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Sterling Investment Advisors, Ltd.
RIA/Wealth
Sterling Investment Advisors, Ltd. is a RIA/Wealth based in Berwyn, PA led by Timothy Edward Flatley, reporting $961.4M in AUM as of Q3 2025 with AAPL as the largest holding (7% allocation).
PresidentTimothy Edward Flatley
- Portfolio Value
- $487.3M
- Positions
- 190
- Top Holding
- AAPL at 7.06%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sterling Investment Advisors, Ltd.'s portfolio (30.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $34.4M | 7.06% | +$211.3K Bought | 0.00% 135.1K shares | |
Specialty Retail Consumer Cyclical | $15.8M | 3.24% | +$54.9K Bought | 0.00% 71.9K shares | |
Semiconductors Technology | $15.0M | 3.07% | -$320.7K Sold | 0.00% 80.2K shares | |
Internet Content & Information Communication Services | $14.0M | 2.86% | -$316.3K Sold | 0.00% 57.4K shares | |
Software - Infrastructure Technology | $13.2M | 2.72% | -$162.1K Sold | 0.00% 25.6K shares | |
Oil & Gas Midstream Energy | $12.7M | 2.60% | +$25.9K Bought | 0.02% 448.3K shares | |
ETF ETF | $12.6M | 2.58% | -$103.1K Sold | — 164.8K shares | |
Software - Infrastructure Technology | $11.5M | 2.35% | -$260.9K Sold | 0.01% 23.4K shares | |
Unknown Unknown | $10.4M | 2.14% | -$24.2K Sold | — 136.4K shares | |
ETF ETF | $10.1M | 2.08% | +$15.9K Bought | — 71.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sterling Investment Advisors, Ltd.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Sterling Investment Advisors, Ltd.
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