Fund HoldingsCapital Investment Counsel, LLC

Total Portfolio Value
$466.49M
Total Bought
$213.19M
Total Sold
$12.44M
Net Transaction
+$200.75M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MOLSON COORS BEVERAGE CO(TAP)0214,793+214,793014,4453.10%+14,445
MICROSOFT CORP(MSFT)21,21937,316+16,0977,97915,7003.37%+7,720
BROADCOM INC(AVGO)6,78910,810+4,0217,57814,3283.07%+6,750
ISHARES TR7,88144,171+36,2904,5409,9792.14%+5,439
ISHARES TR21,622184,396+162,7745,99211,2002.40%+5,208
CHEVRON CORP NEW(CVX)38,71566,486+27,7715,77510,4872.25%+4,713
APPLE INC(AAPL)36,22368,102+31,8796,97411,6782.50%+4,704
ISHARES TR80,176169,415+89,2394,1118,6881.86%+4,577
COSTCO WHSL CORP NEW(COST)7,64012,845+5,2055,0439,4112.02%+4,368
ALPHABET INC(GOOG)35,18560,557+25,3724,9159,1401.96%+4,225
ABBVIE INC(ABBV)31,70149,256+17,5554,9138,9691.92%+4,057
THOMSON REUTERS CORP.34,95958,816+23,8575,1129,1651.96%+4,054
SCHWAB STRATEGIC TR104,041178,168+74,1274,9158,7731.88%+3,858
INVESCO QQQ TR9,69117,473+7,7823,9687,7581.66%+3,790
ARES MANAGEMENT CORPORATION(ARES)42,89266,540+23,6485,1018,8481.90%+3,748
JPMORGAN CHASE & CO(JPM)20,15135,590+15,4393,4287,1291.53%+3,701
SCHWAB STRATEGIC TR117,880206,185+88,3054,3578,0451.72%+3,688
CATERPILLAR INC(CAT)14,72021,519+6,7994,3527,8851.69%+3,533
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
52,09884,655+32,5574,0487,5591.62%+3,511
MERCK & CO INC(MRK)29,16150,508+21,3473,1796,6651.43%+3,485
D R HORTON INC(DHI)24,01541,142+17,1273,6506,7701.45%+3,120
NORTHROP GRUMMAN CORP(NOC)9,96516,109+6,1444,6657,7111.65%+3,046
PIONEER NAT RES CO13,78522,987+9,2023,1006,0341.29%+2,934
WISDOMTREE TR(WT)169,838254,298+84,4605,4648,3101.78%+2,847
DIGITAL RLTY TR INC(DLR)25,57243,301+17,7293,4426,2371.34%+2,796
CISCO SYS INC(CSCO)113,802171,089+57,2875,7498,5391.83%+2,790
HOME DEPOT INC(HD)9,49915,801+6,3023,2926,0611.30%+2,770
ROPER TECHNOLOGIES INC(ROP)5,69810,469+4,7713,1065,8711.26%+2,765
MASTERCARD INCORPORATED(MA)7,05911,854+4,7953,0115,7091.22%+2,698
DEERE & CO(DE)7,94014,167+6,2273,1755,8191.25%+2,644
LAMAR ADVERTISING CO NEW(LAMR)35,77253,968+18,1963,8026,4441.38%+2,642
WALMART INC(WMT)20,94897,714+76,7663,3025,8791.26%+2,577
GENERAL MLS INC(GIS)48,43581,895+33,4603,1555,7301.23%+2,575
UNITEDHEALTH GROUP INC(UNH)6,03511,607+5,5723,1775,7421.23%+2,565
EOG RES INC(EOG)17,23335,200+17,9672,0844,5000.96%+2,416
OREILLY AUTOMOTIVE INC(ORLY)2,2844,011+1,7272,1704,5280.97%+2,358
EMERSON ELEC CO(EMR)26,06943,037+16,9682,5374,8811.05%+2,344
VANGUARD INTL EQUITY INDEX F47,16275,475+28,3133,3975,7381.23%+2,341
ELI LILLY & CO(LLY)02,927+2,92702,2770.49%+2,277
PEPSICO INC(PEP)16,83029,322+12,4922,8585,1321.10%+2,273
VANGUARD INDEX FDS5,98214,081+8,0991,4193,6600.78%+2,241
UNION PAC CORP(UNP)14,98124,009+9,0283,6805,9051.27%+2,225
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
203,376315,036+111,6604,2996,5051.39%+2,206
WISDOMTREE TR(WT)77,694117,929+40,2353,5505,7511.23%+2,202
ACCENTURE PLC IRELAND
SHS CLASS A
8,20414,461+6,2572,8795,0121.07%+2,133
ISHARES TR
CORE DIV GRWTH
68,30699,378+31,0723,6765,7701.24%+2,094
ISHARES TR
US TREAS BD ETF
108,388199,121+90,7332,4974,5340.97%+2,037
SOUTHERN CO(SO)43,91970,423+26,5043,0805,0521.08%+1,973
ALPS ETF TR
SECTR DIV DOGS
49,34382,597+33,2542,5294,4560.96%+1,927
WATERS CORP(WAT)10,14014,978+4,8383,3385,1561.11%+1,817
AMGEN INC(AMGN)9,98016,465+6,4852,8744,6811.00%+1,807
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
36,66166,614+29,9532,1383,8680.83%+1,730
SPDR SER TR
ST STR BACKE ETF
79,402160,102+80,7001,7523,4770.75%+1,725
S&P GLOBAL INC(SPGI)5,7169,845+4,1292,5184,1890.90%+1,671
EATON CORP PLC(ETN)1,6166,516+4,9003892,0370.44%+1,648
TEXAS INSTRS INC(TXN)18,43027,458+9,0283,1424,7831.03%+1,642
SCHWAB STRATEGIC TR17,36336,526+19,1631,3222,9450.63%+1,623
PAYCHEX INC(PAYX)21,24633,702+12,4562,5314,1390.89%+1,608
ISHARES TR10,95422,873+11,9191,2832,6490.57%+1,366
UNILEVER PLC(UL)50,02575,312+25,2872,4253,7800.81%+1,355
ISHARES TR3,6935,806+2,1131,7643,0520.65%+1,288
ISHARES TR
CORE MSCI EAFE
17,13032,268+15,1381,2052,3950.51%+1,190
FIDELITY NATIONAL FINANCIAL(FNF)52,42372,314+19,8912,6753,8400.82%+1,165
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
18,63236,385+17,7531,1122,1690.47%+1,058
LOCKHEED MARTIN CORP(LMT)1,1253,445+2,3205101,5670.34%+1,057
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,7309,041+4,3119101,8830.40%+973
WASTE MGMT INC DEL(WM)04,384+4,38409340.20%+934
GILEAD SCIENCES INC(GILD)36,32552,861+16,5362,9433,8720.83%+929
SANOFI(SNY)38,39858,251+19,8531,9102,8310.61%+921
ISHARES TR09,843+9,84301,1230.24%+1,123
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
040,615+40,61506550.14%+655
SPDR S&P 500 ETF TR(SPY)1,6432,665+1,0227811,3940.30%+613
FIRST TR EXCHANGE-TRADED FD1,8304,650+2,8203419540.20%+612
VANGUARD INDEX FDS3,3734,310+9371,4732,0720.44%+598
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
25,85537,532+11,6771,2491,8110.39%+562
ISHARES TR06,620+6,62005590.12%+559
ISHARES TR02,250+2,25005570.12%+557
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 31 MUN
025,466+25,46605430.12%+543
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,847+2,84705240.11%+524
AMAZON COM INC(AMZN)5,0506,876+1,8267671,2400.27%+473
ABBOTT LABS27,49930,555+3,0563,0273,4730.74%+446
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
11,40320,993+9,5905259700.21%+445
ISHARES INC
ESG AWR MSCI EM
013,099+13,09904220.09%+422
AFLAC INC(AFL)04,580+4,58003930.08%+393
SELECT SECTOR SPDR TR
ST STR FINL ETF
12,03518,540+6,5054537810.17%+328
VANGUARD INDEX FDS03,165+3,16502740.06%+274
PROCTER AND GAMBLE CO(PG)01,679+1,67902720.06%+272
ISHARES TR7,03712,261+5,2243666330.14%+267
EXXON MOBIL CORP02,275+2,27502640.06%+264
BERKSHIRE HATHAWAY INC DEL1,6642,026+3625938520.18%+258
ISHARES TR03,117+3,11702550.05%+255
ISHARES TR
MSCI USA QLT FCT
01,551+1,55102550.05%+255
SCHWAB STRATEGIC TR9,56412,634+3,0705397840.17%+245
HCA HEALTHCARE INC(HCA)0728+72802430.05%+243
NVIDIA CORPORATION(NVDA)943783-1604677070.15%+240
SELECT SECTOR SPDR TR
ST STR MATER ETF
02,525+2,52502350.05%+235
VANGUARD BD INDEX FDS20,63323,773+3,1401,5891,8230.39%+234
VANGUARD INDEX FDS03,043+3,04304960.11%+496
ISHARES TR01,851+1,85102280.05%+228
VANGUARD INDEX FDS01,266+1,26604360.09%+436
Page 1 of 1