The Analysis of STERLING INVESTMENT ADVISORS LLC /ADV's Holdings
Currently, STERLING INVESTMENT ADVISORS LLC /ADV holds 39 types of securities in its portfolio with a total value $206.6M. In the most recent quarter, they have increased their positions in ETHA (+56.9K shares, valued at $1.3M), IEFA (+6.7K shares, valued at $595.7K), AGG (+4.3K shares, valued at $429.7K); decreased their positions in IEMG (-5.8K shares, valued at $391.3K), IVE (-1.5K shares, valued at $324.0K), N/A (-1.9K shares, valued at $155.7K); initiated new positions in STM (+14.6K shares, valued at $377.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IEFA ISHARES TR414.5K shares1.63%2025-12-312026-01-14
IVV ISHARES TR37.9K shares0.70%2025-12-312026-01-14 IEMG ISHARES INC278.1K shares-2.05%2025-12-312026-01-14 SGOV ISHARES TR177.8K shares1.15%2025-12-312026-01-14 VTV VANGUARD INDEX FDS61.5K shares1.76%2025-12-312026-01-14 LEMB ISHARES INC274.6K shares2.36%2025-12-312026-01-14 IJH ISHARES TR124.7K shares5.12%2025-12-312026-01-14 QLTA ISHARES TR168.7K shares4.02%2025-12-312026-01-14 STIP ISHARES TR77.4K shares3.81%2025-12-312026-01-14 ISTB ISHARES TR138.6K shares0.67%2025-12-312026-01-14 TIP ISHARES TR61.1K shares4.47%2025-12-312026-01-14 ETHA ISHARES ETHEREUM TR280.0K shares25.49%2025-12-312026-01-14 GNR SPDR INDEX SHS FDS88.3K shares-1.43%2025-12-312026-01-14 IVE ISHARES TR24.0K shares-5.99%2025-12-312026-01-14 IJR ISHARES TR37.6K shares-1.18%2025-12-312026-01-14 HYG ISHARES TR51.2K shares5.53%2025-12-312026-01-14 EFA ISHARES TR42.4K shares0.26%2025-12-312026-01-14 AGG ISHARES TR36.6K shares13.30%2025-12-312026-01-14 IWM ISHARES TR8.8K shares6.94%2025-12-312026-01-14 BROADCOM INC BROADCOM INC6.0K shares0.18%2025-12-312026-01-14 IVW ISHARES TR9.2K shares-4.31%2025-12-312026-01-14 IYR ISHARES TR10.6K shares14.44%2025-12-312026-01-14 WMT WALMART INC8.5K shares0.00%2025-12-312026-01-14 NVDA NVIDIA CORPORATION2.5K shares0.00%2025-12-312026-01-14 MSFT MICROSOFT CORP817 shares0.25%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS6.2K shares-4.39%2025-12-312026-01-14 ITOT ISHARES TR2.6K shares12.01%2025-12-312026-01-14 IYW ISHARES TR1.9K shares-10.26%2025-12-312026-01-14 STM STMICROELECTRONICS N V14.6K sharesnew addition2025-12-312026-01-14 META META PLATFORMS INC513 shares0.00%2025-12-312026-01-14 ORLY OREILLY AUTOMOTIVE INC3.6K shares-6.72%2025-12-312026-01-14 IXUS ISHARES TR3.4K shares9.51%2025-12-312026-01-14 HDV ISHARES TR2.4K shares0.00%2025-12-312026-01-14 ESGD ISHARES TR2.8K shares3.29%2025-12-312026-01-14 AAPL APPLE INC936 shares0.00%2025-12-312026-01-14 DVY ISHARES TR1.6K shares0.00%2025-12-312026-01-14 CVX CHEVRON CORP NEW1.4K shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available