Sterling Investment Counsel, LLC Diversified Active

CIK: 0001925853 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 21, 2025

Total Value ($000): $292,241 (100.0% shares, 0.0% debt)

Holdings (174)

IVW ISHARES TR 9.4%
Value ($000) $27,508 Shares 296,330 Est. Cost $84.51 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 8.1%
Value ($000) $23,656 Shares 414,001 Est. Cost $57.00 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 7.8%
Value ($000) $22,903 Shares 118,655 Est. Cost $171.73 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 5.4%
Value ($000) $15,845 Shares 647,280 Est. Cost $22.12 Unrealized
AAPL APPLE INC 5.2%
Value ($000) $15,088 Shares 67,925 Est. Cost $193.50 Unrealized +19.3%
IJH ISHARES TR 3.6%
Value ($000) $10,510 Shares 180,114 Est. Cost $80.38 Unrealized
IVV ISHARES TR 2.3%
Value ($000) $6,660 Shares 11,853 Est. Cost $534.91 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $6,577 Shares 17,519 Est. Cost $365.10 Unrealized +11.0%
HMOP HARTFORD FDS EXCHANGE TRADED 2.1%
Value ($000) $6,279 Shares 163,297 Est. Cost $38.39 Unrealized
IJR ISHARES TR 2.1%
Value ($000) $6,278 Shares 60,041 Est. Cost $101.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $5,890 Shares 11,059 Est. Cost $361.75 Unrealized +34.4%
AMZN AMAZON COM INC 1.9%
Value ($000) $5,660 Shares 29,749 Est. Cost $181.62 Unrealized +19.5%
GOOGL ALPHABET INC 1.9%
Value ($000) $5,415 Shares 35,014 Est. Cost $138.55 Unrealized +30.4%
EMXC ISHARES INC 1.8%
Value ($000) $5,272 Shares 95,693 Est. Cost $51.94 Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $4,420 Shares 40,778 Est. Cost $109.68 Unrealized +15.5%
SGOV ISHARES TR 1.5%
Value ($000) $4,417 Shares 43,873 Est. Cost $100.67 Unrealized
V VISA INC 1.5%
Value ($000) $4,351 Shares 12,414 Est. Cost $293.80 Unrealized +14.5%
JPM JPMORGAN CHASE & CO. 1.4%
Value ($000) $4,195 Shares 17,103 Est. Cost $210.19 Unrealized +19.4%
META META PLATFORMS INC 1.2%
Value ($000) $3,372 Shares 5,850 Est. Cost $507.45 Unrealized +26.8%
WMT WALMART INC 1.0%
Value ($000) $2,911 Shares 33,163 Est. Cost $82.45 Unrealized +12.7%
KO COCA COLA CO 1.0%
Value ($000) $2,811 Shares 39,250 Est. Cost $61.47 Unrealized +5.7%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $2,301 Shares 4,113 Est. Cost $547.07 Unrealized
DGRO ISHARES TR 0.7%
Value ($000) $2,179 Shares 35,268 Est. Cost $60.69 Unrealized
IWF ISHARES TR 0.7%
Value ($000) $2,056 Shares 5,695 Est. Cost $361.10 Unrealized
IVE ISHARES TR 0.7%
Value ($000) $2,013 Shares 10,563 Est. Cost $171.13 Unrealized
IUSG ISHARES TR 0.7%
Value ($000) $1,963 Shares 15,449 Est. Cost $107.25 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,934 Shares 2,044 Est. Cost $682.91 Unrealized +42.1%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $1,822 Shares 10,679 Est. Cost $166.82 Unrealized +10.8%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,815 Shares 3,465 Est. Cost $481.65 Unrealized +3.7%
ARKW ARK ETF TR 0.6%
Value ($000) $1,787 Shares 18,875 Est. Cost $85.22 Unrealized
IXUS ISHARES TR 0.6%
Value ($000) $1,786 Shares 25,582 Est. Cost $65.87 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,729 Shares 8,251 Est. Cost $167.19 Unrealized +13.3%
CAH CARDINAL HEALTH INC 0.6%
Value ($000) $1,703 Shares 12,364 Est. Cost $71.56 Unrealized +75.9%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,703 Shares 17,255 Est. Cost $118.68 Unrealized -10.4%
HD HOME DEPOT INC 0.6%
Value ($000) $1,702 Shares 4,644 Est. Cost $361.13 Unrealized +5.4%
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,696 Shares 18,145 Est. Cost $89.26 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $1,694 Shares 2,051 Est. Cost $826.69 Unrealized 0.0%
NOW SERVICENOW INC 0.5%
Value ($000) $1,417 Shares 1,780 Est. Cost $176.16 Unrealized +9.4%
VOT VANGUARD INDEX FDS 0.5%
Value ($000) $1,414 Shares 5,778 Est. Cost $233.27 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $1,406 Shares 8,998 Est. Cost $168.41 Unrealized +8.3%
HYG ISHARES TR 0.5%
Value ($000) $1,347 Shares 17,072 Est. Cost $77.56 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $1,329 Shares 4,254 Est. Cost $264.98 Unrealized +10.5%
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $1,224 Shares 16,795 Est. Cost $71.80 Unrealized +0.3%
PLD PROLOGIS INC. 0.4%
Value ($000) $1,200 Shares 10,735 Est. Cost $114.82 Unrealized -2.6%
BOTZ GLOBAL X FDS 0.4%
Value ($000) $1,182 Shares 41,543 Est. Cost $31.62 Unrealized
BLK BLACKROCK INC 0.4%
Value ($000) $1,181 Shares 1,248 Est. Cost $961.85 Unrealized 0.0%
ETN EATON CORP PLC 0.4%
Value ($000) $1,176 Shares 4,327 Est. Cost $276.28 Unrealized +11.7%
CRM SALESFORCE INC 0.4%
Value ($000) $1,158 Shares 4,316 Est. Cost $286.80 Unrealized +7.7%
SO SOUTHERN CO 0.4%
Value ($000) $1,142 Shares 12,424 Est. Cost $79.36 Unrealized +6.0%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,079 Shares 5,095 Est. Cost $193.79 Unrealized +2.4%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,072 Shares 2,154 Est. Cost $561.60 Unrealized -3.9%
AVGO BROADCOM INC 0.3%
Value ($000) $1,021 Shares 6,100 Est. Cost $190.35 Unrealized +10.2%
CFG CITIZENS FINL GROUP INC 0.3%
Value ($000) $1,019 Shares 24,868 Est. Cost $38.81 Unrealized +11.4%
MRK MERCK & CO INC 0.3%
Value ($000) $1,003 Shares 11,170 Est. Cost $89.17 Unrealized +1.1%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $996 Shares 1,817 Est. Cost $437.80 Unrealized +23.8%
SPMD SPDR SER TR 0.3%
Value ($000) $963 Shares 18,818 Est. Cost $47.88 Unrealized
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $948 Shares 11,027 Est. Cost $85.75 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $878 Shares 4,354 Est. Cost $205.24 Unrealized +3.7%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $857 Shares 1,828 Est. Cost $468.92 Unrealized
PH PARKER-HANNIFIN CORP 0.3%
Value ($000) $849 Shares 1,396 Est. Cost $536.68 Unrealized +20.9%
SHYG ISHARES TR 0.3%
Value ($000) $806 Shares 18,954 Est. Cost $41.22 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $801 Shares 2,153 Est. Cost $377.08 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $798 Shares 1 Est. Cost $729330.75 Unrealized 0.0%
MTB M & T BK CORP 0.3%
Value ($000) $791 Shares 4,428 Est. Cost $149.00 Unrealized +23.8%
CTAS CINTAS CORP 0.3%
Value ($000) $777 Shares 3,781 Est. Cost $171.55 Unrealized +15.3%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $769 Shares 6,860 Est. Cost $100.53 Unrealized 0.0%
TSLA TESLA INC 0.3%
Value ($000) $759 Shares 2,930 Est. Cost $244.03 Unrealized +36.6%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $728 Shares 1,734 Est. Cost $419.94 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $723 Shares 6,857 Est. Cost $105.44 Unrealized
ONEQ FIDELITY COMWLTH TR 0.2%
Value ($000) $712 Shares 10,462 Est. Cost $68.07 Unrealized
BUG GLOBAL X FDS 0.2%
Value ($000) $711 Shares 22,000 Est. Cost $30.09 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $698 Shares 4,210 Est. Cost $152.45 Unrealized 0.0%
IGV ISHARES TR 0.2%
Value ($000) $686 Shares 7,706 Est. Cost $119.36 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $686 Shares 10,535 Est. Cost $52.16 Unrealized +7.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $682 Shares 2,741 Est. Cost $170.88 Unrealized +40.1%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $679 Shares 3,982 Est. Cost $151.19 Unrealized +8.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $669 Shares 5,629 Est. Cost $103.81 Unrealized +3.3%
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $658 Shares 4,455 Est. Cost $106.14 Unrealized +29.7%
PEP PEPSICO INC 0.2%
Value ($000) $648 Shares 4,321 Est. Cost $143.48 Unrealized 0.0%
TMP TOMPKINS FINL CORP 0.2%
Value ($000) $647 Shares 10,280 Est. Cost $65.02 Unrealized -1.3%
AMGN AMGEN INC 0.2%
Value ($000) $645 Shares 2,071 Est. Cost $287.24 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $628 Shares 3,754 Est. Cost $124.10 Unrealized +21.3%
DE DEERE & CO 0.2%
Value ($000) $626 Shares 1,333 Est. Cost $461.52 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $611 Shares 313 Est. Cost $1778.69 Unrealized +11.6%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $602 Shares 9,178 Est. Cost $67.73 Unrealized 0.0%
T AT&T INC 0.2%
Value ($000) $592 Shares 20,951 Est. Cost $15.38 Unrealized +58.4%
GLW CORNING INC 0.2%
Value ($000) $571 Shares 12,465 Est. Cost $33.59 Unrealized +44.5%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $557 Shares 6,518 Est. Cost $59.73 Unrealized +34.7%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $550 Shares 3,466 Est. Cost $76.95 Unrealized +78.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $543 Shares 9,043 Est. Cost $33.07 Unrealized +54.3%
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $514 Shares 1,536 Est. Cost $334.54 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $508 Shares 4,651 Est. Cost $98.44 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $503 Shares 9,428 Est. Cost $32.35 Unrealized +63.0%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $500 Shares 2,837 Est. Cost $194.00 Unrealized 0.0%
WMB WILLIAMS COS INC 0.2%
Value ($000) $478 Shares 7,999 Est. Cost $27.25 Unrealized +103.4%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $457 Shares 3,096 Est. Cost $129.09 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $448 Shares 1,002 Est. Cost $317.87 Unrealized +41.0%
LOW LOWES COS INC 0.2%
Value ($000) $448 Shares 1,919 Est. Cost $242.06 Unrealized 0.0%
LRGF ISHARES TR 0.2%
Value ($000) $442 Shares 7,631 Est. Cost $57.88 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $441 Shares 814 Est. Cost $542.38 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $433 Shares 3,554 Est. Cost $90.02 Unrealized +22.8%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $420 Shares 1,247 Est. Cost $190.46 Unrealized +88.5%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $416 Shares 10,604 Est. Cost $35.15 Unrealized +15.8%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $414 Shares 1,199 Est. Cost $245.21 Unrealized +30.2%
USMV ISHARES TR 0.1%
Value ($000) $414 Shares 4,418 Est. Cost $93.67 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $412 Shares 3,269 Est. Cost $124.42 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $410 Shares 1,847 Est. Cost $238.29 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $406 Shares 4,485 Est. Cost $85.44 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $393 Shares 1,472 Est. Cost $157.61 Unrealized +54.2%
JNK SPDR SER TR 0.1%
Value ($000) $390 Shares 4,093 Est. Cost $93.20 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $388 Shares 2,419 Est. Cost $154.97 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $380 Shares 740 Est. Cost $384.16 Unrealized
GHC GRAHAM HLDGS CO 0.1%
Value ($000) $378 Shares 393 Est. Cost $558.39 Unrealized +65.3%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $375 Shares 1,932 Est. Cost $193.99 Unrealized
CATH GLOBAL X FDS 0.1%
Value ($000) $373 Shares 5,521 Est. Cost $56.93 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $359 Shares 2,880 Est. Cost $124.50 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $358 Shares 3,258 Est. Cost $153.07 Unrealized -26.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $357 Shares 1,081 Est. Cost $312.56 Unrealized +12.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $353 Shares 7,781 Est. Cost $37.59 Unrealized +5.3%
USB US BANCORP DEL 0.1%
Value ($000) $351 Shares 8,317 Est. Cost $30.44 Unrealized +45.2%
MET METLIFE INC 0.1%
Value ($000) $346 Shares 4,308 Est. Cost $58.61 Unrealized +38.5%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $338 Shares 1,094 Est. Cost $237.65 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $336 Shares 1,197 Est. Cost $280.77 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $332 Shares 10,398 Est. Cost $32.86 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $332 Shares 7,963 Est. Cost $37.00 Unrealized +17.9%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $331 Shares 1,778 Est. Cost $177.37 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $330 Shares 354 Est. Cost $95.10 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $321 Shares 3,899 Est. Cost $59.07 Unrealized +37.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $316 Shares 2,050 Est. Cost $112.11 Unrealized +27.7%
LIN LINDE PLC 0.1%
Value ($000) $312 Shares 671 Est. Cost $444.55 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value ($000) $308 Shares 2,490 Est. Cost $67.37 Unrealized +67.6%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $304 Shares 4,665 Est. Cost $65.17 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $302 Shares 1,749 Est. Cost $172.74 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $301 Shares 551 Est. Cost $499.06 Unrealized +18.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $292 Shares 2,014 Est. Cost $148.77 Unrealized +12.0%
ADBE ADOBE INC 0.1%
Value ($000) $282 Shares 735 Est. Cost $586.12 Unrealized -26.8%
SPXE PROSHARES TR 0.1%
Value ($000) $281 Shares 4,674 Est. Cost $60.11 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $280 Shares 1,040 Est. Cost $292.46 Unrealized 0.0%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $274 Shares 2,127 Est. Cost $102.87 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $273 Shares 5,354 Est. Cost $51.07 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $269 Shares 1,845 Est. Cost $146.01 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $258 Shares 2,003 Est. Cost $128.95 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $257 Shares 843 Est. Cost $295.41 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $255 Shares 4,100 Est. Cost $70.04 Unrealized -18.4%
CME CME GROUP INC 0.1%
Value ($000) $254 Shares 958 Est. Cost $196.43 Unrealized +23.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $254 Shares 496 Est. Cost $451.68 Unrealized +4.1%
QUAL ISHARES TR 0.1%
Value ($000) $252 Shares 1,474 Est. Cost $139.73 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $252 Shares 5,158 Est. Cost $49.31 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $249 Shares 3,512 Est. Cost $66.36 Unrealized +12.3%
MPC MARATHON PETE CORP 0.1%
Value ($000) $248 Shares 1,705 Est. Cost $64.64 Unrealized +124.6%
D DOMINION ENERGY INC 0.1%
Value ($000) $244 Shares 4,351 Est. Cost $40.94 Unrealized +28.8%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $242 Shares 686 Est. Cost $381.06 Unrealized 0.0%
UNM UNUM GROUP 0.1%
Value ($000) $240 Shares 2,944 Est. Cost $77.09 Unrealized 0.0%
ONON ON HLDG AG 0.1%
Value ($000) $239 Shares 5,450 Est. Cost $44.45 Unrealized +18.2%
ZTS ZOETIS INC 0.1%
Value ($000) $236 Shares 1,434 Est. Cost $210.50 Unrealized -21.8%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $233 Shares 10,737 Est. Cost $20.69 Unrealized +8.3%
XBI SPDR SER TR 0.1%
Value ($000) $232 Shares 2,862 Est. Cost $81.10 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $232 Shares 1,905 Est. Cost $118.02 Unrealized +1.8%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $230 Shares 868 Est. Cost $264.77 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $226 Shares 5,596 Est. Cost $39.73 Unrealized -3.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $220 Shares 3,687 Est. Cost $56.63 Unrealized +2.4%
ITOT ISHARES TR 0.1%
Value ($000) $220 Shares 1,802 Est. Cost $122.01 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $215 Shares 782 Est. Cost $274.82 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $214 Shares 4,301 Est. Cost $49.81 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $214 Shares 9,663 Est. Cost $20.85 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $214 Shares 363 Est. Cost $557.47 Unrealized 0.0%
GOVT ISHARES TR 0.1%
Value ($000) $212 Shares 9,241 Est. Cost $22.98 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $210 Shares 2,959 Est. Cost $68.66 Unrealized 0.0%
JIRE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $209 Shares 3,284 Est. Cost $62.62 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $207 Shares 2,485 Est. Cost $83.28 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $202 Shares 1,914 Est. Cost $105.43 Unrealized
F FORD MTR CO 0.0%
Value ($000) $141 Shares 14,016 Est. Cost $9.77 Unrealized -5.4%
LUCID GROUP INC 0.0%
Value ($000) $25 Shares 10,500 Est. Cost $2.42 Unrealized
PRPL PURPLE INNOVATION INC 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $6.40 Unrealized -85.6%