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
HYG
Ishares Tr

ETFs
2.6K
+ 17.94%
$78.51 - $80.11 $204K - $208K
17.1K $1.35M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.49K
New
$81.62 - $96.63 $203K - $240K
2.49K $206K
MELI
Mercadolibre Inc

Consumer Cyclical
70
+ 28.81%
$1739.0 - $2260.0 $122K - $158K
313 $610K
CTAS
Cintas Corp

Industrials
321
+ 9.28%
$182.09 - $208.14 $58.5K - $66.8K
3.78K $777K
BOTZ
Global X Fds

ETFs
9.04K
+ 27.8%
$28.46 - $34.53 $257K - $312K
41.5K $1.18M
PM
Philip Morris International Inc.

Consumer Defensive
28
+ 0.81%
$117.15 - $158.79 $3.28K - $4.45K
3.47K $550K
MTB
M&T Bank Corp

Financial Services
931
+ 26.62%
$170.47 - $201.98 $159K - $188K
4.43K $791K
CAT
Caterpillar Inc

Industrials
456
+ 72.96%
$326.75 - $407.63 $149K - $186K
1.08K $356K
T
At&T Inc.

Communication Services
50
+ 0.24%
$21.56 - $28.28 $1.08K - $1.41K
21K $592K
TMUS
T Mobile Us, Inc.

Communication Services
190
+ 14.82%
$211.3 - $272.83 $40.1K - $51.8K
1.47K $392K
ETR
Entergy Corp

Utilities
430
+ 7.06%
$75.26 - $87.89 $32.4K - $37.8K
6.52K $557K
HCA
Hca Healthcare, Inc.

Healthcare
100
+ 9.1%
$296.7 - $345.55 $29.7K - $34.6K
1.2K $414K
WMB
Williams Companies, Inc.

Energy
711
+ 9.76%
$54.02 - $61.09 $38.4K - $43.4K
8K $478K
AMAT
Applied Materials Inc

Technology
720
+ 55.64%
$145.06 - $195.51 $104K - $141K
2.01K $292K
DUK
Duke Energy Corp

Utilities
291
+ 8.92%
$105.87 - $121.97 $30.8K - $35.5K
3.55K $433K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.88K
+ 10.99%
$42.38 - $43.28 $79.5K - $81.2K
19K $805K
JNK
Spdr Bloomberg High Yield Bond

ETFs
804
+ 24.45%
$94.86 - $97.12 $76.3K - $78.1K
4.09K $390K
BAC
Bank Of America Corp

Financial Services
1.82K
+ 29.63%
$39.61 - $47.74 $72.1K - $86.9K
7.96K $332K
HIG
Hartford Financial Services Group, Inc.

Financial Services
135
+ 5.73%
$106.31 - $123.73 $14.4K - $16.7K
2.49K $308K
CATH
Global X Fds Global X S&P 500

ETFs
967
+ 21.23%
$66.14 - $74.2 $64K - $71.8K
5.52K $372K
NOC
Northrop Grumman Corp

Industrials
60
+ 13.76%
$433.45 - $513.82 $26K - $30.8K
496 $253K
GS
Goldman Sachs Group Inc

Financial Services
101
+ 22.44%
$524.81 - $672.19 $53K - $67.9K
551 $301K
VZ
Verizon Communications Inc

Communication Services
24
+ 0.31%
$37.81 - $46.49 $907 - $1.12K
7.78K $352K
GHC
Graham Holdings CO

Consumer Defensive
4
+ 1.03%
$854.34 - $983.77 $3.42K - $3.94K
393 $377K
EMB
Ishares Tr

ETFs
326
+ 7.84%
$88.64 - $92.03 $28.9K - $30K
4.49K $406K
ARKW
Ark Next Generation Internet E

ETFs
2.62K
+ 16.12%
$91.59 - $125.64 $240K - $329K
18.9K $1.79M
TJX
Tjx Companies Inc

Consumer Cyclical
240
+ 14.41%
$112.81 - $126.16 $27.1K - $30.3K
1.91K $232K
VOE
Vanguard Mid Cap Value Index F

ETFs
209
+ 9.46%
$156.61 - $168.02 $32.7K - $35.1K
2.42K $388K
ES
Eversource Energy

Utilities
190
+ 4.86%
$55.63 - $63.8 $10.6K - $12.1K
4.1K $254K
C
Citigroup Inc

Financial Services
379
+ 12.1%
$67.23 - $84.63 $25.5K - $32.1K
3.51K $249K
MPC
Marathon Petroleum Corp

Energy
115
+ 7.23%
$134.72 - $159.03 $15.5K - $18.3K
1.71K $248K
LCID
Lucid Group, Inc.

Consumer Cyclical
10.5K
New
$2.03 - $3.48 $21.3K - $36.5K
10.5K $25K
D
Dominion Energy, Inc

Utilities
250
+ 6.1%
$52.85 - $57.43 $13.2K - $14.4K
4.35K $243K
IWS
Ishares Russell Midcap Value E

ETFs
261
+ 8.68%
$122.59 - $135.24 $32K - $35.3K
3.27K $411K
MET
Metlife Inc

Financial Services
345
+ 8.71%
$77.7 - $87.0 $26.8K - $30K
4.31K $345K
IGV
Ishares Expanded Tech Software

ETFs
1.05K
+ 15.72%
$88.3 - $107.83 $92.5K - $113K
7.71K $685K
FE
Firstenergy Corp

Utilities
389
+ 7.47%
$37.95 - $43.5 $14.8K - $16.9K
5.6K $226K
MGV
Vanguard Mega Cap Value

ETFs
63
+ 3.05%
$123.61 - $133.01 $7.79K - $8.38K
2.13K $274K
PEG
Public Service Enterprise Group Inc

Utilities
290
+ 8.04%
$78.2 - $90.39 $22.7K - $26.2K
3.9K $320K
VB
Vanguard Small Cap ETF

ETFs
198
+ 12.01%
$217.89 - $252.64 $43.1K - $50K
1.85K $409K
F
Ford Motor CO

Consumer Cyclical
856
+ 6.5%
$9.12 - $10.43 $7.81K - $8.93K
14K $140K
TT
Trane Technologies PLC

Industrials
130
+ 11.64%
$332.0 - $400.86 $43.2K - $52.1K
1.25K $420K
BNDX
Vanguard Total International B

ETFs
177
+ 3.55%
$48.33 - $49.5 $8.55K - $8.76K
5.16K $251K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
193
+ 2.13%
$22.25 - $23.0 $4.29K - $4.44K
9.24K $212K
Linde PLC
671
New
N/A
671 $0
Blackrock Inc
1.25K
New
N/A
1.25K $0
FITB
Fifth Third Bancorp

Financial Services
757
+ 7.69%
$37.48 - $44.96 $28.4K - $34K
10.6K $415K
RF
Regions Financial Corp

Financial Services
525
+ 5.14%
$20.84 - $24.77 $10.9K - $13K
10.7K $233K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17
+ 2.35%
$507.05 - $563.67 $8.62K - $9.58K
740 $380K
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
Track This Portfolio

Track Sterling Investment Counsel, LLC Portfolio

Follow Sterling Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email