• 13F History

Sterling Investment Advisors, Ltd.

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$404M
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 161 stock holdings with total value $404M as of Q4 2024. Top holdings included AAPL, AMZN, KMI, GMED, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 161 $404M +$18.3M -$13.5M +$4.75M AAPL, AMZN, KMI, GMED, GOOGL 13F-HR 2/4/2025, 03:20 PM
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 139 $347M +$22.8M -$7.11M +$15.7M AAPL, AMZN, KMI, GOOGL, GMED 13F-HR 4/30/2024, 05:37 PM
Q4 2023 132 $311M +$17.3M -$15.8M +$1.45M AAPL, AMZN, GMED, JNJ, GOOGL 13F-HR 2/8/2024, 06:56 PM
Q3 2023 147 $278M +$21.2M -$25.7M -$4.52M AAPL, JNJ, AMZN, GMED, GOOGL 13F-HR 11/6/2023, 03:50 PM
Q2 2023 133 $293M +$7.28M -$9.55M -$2.27M AAPL, JNJ, GMED, AMZN, DVY 13F-HR 8/3/2023, 04:56 PM
Q1 2023 128 $287M +$15.9M -$3.4M +$12.5M AAPL, JNJ, GMED, DVY, AMZN 13F-HR 4/25/2023, 01:29 PM
Q4 2022 134 $270M +$8.03M -$10.1M -$2.07M AAPL, GMED, JNJ, DVY, KMI 13F-HR 2/6/2023, 06:23 PM
Q3 2022 140 $261M +$41.3M -$5.49M +$35.8M AAPL, GMED, JNJ, AMZN, DVY 13F-HR 11/3/2022, 02:06 PM
Q2 2022 520 $279M +$21.9M -$14M +$7.9M AAPL, GMED, JNJ, GOOGL, AMZN 13F-HR 8/4/2022, 05:33 PM
Q1 2022 553 $349M +$21.8M -$7.11M +$14.7M AAPL, GMED, JNJ, GLD, AMZN 13F-HR 5/3/2022, 01:41 PM
Q4 2021 537 $351M +$15.2M -$8.5M +$6.74M AAPL, GMED, JNJ, AMZN, GOOGL 13F-HR 2/2/2022, 01:14 PM
Q3 2021 548 $332M +$13.5M -$11.2M +$2.24M AAPL, GMED, AMZN, JNJ, GOOGL 13F-HR 11/9/2021, 02:52 PM
Q2 2021 520 $338M +$17.3M -$12.4M +$4.83M AAPL, GMED, AMZN, JNJ, GOOGL 13F-HR 7/29/2021, 10:18 AM
Q1 2021 492 $306M +$20.6M -$13.9M +$6.65M AAPL, GMED, AMZN, JNJ, ITOT 13F-HR 5/4/2021, 12:47 PM
Q4 2020 425 $291M +$15.5M -$12M +$3.53M AAPL, GMED, AMZN, JNJ, JPST 13F-HR 1/20/2021, 06:11 PM
Q3 2020 408 $255M +$25.6M -$15.3M +$10.3M AAPL, GMED, AMZN, JPST, JNJ 13F-HR 10/26/2020, 05:11 PM
Q2 2020 395 $237M +$16.7M -$8.4M +$8.33M AAPL, GMED, AMZN, JNJ, JPST 13F-HR 7/24/2020, 02:51 PM
Q1 2020 364 $187M +$15.7M -$3.77M +$11.9M AAPL, GMED, AMZN, JPST, JNJ 13F-HR 4/30/2020, 04:20 PM
Q4 2019 384 $214M +$14M -$5.52M +$8.43M GMED, AAPL, JNJ, AMZN, JPST 13F-HR 2/7/2020, 05:41 PM
Q3 2019 391 $192M +$7.91M -$10.1M -$2.21M GMED, AAPL, JPST, JNJ, ITOT 13F-HR 10/15/2019, 04:31 PM
Q2 2019 398 $192M +$16.2M -$13.6M +$2.58M GMED, AAPL, JPST, ITOT, JNJ 13F-HR 8/6/2019, 01:17 PM
Q1 2019 393 $192M +$10.7M -$2.48M +$8.26M AAPL, JPST, ITOT, GMED, AMZN 13F-HR 5/1/2019, 04:57 PM
Q4 2018 373 $160M +$14M -$6.57M +$7.42M AAPL, JPST, GMED, AMZN, JNJ 13F-HR 1/18/2019, 02:51 PM
Q3 2018 412 $179M +$14.4M -$4.95M +$9.43M AAPL, JPST, GMED, AMZN, PFF 13F-HR 11/9/2018, 12:45 PM
Q2 2018 369 $159M +$8.2M -$5.49M +$2.71M AAPL, GMED, PFF, AMZN, CWB 13F-HR 7/26/2018, 12:00 PM
Q1 2018 354 $152M +$8.36M -$3.17M +$5.19M AAPL, GMED, PFF, CWB, AMZN 13F-HR 4/23/2018, 12:32 PM
Q4 2017 329 $151M +$10.2M -$5.58M +$4.61M AAPL, GMED, PFF, CWB, DWDP 13F-HR 1/26/2018, 05:48 PM
Q3 2017 329 $142M +$7.85M -$4.98M +$2.87M AAPL, PFF, GMED, CWB, DWDP 13F-HR 11/3/2017, 02:45 PM
Q2 2017 355 $141M +$14.2M -$5.96M +$8.28M AAPL, PFF, GMED, CWB, AMZN 13F-HR 8/9/2017, 05:07 PM
Q1 2017 309 $131M +$10.4M -$2.85M +$7.52M AAPL, PFF, GMED, CWB, AMZN 13F-HR 5/15/2017, 04:59 PM
Q4 2016 284 $117M AAPL, PFF, GMED, CWB, VZ 13F-HR 5/12/2017, 05:12 PM