Fund HoldingsSterling Investment Counsel, LLC

Total Portfolio Value
$280.66M
Total Bought
$27.19M
Total Sold
$4.76M
Net Transaction
+$22.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)67,25969,824+2,56514,16616,2695.80%+2,103
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
335,467350,768+15,30119,01420,8747.44%+1,860
NVIDIA CORPORATION(NVDA)28,55138,588+10,0373,5274,6861.67%+1,159
ISHARES TR288,423289,408+98526,69127,7119.87%+1,020
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
0604,377+604,377016,3005.81%+16,300
BROADCOM INC(AVGO)05,369+5,36909260.33%+926
ISHARES TR18,96927,370+8,4011,9102,7570.98%+846
ISHARES TR0170,085+170,085010,6003.78%+10,600
META PLATFORMS INC(META)4,6935,426+7332,3663,1061.11%+740
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
111,606112,951+1,34521,99922,6868.08%+688
BERKSHIRE HATHAWAY INC DEL10,80710,879+724,3965,0071.78%+611
WALMART INC(WMT)30,18232,250+2,0682,0442,6040.93%+561
ISHARES TR038,945+38,94504,5551.62%+4,555
JPMORGAN CHASE & CO.(JPM)15,16416,737+1,5733,0673,5291.26%+462
ISHARES TR
CORE MSCI TOTAL
16,93222,018+5,0861,1441,5990.57%+455
MERCK & CO INC(MRK)010,564+10,56401,2000.43%+1,200
UNITEDHEALTH GROUP INC(UNH)3,4533,708+2551,7592,1680.77%+410
ABBVIE INC(ABBV)7,2358,322+1,0871,2411,6430.59%+402
HOME DEPOT INC(HD)04,323+4,32301,7510.62%+1,751
FIDELITY NATIONAL FINANCIAL(FNF)09,446+9,44605860.21%+586
ISHARES TR13,66515,929+2,2641,7422,1010.75%+359
ISHARES TR011,875+11,87506,8502.44%+6,850
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
117,304124,048+6,7444,5404,8871.74%+348
VISA INC(V)012,038+12,03803,3101.18%+3,310
MICROSOFT CORP(MSFT)15,48816,876+1,3886,9227,2622.59%+339
COCA COLA CO(KO)40,50840,363-1452,5782,9001.03%+322
PARKER-HANNIFIN CORP(PH)01,587+1,58701,0030.36%+1,003
EATON CORP PLC(ETN)03,420+3,42001,1340.40%+1,134
MASTERCARD INCORPORATED(MA)01,609+1,60907950.28%+795
ISHARES INC
MSCI EMRG CHN
92,63994,294+1,6555,4845,7622.05%+278
MCDONALDS CORP(MCD)04,213+4,21301,2830.46%+1,283
COSTCO WHSL CORP NEW(COST)1,8062,023+2171,5351,7940.64%+259
THERMO FISHER SCIENTIFIC INC(TMO)02,169+2,16901,3420.48%+1,342
ISHARES TR
U S EQUITY FACTR
04,361+4,36102560.09%+256
AMERICAN EXPRESS CO(AXP)0936+93602540.09%+254
BLACKROCK INC(BLK)792924+1326248770.31%+254
SPDR SER TR
ST STR P400MID
14,95518,630+3,6757671,0190.36%+252
NORTHROP GRUMMAN CORP(NOC)0856+85604520.16%+452
REGIONS FINANCIAL CORP NEW(RF)010,432+10,43202430.09%+243
SERVICENOW INC(NOW)1,5181,603+851,1941,4340.51%+240
EQUIFAX INC(EFX)0800+80002350.08%+235
SOUTHERN CO(SO)10,47711,598+1,1218131,0460.37%+233
FIRSTENERGY CORP(FE)05,207+5,20702310.08%+231
ON HLDG AG(ONON)04,600+4,60002310.08%+231
ELI LILLY & CO(LLY)1,1501,434+2841,0411,2700.45%+229
NEXTERA ENERGY INC(NEE)02,620+2,62002210.08%+221
ISHARES TR01,749+1,74902200.08%+220
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
06,269+6,26902200.08%+220
PROLOGIS INC.(PLD)010,653+10,65301,3450.48%+1,345
GOLDMAN SACHS GROUP INC(GS)0428+42802120.08%+212
CME GROUP INC(CME)0959+95902120.08%+212
PROSHARES TR
S&P 500 DV ARIST
01,975+1,97502110.08%+211
EXXON MOBIL CORP3,6505,367+1,7174206290.22%+209
ANHEUSER BUSCH INBEV SA/NV(BUD)03,090+3,09002050.07%+205
AMAZON COM INC(AMZN)25,29327,292+1,9994,8885,0851.81%+197
SELECT SECTOR SPDR TR
ST STR MATER ETF
7,6979,044+1,3476808720.31%+192
CATERPILLAR INC(CAT)01,040+1,04004070.14%+407
CARDINAL HEALTH INC(CAH)013,064+13,06401,4440.51%+1,444
SELECT SECTOR SPDR TR
ST STR ENERG ETF
15,14717,434+2,2871,3811,5310.55%+150
MERCADOLIBRE INC(MELI)165205+402714210.15%+149
STRYKER CORPORATION(SYK)1,8002,107+3076127610.27%+149
GILEAD SCIENCES INC(GILD)6,3486,842+4944365740.20%+138
PALO ALTO NETWORKS INC(PANW)4,7695,131+3621,6171,7540.62%+137
ARK ETF TR
NEXT GNRTN INTER
018,533+18,53301,5780.56%+1,578
SPDR S&P 500 ETF TR(SPY)4,1574,15702,2632,3850.85%+123
TOMPKINS FINL CORP(TMP)11,39411,39405576580.23%+101
LOWES COS INC(LOW)1,8401,84004064980.18%+93
LITHIUM AMERICAS ARGENTINA C027,569+27,5690900.03%+90
CINTAS CORP(CTAS)03,460+3,46007120.25%+712
CINCINNATI FINL CORP(CINF)04,455+4,45506060.22%+606
CORNING INC(GLW)12,45712,460+34845630.20%+79
IQVIA HLDGS INC(IQV)1,6771,828+1513554330.15%+79
VANGUARD INDEX FDS5,1315,154+231,1781,2550.45%+77
SALESFORCE INC(CRM)03,779+3,77901,0340.37%+1,034
HCA HEALTHCARE INC(HCA)01,099+1,09904470.16%+447
INTERNATIONAL BUSINESS MACHS(IBM)01,653+1,65303650.13%+365
ISHARES TR010,550+10,55002,0800.74%+2,080
DEERE & CO(DE)01,261+1,26105260.19%+526
ENTERGY CORP NEW(ETR)03,044+3,04404010.14%+401
GLOBAL X FDS
RBTCS ARTFL INTE
039,201+39,20101,2600.45%+1,260
LITHIUM AMERS CORP NEW(LAC)027,644+27,6440750.03%+75
JOHNSON & JOHNSON(JNJ)04,594+4,59407450.27%+745
LOCKHEED MARTIN CORP(LMT)0966+96605650.20%+565
MONDELEZ INTL INC(MDLZ)06,953+6,95305120.18%+512
TRANE TECHNOLOGIES PLC(TT)1,1071,117+103644340.15%+70
PHILIP MORRIS INTL INC(PM)3,4883,48803534230.15%+70
ISHARES TR
CORE DIV GRWTH
034,635+34,63502,1710.77%+2,171
AMERICAN ELEC PWR CO INC4,4214,42103884540.16%+66
FIFTH THIRD BANCORP(FITB)09,847+9,84704220.15%+422
SPDR DOW JONES INDL AVERAGE(DIA)1,8451,84507227810.28%+59
PUBLIC SVC ENTERPRISE GRP IN(PEG)3,6023,609+72653220.11%+56
ISHARES TR017,695+17,69501,4210.51%+1,421
ALTRIA GROUP INC(MO)9,0819,121+404144660.17%+52
STARBUCKS CORP(SBUX)02,579+2,57902510.09%+251
AMERICAN WTR WKS CO INC NEW2,9662,96603834340.15%+51
INTERNATIONAL PAPER CO(IP)9,6019,510-914144650.17%+50
DUKE ENERGY CORP NEW(DUK)03,263+3,26303760.13%+376
METLIFE INC(MET)03,963+3,96303270.12%+327
GRAHAM HLDGS CO(GHC)0392+39203220.11%+322
UBER TECHNOLOGIES INC(UBER)2,9403,475+5352142610.09%+48
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