Sterling Investment Counsel, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), Sterling Investment Counsel, LLC reported 171 stock positions worth $216.5 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 12.0% of the portfolio, followed by Cap Group Intl Focus (CGXU, 7.4%) and Invesco Nasdaq 100 ETF (QQQM, 5.2%). Compared with Q4 2023, it opened 19 new positions, sold out of 5, added to 96 and reduced 44. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +18%) and the biggest sale Apple (AAPL, shares −16%).

Most Recent 13F
Q2 2026
Location
Buffalo, NY
CIK
0001925853
Portfolio Value
$216.5M (Q1 2024)
SEC Filing
0001925853-24-000002 ↗ filed Apr 26, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $216.5M $216.5M Q1 2024 Q2 2024: $254.0M Q2 2024 Q3 2024: $280.7M Q3 2024 Q4 2024: $151.3M Q4 2024 Q1 2025: $292.2M Q1 2025 Q2 2025: $170.5M Q2 2025 Q3 2025: $311.9M Q3 2025 Q4 2025: $349.0M Q4 2025 Q1 2026: $356.9M Q1 2026 Q2 2026: $424.8M Q2 2026

Holdings 171 stocks · $216.5M
IVW iShares S&P 500 Growth ETF 12.05% 308,945 $26.1M Add +1.7%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 7.35% 617,386 $15.9M Add +2.6%
QQQM Invesco Nasdaq 100 ETF 5.21% 61,756 $11.3M Add +2.3%
IJH iShares Core S&P Midcap ETF 5.07% 180,764 $11.0M Add +18.1%
AAPL Apple Inc. 4.52% 57,049 $9.8M Reduce -16.4%
IVV iShares Core S&P 500 ETF 3.06% 12,600 $6.6M Reduce -5.0%
MSFT Microsoft Corp. 2.88% 14,815 $6.2M Add +1.8%
EMXC iShares MSCI Emr MRK Ex Chna 2.46% 92,560 $5.3M Add +3.3%
GOOGL Alphabet Inc. Class A 2.19% 31,464 $4.7M Reduce -1.0%
BRK.B Berkshire Hathaway Inc. Class B 1.98% 10,206 $4.3M Reduce -1.4%
AMZN Amazon.com Inc. 1.98% 23,722 $4.3M Reduce -7.3%
IJR iShares Core S&P Small-Cap E 1.88% 36,759 $4.1M Add +3.8%
HMOP Hartford Municipal Opp ETF 1.78% 99,382 $3.9M Add +3.2%
V Visa Inc. Class A 1.48% 11,508 $3.2M Add +2.1%
JPM JPMorgan Chase & Co. 1.37% 14,810 $3.0M Add +43.3%
KO The Coca-Cola Co. 1.17% 41,401 $2.5M Add +2.0%
DGRO iShares Core Dividend Growth 1.06% 39,465 $2.3M Reduce -0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.04% 18,453 $2.3M Add +13.4%
MUB iShares National Muni Bond E 1.01% 20,390 $2.2M Reduce -29.1%
NVDA Nvidia Corp. 0.98% 2,343 $2.1M Add +0.3%
IVE iShares S&P 500 Value ETF 0.96% 11,169 $2.1M Reduce -18.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.94% 3,897 $2.0M Reduce -0.6%
WMT Walmart Inc. 0.92% 33,193 $2.0M Add +7.5%
IWF iShares Russell 1000 Growth 0.89% 5,741 $1.9M Reduce -4.4%
UNH Unitedhealth Group Inc. 0.78% 3,424 $1.7M Add +8.9%
IUSG iShares Core S&P U.S. Growth 0.74% 13,744 $1.6M Reduce -3.0%
META Meta Platforms Inc. Class A 0.73% 3,265 $1.6M Add +1.5%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.73% 20,325 $1.6M Add +14.8%
ARKW ARK Next Generation Technolo 0.73% 18,881 $1.6M Reduce -10.0%
HD Home Depot Inc. 0.71% 4,028 $1.5M Add +7.6%
GOOG Alphabet Inc. Class C 0.70% 9,942 $1.5M Reduce -0.4%
CAH Cardinal Health Inc. 0.68% 13,064 $1.5M Add +0.3%
COST Costco Wholesale Corp. 0.65% 1,926 $1.4M Add +6.9%
PANW Palo Alto Networks Inc. 0.63% 4,799 $1.4M Add +6.4%
XLE SS Energy Select Sector 0.62% 14,243 $1.3M Add +8.9%
PLD Prologis Inc. 0.59% 9,894 $1.3M Add +3.5%
ABBV Abbvie Inc. 0.57% 6,792 $1.2M Add +7.8%
BOTZ Global X Robotics & Artifici 0.57% 38,681 $1.2M Add +8.3%
TMO Thermo Fisher Scientific Inc. 0.54% 2,006 $1.2M Add +14.2%
NOW ServiceNow Inc. 0.51% 1,462 $1.1M Add +8.0%
IXUS iShares Core Intl Stock ETF 0.50% 15,874 $1.1M Add +6.9%
CRM Salesforce Inc. 0.50% 3,560 $1.1M Add +5.1%
MCD McDonald's Corp. 0.49% 3,792 $1.1M Add +3.8%
PEP Pepsico Inc. 0.43% 5,370 $940K Reduce -0.4%
HON Honeywell International Inc. 0.43% 4,522 $928K Add +3.7%
MA Mastercard Inc. Class A 0.41% 1,863 $897K Add +6.6%
LLY Eli Lilly & Co. 0.41% 1,152 $896K Add +0.2%
CSCO Cisco Systems Inc. 0.40% 17,421 $869K Reduce -12.9%
ETN Eaton Corp. PLC 0.40% 2,761 $863K Add +4.5%
MRK Merck & Co. Inc. 0.39% 6,438 $850K Add +0.5%
TSLA Tesla Inc. 0.37% 4,608 $810K Add +86.1%
IGV iShares Expanded Tech-Softwa 0.36% 9,035 $770K Reduce -7.0%
SO The Southern Co. 0.36% 10,732 $770K Add +15.4%
SPMD SS SPDR P S&P 400 Midcap ETF 0.35% 14,289 $762K Add +8.1%
JNJ Johnson & Johnson 0.35% 4,749 $751K Add +0.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.34% 1,845 $734K No change
PH Parker Hannifin Corp. 0.34% 1,307 $726K Add +7.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.33% 3,029 $714K Add +137.2%
CTAS Cintas Corp. 0.33% 1,028 $706K Add +8.1%
SHYG iShares 0-5 YR HY Corp. Bond 0.32% 16,498 $702K Add +2.1%
STZ Constellation Brands Inc. Class A 0.32% 2,564 $697K Add +4.9%
PG The Procter & Gamble Co. 0.31% 4,144 $672K Reduce -3.9%
ADI Analog Devices Inc. 0.31% 3,362 $665K Add +6.6%
XLB SS Materials Select Sector 0.30% 7,021 $652K Add +9.4%
BUG Global X Cybersecurity ETF 0.29% 21,138 $629K New
SBUX Starbucks Corp. 0.29% 6,833 $624K Reduce -4.0%
CVX Chevron Corp. 0.29% 3,913 $617K Add +6.8%
SYK Stryker Corp. 0.28% 1,717 $614K Add +8.1%
CINF Cincinnati Financial Corp. 0.27% 4,770 $592K Add +1.3%
IHI iShares U.S. Medical Devices 0.27% 10,067 $590K Add +20.8%
TMP Tompkins Financial Corp. 0.26% 11,394 $573K No change
BLK BlackRock Finance Inc. 0.26% 685 $571K Add +8.7%
LMT Lockheed Martin Corp. 0.24% 1,135 $516K Add +3.9%
AMAT Applied Materials Inc. 0.23% 2,415 $498K Reduce -3.1%
MDLZ Mondelez International Inc. Class A 0.23% 6,990 $489K Add +10.2%
DE Deere & Co. 0.23% 1,191 $489K Add +23.3%
NKE Nike Inc. Class B 0.22% 5,169 $486K Add +13.0%
VGT Vanguard Info Tech ETF 0.22% 925 $485K Reduce -5.0%
UPS United Parcel Service Class B 0.22% 3,185 $473K Reduce -4.0%
AMGN Amgen Inc. 0.22% 1,648 $469K Reduce -16.6%
QUAL iShares MSCI USA Quality Fac 0.20% 2,678 $440K Add +0.1%
FITB Fifth Third Bancorp 0.20% 11,454 $426K Add +7.0%
HCA HCA Healthcare Inc. 0.19% 1,253 $418K Add +8.7%
LOW Lowe's Cos Inc. 0.19% 1,640 $418K Reduce -4.9%
IP International Paper Co. 0.19% 10,570 $412K Add +0.1%
GLW Corning Inc. 0.19% 12,304 $406K Add +0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 2,117 $404K Add +6.0%
USB US Bancorp 0.19% 8,985 $402K Add +5.6%
MO Altria Group Inc. 0.18% 9,102 $397K Add +2.9%
XOM Exxon Mobil Corp. 0.18% 3,394 $395K Add +14.5%
SPYV SS SPDR P S&P 500 Value ETF 0.18% 7,637 $383K Reduce -2.4%
JNK SS SPDR BB High Yield Bond 0.18% 3,993 $380K Add +23.9%
DUK Duke Energy Corp. 0.18% 3,923 $379K Add +7.9%
XBI SS SPDR S&P Biotech ETF 0.17% 3,988 $378K Add +22.8%
VZ Verizon Communications Inc. 0.17% 8,934 $375K Add +0.3%
VOO Vanguard S&P 500 ETF 0.17% 774 $372K Reduce -0.6%
ETR Entergy Corp. 0.17% 3,515 $371K Add +6.5%
ARCC Ares Capital Corp. 0.17% 17,630 $367K Reduce -13.4%
ADBE Adobe Inc. 0.17% 727 $367K Add +11.2%
TT Trane Technologies PLC 0.17% 1,218 $366K Add +11.9%
VIG Vanguard Dividend Apprec ETF 0.17% 1,987 $363K Reduce -19.6%
CFG Citizens Financial Group 0.17% 9,908 $360K Add +6.8%
QQQ Invesco QQQ Trust Series 1 0.17% 808 $359K No change
IJT iShares S&P Small-Cap 600 GR 0.16% 2,730 $357K Reduce -6.9%
T AT&T Inc. 0.16% 20,271 $357K Add +5.7%
CATH Global X S&P 500 Ca Val ETF 0.16% 5,525 $352K Add +0.5%
DES Wisdomtree US Smallcap Divid 0.16% 10,748 $351K No change
GILD Gilead Sciences Inc. 0.16% 4,747 $348K Reduce -22.1%
MPC Marathon Petroleum Corp. 0.16% 1,720 $347K Reduce -11.1%
MET Metlife Inc. 0.16% 4,675 $346K Add +11.7%
IQV Iqvia Holdings Inc. 0.16% 1,346 $340K Add +18.8%
PM Philip Morris International 0.16% 3,694 $338K Add +0.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 1,746 $335K Reduce -0.7%
WMB Williams Cos Inc. 0.15% 8,560 $334K Add +9.8%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.15% 1,156 $331K Reduce -4.1%
SON Sonoco Products Co. 0.15% 5,460 $316K Add +5.2%
GBTC Grayscale Bitcoin Trust ETF 0.14% 4,823 $305K New
HIG Hartford Insurance Group Inc. 0.14% 2,925 $301K Reduce -15.2%
GHC Graham Holdings Co. Class B 0.14% 391 $300K No change
PAYX Paychex Inc. 0.14% 2,430 $298K No change
IWS iShares Russell Mid-Cap Valu 0.13% 2,321 $291K New
BIP Brookfield Infrastructure Pa 0.13% 9,306 $290K Add +5.0%
LYB Lyondellbasell Indu Class A 0.13% 2,825 $289K Add +12.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.13% 1,753 $285K Reduce -0.7%
JEPI JPMorgan Equity Premium Inco 0.13% 4,913 $284K New
EMB iShares JP Morgan Usd Emergi 0.13% 3,025 $271K Add +12.2%
CAT Caterpillar Inc. 0.13% 739 $271K Add +0.7%
LIN Linde PLC 0.12% 579 $269K Add +4.5%
GIS General Mills Inc. 0.12% 3,837 $268K Add +14.5%
PEG Public Service Enterprise GP 0.12% 3,983 $266K Add +7.8%
OEF iShares S&P 100 ETF 0.12% 1,074 $266K No change
ASML ASML Holding NV-NY Reg SHS 0.12% 271 $263K New
IJK iShares S&P Mid-Cap 400 Grow 0.12% 2,877 $263K Reduce -0.9%
EMR Emerson Electric Co. 0.12% 2,305 $261K Reduce -24.4%
ES Eversource Energy 0.12% 4,367 $261K Add +5.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 6,858 $260K Reduce -75.8%
TMUS T-Mobile US Inc. 0.12% 1,588 $259K Add +13.6%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.12% 2,144 $256K Reduce -1.3%
D Dominion Energy Inc. 0.12% 5,208 $256K Add +2.5%
XOP SS SPDR S&P Og Exp & Prod 0.12% 1,651 $256K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.12% 1,613 $251K New
NOC Northrop Grumman Corp. 0.12% 522 $250K Add +13.0%
FNF Fidelity National Financial 0.11% 4,655 $247K Add +12.3%
ZTS Zoetis Inc. 0.11% 1,428 $242K No change
SPXE Proshares S&P 500 Ex-Energy 0.11% 2,140 $240K Add +1.7%
BNDX Vanguard Total Intl Bond ETF 0.11% 4,789 $236K Add +10.7%
VHT Vanguard Health Care ETF 0.11% 867 $235K Reduce -18.0%
MTB M & T Bank Corp. filed as M & T BK CORP 0.11% 1,593 $232K Add +0.2%
ROP Roper Technologies Inc. 0.11% 406 $228K New
VTI VG Morningstar TS MKT ETF-US 0.11% 876 $228K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.10% 3,720 $226K Add +14.1%
UBER Uber Technologies Inc. 0.10% 2,900 $223K New
IBB iShares Biotechnology ETF 0.10% 1,615 $222K Reduce -8.8%
GPC Genuine Parts Co. 0.10% 1,429 $221K New
C Citigroup Inc. 0.10% 3,470 $219K New
XLF SS Financial Select Sector 0.10% 5,208 $219K Reduce -2.1%
JIRE JPMorgan Int Res Enh Eqty 0.10% 3,480 $218K New
CSX CSX Corp. 0.10% 5,872 $218K New
RF Regions Financial Corp. 0.10% 10,195 $215K New
EFX Equifax Inc. 0.10% 800 $214K New
IWO iShares Russell 2000 Growth 0.10% 780 $211K Reduce -33.5%
CME Cme Group Inc. 0.10% 980 $211K Reduce -5.8%
F Ford Motor Co. filed as FORD MTR CO DEL 0.10% 15,800 $210K Add +19.6%
ADP Automatic Data Processing 0.10% 840 $210K New
MELI MercadoLibre Inc. 0.10% 138 $209K New
FE Firstenergy Corp. 0.09% 5,270 $204K New
AWK American Water Works Co. Inc. 0.09% 1,659 $203K Reduce -44.1%
SUB iShares Short-Term National 0.09% 1,931 $202K No change
PRPL Purple Innovation Inc. 0.06% 80,682 $140K No change
NIKOLA CORP 0.01% 14,062 $15K No change
VELO3D INC 0.01% 30,000 $14K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -16.4% 4.52% −2.19
MUB iShares National Muni Bond E Reduce -29.1% 1.01% −0.58
BAC Bank of America Corp. Reduce -75.8% 0.12% −0.37
IHAK iShares Cybersecurity & Tech Sold out 0.00% −0.32
IVE iShares S&P 500 Value ETF Reduce -18.6% 0.96% −0.25
AEP American Electric Power Sold out 0.00% −0.20
IVV iShares Core S&P 500 ETF Reduce -5.0% 3.06% −0.17
ACN Accenture PLC Class A Sold out 0.00% −0.12
CSCO Cisco Systems Inc. Reduce -12.9% 0.40% −0.11
AWK American Water Works Co. Inc. Reduce -44.1% 0.09% −0.11
REET iShares Global REIT ETF Sold out 0.00% −0.11
BND Vanguard Total Bond Market Sold out 0.00% −0.10
GILD Gilead Sciences Inc. Reduce -22.1% 0.16% −0.09
ARKW ARK Next Generation Technolo Reduce -10.0% 0.73% −0.09
AMGN Amgen Inc. Reduce -16.6% 0.22% −0.07
GOOGL Alphabet Inc. Class A Reduce -1.0% 2.19% −0.07
SBUX Starbucks Corp. Reduce -4.0% 0.29% −0.06
IWO iShares Russell 2000 Growth Reduce -33.5% 0.10% −0.05
UPS United Parcel Service Class B Reduce -4.0% 0.22% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -19.6% 0.17% −0.05
IGV iShares Expanded Tech-Softwa Reduce -7.0% 0.36% −0.05
ARCC Ares Capital Corp. Reduce -13.4% 0.17% −0.04
IWF iShares Russell 1000 Growth Reduce -4.4% 0.89% −0.04
PEP Pepsico Inc. Reduce -0.4% 0.43% −0.03
EMR Emerson Electric Co. Reduce -24.4% 0.12% −0.03
DGRO iShares Core Dividend Growth Reduce -0.4% 1.06% −0.03
VHT Vanguard Health Care ETF Reduce -18.0% 0.11% −0.03
IJT iShares S&P Small-Cap 600 GR Reduce -6.9% 0.16% −0.02
IBB iShares Biotechnology ETF Reduce -8.8% 0.10% −0.02
GOOG Alphabet Inc. Class C Reduce -0.4% 0.70% −0.02
VGT Vanguard Info Tech ETF Reduce -5.0% 0.22% −0.02
CME Cme Group Inc. Reduce -5.8% 0.10% −0.01
PG The Procter & Gamble Co. Reduce -3.9% 0.31% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 0.94% −0.01
SPYV SS SPDR P S&P 500 Value ETF Reduce -2.4% 0.18% −0.01
AMZN Amazon.com Inc. Reduce -7.3% 1.98% −0.01
IUSG iShares Core S&P U.S. Growth Reduce -3.0% 0.74% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.7% 0.15% −0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -4.1% 0.15% −0.01
LOW Lowe's Cos Inc. Reduce -4.9% 0.19% −0.00
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -1.3% 0.12% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.7% 0.13% −0.00
HIG Hartford Insurance Group Inc. Reduce -15.2% 0.14% −0.00
VOO Vanguard S&P 500 ETF Reduce -0.6% 0.17% −0.00
XLF SS Financial Select Sector Reduce -2.1% 0.10% −0.00
IJK iShares S&P Mid-Cap 400 Grow Reduce -0.9% 0.12% +0.00
MPC Marathon Petroleum Corp. Reduce -11.1% 0.16% +0.01
AMAT Applied Materials Inc. Reduce -3.1% 0.23% +0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 1.98% +0.10

Portfolio Buys Q4 2023 → Q1 2024
IJH iShares Core S&P Midcap ETF Add +18.1% 5.07% +0.74
JPM JPMorgan Chase & Co. Add +43.3% 1.37% +0.47
IVW iShares S&P 500 Growth ETF Add +1.7% 12.05% +0.41
NVDA Nvidia Corp. Add +0.3% 0.98% +0.39
DIS The Walt Disney Co. Add +13.4% 1.04% +0.29
BUG Global X Cybersecurity ETF New 0.29% +0.29
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +137.2% 0.33% +0.19
META Meta Platforms Inc. Class A Add +1.5% 0.73% +0.15
GBTC Grayscale Bitcoin Trust ETF New 0.14% +0.14
IWS iShares Russell Mid-Cap Valu New 0.13% +0.13
JEPI JPMorgan Equity Premium Inco New 0.13% +0.13
ASML ASML Holding NV-NY Reg SHS New 0.12% +0.12
XOP SS SPDR S&P Og Exp & Prod New 0.12% +0.12
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.12% +0.12
ROP Roper Technologies Inc. New 0.11% +0.11
UBER Uber Technologies Inc. New 0.10% +0.10
GPC Genuine Parts Co. New 0.10% +0.10
C Citigroup Inc. New 0.10% +0.10
JIRE JPMorgan Int Res Enh Eqty New 0.10% +0.10
CSX CSX Corp. New 0.10% +0.10
RF Regions Financial Corp. New 0.10% +0.10
EFX Equifax Inc. New 0.10% +0.10
ADP Automatic Data Processing New 0.10% +0.10
MELI MercadoLibre Inc. New 0.10% +0.10
WMT Walmart Inc. Add +7.5% 0.92% +0.09
FE Firstenergy Corp. New 0.09% +0.09
MSFT Microsoft Corp. Add +1.8% 2.88% +0.09
ETN Eaton Corp. PLC Add +4.5% 0.40% +0.07
ABBV Abbvie Inc. Add +7.8% 0.57% +0.07
LLY Eli Lilly & Co. Add +0.2% 0.41% +0.07
TMO Thermo Fisher Scientific Inc. Add +14.2% 0.54% +0.06
XLE SS Energy Select Sector Add +8.9% 0.62% +0.06
TSLA Tesla Inc. Add +86.1% 0.37% +0.06
HD Home Depot Inc. Add +7.6% 0.71% +0.05
PH Parker Hannifin Corp. Add +7.7% 0.34% +0.05
BOTZ Global X Robotics & Artifici Add +8.3% 0.57% +0.05
COST Costco Wholesale Corp. Add +6.9% 0.65% +0.04
IHI iShares U.S. Medical Devices Add +20.8% 0.27% +0.04
SYK Stryker Corp. Add +8.1% 0.28% +0.04
CRM Salesforce Inc. Add +5.1% 0.50% +0.04
MRK Merck & Co. Inc. Add +0.5% 0.39% +0.04
MA Mastercard Inc. Class A Add +6.6% 0.41% +0.03
HCA HCA Healthcare Inc. Add +8.7% 0.19% +0.03
CTAS Cintas Corp. Add +8.1% 0.33% +0.03
TT Trane Technologies PLC Add +11.9% 0.17% +0.03
XOM Exxon Mobil Corp. Add +14.5% 0.18% +0.03
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +14.8% 0.73% +0.03
DE Deere & Co. Add +23.3% 0.23% +0.03
XBI SS SPDR S&P Biotech ETF Add +22.8% 0.17% +0.03
NOW ServiceNow Inc. Add +8.0% 0.51% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 195$424.8MIVW, QQQM, JEPI, CGXU, AAPL
Q1 2026 196$356.9MIVW, JEPI, QQQM, CGXU, AAPL
Q4 2025 187$349.0MIVW, QQQM, JEPI, CGXU, AAPL
Q3 2025 130$311.9MIVW, QQQM, JEPI, CGXU, AAPL
Q2 2025 140$170.5MIVW, QQQM, JEPI, CGXU, AAPL
Q1 2025 174$292.2MIVW, JEPI, QQQM, CGXU, AAPL
Q4 2024 128$151.3MIVW, QQQM, JEPI, AAPL, CGXU
Q3 2024 173$280.7MIVW, QQQM, JEPI, CGXU, AAPL
Q2 2024 164$254.0MIVW, QQQM, JEPI, CGXU, AAPL
Q1 2024 171$216.5MIVW, CGXU, QQQM, IJH, AAPL