All Stocks Held By Sterling Investment Management Inc.

As of 03/31/2024, we find all stocks held by Sterling Investment Management LLC to be as follows, presented in the table below with each row detailing each Sterling Investment Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Sterling Investment Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Sterling Investment Management LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
BERKSHIRE HATHAWAY INC DEL CL B NEW			$20,776
BRK.B	25,267	-29	$10,625
BRK.A	16	+2	$10,151
SPDR BLOOMBERG 1 3 MONTH T BILL ETF (BIL)	109,481	-6,915	$10,050
BIL	109,481	-6,915	$10,050
SPDR GOLD SHARES (GLD)	38,406	-459	$7,901
GLD	38,406	-459	$7,901
VANGUARD TOTAL BOND MARKET ETF (BND)	107,467	-2,240	$7,805
BND	107,467	-2,240	$7,805
PROSHARES SHORT S&P500 (SH)	471,752	-7,453	$5,595
SH	471,752	-7,453	$5,595
CANADIAN PACIFIC KANSAS CITY COM	62,455	-1,108	$5,507
CP	62,455	-1,108	$5,507
OCCIDENTAL PETE CORP COM	82,236	+11,683	$5,345
OXY	82,236	+11,683	$5,345
MICROSOFT CORP COM	10,887	-26	$4,580
MSFT	10,887	-26	$4,580
ABBVIE INC COM	20,174	-289	$3,674
ABBV	20,174	-289	$3,674
THERMO FISHER SCIENTIFIC INC COM	6,251	-30	$3,633
TMO	6,251	-30	$3,633
CANADIAN NATL RY CO COM	26,524	-205	$3,493
CNI	26,524	-205	$3,493
APPLE INC COM	18,618	-313	$3,193
AAPL	18,618	-313	$3,193
PIONEER NAT RES CO COM	11,443	-73	$3,004
PXD	11,443	-73	$3,004
JOHNSON & JOHNSON COM	17,140	-25	$2,711
JNJ	17,140	-25	$2,711
COMCAST CORP NEW CL A	62,004	-363	$2,688
CMCSA	62,004	-363	$2,688
CHEVRON CORP NEW COM	16,688	-7	$2,632
CVX	16,688	-7	$2,632
UNITEDHEALTH GROUP INC COM	5,264	+1	$2,604
UNH	5,264	+1	$2,604
CAMECO CORP COM	58,451	+436	$2,532
CCJ	58,451	+436	$2,532
S&P GLOBAL INC COM	5,874	+103	$2,499
SPGI	5,874	+103	$2,499
WALMART INC COM	36,606	+24,330	$2,203
WMT	36,606	+24,330	$2,203
ALPHABET INC CAP STK CL C	14,045	+39	$2,138
GOOG	14,045	+39	$2,138
VANGUARD FTSE EMERGING MARKETS ETF (VWO)	50,503	-1,759	$2,110
VWO	50,503	-1,759	$2,110
GOLDMAN SACHS GROUP INC COM	4,926	-73	$2,058
GS	4,926	-73	$2,058
ELEVANCE HEALTH INC COM	3,951	+3	$2,049
ELV	3,951	+3	$2,049
MOODYS CORP COM	4,605	+141	$1,810
MCO	4,605	+141	$1,810
AVALONBAY CMNTYS INC COM	9,038	+359	$1,677
AVB	9,038	+359	$1,677
WASTE MGMT INC DEL COM	7,655	-103	$1,632
WM	7,655	-103	$1,632
ISHARES MSCI INDIA ETF (INDA)	28,585	-590	$1,475
INDA	28,585	-590	$1,475
WELLS FARGO CO NEW COM	25,337	-482	$1,469
WFC	25,337	-482	$1,469
VISA INC COM CL A	5,256	+186	$1,467
V	5,256	+186	$1,467
CHARTER COMMUNICATIONS INC NEW CL A	4,835	-82	$1,405
CHTR	4,835	-82	$1,405
REPUBLIC SVCS INC COM	7,181	-116	$1,375
RSG	7,181	-116	$1,375
QUALCOMM INC COM	8,027	-215	$1,359
QCOM	8,027	-215	$1,359
SCHWAB US AGGREGATE BOND ETF (SCHZ)	28,802	-267	$1,325
SCHZ	28,802	-267	$1,325
ALERIAN MLP ETF (AMLP)	24,419	+1,210	$1,159
AMLP	24,419	+1,210	$1,159
DANAHER CORPORATION COM	4,525	+14	$1,130
DHR	4,525	+14	$1,130
BRISTOL MYERS SQUIBB CO COM	20,343	-435	$1,103
BMY	20,343	-435	$1,103
JD.COM INC SPON ADR CL A	39,895	+30,248	$1,093
JD	39,895	+30,248	$1,093
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK)	4,818	-10	$1,003
XLK	4,818	-10	$1,003
BOEING CO COM	5,081	+5,081	$981
BA	5,081	+5,081	$981
BRITISH AMERN TOB PLC SPONSORED ADR	31,960	-712	$975
BTI	31,960	-712	$975
VANGUARD SHORT TERM TREASURY ETF (VGSH)	16,754	-1,904	$973
VGSH	16,754	-1,904	$973
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)	19,354	-2,942	$971
VEA	19,354	-2,942	$971
LIBERTY GLOBAL LTD COM CL A	51,615	-967	$873
LBTYA	51,615	-967	$873
ALIBABA GROUP HLDG LTD SPONSORED ADS	7,115	+3,413	$515
BABA	7,115	+3,413	$515
VANGUARD TOTAL STOCK MARKET ETF (VTI)	1,960	UNCH	$509
VTI	1,960	UNCH	$509
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE)	19,035	+316	$481
SCHE	19,035	+316	$481
FINANCIAL SELECT SECTOR SPDR FUND (XLF)	11,405	-217	$480
XLF	11,405	-217	$480
HEALTH CARE SELECT SECTOR SPDR FUND (XLV)	3,180	-70	$470
XLV	3,180	-70	$470
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY)	1,979	-70	$364
XLY	1,979	-70	$364
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)	8,500	+1,044	$332
SCHF	8,500	+1,044	$332
PROCTER AND GAMBLE CO COM	1,980	+52	$321
PG	1,980	+52	$321
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC)	3,796	-367	$310
XLC	3,796	-367	$310
INDUSTRIAL SELECT SECTOR SPDR FUND (XLI)	2,376	-151	$299
XLI	2,376	-151	$299
JPMORGAN CHASE & CO COM	1,398	+68	$280
JPM	1,398	+68	$280
VANGUARD S&P 500 ETF (VOO)	565	-570	$272
VOO	565	-570	$272
MERCK & CO INC COM	1,908	+52	$252
MRK	1,908	+52	$252
NVIDIA CORPORATION COM	271	-369	$245
NVDA	271	-369	$245
INVESCO WATER RESOURCES ETF (PHO)	3,406	UNCH	$227
PHO	3,406	UNCH	$227
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL)	5,800	UNCH	$223
FDL	5,800	UNCH	$223
CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP)	2,903	-160	$222
XLP	2,903	-160	$222
PROSHARES SHORT QQQ			$0 (exited)
PSQ	0	-178,305	$0
SCHWAB CHARLES CORP COM			$0 (exited)
SCHW	0	-31,450	$0
VANGUARD MID CAP ETF	0	-937	$0 (exited)
VO	0	-937	$0

See Summary: Sterling Investment Management LLC Top Holdings
See Details: Top 10 Stocks Held By Sterling Investment Management LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
BA	+5,081	+$981

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SCHW	-31,450	-$2,164
PSQ	-178,305	-$1,690
VO	-937	-$218

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
JD	+30,248	+$814
WMT	+24,330	+$268
OXY	+11,683	+$1,132
BABA	+3,413	+$228
AMLP	+1,210	+$172
SCHF	+1,044	+$56
CCJ	+436	+$32
AVB	+359	+$52
SCHE	+316	+$17
V	+186	+$147

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SH	-7,453	-$630
BIL	-6,915	-$587
VEA	-2,942	-$97
BND	-2,240	-$264
VGSH	-1,904	-$115
VWO	-1,759	-$38
CP	-1,108	+$482
LBTYA	-967	-$61
BTI	-712	+$18

Sterling Investment Management LLC Info

Size ($ in 1000's)
At 03/31/2024: $141,837
At 12/31/2023: $136,340

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

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