HoldingsChannel.com
Sterling Investment Advisors Ltd. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Apple Inc. 50,967 -705 $12,960
     AAPL50,967-705$12,960
Globus Medical Inc. 268,523 +800 $11,420
     GMED268,523+800$11,420
Amazon.com Inc. 4,149 +166 $8,089
     AMZN4,149+166$8,089
JPMorgan Ultra Short Income ETF (JPST) 136,763 -1,925 $6,793
     JPST136,763-1,925$6,793
Johnson & Johnson 51,161 -186 $6,708
     JNJ51,161-186$6,708
SPDR Gold Shares ETF (GLD) 32,820 +3,460 $4,859
     GLD32,820+3,460$4,859
Verizon Communications Inc. 82,506 +259 $4,433
     VZ82,506+259$4,433
iShares Core S&P Small Cap ETF (ITOT) 74,173 -3,610 $4,161
     ITOT74,173-3,610$4,161
Microsoft Corp. 25,969 -216 $4,095
     MSFT25,969-216$4,095
iShares S&P US Preferred Stock Index ETF (PFF) 128,478 +671 $4,090
     PFF128,478+671$4,090
Alphabet Inc. Class A 3,357 +13 $3,900
     GOOGL3,357+13$3,900
Visa Inc. 23,998 +638 $3,866
     COM23,998+638$3,866
SPDR Barclays Convertible Securities ETF (CWB) 73,936 -1,195 $3,538
     CWB73,936-1,195$3,538
American Tower Corp. 12,767 +771 $2,780
     AMT12,767+771$2,780
Berkshire Hathaway B      $2,757
     BRK.B15,084+1,870$2,757
VanEck Vectors Gold Miners ETF (GDX) 119,495 +7,700 $2,753
     GDX119,495+7,700$2,753
Amgen Inc. 12,288 +150 $2,491
     AMGN12,288+150$2,491
CrowdStrike Holdings Inc. 42,475 +42,475 $2,365
     CRWD42,475+42,475$2,365
JPMorgan Chase & Co. 25,448 +2,133 $2,291
     JPM25,448+2,133$2,291
The Procter & Gamble Co. 20,509 -405 $2,256
     PG20,509-405$2,256
Zoom Video Communications Inc. 14,603 +8,003 $2,133
     ZM14,603+8,003$2,133
iShares S&P Mid Cap 400 Index ETF (IJH) 8,417 -250 $2,081
     IJH8,417-250$2,081
CVS Health Corp. 34,226 +1,140 $2,030
     CVS34,226+1,140$2,030
BlackRock Inc. 4,398 -160 $1,934
     BLK4,398-160$1,934
General Mills Inc. 35,000 -954 $1,846
     GIS35,000-954$1,846
Akamai Technologies Inc. 20,150 -50 $1,843
     AKAM20,150-50$1,843
Intel Corp. 34,005 +1,012 $1,840
     INTC34,005+1,012$1,840
KKR & Co. 74,848 +2,908 $1,756
     COM74,848+2,908$1,756
Merck & Co. Inc. 22,733 +2,096 $1,749
     COM22,733+2,096$1,749
Walmart Inc. 15,273 +4 $1,735
     WMT15,273+4$1,735
Nike Inc. 20,899 -50 $1,729
     NKE20,899-50$1,729
PepsiCo Inc. 14,245 +7 $1,710
     PEP14,245+7$1,710
Square Inc. 31,398 -625 $1,644
     SQ31,398-625$1,644
Essential Utilities Inc. 39,844 +39,844 $1,621
     WTRG39,844+39,844$1,621
PPL Corp. 65,535 -3,434 $1,617
     PPL65,535-3,434$1,617
Honeywell International Inc. 11,780 +2 $1,576
     HON11,780+2$1,576
Vanguard Total Bond Market ETF (BND) 18,345 +890 $1,565
     BND18,345+890$1,565
Alphabet Inc. Class C 1,269 -5 $1,475
     GOOG1,269-5$1,475
Lowes Companies Inc. 16,913 -93 $1,455
     LOW16,913-93$1,455
Starbucks Corp. 21,802 +2,201 $1,433
     SBUX21,802+2,201$1,433
Pfizer Inc. 43,243 +6,365 $1,411
     PFE43,243+6,365$1,411
Paychex Inc. 21,770 -144 $1,369
     PAYX21,770-144$1,369
Shopify Inc. 3,220 +90 $1,342
     SHOP3,220+90$1,342
United Parcel Service Inc. 14,214 +7,951 $1,327
     UPS14,214+7,951$1,327
Comcast Corp. Class A 37,453 +3,360 $1,287
     CMCSA37,453+3,360$1,287
First Trust Mid Cap Core AlphaDEX ETF (FNX) 26,167 -1,995 $1,261
     FNX26,167-1,995$1,261
Kinder Morgan Inc. 90,083 -3,217 $1,253
     KMI90,083-3,217$1,253
Five9 Inc. 16,200 +6,400 $1,238
     FIVN16,200+6,400$1,238
Mondelez International Inc. 23,989 -270 $1,201
     MDLZ23,989-270$1,201
The Blackstone Group Inc. 25,237 -1,778 $1,150
     COM25,237-1,778$1,150

See Full List: All Stocks Held By Sterling Investment Advisors Ltd.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sterling Investment Advisors Ltd.

Size ($ in 1000's)
At 03/31/2020: $189,232
At 12/31/2019: $217,630

Sterling Investment Advisors Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sterling Investment Advisors Ltd. 13F filings. Link to 13F filings: SEC filings

Sterling Investment Advisors Ltd. Top Holdings 13F Filings | www.HoldingsChannel.com

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