13F Filings History of Sterling Investment Advisors, Ltd.

Latest 13F report
Q3 2025 - 28 Oct 2025
Value $
$504,202,603
Signature - Title
Catherine 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 199 stock holdings with total value $504,202,603 as of Q3 2025. Top holdings included AAPL, JFLX, AMZN, NVDA, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 199 $504,202,603 +$37,675,123 -$15,841,138 +$21,833,985 AAPL, JFLX, AMZN, NVDA, GOOGL 13F-HR 28 Oct 2025, 16:45
Q2 2025 182 $447,232,139 +$17,945,486 -$10,225,551 +$7,719,935 AAPL, AMZN, KMI, NVDA, MSFT 13F-HR 17 Jul 2025, 15:04
Q1 2025 174 $408,209,431 +$27,036,195 -$8,927,726 +$18,108,469 AAPL, AMZN, KMI, GMED, GDX 13F-HR 07 May 2025, 13:38
Q4 2024 161 $403,869,588 +$18,256,194 -$13,501,891 +$4,754,303 AAPL, AMZN, KMI, GMED, GOOGL 13F-HR 04 Feb 2025, 15:20
Q3 2024 151 $385,918,728 +$11,825,296 -$11,466,468 +$358,828 AAPL, AMZN, GMED, KMI, MSFT 13F-HR 24 Oct 2024, 16:41
Q2 2024 137 $361,988,313 +$24,567,832 -$18,026,286 +$6,541,546 AAPL, AMZN, GMED, GOOGL, KMI 13F-HR 05 Aug 2024, 09:55
Q1 2024 139 $347,357,773 +$22,763,089 -$7,109,035 +$15,654,054 AAPL, AMZN, KMI, GOOGL, GMED 13F-HR 30 Apr 2024, 17:37
Q4 2023 132 $310,789,391 +$17,250,259 -$15,801,623 +$1,448,636 AAPL, AMZN, GMED, JNJ, GOOGL 13F-HR 08 Feb 2024, 18:56
Q3 2023 147 $277,682,956 +$21,223,000 -$25,744,331 -$4,521,331 AAPL, JNJ, AMZN, GMED, GOOGL 13F-HR 06 Nov 2023, 15:50
Q2 2023 133 $292,633,555 +$7,280,817 -$9,549,925 -$2,269,108 AAPL, JNJ, GMED, AMZN, DVY 13F-HR 03 Aug 2023, 16:56
Q1 2023 128 $287,075,671 +$15,924,921 -$3,399,885 +$12,525,036 AAPL, JNJ, GMED, DVY, AMZN 13F-HR 25 Apr 2023, 13:29
Q4 2022 134 $270,261,888 +$8,030,239 -$10,102,648 -$2,072,409 AAPL, GMED, JNJ, DVY, KMI 13F-HR 06 Feb 2023, 18:23
Q3 2022 140 $260,587,354 +$41,329,942 -$5,492,926 +$35,837,016 AAPL, GMED, JNJ, AMZN, DVY 13F-HR 03 Nov 2022, 14:06
Q2 2022 520 $279,045,947 +$21,942,694 -$14,041,633 +$7,901,061 AAPL, GMED, JNJ, GOOGL, AMZN 13F-HR 04 Aug 2022, 17:33
Q1 2022 553 $348,969,004 +$21,825,043 -$7,113,650 +$14,711,393 AAPL, GMED, JNJ, GLD, AMZN 13F-HR 03 May 2022, 13:41
Q4 2021 537 $350,922,041 +$15,247,210 -$8,503,583 +$6,743,627 AAPL, GMED, JNJ, AMZN, GOOGL 13F-HR 02 Feb 2022, 13:14
Q3 2021 548 $332,300,000 +$13,455,201 -$11,219,670 +$2,235,531 AAPL, GMED, AMZN, JNJ, GOOGL 13F-HR 09 Nov 2021, 14:52
Q2 2021 520 $337,851,000 +$17,250,911 -$12,416,354 +$4,834,557 AAPL, GMED, AMZN, JNJ, GOOGL 13F-HR 29 Jul 2021, 10:18
Q1 2021 492 $305,871,000 +$20,588,391 -$13,942,301 +$6,646,090 AAPL, GMED, AMZN, JNJ, ITOT 13F-HR 04 May 2021, 12:47
Q4 2020 425 $291,200,000 +$15,496,210 -$11,969,535 +$3,526,675 AAPL, GMED, AMZN, JNJ, JPST 13F-HR 20 Jan 2021, 18:11
Q3 2020 408 $254,951,000 +$25,614,515 -$15,346,581 +$10,267,934 AAPL, GMED, AMZN, JPST, JNJ 13F-HR 26 Oct 2020, 17:11
Q2 2020 395 $237,209,000 +$16,733,987 -$8,402,937 +$8,331,050 AAPL, GMED, AMZN, JNJ, JPST 13F-HR 24 Jul 2020, 14:51
Q1 2020 364 $186,597,020 +$15,702,874 -$3,772,236 +$11,930,638 AAPL, GMED, AMZN, JPST, JNJ 13F-HR 30 Apr 2020, 16:20
Q4 2019 384 $213,881,133 +$13,952,535 -$5,519,133 +$8,433,402 GMED, AAPL, JNJ, AMZN, JPST 13F-HR 07 Feb 2020, 17:41
Q3 2019 391 $192,280,000 +$7,914,446 -$10,119,496 -$2,205,050 GMED, AAPL, JPST, JNJ, ITOT 13F-HR 15 Oct 2019, 16:31
Q2 2019 398 $191,988,000 +$16,209,384 -$13,634,031 +$2,575,353 GMED, AAPL, JPST, ITOT, JNJ 13F-HR 06 Aug 2019, 13:17
Q1 2019 393 $192,468,026 +$10,734,722 -$2,477,073 +$8,257,649 AAPL, JPST, ITOT, GMED, AMZN 13F-HR 01 May 2019, 16:57
Q4 2018 373 $160,081,594 +$13,996,094 -$6,571,357 +$7,424,737 AAPL, JPST, GMED, AMZN, JNJ 13F-HR 18 Jan 2019, 14:51
Q3 2018 412 $179,311,000 +$14,377,574 -$4,945,699 +$9,431,875 AAPL, JPST, GMED, AMZN, PFF 13F-HR 09 Nov 2018, 12:45
Q2 2018 369 $158,991,000 +$8,201,351 -$5,493,393 +$2,707,958 AAPL, GMED, PFF, AMZN, CWB 13F-HR 26 Jul 2018, 12:00
Q1 2018 354 $152,226,788 +$8,357,968 -$3,167,643 +$5,190,325 AAPL, GMED, PFF, CWB, AMZN 13F-HR 23 Apr 2018, 12:32
Q4 2017 329 $150,566,866 +$10,191,461 -$5,584,286 +$4,607,175 AAPL, GMED, PFF, CWB, DWDP 13F-HR 26 Jan 2018, 17:48
Q3 2017 329 $141,631,000 +$7,847,319 -$4,977,087 +$2,870,232 AAPL, PFF, GMED, CWB, DWDP 13F-HR 03 Nov 2017, 14:45
Q2 2017 355 $140,693,005 +$14,243,866 -$5,962,535 +$8,281,331 AAPL, PFF, GMED, CWB, AMZN 13F-HR 09 Aug 2017, 17:07
Q1 2017 309 $130,582,000 +$10,366,041 -$2,848,529 +$7,517,512 AAPL, PFF, GMED, CWB, AMZN 13F-HR 15 May 2017, 16:59
Q4 2016 284 $116,838,000 $0 AAPL, PFF, GMED, CWB, VZ 13F-HR 12 May 2017, 17:12