Fund HoldingsIronwood Investment Counsel, LLC

Total Portfolio Value
$534.92M
Total Bought
$69.84M
Total Sold
$110.15M
Net Transaction
-$40.31M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Johnson & Johnson(JNJ)063,272+63,27209,9171.85%+9,917
iShares Barclays Aggregate Bond4,36196,300+91,9392,1969,5581.79%+7,362
First Trust Preferred Sec & Inc ETF0392,577+392,57706,6191.24%+6,619
Market Vectors High-Yield Muni ETF
HIGH YLD MUNIETF
0122,207+122,20706,3101.18%+6,310
Home Depot(HD)017,110+17,11005,9291.11%+5,929
KLA Corporation(KLAC)011,169+11,16906,4931.21%+6,493
IBM(IBM)042,224+42,22406,9061.29%+6,906
Schwab Fundemental US Small Company ETF117,873196,854+78,9815,71610,8962.04%+5,180
iShares S&P 500 Index010,748+10,74805,1340.96%+5,134
JP Morgan Chase & Co(JPM)028,111+28,11104,7820.89%+4,782
Microsoft(MSFT)094,290+94,290035,4576.63%+35,457
Exxon Mobil034,887+34,88703,4880.65%+3,488
Hershey Company(HSY)012,506+12,50602,3320.44%+2,332
Lilly Eli & Co(LLY)03,427+3,42701,9980.37%+1,998
Apple(AAPL)0135,718+135,718026,1304.88%+26,130
iShares Barclays 1-3 Yr Treas026,294+26,29402,1570.40%+2,157
Charles Schwab Corp(SCHW)0126,285+126,28508,6881.62%+8,688
PowerShares Variable Rate Preferred
VAR RATE PFD
067,825+67,82501,5650.29%+1,565
Intuit Inc(INTU)02,780+2,78001,7380.32%+1,738
Amazon.com Inc.(AMZN)61,92161,410-5117,8719,3311.74%+1,459
iShares MSCI EAFE Value Index041,709+41,70902,1730.41%+2,173
American Express(AXP)040,894+40,89407,6611.43%+7,661
General Mills Inc(GIS)025,781+25,78101,6790.31%+1,679
Dollar General Corp(DG)09,498+9,49801,2910.24%+1,291
iShares iBoxx High Yield Corporate Bond ETF22,42719,353-3,0742691,4980.28%+1,229
Hubbell Inc CL B(HUBB)04,613+4,61301,5170.28%+1,517
iShares Core 1-5 Year USD Bond ETF
CORE 1 5 YR USD
040,731+40,73101,9370.36%+1,937
Accenture PLC
SHS CLASS A
29,64129,078-5639,10310,2041.91%+1,101
Adobe Systems Inc(ADBE)11,84611,647-1996,0406,9491.30%+908
Sysco(SYY)0113,386+113,38608,2921.55%+8,292
iShares MSCI EAFE Growth Index013,893+13,89301,3460.25%+1,346
Intel Corporation(INTC)032,340+32,34001,6250.30%+1,625
CVS Health Corp(CVS)98,41596,985-1,4306,8717,6581.43%+787
Meta Platforms Inc Class A(META)14,13114,088-434,2434,9870.93%+744
Broadcom Ltd(AVGO)02,948+2,94803,2910.62%+3,291
iShares S&P MidCap 400 Index02,463+2,46306830.13%+683
US Bancorp(USB)0192,643+192,64308,3381.56%+8,338
Anheuser-Busch Inbev SA ADR(BUD)084,244+84,24405,4441.02%+5,444
Alphabet Inc Class A(GOOG)71,66471,728+649,37810,0201.87%+642
iShares Russell 1000 Growth Index01,943+1,94305890.11%+589
Qualcomm(QCOM)017,391+17,39102,5150.47%+2,515
Schwab Fundamental US Large Company ETF073,048+73,04804,5250.85%+4,525
Mastercard(MA)17,77817,708-707,0397,5531.41%+514
Lockheed Martin Corp(LMT)014,141+14,14106,4091.20%+6,409
Cardinal Health(CAH)038,071+38,07103,8380.72%+3,838
iShares 1-5 Year invmt Grd Corp Bd ETF4,45626,581+22,1259401,3630.25%+423
Vanguard S&P 500 ETF5,0255,474+4491,9732,3910.45%+418
Heico Corporation(HEI)03,496+3,49606250.12%+625
Verizon Communications(VZ)73,78074,442+6622,3912,8060.52%+415
Medtronic(MDT)068,793+68,79305,6671.06%+5,667
Lowes Companies(LOW)022,173+22,17304,9350.92%+4,935
Merck & Co Inc(MRK)073,279+73,27907,9891.49%+7,989
General Electric(GE)03,038+3,03803880.07%+388
iShares S&P 500 Grwth07,852+7,85205900.11%+590
Teradyne, Inc.(TER)040,837+40,83704,4320.83%+4,432
Costco(COST)5,0354,878-1572,8453,2200.60%+375
Fedex Corporation(FDX)2,6402,476-1642776260.12%+349
iShares MSCI ACWI ex US Index011,349+11,34905790.11%+579
BlackRock Inc(BLK)1,5701,641+711,0151,3320.25%+317
SPDR S&P 500 ETF(SPY)06,540+6,54003,1090.58%+3,109
Vanguard Small Cap ETF16,86616,376-4903,1893,4940.65%+305
American Tower Corporation New(AMT)01,345+1,34502910.05%+291
iShares S&P U.S. Preferred Stock Index22,46419,105-3,3593095960.11%+287
iShares Barclays TIPS Bond7,9186,404-1,5144106880.13%+278
Omnicom Group Inc(OMC)027,284+27,28402,3600.44%+2,360
GFL Environmental Inc(GFL)07,950+7,95002740.05%+274
Technology Select SPDR
ST STR TECHN ETF
01,422+1,42202740.05%+274
Cummins Inc(CMI)021,581+21,58105,1700.97%+5,170
Bristol-Myers Squibb Co(BMY)04,930+4,93002530.05%+253
International Flavors & Fragrances(IFF)03,115+3,11502520.05%+252
McDonalds(MCD)011,395+11,39503,3790.63%+3,379
Energy Transfer Partners(ET)017,319+17,31902390.04%+239
Moodys Corp(MCO)03,104+3,10401,2120.23%+1,212
Amphenol Corp New02,272+2,27202250.04%+225
Walt Disney Co(DIS)049,846+49,84604,5010.84%+4,501
Calvert International Responsible ETF
CALVE INDEX ETF
04,000+4,00002150.04%+215
Essex Property TRUST Inc(ESS)0850+85002110.04%+211
Morgan Stanley(MS)015,496+15,49601,4450.27%+1,445
Tyler Technologies Inc(TYL)0500+50002090.04%+209
Salesforce.com Inc(CRM)3,6723,609-637459500.18%+205
Vanguard Information Technology ETF
INF TECH ETF
0421+42102040.04%+204
Visa(V)05,956+5,95601,5510.29%+1,551
Boeing Co(BA)02,627+2,62706850.13%+685
Anfield Universal Fixed Income ETF
ANFIELD UNVL ETF
017,854+17,85401610.03%+161
OGE Energy Corp.(OGE)0100,289+100,28903,5030.65%+3,503
Crown Castle International(CCI)010,702+10,70201,2330.23%+1,233
Clarivate PLC(CLVT)073,650+73,65006820.13%+682
Abbott Laboratories14,50914,195-3141,4051,5630.29%+157
Alphabet Inc Class C(GOOG)18,35518,245-1102,4202,5710.48%+151
Wells Fargo(WFC)024,052+24,05201,1840.22%+1,184
Walgreens Boots Alliance Inc.037,875+37,87509890.18%+989
Union Pacific Corp(UNP)03,390+3,39008330.16%+833
Vanguard Div Apprciation012,070+12,07002,0570.38%+2,057
iShares S&P 600 Small Cap Index03,905+3,90504230.08%+423
Waste Management, Inc.(WM)07,495+7,49501,3420.25%+1,342
Zoetis Inc(ZTS)6,0275,990-371,0491,1820.22%+134
AT&T(T)126,866121,209-5,6571,9062,0340.38%+128
Equifax Inc(EFX)01,650+1,65004080.08%+408
NVIDIA Corp(NVDA)4,2463,978-2681,8471,9700.37%+123
S&P Global Inc(SPGI)01,635+1,63507200.13%+720
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