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James Jones

@Sterling Investment Advisors Llc Adv

Latest period2024 - Q4ReportedManaged Assets$171.154MTotal holdings37
Assets growth rate-3.76%Assets growth rate (2-Q avg)2.4%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sterling Investment Advisors Llc Adv's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Sterling Investment Advisors Llc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 171.154M in assets, with a quarterly growth rate of -3.76% and a 2-quarter average growth rate of 2.4%. The portfolio is managed by James Jones, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value