Icw Investment Advisors LLC Portfolio Holdings
Icw Investment Advisors LLC
- $234 Million
- Q3 2024
Icw Investment Advisors LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $6.63M, Apple Inc. with a value of $5.84M, Costco Wholesale Corp with a value of $5.17M, Mastercard Inc with a value of $5.04M, and Vanguard Index Fds S&P 500 ETF with a value of $4.93M.
Examining the 13F form we can see an increase of $18.8M in the current position value, from $215M to 234M.
Icw Investment Advisors LLC is based out at Scottsdale, AZ
Below you can find more details about Icw Investment Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 139
- Current Value $234 Million
- Prior Value $215 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 3 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 32 stocks