Ironwood Investment Counsel, LLC Incresed Positions in Q1 2025

Ironwood Investment Counsel, LLC

  • $545 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
260K
+ 26.34%
$26.87 - $30.99 $6.97M - $8.04M
1.25M $34.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
38.2K
+ 99.86%
$50.39 - $50.66 $1.92M - $1.93M
76.4K $3.87M
JNJ
Johnson & Johnson

Healthcare
937
+ 1.53%
$142.06 - $167.7 $133K - $157K
62.1K $10.3M
DG
Dollar General Corp

Consumer Defensive
12.5K
+ 53.12%
$68.44 - $87.93 $853K - $1.1M
35.9K $3.16M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.89K
+ 2.32%
$46.15 - $63.53 $87.4K - $120K
83.5K $5.14M
CCI
Crown Castle International Corp

Real Estate
8.41K
+ 84.82%
$84.33 - $106.39 $709K - $894K
18.3K $1.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.23K
+ 39.05%
$507.05 - $563.67 $1.13M - $1.26M
7.93K $4.08M
VEA
Vanguard Ftse Developed Market

ETFs
17.2K
+ 49.56%
$47.4 - $52.99 $813K - $909K
51.8K $2.63M
SCHW
Schwab Charles Corp

Financial Services
4.05K
+ 3.13%
$71.24 - $83.64 $289K - $339K
133K $10.4M
KLAC
Kla Corp

Technology
288
+ 2.63%
$636.62 - $777.63 $183K - $224K
11.2K $7.64M
FNDX
Schwab Fundamental U S Large C

ETFs
29.3K
+ 8.42%
$23.03 - $25.01 $674K - $732K
377K $8.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.1K
+ 48.3%
$50.72 - $50.92 $613K - $615K
37.1K $1.89M
ADBE
Adobe Inc.

Technology
3.57K
+ 28.99%
$377.84 - $464.11 $1.35M - $1.66M
15.9K $6.09M
CTVA
Corteva, Inc.

Basic Materials
3.12K
+ 4.83%
$55.94 - $66.15 $175K - $206K
67.8K $4.26M
MA
Mastercard Inc

Financial Services
319
+ 1.81%
$504.67 - $576.31 $161K - $184K
17.9K $9.83M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.01K
+ 10.51%
$56.12 - $68.15 $169K - $205K
31.6K $2.14M
XOM
Exxon Mobil Corp

Energy
171
+ 0.52%
$105.44 - $118.93 $18K - $20.3K
33K $3.93M
QCOM
Qualcomm Inc

Technology
2.44K
+ 6.01%
$151.94 - $175.86 $370K - $428K
42.9K $6.6M
CMCSA
Comcast Corp

Communication Services
12.1K
+ 10.0%
$33.19 - $38.23 $403K - $464K
133K $4.92M
ABBV
Abb Vie Inc.

Healthcare
84
+ 0.85%
$169.2 - $216.66 $14.2K - $18.2K
9.94K $2.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.86K
+ 74.71%
$42.5 - $46.71 $291K - $320K
16K $725K
AMGN
Amgen Inc

Healthcare
188
+ 3.66%
$258.59 - $327.36 $48.6K - $61.5K
5.33K $1.66M
V
Visa Inc.

Financial Services
200
+ 3.41%
$306.92 - $362.71 $61.4K - $72.5K
6.06K $2.12M
LH
Laboratory Corp Of America Holdings

Healthcare
853
+ 4.13%
$228.33 - $256.81 $195K - $219K
21.5K $5M
LLY
Eli Lilly & CO

Healthcare
88
+ 2.53%
$725.72 - $929.72 $63.9K - $81.8K
3.57K $2.94M
JPM
Jpmorgan Chase & CO

Financial Services
429
+ 1.62%
$225.19 - $279.95 $96.6K - $120K
26.9K $6.6M
HSY
Hershey CO

Consumer Defensive
1.03K
+ 5.17%
$144.74 - $186.36 $150K - $193K
21K $3.6M
VTI
Vanguard Total Stock Market Et

ETFs
875
+ 30.01%
$271.18 - $303.12 $237K - $265K
3.79K $1.04M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
53
+ 0.93%
$208.48 - $244.03 $11K - $12.9K
5.75K $1.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.19K
+ 10.1%
$27.01 - $28.54 $140K - $148K
56.6K $1.58M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.2K
+ 11.05%
$74.85 - $84.89 $89.8K - $102K
12.1K $985K
DOX
Amdocs LTD

Technology
1.09K
+ 11.65%
$82.21 - $92.02 $89.6K - $100K
10.4K $955K
INTC
Intel Corp

Technology
3.58K
+ 22.84%
$19.1 - $27.39 $68.3K - $97.9K
19.2K $436K
PM
Philip Morris International Inc.

Consumer Defensive
162
+ 6.73%
$117.15 - $158.79 $19K - $25.7K
2.57K $407K
APD
Air Products & Chemicals, Inc.

Basic Materials
300
+ 5.44%
$283.24 - $338.07 $85K - $101K
5.82K $1.72M
CI
Cigna Corp

Healthcare
24
+ 1.27%
$274.49 - $329.0 $6.59K - $7.9K
1.92K $632K
DE
Deere & CO

Industrials
31
+ 1.55%
$408.57 - $509.27 $12.7K - $15.8K
2.03K $953K
VNQ
Vanguard Specialized Funds Van

ETFs
956
+ 16.69%
$85.55 - $94.34 $81.8K - $90.2K
6.69K $605K
AEP
American Electric Power CO Inc

Utilities
49
+ 1.0%
$90.32 - $109.27 $4.43K - $5.35K
4.95K $540K
PNW
Pinnacle West Capital Corp

Utilities
13
+ 0.17%
$81.76 - $95.25 $1.06K - $1.24K
7.53K $717K
VTV
Vanguard Value ETF

ETFs
336
+ 13.42%
$167.73 - $179.21 $56.4K - $60.2K
2.84K $490K
FISV
Fiserv Inc

Technology
525
+ 1.34%
N/A
39.6K $4.96M
PLTR
Palantir Technologies Inc.

Technology
438
+ 14.5%
$64.98 - $124.62 $28.5K - $54.6K
3.46K $291K
VCIT
Vanguard Intermediate Term Cor

ETFs
147
+ 0.51%
$79.17 - $82.04 $11.6K - $12.1K
29K $2.37M
SO
Southern CO

Utilities
245
+ 9.17%
$80.96 - $92.96 $19.8K - $22.8K
2.92K $268K
MO
Altria Group, Inc.

Consumer Defensive
187
+ 4.12%
$50.81 - $60.02 $9.5K - $11.2K
4.72K $283K
LRCX
Lam Research Corp

Technology
594
+ 11.78%
$72.44 - $89.02 $43K - $52.9K
5.64K $409K
EFG
Msci Eafe Growth ETF

ETFs
14
+ 0.1%
$96.1 - $106.37 $1.35K - $1.49K
13.7K $1.37M
WEC
Wec Energy Group, Inc.

Utilities
32
+ 1.21%
$92.12 - $108.98 $2.95K - $3.49K
2.69K $292K
Activity Summary
Buys All Purchases 130 New Holdings 9 Increased Positions 121 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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