$174 Million is the total value of ICW Investment Advisors LLC's 132 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD S&P 500 ETF | $2,204,000 | – | 5,309 | +100.0% | 1.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 16 | Q3 2023 | 2.8% |
| MASTERCARD INCORPORATED | 16 | Q3 2023 | 2.7% |
| VISA INC | 16 | Q3 2023 | 2.4% |
| APPLE INC | 16 | Q3 2023 | 2.5% |
| PEPSICO INC COM | 16 | Q3 2023 | 2.1% |
| ABBVIE INC COM | 16 | Q3 2023 | 2.3% |
| ABBOTT LABS COM | 16 | Q3 2023 | 2.1% |
| HOME DEPOT INC | 16 | Q3 2023 | 2.2% |
| OREILLY AUTOMOTIVE INC | 16 | Q3 2023 | 2.1% |
| COSTCO WHSL CORP NEW | 16 | Q3 2023 | 1.9% |
View ICW Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-11-12 |
View ICW Investment Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.