Investment Advisor Deep Dive: Sterling's Q4 2022 vs. Q1 2023 13F Holdings

As the world emerges from one of the most tumultuous times in modern history, investors are looking for new strategies to rebuild their portfolios and secure their financial future. At the forefront of this effort is Sterling Investment Advisors, Ltd., an industry leader that remains committed to staying ahead of the curve when it comes to identifying new opportunities and embracing sound investment strategies. Recently, Sterling released its Q4 2022 vs. Q1 2023 13F holdings, which provides a valuable glimpse into the company's investment portfolio and highlights key trends and changes that are worth exploring.

Looking back over the past year, it is clear that the markets have been on a rollercoaster ride. From the COVID pandemic and economic shutdown to the resurgence of the economy and rising inflation, investors have had to navigate numerous challenges in 2022. Despite these challenges, Sterling Investment Advisors has continued to deliver strong results, with its Q4 2022 investments reflecting a total value of $101,408,000 and its Q1 2023 holdings valued at $105,889,000. This represents a modest increase of 4.4%, which suggests that Sterling remains committed to investing in solid companies that have the potential for long-term growth.

One of the most notable trends in the company's Q4 2022 vs. Q1 2023 13F holdings is the increase in holdings for several tech giants, including Apple Inc. (AAPL), Microsoft Corp. (MSFT), and Alphabet Inc. A (GOOGL). Apple Inc. saw its holdings go from 155,485 shares in Q4 2022 to 162,613 shares in Q1 2023, while Microsoft Corp. experienced an increase from 19,434 shares to 21,850 shares during the same period. Similarly, Alphabet Inc. A saw its holdings jump from 68,254 shares to 69,959 shares.

Another standout trend in the 13F holdings is Sterling's increased investment in healthcare and pharmaceutical companies. Merck & Co. and Johnson & Johnson are both represented in the company's Q4 and Q1 holdings, although the latter saw its holdings decline slightly. Regeneron Pharmaceuticals also saw an uptick in Sterling's holdings, from 3,433 shares in Q4 to 3,752 shares in Q1.

Sterling's focus on energy and natural resources is evident in the company's 13F filings as well. Kinder Morgan, Inc. (KMI) and Pioneer Natural Resources Co. (PXD) both saw increases in their holdings during Q1 2023, with the former jumping from 424,350 shares to 437,871 shares and the latter experiencing an increase from 15,040 shares to 15,565 shares.

While Sterling's Q4 2022 vs. Q1 2023 13F holdings are indicative of the company's investment strategy and priorities, it is important to note that the data only tells part of the story. Investors must also consider factors such as market conditions, regulatory changes, and company performance when evaluating the value and potential of an investment portfolio. Nonetheless, Sterling Investment Advisors' consistent results and sound investment principles inspire trust and confidence among its clients and have earned the firm a well-deserved reputation as an industry leader.