Portfolio (Quarterly)
Guide ↗
Sterling Investment Advisors, Ltd.
· CIK 0001701132| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ZS | Zscaler, Inc. | Technology | 11,900 | $1.7M | 0.30% | SOLD |
| 2 | ETHA | iShares Ethereum Trust ETF | Financial Services | 19,775 | $313K | 0.06% | SOLD |
| 3 | DBEF | Deutsch X-Trackers MSCI EAFE ETF | — | 6,088 | $301K | 0.05% | SOLD |
| 4 | GILD | Gilead Sciences, Inc. | Healthcare | 1,657 | $231K | 0.04% | SOLD |
| 5 | ZTS | Zoetis, Inc. | Healthcare | 1,800 | $213K | 0.04% | SOLD |
| 6 | BABA | Alibaba Group Holding, Ltd. | Consumer Cyclical | 1,617 | $203K | 0.04% | SOLD |
| 7 | SBET | Sharplink Gaming Inc | Financial Services | 24,500 | $158K | 0.03% | SOLD |
| 8 | PRME | Prime Medicine Inc | Healthcare | 13,400 | $47K | 0.01% | SOLD |
| 9 | — | Tetra Bio-Pharma, Inc. | — | 23,500 | — | — | SOLD |
Sector Allocation
Technology
31.3%
Financial Services
17.3%
Industrials
11.1%
Consumer Cyclical
9.5%
Healthcare
7.7%
Communication Services
7.0%
Energy
6.6%
Consumer Defensive
6.0%
Real Estate
1.9%
Basic Materials
0.8%