ICW Investment Advisors LLC

Q4 2024 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    139

  • Value ($000)

    $239,586

  • Date Filed
    02/11/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.52M
3 %

15,479

AAPL
AAPL

APPLE INC

COM
037833100
$6.27M
3 %

25,023

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$5.38M
2 %

10,214

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$5.13M
2 %

5,601

V
V

VISA INC

COM CL A
92826C839
$5.13M
2 %

16,235

LLY
LLY

ELI LILLY & CO

COM
532457108
$5.11M
2 %

6,615

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.06M
2 %

9,393

ORLY
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$4.50M
2 %

3,798

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$4.32M
2 %

24,316

AVGO
AVGO

BROADCOM INC

COM
11135F101
$4.03M
2 %

17,393

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