Sterling Investment Counsel, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Million distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $17.3M, Invesco Exchange Traded Fd Tr with a value of $13.9M, J P Morgan Exchange Traded Fd with a value of $10.6M, Apple Inc. with a value of $9.32M, and Capital Group Intl Focus Equit with a value of $8.68M.
Examining the 13F form we can see an decrease of $129M in the current position value, from $280M to 151M.
Below you can find more details about Sterling Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$151 Million
ETFs: $86.9 Million
Technology: $20.1 Million
Financial Services: $12.3 Million
Communication Services: $8.33 Million
Consumer Cyclical: $6.43 Million
Healthcare: $4.72 Million
Consumer Defensive: $4.56 Million
Industrials: $3.97 Million
Other: $3.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
