Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: STERLING INVESTMENT ADVISORS LLC /ADV
  City: BOLIVAR
  State: MO
  Zip: 65613
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $170,582,000
  Total Value Change : $9,282,000
  Securities Held Change : 1
   
All Securities Held : 33
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 17
  Unchanged Positions : 6
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 17     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 3 - $53.89 $17,102,000 331,439 10.03% 639,000 5,953 0.003    N/A
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 4 - $0.00 $13,854,000 137,558 8.12% 1,091,000 10,268 0.153    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 5 - $162.04 $9,210,000 56,553 5.4% 1,418,000 4,430 0.01    Closed - End Fund - E...
   (LEMB)1 Year Chart         LEMB Ishares Emerging Markets Lo... 6 - $35.43 $8,855,000 245,460 5.19% 42,000 5,451 2.046    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 7 - $58.46 $7,552,000 124,335 4.43% 660,000 99,468 0.053    Closed - End Fund - E...
   (QLTA)1 Year Chart         QLTA Ishares Aaa A Rated Corpora... 8 - $46.68 $6,966,000 146,724 4.08% 129,000 4,662 0.572    N/A
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 9 - $99.26 $6,628,000 66,660 3.89% 317,000 2,643 0.007    N/A
   (GNR)1 Year Chart         GNR Spdr S&Amp;P Global Natural... 11 - $54.96 $5,921,000 102,202 3.47% 289,000 2,780 0.025    Closed - End Fund - E...
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 12 - $47.45 $5,739,000 120,974 3.36% 213,000 4,788 0.013    N/A
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 13 - $107.18 $4,874,000 45,376 2.86% 156,000 1,489 0.002    Closed - End Fund - E...
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 16 - $77.35 $3,416,000 43,941 2% 85,000 898 0.001    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 17 - $97.92 $3,164,000 32,302 1.85% 19,000 615 0    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 18 - $200.75 $1,967,000 9,353 1.15% 121,000 156 0    Closed - End Fund - E...
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 20 - $87.00 $908,000 10,101 0.53% 37,000 570 0.002    Closed - End Fund - E...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 21 - $60.24 $555,000 9,215 0.33% 72,000 6,155 0    Discount, Variety Stores
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 22 - $153.46 $551,000 4,076 0.32% 253,000 1,650 0.002    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 27 - $49.56 $267,000 5,329 0.16% 13,000 22 0.001    Closed - End Fund - F...
      17 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us