STERLING INVESTMENT ADVISORS LLC /ADV
Top Portfolio Positions
13 positions ·
$13,457,767 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ETHA |
iShares Ethereum Trust ETF
|
425,007 | $6,727,860 | 49.99% |
| AVGO |
Broadcom Inc.
Technology
|
6,060 | $1,875,630 | 13.94% |
| WMT |
Walmart Inc.
Consumer Defensive
|
8,524 | $1,059,362 | 7.87% |
| IAU |
Ishares Gold Trust
|
8,061 | $710,657 | 5.28% |
| STM |
STMicroelectronics N.V.
Technology
|
14,589 | $504,049 | 3.75% |
| NVDA |
Nvidia Corp
Technology
|
2,516 | $438,790 | 3.26% |
| WEC |
Wec Energy Group, Inc.
Utilities
|
3,262 | $377,641 | 2.81% |
| MSFT |
Microsoft Corp
Technology
|
911 | $337,224 | 2.51% |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
3,570 | $329,546 | 2.45% |
| META |
Meta Platforms, Inc.
Communication Services
|
514 | $294,074 | 2.19% |
Holdings in ETHA
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,727,860 | 425,007 | Shares | Sole | 2026-04-14 | |
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