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| Name: |
Sterling Investment Advisors Ltd. |
| City: |
BERWYN |
| State: |
PA |
| Zip: |
19312 |
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data |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HRTS |
Tema Obesity & Cardiometabo... |
|
New |
$0.00 |
$4,339,000 |
126,960 |
1.22% |
4,339,000 |
126,960 |
6.718 |
N/A |
|
|
DE |
Deere & Co |
47 |
New |
$397.02 |
$2,715,000 |
6,611 |
0.76% |
2,715,000 |
6,611 |
0.002 |
Farm & Construction M... |
|
|
JCPB |
Jpmorgan Core Plus Bond Etf |
102 |
New |
$0.00 |
$459,000 |
9,850 |
0.13% |
459,000 |
9,850 |
0.011 |
N/A |
|
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IBIT |
iShares Bitcoin Trust |
113 |
New |
$38.28 |
$349,000 |
8,635 |
0.1% |
349,000 |
8,635 |
0.096 |
N/A |
|
|
VTV |
Vanguard Value VIPERS |
118 |
New |
$163.65 |
$295,000 |
1,809 |
0.08% |
295,000 |
1,809 |
0 |
Closed - End Fund - E... |
|
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QUS |
Spdr Msci Usa Strategicfactors |
120 |
New |
$0.00 |
$293,000 |
2,010 |
0.08% |
293,000 |
2,010 |
0.025 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
121 |
New |
$532.13 |
$289,000 |
550 |
0.08% |
289,000 |
550 |
0 |
Closed - End Fund - E... |
|
|
SKYY |
First Trust Ise Cloud Compu... |
133 |
New |
$96.27 |
$229,000 |
2,400 |
0.06% |
229,000 |
2,400 |
0.004 |
N/A |
|
|
CEG |
Constellation Energy Corp |
135 |
New |
$213.11 |
$215,000 |
1,162 |
0.06% |
215,000 |
1,162 |
0 |
N/A |
|
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KMB |
Kimberly Clark Corp |
136 |
New |
$134.29 |
$209,000 |
1,613 |
0.06% |
209,000 |
1,613 |
0 |
Paper & Paper Products |
|
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PWR |
Quanta Services Inc |
137 |
New |
$264.40 |
$208,000 |
800 |
0.06% |
208,000 |
800 |
0.001 |
General Contractors |
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