Cutler Investment Counsel LLC Incresed Positions in Q1 2025

Cutler Investment Counsel LLC

  • $814 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
132K
+ 51.97%
$58.04 - $65.84 $7.69M - $8.72M
387K $24.7M
IEFA
Ishares Tr

ETFs
60.3K
+ 14.84%
$69.57 - $78.65 $4.19M - $4.74M
466K $35.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
135K
+ 15.89%
$24.73 - $25.62 $3.34M - $3.46M
984K $25.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
62K
+ 8.79%
$51.52 - $52.37 $3.19M - $3.25M
767K $40.2M
CVS
Cvs Health Corp

Healthcare
3.91K
+ 3.06%
$44.22 - $68.64 $173K - $268K
132K $8.93M
VO
Vanguard Mid Cap ETF

ETFs
13K
+ 9.46%
$251.87 - $277.95 $3.26M - $3.6M
150K $38.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
42K
+ 5.73%
$37.07 - $40.63 $1.56M - $1.71M
775K $30.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34.8K
+ 28.43%
$102.49 - $119.96 $3.57M - $4.18M
157K $16.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
85.6K
+ 9.38%
$22.25 - $23.0 $1.9M - $1.97M
998K $22.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
15.4K
+ 43.35%
$110.75 - $119.78 $1.71M - $1.85M
51K $5.9M
REET
Ishares Global Reit ETF

ETFs
61.4K
+ 32.95%
$23.24 - $25.16 $1.43M - $1.55M
248K $6.01M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25.6K
+ 35.02%
$64.88 - $72.1 $1.66M - $1.85M
98.7K $6.49M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
31.3K
+ 80.56%
$22.46 - $23.26 $703K - $729K
70.2K $1.63M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.69K
+ 6.82%
$73.78 - $76.59 $420K - $436K
89.2K $6.83M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
14.7K
+ 4.76%
$22.98 - $24.13 $338K - $354K
323K $7.72M
PEG
Public Service Enterprise Group Inc

Utilities
3.2K
+ 89.42%
$78.2 - $90.39 $250K - $289K
6.77K $557K
NSC
Norfolk Southern Corp

Industrials
1K
+ 99.21%
$227.69 - $259.76 $228K - $260K
2.01K $475K
VT
Vanguard Total World Stk Index

ETFs
1.29K
+ 8.26%
$115.08 - $123.97 $149K - $160K
16.9K $1.96M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.54K
+ 19.69%
$59.28 - $66.1 $91.2K - $102K
9.36K $594K
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.54%
$169.2 - $216.66 $3.05K - $3.9K
3.32K $696K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.28K
+ 22.36%
$55.47 - $61.45 $70.9K - $78.6K
7K $412K
SBUX
Starbucks Corp

Consumer Cyclical
100
+ 0.96%
$91.75 - $115.81 $9.18K - $11.6K
10.5K $1.03M
PM
Philip Morris International Inc.

Consumer Defensive
14
+ 0.75%
$117.15 - $158.79 $1.64K - $2.22K
1.89K $300K
BND
Vanguard Bd Index Fd Inc Total

ETFs
222
+ 0.85%
$71.17 - $73.66 $15.8K - $16.4K
26.4K $1.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
127
+ 30.9%
$507.05 - $563.67 $64.4K - $71.6K
538 $276K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
414
+ 1.84%
$77.7 - $78.94 $32.2K - $32.7K
22.9K $1.81M
AEP
American Electric Power CO Inc

Utilities
60
+ 2.51%
$90.32 - $109.27 $5.42K - $6.56K
2.45K $267K
CSCO
Cisco Systems, Inc.

Technology
64
+ 1.06%
$58.74 - $64.87 $3.76K - $4.15K
6.1K $376K
WFC
Wells Fargo & Company

Financial Services
33
+ 0.41%
$66.78 - $81.42 $2.2K - $2.69K
8.17K $586K
SPY
Spdr S&P 500 ETF Trust

ETFs
102
+ 5.15%
$551.42 - $612.93 $56.2K - $62.5K
2.08K $1.17M
BNDX
Vanguard Total International B

ETFs
129
+ 0.95%
$48.33 - $49.5 $6.23K - $6.39K
13.7K $669K
ABC
Amerisourcebergen Corp

Healthcare
10
+ 0.41%
N/A
2.45K $453K
Ishares Bitcoin Trust ETF
798
+ 19.28%
N/A
4.94K $0
IVV
Ishares Core S&P 500 ETF

ETFs
511
+ 4.49%
$554.06 - $615.85 $283K - $315K
11.9K $6.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
21
+ 1.41%
$468.34 - $539.52 $9.84K - $11.3K
1.51K $709K
NVDA
Nvidia Corp

Technology
371
+ 7.51%
$106.98 - $149.43 $39.7K - $55.4K
5.31K $575K
GOOG
Alphabet Inc.

Communication Services
6
+ 0.08%
$156.06 - $207.71 $936 - $1.25K
7.35K $1.15M
VUG
Vanguard Growth ETF

ETFs
3.95K
+ 7.33%
$369.1 - $427.61 $1.46M - $1.69M
57.8K $21.4M
NKE
Nike, Inc.

Consumer Cyclical
1.29K
+ 1.35%
$63.29 - $81.72 $81.5K - $105K
97K $6.16M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.39K
+ 2.88%
$126.86 - $146.45 $684K - $790K
193K $24.5M
Activity Summary
Buys All Purchases 49 New Holdings 8 Increased Positions 41 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 1 Puts 0
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