SEC Form 13F

Sterling Investment Counsel, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$424,849,196
Positions197

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVWS&P 500 GRWT ETF$39,590,164287,866
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$37,221,186122,854
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$31,134,101551,241
CAPITAL GROUP INTL FOCUS EQTCGXUSHS CREAT UNIT$30,347,311876,583
APPLE INCAAPLCOM$17,118,67059,160
ISHARES TRIJHCORE S&P MCP ETF$15,621,295202,585
J P MORGAN EXCHANGE TRADED FJTNYNEW YORK TAX FRE$12,730,902253,686
ALPHABET INCGOOGLCAP STK CL A$11,481,10732,127
ISHARES TRIJRCORE S&P SCP ETF$10,265,78269,218
FIDELITY COVINGTON TRUSTFTECMSCI INFO TECH I$10,149,83035,541

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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