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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
71
12
20
4
8
3
56
20
22
STERLING INVESTMENT ADVISORS LTD

Time Period2019-03-31

Total Holdings424

Total Value ($x1000)196,283
Activities
New29

Increased98

Unchanged256

Decreased41

Sold Out28

Top 10 Stock Holdingstotal 30.16%
AAPL5.27

JPST3.81

ITOT3.45

GMED3.19

AMZN2.6

 
JNJ2.51

VZ2.49

CWB2.31

PFF2.31

2.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.27%
COM
JPST
3.81%
ULTRA SHRT INC
ITOT
3.45%
CORE S&P TTL STK
GMED
3.19%
CL A
AMZN
2.6%
COM
JNJ
2.51%
COM
VZ
2.49%
COM
CWB
2.31%
BRC CNV SECS ETF
PFF
2.31%
U.S. PFD STK ETF
VISA, IN...
2.22%
COM
GOOGL
2.2%
CAP STK CL A
MSFT
1.88%
COM
GLD
1.63%
GOLD SHS
IJH
1.59%
CORE S&P MCP ETF
DWDP
1.58%
COM
BA
1.49%
COM
BRK.B
1.39%
CL B NEW
JPM
1.32%
COM
AMGN
1.3%
COM
PG
1.28%
COM
SQ
1.24%
CL A
FNX
1.14%
COM SHS
GDX
1.12%
GOLD MINERS ETF
CVS
1.11%
COM
PPL
1.09%
COM
GIS
1.08%
COM
LOW
1.08%
COM
TOL
1.08%
COM
AMT
1.06%
COM
NKE
1.05%
CL B
PAYX
1.02%
COM
3M COMPA...
1.01%
COM
BLK
1%
COM
INTC
0.99%
COM
CMI
0.96%
COM
HON
0.96%
COM
MERCK & ...
0.94%
COM
GSBD
0.94%
SHS
XOM
0.93%
COM
PEP
0.92%
COM
WTR
0.82%
COM
WMT
0.81%
COM
GOOG
0.79%
CAP STK CL C
AKAM
0.78%
COM
PFE
0.77%
COM
KKR
0.77%
COM UNITS
PSA
0.74%
COM
FEX
0.73%
COM SHS
ALGN
0.71%
COM
THE BANK...
0.71%
COM
ABBV
0.66%
COM
EMR
0.66%
COM
MDLZ
0.63%
CL A
SBUX
0.62%
COM
CMCSA
0.61%
CL A
DEO
0.6%
SPON ADR NEW
BX
0.59%
COM UNIT LTD
ABT
0.57%
COM
GLW
0.55%
COM
COST
0.54%
COM
BAX
0.44%
COM
HD
0.43%
COM
KYN
0.42%
COM
ORCL
0.4%
COM
MCD
0.39%
COM
BBT
0.39%
COM
MUB
0.37%
NAT AMT FREE BD
UPS
0.37%
CL B
KO
0.37%
COM
NID
0.37%
COM
QRTEA
0.36%
COM SER A
SPY
0.36%
TR UNIT
SYK
0.36%
COM
RSCO
0.36%
SM CAP COMPLETE
EFAV
0.35%
EAFE MIN VOL ETF
HCN
0.34%
COM
ICF
0.34%
COHEN&STEER REIT
ILMN
0.33%
COM
SHOP
0.33%
CL A
UTHR
0.3%
COM
ETN
0.3%
COM
TFX
0.29%
COM
DIS
0.28%
COM DISNEY
GDXJ
0.27%
JR GOLD MINERS E
CSCO
0.25%
COM
CVX
0.21%
COM
EFA
0.19%
MSCI EAFE ETF
WPS
0.19%
INTL DEVPPTY ETF
ADBE
0.18%
COM
VWO
0.18%
FTSE EMR MKT ETF
D
0.18%
COM
TWTR
0.18%
COM
LARE
0.17%
TIERRA XP LATIN
BANK OF ...
0.17%
COM
UTX
0.17%
COM
LLY
0.16%
COM
FFTY
0.16%
IBD 50 ETF
IYY
0.15%
DOW JONES US ETF
COP
0.15%
COM
SPOT
0.14%
SHS
LMT
0.14%
COM
TIP
0.14%
TIPS BD ETF
NVDA
0.14%
COM
TSLA
0.14%
COM
ARCC
0.13%
COM
FB
0.13%
CL A
IGF
0.12%
GLB INFRASTR ETF
EEMV
0.12%
EM MK MINVOL ETF
MU
0.11%
COM
T
0.11%
COM
CHL
0.11%
SPONSORED ADR
C
0.11%
COM NEW
ETE
0.11%
COM UT LTD PTN
WSFS
0.11%
COM
DSI
0.1%
MSCI KLD400 SOC
VUG
0.1%
GROWTH ETF
INVESCO ...
0.1%
ETF
VPU
0.1%
UTILITIES ETF
PPG
0.1%
COM
ESGD
0.09%
MSCI EAFE ESG
EPD
0.09%
COM
ITW
0.09%
COM
NFLX
0.09%
COM
NOG
0.09%
COM
VXF
0.09%
EXTEND MKT ETF
AXP
0.08%
COM
REGN
0.08%
COM
CI
0.08%
COM
KBWD
0.08%
KBW HG YLD FIN
IBB
0.07%
NASDQ BIOTEC ETF
PM
0.07%
COM
BABA
0.07%
SPONSORED ADS
UL
0.07%
SPON ADR NEW
BMY
0.07%
COM
GS
0.07%
COM
EXC
0.07%
COM
LD
0.07%
ETN DJUBSLEAD 38
FLOT
0.06%
FLTG RATE BD ETF
KMB
0.06%
COM
NLY
0.06%
COM
ADP
0.06%
COM
PSX
0.06%
COM
MRVL
0.06%
ORD
FIREEYE,...
0.06%
COM
LNC
0.06%
COM
MANH
0.06%
COM
SCHB
0.06%
US BRD MKT ETF
MO
0.05%
COM
NRG
0.05%
COM NEW
RH
0.05%
COM
TXT
0.05%
COM
CAT
0.05%
COM
AMAT
0.05%
COM
IWM
0.05%
RUSSELL 2000 ETF
TBI
0.05%
COM
BND
0.05%
TOTAL BND MRKT
QCOM
0.05%
COM
RCS
0.05%
COM
WYNN
0.05%
COM
CIU
0.04%
INTERM CR BD ETF
APPS
0.04%
COM NEW
CRL
0.04%
COM
ADM
0.04%
COM
SEIC
0.04%
COM
CSJ
0.04%
1-3 YR CR BD ETF
BOTZ
0.04%
RBTCS ARTFL IN
ZMH
0.04%
COM
UNH
0.04%
COM
LQD
0.04%
IBOXX INV CP ETF
APD
0.04%
COM
EEM
0.04%
MSCI EMG MKT ETF
ORLY
0.04%
COM
AMD
0.04%
COM
AOA
0.04%
AGGRES ALLOC ETF
EMLP
0.04%
NO AMER ENERGY
UTG
0.04%
COM SH BEN INT
MDT
0.04%
SHS
SUB
0.04%
SHT NTLAMTFR ETF
ROBO
0.04%
ROBO STX GLB ETF
JEF
0.04%
COM
MERIDIAN...
0.04%
COM
CORT
0.04%
COM
ACN
0.03%
SHS CLASS A
ONCE
0.03%
COM
IWP
0.03%
RUS MD CP GR ETF
RDS/A
0.03%
SPONS ADR A
NOC
0.03%
COM
KEY
0.03%
COM
CRM
0.03%
COM
FIVE
0.03%
COM
BDX
0.03%
COM
PFPT
0.03%
COM
SRPT
0.03%
COM
CTSH
0.03%
CL A
TWLO
0.03%
CL A
HSY
0.03%
COM
LVHD
0.03%
LOW DIVI ETF
SCHX
0.03%
US LRG CAP ETF
DBD
0.03%
COM
NCLH
0.03%
SHS
VNQ
0.03%
REIT ETF
PETS
0.03%
COM
TD
0.03%
COM NEW
FR
0.03%
COM
GSKY
0.03%
CL A
GILD
0.03%
COM
CHTR
0.03%
CL A
PCI
0.03%
COM SHS
JHD
0.02%
COM
IBM
0.02%
COM
BIIB
0.02%
COM
MA
0.02%
CL A
RHT
0.02%
COM
PFIS
0.02%
COM
PUMP
0.02%
COM
VYM
0.02%
HIGH DIV YLD
TELL
0.02%
COM
AFL
0.02%
COM
FITB
0.02%
COM
NEE
0.02%
COM
IEFA
0.02%
CORE MSCI EAFE
MET
0.02%
COM
DSL
0.02%
COM
PNC
0.02%
COM
VVUS
0.02%
COM NEW
RIO
0.02%
SPONSORED ADR
O
0.02%
COM
UN
0.02%
N Y SHS NEW
WFC
0.02%
COM
OXY
0.02%
COM
RDS/B
0.02%
SPON ADR B
UGI
0.02%
COM
GE
0.02%
COM
PWR
0.02%
COM
ACLS
0.02%
COM
IGR
0.02%
COM
IWS
0.02%
RUS MDCP VAL ETF
DBEF
0.02%
XTRAK MSCI EAFE
CLGX
0.02%
COM
DLR
0.02%
COM
LRCX
0.02%
COM
HYG
0.02%
IBOXX HI YD ETF
BSV
0.02%
SHORT TRM BOND
TJX
0.02%
COM
FTDR
0.02%
COM
LIT
0.02%
GLOBAL X LITHIUM
COG
0.02%
COM
FIBK
0.02%
COM CL A
XLV
0.02%
SBI HEALTHCARE
GWPH
0.02%
ADS
CGC
0.02%
COM
EQM
0.02%
UNIT LTD PARTN
EPP
0.02%
MSCI PAC JP ETF
RTN
0.02%
COM NEW
CL
0.02%
COM
BKNG
0.02%
COM
LH
0.02%
COM NEW
ICUI
0.02%
COM
YUM
0.02%
COM
EMN
0.02%
COM
VTV
0.02%
VALUE ETF
QURE
0.02%
SHS
CY
0.02%
COM
CME
0.01%
COM
NOK
0.01%
SPONSORED ADR
ABMD
0.01%
COM
RWX
0.01%
DJ INTL RL ETF
TWOU
0.01%
COM
VGR
0.01%
COM
FNCB
0.01%
COM
DELTA AI...
0.01%
COM
AR
0.01%
COM
SO
0.01%
COM
OIH
0.01%
OIL SVCS ETF
KR
0.01%
COM
ELAN
0.01%
COM
AABA
0.01%
COM
IJT
0.01%
SP SMCP600GR ETF
IJK
0.01%
S&P MC 400GR ETF
NBRV
0.01%
SHS
IJJ
0.01%
S&P MC 400VL ETF
VBR
0.01%
SM CP VAL ETF
FLUOR CO...
0.01%
COM
SCHM
0.01%
US MID-CAP ETF
GG
0.01%
COM
QDF
0.01%
QUALT DIVD IDX
QRVO
0.01%
COM
IWR
0.01%
RUS MID-CAP ETF
BIP
0.01%
LP INT UNIT
SWKS
0.01%
COM
HAL
0.01%
COM
CPT
0.01%
SH BEN INT
ROST
0.01%
COM
NKTR
0.01%
COM
IJS
0.01%
SP SMCP600VL ETF
HST
0.01%
COM
BCPC
0.01%
COM
FDX
0.01%
COM
VDE
0.01%
ENERGY ETF
EEB
0.01%
GUGG BRIC ETF
PEG
0.01%
COM
F
0.01%
COM PAR $0.01
VTI
0.01%
TOTAL STK MKT
WU
0.01%
COM
VNM
0.01%
VIETNAM ETF
DUKE ENE...
0.01%
COM
CARNIVAL...
0.01%
COM
HYD
0.01%
HIGH YLD MUN ETF
TEVA
0.01%
ADR
DOLLAR G...
0.01%
COM
USAC
0.01%
COMUNIT LTDPAR
MPC
0.01%
COM
MGA
0.01%
COM
FFIV
0.01%
COM
FDUS
0.01%
COM
IP
0.01%
COM
HCP
0.01%
COM
TDOC
0.01%
COM
TTWO
0.01%
COM
V
0.01%
COM CL A
XLF
0.01%
SBI INT-FINL
LIN
0.01%
COM
AXAS
0.01%
COM
ALRM
0.01%
COM
SCHF
0.01%
INTL EQTY ETF
GPC
0.01%
COM
MITK
0.01%
COM NEW
AGN
0.01%
COM
HRL
0.01%
COM
CGEN
0.01%
ORD
CRIS
0.01%
COM NEW
LTC
0.01%
COM
ORMP
0.01%
COM NEW
AMJ
0.01%
ALERIAN ML ETN
SCHE
0.01%
EMRG MKTEQ ETF
CHRW
0.01%
COM NEW
EIS
0.01%
MSCI ISR CAP ETF
ABUS
0.01%
COM
ACWX
0.01%
MSCI ACWI US ETF
IFN
0.01%
COM
HRB
0.01%
COM
FAST
0.01%
COM
PYPL
0.01%
COM
STPZ
0.01%
1-5 US TIP IDX
WBA
0.01%
COM
CE
0.01%
COM SER A
CTL
0.01%
COM
ALK
0.01%
COM
XAR
< 0.01%
AEROSPACE DEF
CERS
< 0.01%
COM
IBTX
< 0.01%
COM
CELG
< 0.01%
COM
NWBI
< 0.01%
COM
LPX
< 0.01%
COM
SLB
< 0.01%
COM
LARK
< 0.01%
COM
MDXG
< 0.01%
COM
SWAV
< 0.01%
COM
CB
< 0.01%
COM
XLE
< 0.01%
SBI INT-ENERGY
RLI
< 0.01%
COM
WTW
< 0.01%
COM
LVS
< 0.01%
COM
ITEQ
< 0.01%
BLUESTAR TA BIG
EXEL
< 0.01%
COM
DE
< 0.01%
COM
UNP
< 0.01%
COM
SNA
< 0.01%
COM
NYMX
< 0.01%
COM
HIG
< 0.01%
COM
DZSI
< 0.01%
COM NEW
TXN
< 0.01%
COM
HIMX
< 0.01%
SPONSORED ADR
VGK
< 0.01%
FTSE EUROPE ETF
KHC
< 0.01%
COM
WY
< 0.01%
COM
QTM
< 0.01%
COM NEW
BANC
< 0.01%
COM
FSIC
< 0.01%
COM
CHKP
< 0.01%
ORD
VPG
< 0.01%
COM
EVH
< 0.01%
CL A
UAA
< 0.01%
CL A
USO
< 0.01%
UNITS
TDC
< 0.01%
COM
SCWX
< 0.01%
CL A
DNKN
< 0.01%
COM
UA/C
< 0.01%
CL C
DXCM
< 0.01%
COM
NCR
< 0.01%
COM
WDC
< 0.01%
COM
DBX
< 0.01%
CL A
SIRIUS X...
< 0.01%
COM
FIT
< 0.01%
CL A
DARIOHEA...
< 0.01%
COM
SMG
< 0.01%
CL A
VEU
< 0.01%
ALLWRLD EX US
GAMR
< 0.01%
PUREFUNDS VIDEO
MRO
< 0.01%
COM
TRANSOCE...
< 0.01%
COM
ACB
< 0.01%
COM
TM
< 0.01%
SP ADR REP2COM
MNI
< 0.01%
CL A NEW
INSY
< 0.01%
COM NEW
BIDU
< 0.01%
SPON ADR REP A
VODAFONE...
< 0.01%
ADS
WAB
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
GPS
< 0.01%
COM
EPAM
< 0.01%
COM
REPH
< 0.01%
COM
FTR
< 0.01%
COM
GE
< 0.01%
CALL
COLUMBIA...
< 0.01%
COM
MLNT
< 0.01%
COM
APHA
< 0.01%
COM
NFG
< 0.01%
COM
CUR
< 0.01%
COM NEW
LEU
< 0.01%
CL A
AVEO
< 0.01%
COM
GDP
< 0.01%
COM PAR
STWD
< 0.01%
COM
X
< 0.01%
COM
TGT
< 0.01%
COM
ABC
0.13%
COM
IEX
0.07%
COM
SPDR DOW...
0.07%
ETF
WWD
0.04%
COM
HPR
0.04%
COM
BOOT
0.04%
COM
EPM
0.04%
COM
KSU
0.04%
COM NEW
CUB
0.03%
COM
XLU
0.03%
SBI INT-UTILS
LMAT
0.03%
COM
CLIX
0.02%
LONG ONLINE SHRT
BBD
0.02%
SP ADR PFD NEW
EXAS
0.01%
COM
PUW
0.01%
WILDERHILL PRO
SPARK TH...
0.01%
COM
AEGN
0.01%
COM
IEV
0.01%
EUROPE ETF
BNCL
0.01%
COM
GBNK
< 0.01%
COM NEW
CLDR
< 0.01%
COM
CDK
< 0.01%
COM
APC
< 0.01%
COM
NEA
< 0.01%
COM
P
< 0.01%
COM
APRI
< 0.01%
COM
MFC
< 0.01%
COM
GE
< 0.01%
CALL