test

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
TSLATesla Inc
Recent Activity
New Position
0.15%
$241,900
599 shares@ $403.84 avg price
AAPLApple Inc
Recent Activity
0.14%
$232,451
928 shares@ $250.49 avg price
DVYIshares Tr
Recent Activity
Decreased -5.94%
0.14%
$228,433
1,739 shares@ $131.36 avg price
CVXChevron Corp New
Recent Activity
Increased 0.72%
0.12%
$204,224
1,410 shares@ $144.84 avg price
IXUSIshares Tr
Recent Activity
New Position
0.12%
$201,055
3,039 shares@ $66.16 avg price
ITOTIshares Tr
Recent Activity
New Position
0.12%
$200,140
1,556 shares@ $128.63 avg price
UNLUnited Sts 12 Month Nat Gas
Recent Activity
0.07%
$105,088
12,862 shares@ $8.18 avg price