Cutler Investment Counsel LLC Incresed Positions in Q2 2025

Cutler Investment Counsel LLC

  • $877 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
221
+ 0.31%
$354.56 - $497.45 $78.4K - $110K
71.5K $35.6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
32.4K
+ 8.37%
$56.88 - $70.77 $1.84M - $2.3M
420K $29.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
572
+ 0.3%
$113.67 - $150.4 $65K - $86K
193K $29.1M
IEFA
Ishares Tr

ETFs
9.64K
+ 2.07%
$67.83 - $84.09 $654K - $811K
476K $39.7M
VUG
Vanguard Growth ETF

ETFs
630
+ 1.09%
$329.49 - $438.4 $208K - $276K
58.4K $25.6M
VO
Vanguard Mid Cap ETF

ETFs
2.67K
+ 1.78%
$228.54 - $279.83 $609K - $746K
152K $42.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.49K
+ 1.09%
$34.72 - $42.74 $295K - $363K
783K $33.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18.4K
+ 11.7%
$90.56 - $109.49 $1.67M - $2.01M
176K $19.2M
IVV
Ishares Core S&P 500 ETF

ETFs
1.71K
+ 14.36%
$498.8 - $620.9 $851K - $1.06M
13.6K $8.44M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.5K
+ 8.82%
$104.23 - $134.39 $469K - $605K
55.5K $7.46M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
37.6K
+ 3.82%
$24.98 - $25.66 $939K - $964K
1.02M $26.2M
VEA
Vanguard Ftse Developed Market

ETFs
8.31K
+ 9.98%
$45.65 - $57.01 $379K - $473K
91.5K $5.22M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.7K
+ 1.66%
$51.68 - $52.76 $657K - $671K
780K $41.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
19K
+ 11.6%
$20.42 - $25.3 $388K - $480K
183K $4.62M
VTI
Vanguard Total Stock Market Et

ETFs
436
+ 2.19%
$243.75 - $303.93 $106K - $133K
20.3K $6.18M
REET
Ishares Global Reit ETF

ETFs
24.3K
+ 9.8%
$21.59 - $25.16 $524K - $611K
272K $6.72M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.9K
+ 35.71%
$19.6 - $24.44 $371K - $463K
72K $1.76M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
22.5K
+ 2.25%
$22.54 - $23.17 $507K - $521K
1.02M $23.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.24K
+ 6.14%
$39.89 - $49.46 $169K - $210K
73.3K $3.62M
FNDC
Schwab Fundamental Intl Small

ETFs
4.22K
+ 8.73%
$32.97 - $42.05 $139K - $178K
52.6K $2.21M
COST
Costco Wholesale Corp

Consumer Defensive
310
+ 12.0%
$908.13 - $1056.85 $282K - $328K
2.89K $2.86M
NVDA
Nvidia Corp

Technology
857
+ 16.13%
$94.31 - $157.99 $80.8K - $135K
6.17K $974K
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.12%
$167.32 - $223.3 $2.68K - $3.57K
13.4K $2.95M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.13K
+ 14.55%
$90.85 - $102.31 $375K - $422K
32.5K $3.27M
FNDF
Schwab Fundamental Intl Large

ETFs
4.19K
+ 10.43%
$32.25 - $40.02 $135K - $168K
44.3K $1.77M
VT
Vanguard Total World Stk Index

ETFs
304
+ 1.79%
$103.16 - $128.52 $31.4K - $39.1K
17.2K $2.22M
TSLA
Tesla, Inc.

Consumer Cyclical
288
+ 14.91%
$221.86 - $362.89 $63.9K - $105K
2.22K $705K
BNDX
Vanguard Total International B

ETFs
3.01K
+ 21.96%
$48.77 - $49.55 $147K - $149K
16.7K $827K
FNDA
Schwab Fundamental U S Small C

ETFs
2.65K
+ 4.43%
$23.85 - $28.69 $63.2K - $76.1K
62.5K $1.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
41
+ 1.97%
$496.48 - $617.85 $20.4K - $25.3K
2.12K $1.31M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
542
+ 0.61%
$75.05 - $77.34 $40.7K - $41.9K
89.8K $6.94M
META
Meta Platforms, Inc.

Communication Services
32
+ 7.75%
$484.66 - $738.09 $15.5K - $23.6K
445 $328K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.03%
$144.7 - $178.6 $145 - $179
3.67K $646K
BND
Vanguard Bd Index Fd Inc Total

ETFs
888
+ 3.36%
$72.02 - $73.82 $64K - $65.6K
27.3K $2.01M
GLD
Spdr Gold Trust

ETFs
80
+ 3.4%
$273.71 - $316.29 $21.9K - $25.3K
2.44K $742K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
636
+ 11.3%
$54.27 - $63.01 $34.5K - $40.1K
6.27K $392K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
368
+ 4.55%
$51.16 - $62.02 $18.8K - $22.8K
8.46K $524K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.23K
+ 14.48%
$23.55 - $27.67 $29K - $34.1K
9.73K $269K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
371
+ 1.62%
$77.94 - $79.5 $28.9K - $29.5K
23.2K $1.85M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8
+ 0.09%
$32.66 - $40.75 $261 - $326
9.21K $373K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
78
+ 3.14%
$86.93 - $109.64 $6.78K - $8.55K
2.56K $280K
HD
Home Depot, Inc.

Consumer Cyclical
49
+ 0.1%
$335.24 - $380.78 $16.4K - $18.7K
48.4K $17.7M
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.56%
$162.76 - $195.77 $1.63K - $1.96K
1.8K $350K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
155
+ 5.22%
$96.84 - $99.46 $15K - $15.4K
3.13K $310K
CMI
Cummins Inc

Industrials
1
+ 0.1%
$267.12 - $336.65 $267 - $337
957 $313K
EMB
Ishares Tr

ETFs
3
+ 0.05%
$86.54 - $92.62 $260 - $278
6.06K $560K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3
+ 0.0%
$22.68 - $23.28 $68 - $69.8
70.2K $1.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
450
+ 9.78%
$483.48 - $539.8 $218K - $243K
5.05K $2.45M
VIG
Vanguard Dividend Appreciation

ETFs
17
+ 0.2%
N/A
8.34K $1.52M
Activity Summary
Buys All Purchases 62 New Holdings 6 Increased Positions 56 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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