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| Happy Holidays!! thanks for using AUM13F!! |
| Sterling Investment Advisors Ltd
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| CRD # | 140710 |
| SEC # | 801-66769 |
| CIK # | 0001009198, 0001701132 |
| AUM | $961.4 M (2025-04-24) |
| Employees | 8 (88% Investors, 50% Brokers) |
| Phone | 610-560-0400 |
| Address | 1055 Westlakes Drive Berwyn, PA 19312 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001009198 0001701132 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.7 | ||
| Wal Mart Stores Inc | 0.8 | ||
| iShares Comex Gold Trust | 0.8 | ||
| O Reilly Automotive Inc | 0.6 | ||
| Wisconsin Energy Corp | 0.5 | ||
| Microsoft Corp | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 55.8 |
| (b) Individuals (high net worth individuals) | 175 | 890.9 |
| (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 | 0.7 |
| (h) Charitable organizations | 0 | 9.0 |
| (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 | 6 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,514 | 961.4 |
| By Discretionary | ||
| Discretionary | 1,514 | 961.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,514 | 961.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 961.4 | |
| Total | 1,514 | 961.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001009198] | |
| 13F-HR | [0001701132] |
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