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CIK: 0001794820
Total reported value
$285.7M
$285.7M
140 檔
9.8%
At the close of Q1 2025, ICW Investment Advisors LLC disclosed equity holdings valued at approximately $285.7M, spread across 140 reported holdings.
In Q1 2025, ICW Investment Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.04% | -0.08% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 2.29% | +0.18% | -1.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.26% | +0.79% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 2.26% | -0.01% | -0.72% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.23% | +0.30% | +0.23% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.14% | -0.21% | -0.66% | |
| 7 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.08% | -0.07% | -6.00% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.07% | +0.23% | -0.04% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | +0.27% | +1.93% | |
| 10 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.60% | +0.11% | -0.53% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 1.59% | +0.08% | -0.30% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 1.53% | -0.16% | +0.08% | |
| 13 | COR | Cencora Inc | Stock-Healthcare | 1.50% | -0.20% | -0.27% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.46% | +0.03% | -0.68% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.42% | -0.22% | -1.45% | |
| 16 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.39% | +0.05% | +0.56% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.19% | +28.66% | |
| 18 | LIN | Linde plc | Stock-Materials | 1.31% | +0.01% | +0.51% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.31% | -0.20% | +1.57% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.28% | -0.13% | -0.32% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.28% | -0.19% | +0.60% | |
| 22 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.24% | -0.40% | +0.51% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.17% | +0.17% | +0.35% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.35% | -1.87% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -0.35% | +0.74% | |
| 26 | FAST | Fastenal Co | Stock-Industrials | 1.13% | — | -0.05% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | — | +0.89% | |
| 28 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.11% | — | +0.59% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.10% | — | +0.87% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | -0.01% | -0.17% | |
| 31 | RMD | Resmed Inc | Stock-Healthcare | 1.04% | -0.16% | +0.36% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.26% | +0.86% | |
| 33 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.03% | -0.01% | -0.17% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | -0.24% | +0.57% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.99% | +0.03% | -0.01% | |
| 36 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.96% | -0.08% | +0.36% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.96% | +0.07% | -0.42% | |
| 38 | FISV | Fiserv Inc | Stock-Other | 0.96% | -0.26% | EXIT | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.95% | -0.01% | +0.71% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.37% | +3.97% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.24% | +9.71% | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 0.91% | — | +0.02% | |
| 43 | FDS | Factset Research Systems Inc | Stock-Financials | 0.86% | +0.01% | +0.69% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.10% | +0.27% | |
| 45 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.84% | -0.04% | +0.61% | |
| 46 | BCPC | Balchem CORP | Stock-Materials | 0.78% | -0.04% | +0.47% | |
| 47 | O | Realty Income CORP | Stock-Real Estate | 0.77% | -0.01% | +1.37% | |
| 48 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.77% | +0.03% | +0.83% | |
| 49 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.77% | +0.04% | +0.39% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.76% | -0.01% | +0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | MA | Mastercard Inc - A | — | NEW | New buy |
| 5 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 6 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 7 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 8 | ABBV | Abbvie Inc | — | NEW | New buy |
| 9 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 10 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 11 | ADP | Automatic Data Processing | — | NEW | New buy |
| 12 | ABT | Abbott Laboratories | — | NEW | New buy |
| 13 | COR | Cencora Inc | — | NEW | New buy |
| 14 | HD | Home Depot Inc | — | NEW | New buy |
| 15 | WMT | Walmart Inc | — | NEW | New buy |
| 16 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 18 | LIN | Linde plc | — | NEW | New buy |
| 19 | PEP | Pepsico Inc | — | NEW | New buy |
| 20 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 21 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 22 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 23 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 24 | AVGO | Broadcom Inc | — | NEW | New buy |
| 25 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 26 | FAST | Fastenal Co | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | YUM | Yum! Brands Inc | — | NEW | New buy |
| 29 | AMGN | Amgen Inc | — | NEW | New buy |
| 30 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 31 | RMD | Resmed Inc | — | NEW | New buy |
| 32 | CVX | Chevron CORP | — | NEW | New buy |
| 33 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 34 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 35 | KO | Coca-cola Co/the | — | NEW | New buy |
| 36 | ROST | Ross Stores Inc | — | NEW | New buy |
| 37 | SBUX | Starbucks CORP | — | NEW | New buy |
| 38 | FISV | Fiserv Inc | — | NEW | New buy |
| 39 | GD | General Dynamics CORP | — | NEW | New buy |
| 40 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 41 | NVDA | Nvidia CORP | — | NEW | New buy |
| 42 | ITW | Illinois Tool Works | — | NEW | New buy |
| 43 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 45 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 46 | BCPC | Balchem CORP | — | NEW | New buy |
| 47 | O | Realty Income CORP | — | NEW | New buy |
| 48 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 49 | DGX | Quest Diagnostics Inc | — | NEW | New buy |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
According to official SEC Form 13F filings, ICW Investment Advisors LLC reported a total U.S. public equity portfolio value of $285.7M across 140 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, V, AAPL) accounted for 9.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $5.8M
During Q1 2025, ICW Investment Advisors LLC's top holdings by market value included MSFT (2.4%)、V (2.3%)、AAPL (2.3%). The largest single position, MSFT, represented 2.4% of total portfolio value.
In Q1 2025, ICW Investment Advisors LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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