52 PM
Q4 2019 27 $130M +$1.06M -$2.53M -$1.47M IEFA, IVV, QLTA, IEMG, IJH 13F-HR 2/14/2020, 08:50 AM
Q3 2019 28 $126M +$1.22M -$513K +$711K IEFA, IVV, QLTA, IEMG, IJH 13F-HR 10/16/2019, 03:39 PM
Q2 2019 28 $125M +$1.32M -$421K +$903K IEFA, IVV, QLTA, IEMG, IJH 13F-HR 7/19/2019, 01:49 PM
Q1 2019 28 $122M +$12.3M -$713K +$11.6M IEFA, IVV, QLTA, IEMG, IJH 13F-HR 4/10/2019, 11:59 AM
Q4 2018 28 $112M +$2.54M -$1.33M +$1.21M IEFA, IVV, LQD, IEMG, ISTB 13F-HR 1/29/2019, 04:36 PM
Q3 2018 28 $122M +$3.25M -$927K +$2.32M IEFA, IVV, LQD, IEMG, IJH 13F-HR 10/11/2018, 03:54 PM
Q2 2018 28 $119M +$3.74M -$4.77M -$1.03M IEFA, IVV, LQD, IEMG, IJH 13F-HR 7/13/2018, 04:10 PM
Q1 2018 28 $121M +$2.42M -$952K +$1.47M IEFA, LQD, IVV, IEMG, IJH 13F-HR 4/23/2018, 05:42 PM
Q4 2017 28 $121M +$1.31M -$1.38M -$62.5K IEFA, IVV, LQD, IEMG, IJH 13F-HR 1/26/2018, 10:49 AM
Q3 2017 28 $118M +$4.75M -$635K +$4.12M IEFA, IVV, LQD, IEMG, IJH Restatement 10/20/2017, 11:07 AM
Q2 2017 26 $110M +$3.39M -$802K +$2.59M IEFA, IVV, LQD, IEMG, IJH 13F-HR 7/14/2017, 12:25 PM
Q1 2017 25 $104M +$4.37M -$63.7K +$4.31M IEFA, IVV, LQD, IEMG, IJH 13F-HR 4/13/2017, 05:19 PM
Q4 2016 25 $97.1M +$2.41M -$1.54M +$872K IEFA, IVV, LQD, IEMG, IJH 13F-HR 1/9/2017, 02:04 PM
Q3 2016 25 $94.3M +$12.3M -$2.19M +$10.1M IEFA, IVV, LQD, IEMG, IJH 13F-HR 10/13/2016, 11:29 AM
Q2 2016 33 $95M +$2.14M -$1.11M +$1.03M IEFA, IVV, LQD, IEMG, USCI 13F-HR 7/15/2016, 09:28 AM
Q1 2016 29 $94.8M +$1.43M -$1.26M +$170K IEFA, IVV, LQD, IEMG, USCI 13F-HR 4/19/2016, 09:39 PM
Q4 2015 29 $92.7M +$5.93M -$1.61M +$4.32M IEFA, IVV, LQD, IEMG, USCI 13F-HR 2/4/2016, 11:44 AM
Q3 2015 29 $87.5M +$2.45M -$2.2M +$253K IEFA, IVV, LQD, IEMG, USCI 13F-HR 10/29/2015, 10:31 AM
Q2 2015 28 $94.2M +$21K -$3.88M -$3.86M IEFA, IVV, LQD, IEMG, USCI 13F-HR 7/27/2015, 03:19 PM
Q1 2015 28 $99.2M +$2.22M -$1.16M +$1.05M IEFA, IVV, LQD, IEMG, IJH 13F-HR 5/5/2015, 03:41 PM
Q4 2014 27 $96.9M IEFA, IVV, LQD, IEMG, IJH 13F-HR 2/4/2015, 01:31 PM