Sterling Investment Counsel, LLC Incresed Positions in Q1 2025

Sterling Investment Counsel, LLC

  • $291 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
230K
+ 125.55%
$56.17 - $59.71 $12.9M - $13.8M
414K $23.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
126K
+ 74.33%
$92.45 - $106.69 $11.7M - $13.5M
296K $27.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
52.5K
+ 79.48%
$192.82 - $222.1 $10.1M - $11.7M
119K $22.9M
CGXU
Capital Group Intl Focus Equit

ETFs
295K
+ 83.96%
$24.48 - $26.59 $7.23M - $7.86M
647K $15.8M
AAPL
Apple Inc.

Technology
30.7K
+ 82.5%
$209.68 - $247.1 $6.44M - $7.59M
67.9K $15.1M
IVV
Ishares Core S&P 500 ETF

ETFs
8.95K
+ 308.3%
$554.06 - $615.85 $4.96M - $5.51M
11.9K $6.66M
HMOP
Hartford Fds Exchange Traded T

ETFs
127K
+ 347.16%
$38.25 - $39.12 $4.85M - $4.96M
163K $6.28M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
79K
+ 78.18%
$57.21 - $65.8 $4.52M - $5.2M
180K $10.5M
MSFT
Microsoft Corp

Technology
9.37K
+ 114.93%
$375.39 - $447.2 $3.52M - $4.19M
17.5K $6.58M
AMZN
Amazon Com Inc

Consumer Cyclical
17.8K
+ 149.11%
$190.26 - $242.06 $3.39M - $4.31M
29.7K $5.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.53K
+ 46.85%
$442.66 - $534.52 $1.56M - $1.89M
11.1K $5.89M
JPM
Jpmorgan Chase & CO

Financial Services
9.6K
+ 127.98%
$225.19 - $279.95 $2.16M - $2.69M
17.1K $4.2M
WMT
Walmart Inc.

Consumer Defensive
24.2K
+ 270.83%
$84.5 - $105.05 $2.05M - $2.54M
33.2K $2.91M
KO
Coca Cola CO

Consumer Defensive
27.3K
+ 227.49%
$60.81 - $72.32 $1.66M - $1.97M
39.3K $2.81M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.48K
+ 547.72%
$551.42 - $612.93 $1.92M - $2.13M
4.11K $2.3M
DGRO
Ishares Core Dividend Growth E

ETFs
29.4K
+ 496.65%
$60.46 - $64.42 $1.77M - $1.89M
35.3K $2.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.1K
+ 54.19%
$102.49 - $119.96 $2.16M - $2.53M
60K $6.28M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
30.4K
+ 46.53%
$54.25 - $57.64 $1.65M - $1.75M
95.7K $5.27M
META
Meta Platforms, Inc.

Communication Services
2.69K
+ 84.83%
$576.36 - $736.67 $1.55M - $1.98M
5.85K $3.37M
PANW
Palo Alto Networks Inc

Technology
8.44K
+ 377.59%
$167.82 - $208.28 $1.42M - $1.76M
10.7K $1.82M
GOOGL
Alphabet Inc.

Communication Services
13K
+ 58.76%
$154.33 - $206.19 $2M - $2.67M
35K $5.41M
NOW
Service Now, Inc.

Technology
1.48K
+ 485.53%
$783.83 - $1170.39 $1.16M - $1.73M
1.78K $1.42M
ABBV
Abb Vie Inc.

Healthcare
4.68K
+ 131.12%
$169.2 - $216.66 $792K - $1.01M
8.25K $1.73M
XLE
Energy Sector Spdr

ETFs
11K
+ 152.36%
$85.7 - $93.96 $939K - $1.03M
18.1K $1.7M
GOOG
Alphabet Inc.

Communication Services
7.2K
+ 399.89%
$156.06 - $207.71 $1.12M - $1.5M
9K $1.41M
IVE
Ishares S&P 500 Value ETF

ETFs
5.48K
+ 107.97%
$185.78 - $198.58 $1.02M - $1.09M
10.6K $2.01M
HD
Home Depot, Inc.

Consumer Cyclical
2.7K
+ 139.38%
$347.25 - $424.87 $939K - $1.15M
4.64K $1.7M
UNH
Unitedhealth Group Inc

Healthcare
1.71K
+ 97.44%
$461.52 - $548.18 $789K - $937K
3.47K $1.81M
SO
Southern CO

Utilities
9.23K
+ 288.37%
$80.96 - $92.96 $747K - $858K
12.4K $1.14M
DIS
Walt Disney CO

Communication Services
9.38K
+ 119.22%
$96.87 - $114.0 $909K - $1.07M
17.3K $1.7M
PLD
Prologis, Inc.

Real Estate
7.1K
+ 194.92%
$103.59 - $124.04 $735K - $880K
10.7K $1.2M
UBER
Uber Technologies, Inc

Technology
9.6K
+ 133.43%
$63.17 - $81.49 $606K - $782K
16.8K $1.22M
HON
Honeywell International Inc

Industrials
3.8K
+ 294.66%
$202.75 - $226.52 $771K - $862K
5.1K $1.08M
NVDA
Nvidia Corp

Technology
13.7K
+ 50.51%
$106.98 - $149.43 $1.46M - $2.04M
40.8K $4.42M
CRM
Salesforce, Inc.

Technology
3.17K
+ 277.93%
$268.36 - $359.95 $852K - $1.14M
4.32K $1.16M
XLB
Select Sector Spdr Fd Material

ETFs
8.56K
+ 346.08%
$83.19 - $90.99 $712K - $778K
11K $948K
ETN
Eaton Corp PLC

Industrials
2.98K
+ 220.52%
$271.83 - $371.23 $809K - $1.11M
4.33K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
2.1K
+ 97.86%
$279.74 - $321.29 $589K - $676K
4.25K $1.33M
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
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
AVGO
Broadcom Inc.

Technology
3.81K
+ 166.14%
$167.43 - $244.7 $638K - $932K
6.1K $1.02M
FNF
Fidelity National Financial, Inc.

Financial Services
6.4K
+ 154.96%
$54.25 - $65.27 $347K - $418K
10.5K $685K
MRK
Merck & Co., Inc.

Healthcare
5.57K
+ 99.54%
$83.01 - $101.02 $463K - $563K
11.2K $1M
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
IXUS
Ishares Tr

ETFs
3.9K
+ 18.0%
$65.06 - $72.31 $254K - $282K
25.6K $1.79M
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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