Fund HoldingsSterling Investment Counsel, LLC

Total Portfolio Value
$195.97M
Total Bought
$25.48M
Total Sold
$10.07M
Net Transaction
+$15.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)068,248+68,248013,1406.71%+13,140
ISHARES TR3,37828,764+25,3863463,1181.59%+2,772
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
0601,514+601,514014,3587.33%+14,358
ISHARES TR030,613+30,61308,4844.33%+8,484
MICROSOFT CORP(MSFT)014,551+14,55105,4722.79%+5,472
ISHARES TR035,421+35,42103,8341.96%+3,834
AMAZON COM INC(AMZN)025,601+25,60103,8901.98%+3,890
ISHARES INC
MSCI EMRG CHN
86,11289,612+3,5004,2914,9652.53%+674
SOUTHERN CO(SO)09,300+9,30006520.33%+652
ISHARES TR013,712+13,71202,3841.22%+2,384
ARK ETF TR
NEXT GNRTN INTER
020,974+20,97401,5920.81%+1,592
BERKSHIRE HATHAWAY INC DEL010,352+10,35203,6921.88%+3,692
PROLOGIS INC.(PLD)7,9459,561+1,6168921,2740.65%+383
AMERICAN ELEC PWR CO INC04,704+4,70403820.19%+382
ISHARES TR013,268+13,26806,3373.23%+6,337
ALPHABET INC(GOOG)31,21331,785+5724,0854,4402.27%+356
PALO ALTO NETWORKS INC(PANW)4,3124,511+1991,0111,3300.68%+319
ISHARES TR014,167+14,16701,4750.75%+1,475
VISA INC(V)011,267+11,26702,9331.50%+2,933
ISHARES TR01,172+1,17202960.15%+296
ISHARES TR
CORE MSCI TOTAL
014,845+14,84509640.49%+964
SELECT SECTOR SPDR TR
ST STR ENERG ETF
8,93513,077+4,1428081,0960.56%+289
SALESFORCE INC(CRM)03,388+3,38808920.45%+892
VANGUARD INDEX FDS01,277+1,27702800.14%+280
IQVIA HLDGS INC(IQV)01,133+1,13302620.13%+262
JPMORGAN CHASE & CO(JPM)10,36610,338-281,5031,7590.90%+255
ABBVIE INC(ABBV)4,8666,302+1,4367259770.50%+251
HOME DEPOT INC(HD)3,4933,745+2521,0551,2980.66%+243
LYONDELLBASELL INDUSTRIES N
SHS - A -
02,520+2,52002400.12%+240
DOMINION ENERGY INC(D)05,083+5,08302390.12%+239
SERVICENOW INC(NOW)1,2971,354+577259570.49%+232
ANALOG DEVICES INC(ADI)2,2613,155+8943966260.32%+231
LINDE PLC(LIN)0554+55402280.12%+228
PUBLIC SVC ENTERPRISE GRP IN(PEG)03,693+3,69302260.12%+226
T-MOBILE US INC(TMUS)01,398+1,39802240.11%+224
ISHARES TR06,004+6,00401,8200.93%+1,820
PROSHARES TR
SP500 EX ENRGY
02,104+2,10402140.11%+214
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
04,327+4,32702140.11%+214
FIDELITY NATIONAL FINANCIAL(FNF)04,145+4,14502110.11%+211
ANHEUSER BUSCH INBEV SA/NV(BUD)03,260+3,26002110.11%+211
VANGUARD INDEX FDS0876+87602080.11%+208
ISHARES TR
GLOBAL REIT ETF
08,533+8,53302060.11%+206
VANGUARD BD INDEX FDS02,785+2,78502050.10%+205
ISHARES TR01,931+1,93102040.10%+204
NVIDIA CORPORATION(NVDA)2,1962,337+1419551,1570.59%+202
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,320+5,32002000.10%+200
SPDR SER TR
ST STR P400MID
013,217+13,21706440.33%+644
SPDR S&P 500 ETF TR(SPY)03,921+3,92101,8640.95%+1,864
AMERICAN WTR WKS CO INC NEW02,966+2,96603910.20%+391
CARDINAL HEALTH INC(CAH)013,022+13,02201,3130.67%+1,313
MCDONALDS CORP(MCD)03,653+3,65301,0830.55%+1,083
COCA COLA CO(KO)040,580+40,58002,3911.22%+2,391
META PLATFORMS INC(META)3,2153,216+19651,1380.58%+173
FORD MTR CO DEL(F)013,210+13,21001610.08%+161
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
97,64996,313-1,3363,5943,7501.91%+156
COSTCO WHSL CORP NEW(COST)1,8421,802-401,0411,1900.61%+149
EATON CORP PLC(ETN)2,2902,641+3514886360.32%+148
BLACKROCK INC(BLK)572630+583705110.26%+142
HONEYWELL INTL INC(HON)04,359+4,35909140.47%+914
TOMPKINS FINL CORP(TMP)011,394+11,39406860.35%+686
SELECT SECTOR SPDR TR
ST STR MATER ETF
5,3836,420+1,0374235490.28%+126
PARKER-HANNIFIN CORP(PH)1,1231,214+914375590.29%+122
AMGEN INC(AMGN)1,6871,975+2884535690.29%+115
US BANCORP DEL(USB)7,6908,505+8152543680.19%+114
GLOBAL X FDS
RBTCS ARTFL INTE
035,721+35,72101,0180.52%+1,018
THERMO FISHER SCIENTIFIC INC(TMO)1,6211,757+1368219330.48%+112
FIFTH THIRD BANCORP(FITB)10,17810,703+5252583690.19%+111
CINTAS CORP(CTAS)961951-104625730.29%+111
AT&T INC(T)14,11619,186+5,0702123220.16%+110
ISHARES TR
CORE DIV GRWTH
039,628+39,62802,1331.09%+2,133
ENTERGY CORP NEW(ETR)2,4503,300+8502273340.17%+107
ISHARES TR
CYBERSECURITY
13,81813,786-325326260.32%+94
MONDELEZ INTL INC(MDLZ)5,3176,346+1,0293694600.23%+91
BANK AMERICA CORP31,63428,366-3,2688669550.49%+89
ALPHABET INC(GOOG)10,0089,978-301,3201,4060.72%+87
STRYKER CORPORATION(SYK)1,4271,588+1613904760.24%+86
INTERNATIONAL BUSINESS MACHS(IBM)1,7721,997+2252493270.17%+78
INTERNATIONAL PAPER CO(IP)8,56510,555+1,9903043820.19%+78
GILEAD SCIENCES INC(GILD)5,5616,095+5344174940.25%+77
CISCO SYS INC(CSCO)17,41220,013+2,6019361,0110.52%+75
CITIZENS FINL GROUP INC(CFG)8,7439,278+5352343070.16%+73
DISNEY WALT CO(DIS)016,265+16,26501,4690.75%+1,469
ISHARES TR2,1041,944-1607187890.40%+71
ISHARES TR017,704+17,70401,3700.70%+1,370
ISHARES TR
0-5YR HI YL CP
15,14116,151+1,0106216820.35%+61
ISHARES TR0303,648+303,648022,80411.64%+22,804
VERIZON COMMUNICATIONS INC(VZ)8,5428,912+3702773360.17%+59
ISHARES TR2,8512,931+803133670.19%+54
ADOBE INC(ADBE)0654+65403900.20%+390
ELI LILLY & CO(LLY)1,1501,15006186700.34%+53
VANGUARD WORLD FD1,1531,205+522623130.16%+51
VANGUARD WORLD FDS
INF TECH ETF
1,017974-434224710.24%+49
SPDR SER TR
ST STR SP BIOT
03,248+3,24802900.15%+290
LOCKHEED MARTIN CORP(LMT)01,092+1,09204950.25%+495
TRANE TECHNOLOGIES PLC(TT)1,0881,08802212650.14%+45
DUKE ENERGY CORP NEW(DUK)3,5013,636+1353093530.18%+44
VANGUARD INDEX FDS1,7141,758+442733160.16%+43
WISDOMTREE TR(WT)10,74810,74803033460.18%+43
ISHARES TR
MSCI USA QLT FCT
2,6692,676+73523940.20%+42
ARES CAPITAL CORP(ARCC)18,84520,365+1,5203674080.21%+41
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