Fund HoldingsSTERLING INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$131.81M
Total Bought
$7.54M
Total Sold
$13.77M
Net Transaction
-$6.22M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)17,88526,375+8,4901,2882,7992.12%+1,511
JD.COM INC SPON ADS CL A(JD)35,50359,360+23,8579172,3741.80%+1,457
ALPHABET INC CAP STK CL C(GOOG)15,80525,864+10,0592,8994,3243.28%+1,425
VISA INC COM CL A(V)8,06811,338+3,2702,1183,1172.37%+1,000
BAIDU INC SPON ADR REP A09,238+9,23809730.74%+973
CANADIAN NATL RY CO COM(CNI)30,95036,279+5,3293,6564,2503.22%+594
BERKSHIRE HATHAWAY INC DEL CL A7704,2864,8383.67%+553
WALMART INC COM(WMT)34,20332,177-2,0262,3162,5981.97%+282
SPDR GOLD SHARES(GLD)36,19333,113-3,0807,7828,0486.11%+267
S&P GLOBAL INC COM(SPGI)5,7985,450-3482,5862,8162.14%+230
ABBVIE INC COM(ABBV)16,00114,990-1,0112,7442,9602.25%+216
CONSUMER STAPLES SELECT SECTOR SPDR FUND
ST STR STAPL ETF
02,562+2,56202130.16%+213
SPDR S&P 500 ETF TRUST(SPY)0350+35002010.15%+201
APPLE INC COM(AAPL)17,74716,888-8593,7383,9352.99%+197
VANGUARD TOTAL BOND MARKET ETF101,873100,344-1,5297,3407,5375.72%+197
UNITEDHEALTH GROUP INC COM(UNH)4,6564,381-2752,3712,5611.94%+190
AVALONBAY CMNTYS INC COM9,0389,03801,8702,0361.54%+166
VANGUARD FTSE EMERGING MARKETS ETF54,41553,109-1,3062,3812,5411.93%+160
MOODYS CORP COM(MCO)5,7215,404-3172,4082,5651.95%+157
THERMO FISHER SCIENTIFIC INC COM(TMO)4,9464,639-3072,7352,8702.18%+134
GE AEROSPACE COM NEW(GE)5,5915,333-2588891,0060.76%+117
DANAHER CORPORATION COM(DHR)4,5254,485-401,1311,2470.95%+116
JOHNSON & JOHNSON COM(JNJ)14,47413,648-8262,1162,2121.68%+96
BRITISH AMERN TOB PLC SPONSORED ADR(BTI)27,59125,812-1,7798539440.72%+91
CANADIAN PACIFIC KANSAS CITY COM(CP)54,09850,627-3,4714,2594,3313.29%+71
GOLDMAN SACHS GROUP INC COM(GS)4,5824,318-2642,0732,1381.62%+65
SCHWAB US AGGREGATE BOND ETF29,52129,617+961,3461,4071.07%+62
SCHWAB EMERGING MARKETS EQUITY ETF19,13819,465+3275085680.43%+60
BERKSHIRE HATHAWAY INC DEL CL B NEW38,93634,543-4,39315,83915,89912.06%+60
VANGUARD FTSE DEVELOPED MARKETS ETF17,71417,616-988759300.71%+55
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
9,8609,799-614054440.34%+39
SCHWAB INTERNATIONAL EQUITY ETF8,5728,755+1833293600.27%+31
VANGUARD TOTAL STOCK MARKET ETF1,9601,96005245550.42%+31
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
ST STR DISCR ETF
1,7271,715-123153440.26%+29
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
2,3152,282-332823090.23%+27
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND5,8005,80002202430.18%+23
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
2,7202,701-193964160.32%+20
PROCTER AND GAMBLE CO COM(PG)1,9811,982+13273430.26%+17
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
3,3953,372-232913050.23%+14
JPMORGAN CHASE & CO. COM(JPM)1,3981,39802832950.22%+12
NVIDIA CORPORATION COM(NVDA)2,8222,82203493430.26%-6
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
4,2964,269-279729640.73%-8
COMCAST CORP NEW CL A(CCZ)45,78442,591-3,1931,7931,7791.35%-14
MERCK & CO INC COM(MRK)1,9081,808-1002362050.16%-31
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
26,77924,837-1,9421,4941,4541.10%-40
REPUBLIC SVCS INC COM(RSG)6,7566,330-4261,3131,2710.96%-42
ALERIAN MLP ETF
ALERIAN MLP
23,32021,622-1,6981,1191,0190.77%-100
WELLS FARGO CO NEW COM(WFC)17,13116,007-1,1241,0179040.69%-113
WASTE MGMT INC DEL COM(WM)7,0146,625-3891,4961,3751.04%-121
EXXON MOBIL CORP COM23,13921,688-1,4512,6642,5421.93%-122
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
100,93698,940-1,9969,2649,0846.89%-180
INVESCO WATER RESOURCES ETF
WATER RES ETF
3,4060-3,4062210-221
CAMECO CORP COM(CCJ)50,50747,059-3,4482,4852,2481.71%-237
QUALCOMM INC COM(QCOM)7,6547,153-5011,5251,2160.92%-308
BOEING CO COM(BA)8,6398,144-4951,5721,2380.94%-334
MICROSOFT CORP COM(MSFT)9,9469,360-5864,4454,0283.06%-418
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
14,2850-14,2858280-828
OCCIDENTAL PETE CORP COM(OXY)69,64465,149-4,4954,3903,3582.55%-1,032
CHEVRON CORP NEW COM(CVX)13,4556,310-7,1452,1059290.71%-1,175
PROSHARES SHORT QQQ
SHORT QQQ
32,9090-32,9091,3330-1,333
PROSHARES SHORT S&P500375,1300-375,1304,2800-4,280
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