Sterling Investment Advisors Llc Buys NVIDIA Corp, Microsoft Corp, Tesla Inc, Sells U.S. Bancorp

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Investment company Sterling Investment Advisors Llc (Current Portfolio) buys NVIDIA Corp, Microsoft Corp, Tesla Inc, iShares Select Dividend ETF, sells U.S. Bancorp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Sterling Investment Advisors Llc . As of 2021Q4, Sterling Investment Advisors Llc owns 31 stocks with a total value of $176 million. These are the details of the buys and sells.

  • New Purchases: NVDA, MSFT, TSLA, DVY,

  • Added Positions: IEFA, IEMG, LEMB, QLTA, TIP, HYG, AGG, GNR, IJR, IYR, EEM, FILL,

  • Reduced Positions: IVV, ISTB, EFA, IWM, IVW, SLQD, STIP,

  • Sold Out: USB,


For the details of STERLING INVESTMENT ADVISORS LLC 's stock buys and sells,
go to https://www.gurufocus.com/guru/sterling+investment+advisors+llc+/current-portfolio/portfolio

These are the top 5 holdings of STERLING INVESTMENT ADVISORS LLC

  1. BTC iShares Core MSCI EAFE ETF (IEFA) - 461,210 shares, 19.60% of the total portfolio. Shares added by 5.60%

  2. iShares Core S&P 500 ETF (IVV) - 60,332 shares, 16.38% of the total portfolio. Shares reduced by 1.43%

  3. iShares Aaa - A Rated Corporate Bond ETF (QLTA) - 308,457 shares, 9.84% of the total portfolio. Shares added by 2.77%

  4. iShares Core MSCI Emerging Markets ETF (IEMG) - 259,027 shares, 8.83% of the total portfolio. Shares added by 8.85%

  5. iShares S&P 500 Value ETF (IVE) - 74,894 shares, 6.68% of the total portfolio. Shares added by 0.09%

New Purchase: NVIDIA Corp (NVDA)

Sterling Investment Advisors Llc initiated holding in NVIDIA Corp. The purchase prices were between $197.32 and $333.76, with an estimated average price of $277.31. The stock is now traded at around $223.240000. The impact to a portfolio due to this purchase was 0.15%. The holding were 896 shares as of 2021-12-31.

New Purchase: Microsoft Corp (MSFT)

Sterling Investment Advisors Llc initiated holding in Microsoft Corp. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $288.490000. The impact to a portfolio due to this purchase was 0.12%. The holding were 643 shares as of 2021-12-31.

New Purchase: iShares Select Dividend ETF (DVY)

Sterling Investment Advisors Llc initiated holding in iShares Select Dividend ETF. The purchase prices were between $113.57 and $122.59, with an estimated average price of $118.59. The stock is now traded at around $122.410000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,720 shares as of 2021-12-31.

New Purchase: Tesla Inc (TSLA)

Sterling Investment Advisors Llc initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $918.400000. The impact to a portfolio due to this purchase was 0.12%. The holding were 195 shares as of 2021-12-31.

Sold Out: U.S. Bancorp (USB)

Sterling Investment Advisors Llc sold out a holding in U.S. Bancorp. The sale prices were between $54.85 and $62.74, with an estimated average price of $59.09.



Here is the complete portfolio of STERLING INVESTMENT ADVISORS LLC . Also check out:

1. STERLING INVESTMENT ADVISORS LLC 's Undervalued Stocks

2. STERLING INVESTMENT ADVISORS LLC 's Top Growth Companies, and

3. STERLING INVESTMENT ADVISORS LLC 's High Yield stocks

4. Stocks that STERLING INVESTMENT ADVISORS LLC keeps buyingThis article first appeared on GuruFocus.

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