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| Happy Holidays!! thanks for using AUM13F!! |
| Sterling Investment Advisors LLC
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| CRD # | 117287 |
| SEC # | 801-63925 |
| CIK # | 0001009198, 0001701132 |
| AUM | $192.3 M (2025-01-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 417-777-7677 |
| Address | 2095 S Boston Place Bolivar, MO 65613 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.7 | ||
| Wal Mart Stores Inc | 0.8 | ||
| iShares Comex Gold Trust | 0.8 | ||
| O Reilly Automotive Inc | 0.6 | ||
| Wisconsin Energy Corp | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 57.6 |
| (b) Individuals (high net worth individuals) | 48 | 106.1 |
| (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 | 0.0 |
| (h) Charitable organizations | 4 | 28.4 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 275 | 192.3 |
| By Discretionary | ||
| Discretionary | 275 | 192.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 275 | 192.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.3 | |
| Total | 275 | 192.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001009198] | |
| 13F-HR | [0001701132] |
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|---|---|---|
|
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NE | 0.2 |
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SC | 0.2 |
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CT | 0.2 |