ICW Investment Advisors LLC
Q1 2025 13F Holdings
- Locationscottsdale, AZ
- Num holdings
140
- Value ($000)
$245,459
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001794820
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $5.81M | 2 % | 15,466 | ||
V VISA INC | COM CL A | 92826C839 | $5.63M | 2 % | 16,067 | ||
AAPL APPLE INC | COM | 037833100 | $5.60M | 2 % | 25,220 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $5.56M | 2 % | 10,140 | ||
LLY ELI LILLY & CO | COM | 532457108 | $5.48M | 2 % | 6,630 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $5.26M | 2 % | 5,564 | ||
ORLY OREILLY AUTOMOTIVE INC | COM | 67103H107 | $5.11M | 2 % | 3,570 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $5.09M | 2 % | 24,306 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.92M | 2 % | 9,574 | ||
CASY CASEYS GEN STORES INC | COM | 147528103 | $3.93M | 2 % | 9,053 |
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