HoldingsChannel.com
Sterling Investment Advisors Ltd. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Globus Medical Inc. 267,723 -10,000 $15,763
     GMED267,723-10,000$15,763
Apple Inc. 51,672 -1,619 $15,173
     AAPL51,672-1,619$15,173
Johnson & Johnson 51,347 +3,302 $7,490
     JNJ51,347+3,302$7,490
Amazon.com Inc. 3,983 +497 $7,359
     AMZN3,983+497$7,359
JPMorgan Ultra Short Income ETF (JPST) 138,688 -5,050 $6,994
     JPST138,688-5,050$6,994
iShares Core S&P Small Cap ETF (ITOT) 77,783 -275 $6,522
     ITOT77,783-275$6,522
Verizon Communications Inc. 82,247 -145 $5,050
     VZ82,247-145$5,050
iShares S&P US Preferred Stock Index ETF (PFF) 127,807 +6,003 $4,804
     PFF127,807+6,003$4,804
Alphabet Inc. Class A 3,344 +36 $4,478
     GOOGL3,344+36$4,478
Visa Inc. 23,360 -900 $4,389
     COM23,360-900$4,389
SPDR Gold Shares ETF (GLD) 29,360 +5,300 $4,195
     GLD29,360+5,300$4,195
SPDR Barclays Convertible Securities ETF (CWB) 75,131 -3,872 $4,169
     CWB75,131-3,872$4,169
Microsoft Corp. 26,185 -954 $4,129
     MSFT26,185-954$4,129
VanEck Vectors Gold Miners ETF (GDX) 111,795 +18,575 $3,273
     GDX111,795+18,575$3,273
JPMorgan Chase & Co. 23,315 -296 $3,250
     JPM23,315-296$3,250
iShares S&P Mid Cap 400 Index ETF (IJH) 8,667 UNCH $3,066
     IJH8,667UNCH$3,066
Berkshire Hathaway B      $2,992
     BRK.B13,214+210$2,992
Amgen Inc. 12,138 UNCH $2,926
     AMGN12,138UNCH$2,926
American Tower Corp. 11,996 +2,451 $2,756
     AMT11,996+2,451$2,756
The Procter & Gamble Co. 20,914 -333 $2,612
     PG20,914-333$2,612
PPL Corp. 68,969 +2,034 $2,474
     PPL68,969+2,034$2,474
CVS Health Corp. 33,086 +2,249 $2,458
     CVS33,086+2,249$2,458
The Boeing Co. 7,357 +399 $2,396
     BA7,357+399$2,396
BlackRock Inc. 4,558 +150 $2,291
     BLK4,558+150$2,291
Nike Inc. 20,949 -1,399 $2,122
     NKE20,949-1,399$2,122
KKR & Co. 71,940 +4,058 $2,098
     COM71,940+4,058$2,098
Honeywell International Inc. 11,778 +127 $2,084
     HON11,778+127$2,084
First Trust Mid Cap Core AlphaDEX ETF (FNX) 28,162 -1,045 $2,041
     FNX28,162-1,045$2,041
Lowes Companies Inc. 17,006 +6 $2,036
     LOW17,006+6$2,036
Square Inc. 32,023 -850 $2,003
     SQ32,023-850$2,003
Kinder Morgan Inc. 93,300 +93,300 $1,975
     KMI93,300+93,300$1,975
Intel Corp. 32,993 +354 $1,974
     INTC32,993+354$1,974
PepsiCo Inc. 14,238 -44 $1,945
     PEP14,238-44$1,945
General Mills Inc. 35,954 -900 $1,925
     GIS35,954-900$1,925
Merck & Co. Inc. 20,637 -865 $1,876
     COM20,637-865$1,876
Aqua America Inc. 39,808 -465 $1,868
     WTR39,808-465$1,868
Paychex Inc. 21,914 -69 $1,864
     PAYX21,914-69$1,864
Walmart Inc. 15,269 +99 $1,814
     WMT15,269+99$1,814
Akamai Technologies Inc. 20,200 -100 $1,744
     AKAM20,200-100$1,744
Starbucks Corp. 19,601 +4,703 $1,723
     SBUX19,601+4,703$1,723
Alphabet Inc. Class C 1,274 -27 $1,703
     GOOG1,274-26$1,703
Exxon Mobil Corp. 23,967 +3,074 $1,672
     XOM23,967+3,074$1,672
Comcast Corp. Class A 34,093 +10,500 $1,533
     CMCSA34,093+10,500$1,533
The Blackstone Group Inc. 27,015 +27,015 $1,511
     COM27,015+27,015$1,511
Goldman Sachs BDC Inc. 70,484 -3,306 $1,499
     GSBD70,484-3,306$1,499
Vanguard Total Bond Market ETF (BND) 17,455 UNCH $1,463
     BND17,455UNCH$1,463
Pfizer Inc. 36,878 +2,892 $1,444
     PFE36,878+2,892$1,444
Align Technology Inc. 5,036 -450 $1,405
     ALGN5,036-450$1,405
Cummins Inc. 7,675 -575 $1,373
     CMI7,675-575$1,373
Mondelez International Inc. 24,259 UNCH $1,336
     MDLZ24,259UNCH$1,336

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 12/31/2019: $217,630
At 09/30/2019: $195,715

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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