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Catherine Whetstone

Sterling Investment Advisors, Ltd.

Assets Managed
$552.357M
Holdings
212
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
1.75%(2Q avg: 3.7%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Sterling Investment Advisors, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 212 positions.

Assets under management

The assets under management (AUM) of Sterling Investment Advisors, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 552.357M in assets, with a quarterly growth rate of 1.75% and a 2-quarter average growth rate of 3.7%. The portfolio is managed by Catherine Whetstone, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.72%
6.09%
$33.626M
132,495 shares@ $253.79 avg price
JFLX
Jpmorgan Flexible Debt Etf
Recent Activity
Increased 4.73%
3.9%
$21.534M
433,541 shares@ $49.68 avg price
DVY
Ishares Select Dividend Etf
Recent Activity
Increased 272.2%
3.77%
$20.822M
266,000 shares@ $78.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.08%
2.74%
$15.091M
52,480 shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.46%
2.73%
$15.041M
72,218 shares@ $208.27 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.18%
2.55%
$14.063M
80,639 shares@ $174.4 avg price
KMI
Kinder Morgan Inc
Recent Activity
Decreased -6.73%
2.55%
$14.039M
418,709 shares@ $33.54 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -9.04%
2.27%
$12.512M
136,338 shares@ $91.77 avg price
GMED
Globus Medical Inc - A
Recent Activity
2.25%
$12.409M
144,023 shares@ $86.17 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -9.53%
1.97%
$10.847M
114,915 shares@ $94.4 avg price

1-10 of 212