Sterling Investment Advisors Ltd

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Assets, Funds, Holdings

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Sterling Investment Advisors Ltd
CRD #140710
SEC #801-66769
CIK #1701132
AUM $348.1 MM (100% Disc, 100% US)
Employees6 (100% Investors, 83% Brokers)
Phone610-560-0400
Address1055 Westlakes Drive
Berwyn, PA 19312
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002006201120162021
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.08.3
JPST7.4
ITOT6.0
GMED4,590.05.5
AMZN820,610.04.6
JNJ369,000.04.5
VZ237,920.04.4
PFF4.4
CWB4.2
GOOGL819,810.03.6
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
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Barrington Strategic Wealth Management Group LLC
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Bernardo Wealth Planning LLC
PA 0.3
Insight Advisors LLC
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Disciplined Investments LLC
OK 0.3
Alpha Capital Management LLC
GA 0.3
HD Venture Capital Inc
MA 0.3
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