Sterling Investment Counsel, LLC Purchases in Q2 2025

Sterling Investment Counsel, LLC

  • $170 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
6.09K
New
$74.88 - $91.97 $456K - $560K
6.09K $560K
MELI
Mercadolibre Inc

Consumer Cyclical
38
+ 12.14%
$1794.73 - $2613.63 $68.2K - $99.3K
351 $917K
IWM
Ishares Russell 2000 ETF

ETFs
1.39K
New
$174.82 - $215.79 $244K - $301K
1.39K $300K
PWR
Quanta Services, Inc.

Industrials
699
New
$239.47 - $381.26 $167K - $267K
699 $264K
SRLN
Ssga Active Trust

ETFs
6.16K
New
$39.47 - $41.59 $243K - $256K
6.16K $255K
ODC
Oil Dri Corp Of America

Basic Materials
3.85K
New
$41.52 - $59.78 $160K - $230K
3.85K $227K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
6.27K
New
$26.99 - $33.86 $169K - $212K
6.27K $210K
IEFA
Ishares Tr

ETFs
2.41K
New
$67.83 - $84.09 $164K - $203K
2.41K $201K
GS
Goldman Sachs Group Inc

Financial Services
24
+ 4.36%
$462.22 - $707.75 $11.1K - $17K
575 $406K
MGK
Vanguard Mega Cap Growth ETF

ETFs
82
+ 7.5%
$273.67 - $366.17 $22.4K - $30K
1.18K $430K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
614
+ 18.7%
$56.88 - $70.77 $34.9K - $43.5K
3.9K $275K
ONON
On Holding Ag

Consumer Cyclical
300
+ 5.5%
$37.65 - $60.68 $11.3K - $18.2K
5.75K $299K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19
+ 2.57%
$456.74 - $568.03 $8.68K - $10.8K
759 $431K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
524
+ 2.76%
$40.82 - $43.14 $21.4K - $22.6K
19.5K $840K
VBR
Vanguard Small Cap Value ETF

ETFs
68
+ 3.82%
$162.76 - $195.77 $11.1K - $13.3K
1.85K $359K
MGV
Vanguard Mega Cap Value

ETFs
139
+ 6.54%
$114.87 - $131.25 $16K - $18.2K
2.27K $297K
QUAL
Ishares Msci Usa Quality Facto

ETFs
27
+ 1.83%
$152.42 - $182.82 $4.12K - $4.94K
1.5K $274K
VOE
Vanguard Mid Cap Value Index F

ETFs
33
+ 1.36%
$141.87 - $164.49 $4.68K - $5.43K
2.45K $403K
UPS
United Parcel Service Inc

Industrials
435
+ 13.35%
$91.92 - $110.2 $40K - $47.9K
3.69K $372K
BNDX
Vanguard Total International B

ETFs
176
+ 3.41%
$48.77 - $49.55 $8.58K - $8.72K
5.33K $264K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
325
+ 3.52%
$22.54 - $23.17 $7.33K - $7.53K
9.57K $219K
LCID
Lucid Group, Inc.

Consumer Cyclical
1.5K
+ 14.29%
$2.1 - $2.96 $3.15K - $4.44K
12K $25K
Ge Vernova Inc
549
New
N/A
549 $0
MO
Altria Group, Inc.

Consumer Defensive
46
+ 0.51%
$55.56 - $60.91 $2.56K - $2.8K
9.09K $532K
VZ
Verizon Communications Inc

Communication Services
27
+ 0.35%
$41.67 - $45.62 $1.13K - $1.23K
7.81K $337K
Activity Summary
Buys All Purchases 26 New Holdings 8 Increased Positions 18 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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