ICW Investment Advisors LLC

Q2 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    140

  • Value ($000)

    $253,192

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001794820
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.68 M
3 %

15,444

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$5.68 M
2 %

10,109

V
V

VISA INC

COM CL A
92826C839
$5.67 M
2 %

15,958

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$5.48 M
2 %

5,533

AAPL
AAPL

APPLE INC

COM
037833100
$5.29 M
2 %

25,778

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.02 M
2 %

8,832

ORLY
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$4.78 M
2 %

53,065

AVGO
AVGO

BROADCOM INC

COM
11135F101
$4.77 M
2 %

17,307

LLY
LLY

ELI LILLY & CO

COM
532457108
$4.62 M
2 %

5,929

CASY
CASY

CASEYS GEN STORES INC

COM
147528103
$4.58 M
2 %

8,970

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