Icw Investment Advisors LLC Portfolio Holdings
Icw Investment Advisors LLC
- $269 Million
- Q3 2025
Icw Investment Advisors LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $269 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.38M, Apple Inc. with a value of $7M, Broadcom Inc. with a value of $6.03M, Mastercard Inc with a value of $5.91M, and Abb Vie Inc. with a value of $5.76M.
Examining the 13F form we can see an increase of $24.7M in the current position value, from $245M to 269M.
Icw Investment Advisors LLC is based out at Scottsdale, AZ
Below you can find more details about Icw Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$269 Million
Industrials: $45.4 Million
Healthcare: $44.9 Million
Consumer Cyclical: $40 Million
Technology: $39.4 Million
Consumer Defensive: $39.3 Million
Financial Services: $15.9 Million
ETFs: $11.3 Million
Utilities: $9.01 Million
Other: $24.3 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 144
- Current Value $269 Million
- Prior Value $245 Million
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 5 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 14 stocks