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| Sterling Financial Advisors LLC
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|---|---|
| CRD # | 107783 |
| SEC # | 801-126400 |
| CIK # | 0001009198, 0001701132 |
| AUM | 144.6 M (2026-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 402-970-9300 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Ethereum Trust ETF | 5.2 | ||
| Broadcom Inc | 2.3 | ||
| STMicroelectronics NV | 1.1 | ||
| Wal Mart Stores Inc | 1.0 | ||
| iShares Comex Gold Trust | 0.6 | ||
| Nvidia Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 28.7 |
| (b) Individuals (high net worth individuals) | 51 | 97.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.2 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 144.6 |
| By Discretionary | ||
| Discretionary | 261 | 118.6 |
| Non-Discretionary | 60 | 26.0 |
| Total | 321 | 144.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.6 | |
| Total | 321 | 144.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001009198] | |
| 13F-HR | [0001701132] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 3 |
| Serves | Institutional, Retail |
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|---|---|---|
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