Sterling Investment Counsel, LLC Purchases in Q1 2025

Sterling Investment Counsel, LLC

  • $291 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
676
+ 49.42%
$890.62 - $1076.86 $602K - $728K
2.04K $1.93M
ADI
Analog Devices Inc

Technology
3.4K
+ 358.32%
$201.56 - $243.82 $686K - $830K
4.35K $878K
CFG
Citizens Financial Group Inc

Financial Services
16.5K
+ 196.08%
$39.73 - $48.36 $654K - $796K
24.9K $1.02M
PEP
Pepsico Inc

Consumer Defensive
4.32K
New
$142.64 - $156.42 $616K - $676K
4.32K $647K
AMGN
Amgen Inc

Healthcare
2.07K
New
$258.59 - $327.36 $536K - $678K
2.07K $645K
DE
Deere & CO

Industrials
1.33K
New
$408.57 - $509.27 $545K - $679K
1.33K $625K
APH
Amphenol Corp

Technology
9.18K
New
$61.62 - $78.55 $566K - $721K
9.18K $601K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.12K
+ 108.32%
$497.6 - $606.74 $557K - $680K
2.15K $1.07M
PH
Parker Hannifin Corp

Industrials
889
+ 175.35%
$591.65 - $707.05 $526K - $629K
1.4K $848K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.54K
New
$333.37 - $384.99 $512K - $591K
1.54K $513K
IQV
Iqvia Holdings Inc.

Healthcare
2.84K
New
$176.3 - $209.96 $500K - $596K
2.84K $500K
AVGO
Broadcom Inc.

Technology
3.81K
+ 166.14%
$167.43 - $244.7 $638K - $932K
6.1K $1.02M
AWK
American Water Works Company, Inc.

Utilities
3.1K
New
$121.01 - $149.31 $375K - $462K
3.1K $456K
FNF
Fidelity National Financial, Inc.

Financial Services
6.4K
+ 154.96%
$54.25 - $65.27 $347K - $418K
10.5K $685K
LOW
Lowes Companies Inc

Consumer Cyclical
1.92K
New
$222.66 - $268.42 $427K - $515K
1.92K $447K
MRK
Merck & Co., Inc.

Healthcare
5.57K
+ 99.54%
$83.01 - $101.02 $463K - $563K
11.2K $1M
VGT
Vanguard Information Technolog

ETFs
814
New
$542.38 - $646.34 $441K - $526K
814 $441K
LRGF
Ishares Tr

ETFs
7.63K
New
$56.95 - $63.95 $435K - $488K
7.63K $441K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.42K
New
$87.68 - $94.52 $387K - $418K
4.42K $413K
PG
Procter & Gamble CO

Consumer Defensive
2.28K
+ 133.69%
$158.56 - $176.26 $361K - $402K
3.98K $678K
MA
Mastercard Inc

Financial Services
649
+ 55.57%
$504.67 - $576.31 $328K - $374K
1.82K $995K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.88K
New
$121.0 - $142.28 $348K - $410K
2.88K $358K
IXUS
Ishares Tr

ETFs
3.9K
+ 18.0%
$65.06 - $72.31 $254K - $282K
25.6K $1.79M
VIG
Vanguard Dividend Appreciation

ETFs
1.93K
New
N/A
1.93K $351K
GLD
Spdr Gold Trust

ETFs
1.2K
New
$243.19 - $288.14 $291K - $345K
1.2K $344K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.52K
+ 35.83%
$237.72 - $276.98 $362K - $422K
5.78K $1.41M
NFLX
Netflix Inc

Communication Services
354
New
$828.4 - $1058.6 $293K - $375K
354 $330K
IBM
International Business Machines Corp

Technology
1.12K
+ 68.88%
$217.4 - $264.74 $243K - $296K
2.74K $681K
CVX
Chevron Corp

Energy
1.57K
+ 72.12%
$146.71 - $167.97 $231K - $264K
3.75K $628K
XOM
Exxon Mobil Corp

Energy
2.29K
+ 68.48%
$105.44 - $118.93 $241K - $272K
5.63K $669K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.67K
New
$62.43 - $84.12 $291K - $392K
4.67K $304K
VTV
Vanguard Value ETF

ETFs
1.75K
New
$167.73 - $179.21 $293K - $313K
1.75K $302K
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
4.67K
New
$59.29 - $66.13 $277K - $309K
4.67K $280K
AXP
American Express CO

Financial Services
1.04K
New
$255.39 - $325.87 $266K - $339K
1.04K $279K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.35K
New
$49.78 - $53.19 $267K - $285K
5.35K $273K
XLV
Select Sector Spdr Fund Health

ETFs
1.85K
New
$137.61 - $149.68 $254K - $276K
1.85K $269K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2K
New
$126.11 - $135.06 $253K - $271K
2K $258K
ADP
Automatic Data Processing Inc

Industrials
843
New
$286.85 - $318.64 $242K - $269K
843 $257K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.2K
+ 26.08%
$126.86 - $146.45 $405K - $468K
15.4K $1.96M
CRWD
Crowd Strike Holdings, Inc.

Technology
686
New
$308.86 - $455.36 $212K - $312K
686 $241K
UNM
Unum Group

Financial Services
2.94K
New
$71.8 - $83.34 $211K - $245K
2.94K $239K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.86K
New
$81.1 - $94.7 $232K - $271K
2.86K $232K
VHT
Vanguard Health Care ETF

ETFs
868
New
$254.06 - $273.83 $221K - $238K
868 $229K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.8K
New
$120.29 - $134.6 $217K - $243K
1.8K $219K
ROP
Roper Technologies Inc

Industrials
363
New
$502.71 - $593.81 $182K - $216K
363 $214K
VTI
Vanguard Total Stock Market Et

ETFs
782
New
$271.18 - $303.12 $212K - $237K
782 $214K
XLF
Financial Sector Spdr

ETFs
4.3K
New
$47.32 - $52.19 $204K - $224K
4.3K $214K
ARCC
Ares Capital Corp

Financial Services
9.66K
New
$21.28 - $23.81 $206K - $230K
9.66K $214K
NEE
Nextera Energy Inc

Utilities
2.96K
New
$66.96 - $76.16 $198K - $225K
2.96K $209K
Activity Summary
Buys All Purchases 160 New Holdings 49 Increased Positions 111 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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