Fund HoldingsSterling Investment Counsel, LLC

Total Portfolio Value
$254.03M
Total Bought
$46.02M
Total Sold
$12.79M
Net Transaction
+$33.22M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,913335,467+330,55428419,0147.49%+18,730
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
61,756111,606+49,85011,28221,9998.66%+10,716
APPLE INC(AAPL)067,259+67,259014,1665.58%+14,166
ISHARES TR018,969+18,96901,9100.75%+1,910
NVIDIA CORPORATION(NVDA)2,34328,551+26,2082,1173,5271.39%+1,410
ALPHABET INC(GOOG)31,46431,299-1654,7495,7012.24%+952
M & T BK CORP(MTB)07,489+7,48901,1340.45%+1,134
META PLATFORMS INC(META)3,2654,693+1,4281,5852,3660.93%+781
MICROSOFT CORP(MSFT)14,81515,488+6736,2336,9222.72%+689
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
99,382117,304+17,9223,8604,5401.79%+680
AMAZON COM INC(AMZN)23,72225,293+1,5714,2794,8881.92%+609
ISHARES TR308,945288,423-20,52226,08726,69110.51%+603
VANGUARD INDEX FDS3,0295,131+2,1027141,1780.46%+464
AMERICAN ELEC PWR CO INC04,421+4,42103880.15%+388
NATIONAL FUEL GAS CO(NFG)06,315+6,31503420.13%+342
NOVO-NORDISK A S(NVO)02,307+2,30703290.13%+329
ALPHABET INC(GOOG)9,9429,880-621,5141,8120.71%+298
PALO ALTO NETWORKS INC(PANW)04,769+4,76901,6170.64%+1,617
SPDR S&P 500 ETF TR(SPY)3,8974,157+2602,0392,2630.89%+224
FIDELITY COVINGTON TRUST01,292+1,29202220.09%+222
NXP SEMICONDUCTORS N V
COM
0804+80402160.09%+216
QUANTA SVCS INC0827+82702100.08%+210
SPDR GOLD TR(GLD)0953+95302050.08%+205
AMGEN INC(AMGN)02,096+2,09606550.26%+655
AMERICAN WTR WKS CO INC NEW02,966+2,96603830.15%+383
ISHARES INC
MSCI EMRG CHN
92,56092,639+795,3295,4842.16%+156
ELI LILLY & CO(LLY)1,1521,150-28961,0410.41%+145
ISHARES TR13,74413,665-791,6111,7420.69%+131
COSTCO WHSL CORP NEW(COST)1,9261,806-1201,4111,5350.60%+124
TESLA INC(TSLA)4,6084,692+848109290.37%+118
ISHARES TR5,7415,613-1281,9352,0460.81%+111
BERKSHIRE HATHAWAY INC DEL10,20610,807+6014,2924,3961.73%+104
JPMORGAN CHASE & CO.(JPM)14,81015,164+3542,9663,0671.21%+101
ANALOG DEVICES INC(ADI)3,3623,340-226657620.30%+97
GILEAD SCIENCES INC(GILD)06,348+6,34804360.17%+436
ISHARES TR021,364+21,36402,2760.90%+2,276
SERVICENOW INC(NOW)1,4621,518+561,1151,1940.47%+80
VANGUARD INDEX FDS1,6132,200+5872513310.13%+79
CORNING INC(GLW)012,457+12,45704840.19%+484
APPLIED MATLS INC2,4152,440+254985760.23%+78
ISHARES TR2,3213,008+6872913630.14%+72
ISHARES TR
CORE MSCI TOTAL
15,87416,932+1,0581,0771,1440.45%+67
UNITEDHEALTH GROUP INC(UNH)3,4243,453+291,6941,7590.69%+65
MERCADOLIBRE INC(MELI)138165+272092710.11%+63
BLACKROCK INC(BLK)685792+1075716240.25%+52
WALMART INC(WMT)33,19330,182-3,0111,9972,0440.80%+46
COCA COLA CO(KO)41,40140,508-8932,5332,5781.01%+45
SOUTHERN CO(SO)10,73210,477-2557708130.32%+43
SELECT SECTOR SPDR TR
ST STR ENERG ETF
14,24315,147+9041,3451,3810.54%+36
VANGUARD WORLD FD01,169+1,16903670.14%+367
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
3,4804,022+5422182520.10%+34
INVESCO QQQ TR0808+80803870.15%+387
SELECT SECTOR SPDR TR
ST STR MATER ETF
7,0217,697+6766526800.27%+28
EXXON MOBIL CORP3,3943,650+2563954200.17%+26
AT&T INC(T)019,913+19,91303810.15%+381
ISHARES TR02,939+2,93903770.15%+377
ISHARES TR01,074+1,07402840.11%+284
PROSHARES TR
SP500 EX ENRGY
04,415+4,41502580.10%+258
LINDE PLC(LIN)579651+722692860.11%+17
SPDR SER TR
ST STR SP BIOT
3,9884,261+2733783950.16%+17
ALTRIA GROUP INC(MO)9,1029,081-213974140.16%+17
GLOBAL X FDS
CYBRSCURTY ETF
21,13821,788+6506296440.25%+16
PHILIP MORRIS INTL INC(PM)03,488+3,48803530.14%+353
ISHARES TR09,036+9,03607850.31%+785
IQVIA HLDGS INC(IQV)1,3461,677+3313403550.14%+14
VANGUARD INDEX FDS0770+77003850.15%+385
ISHARES TR
MSCI USA QLT FCT
2,6782,650-284404530.18%+12
GLOBAL X FDS
S&P 500 CATHOLIC
05,521+5,52103610.14%+361
ISHARES TR
0-5YR HI YL CP
016,834+16,83407100.28%+710
ZOETIS INC(ZTS)01,428+1,42802480.10%+248
SPDR SER TR
ST STR P400MID
14,28914,955+6667627670.30%+5
ABBVIE INC(ABBV)6,7927,235+4431,2371,2410.49%+4
VANGUARD WORLD FD
INF TECH ETF
0848+84804890.19%+489
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
04,902+4,90202390.09%+239
INTERNATIONAL PAPER CO(IP)09,601+9,60104140.16%+414
ISHARES TR01,931+1,93102020.08%+202
PUBLIC SVC ENTERPRISE GRP IN(PEG)3,9833,602-3812662650.10%-1
TRANE TECHNOLOGIES PLC(TT)1,2181,107-1113663640.14%-2
STRYKER CORPORATION(SYK)1,7171,800+836146120.24%-2
VANGUARD WORLD FD02,138+2,13802530.10%+253
ADOBE INC(ADBE)0654+65403630.14%+363
VANGUARD WORLD FD
HEALTH CAR ETF
0867+86702310.09%+231
VANGUARD INDEX FDS01,753+1,75302810.11%+281
ASML HOLDING N V
N Y REGISTRY SHS
271250-212632560.10%-7
AUTOMATIC DATA PROCESSING IN84084002102000.08%-9
CONSTELLATION BRANDS INC(STZ)2,5642,672+1086976870.27%-9
UBER TECHNOLOGIES INC(UBER)2,9002,940+402232140.08%-10
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,089+5,08902090.08%+209
VANGUARD SPECIALIZED FUNDS01,932+1,93203530.14%+353
PAYCHEX INC(PAYX)02,430+2,43002880.11%+288
LOWES COS INC(LOW)01,840+1,84004060.16%+406
SPDR DOW JONES INDL AVERAGE(DIA)1,8451,84507347220.28%-12
ISHARES TR01,521+1,52102090.08%+209
ISHARES TR10,06710,290+2235905770.23%-13
VELO3D INC000000
NIKOLA CORP000000
ISHARES TR02,898+2,89802560.10%+256
SPDR SER TR
SP O&G EXPL PRO
1,6511,65102562400.09%-16
BANK AMERICA CORP06,142+6,14202440.10%+244
TOMPKINS FINL CORP(TMP)011,394+11,39405570.22%+557
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