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| Happy Holidays!! thanks for using AUM13F!! |
| Sterling Investment Counsel LLC
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| CRD # | 282624 |
| SEC # | 801-107624 |
| CIK # | 0001925853 |
| AUM | $819.3 M (2025-04-11) |
| Employees | 10 (90% Investors, 50% Brokers) |
| Phone | 716-783-7054 |
| Address | 360 Delaware Avenue Buffalo, NY 14202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.5 | ||
| Nvidia Corp | 4.5 | ||
| Microsoft Corp | 4.1 | ||
| Alphabet Inc | 3.9 | ||
| Amazon Com Inc | 3.4 | ||
| Facebook Inc | 2.6 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Cardinal Health Inc | 1.9 | ||
| VISA Inc | 1.5 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 524 | 157.1 |
| (b) Individuals (high net worth individuals) | 243 | 614.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 30.0 |
| (h) Charitable organizations | 3 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 12.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,038 | 819.3 |
| By Discretionary | ||
| Discretionary | 2,034 | 813.6 |
| Non-Discretionary | 4 | 5.7 |
| Total | 2,038 | 819.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 819.3 | |
| Total | 2,038 | 819.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001925853] |
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|---|---|---|
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IL | 0.8 |
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Financial Enhancement Group LLC
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IN | 0.8 |
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NY | 0.8 |
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Rainey & Randall Wealth Advisors Inc
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Circle Advisers Inc
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NY | 0.8 |
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The Advisory Resource Group LLC
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OK | 0.8 |
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Asset Management Group Inc
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CT | 0.8 |
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Erguz LLC
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TX | 0.8 |
|
Parsons Capital Management LLC
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PA | 0.8 |
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Makrod Investment Associates Inc
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NJ | 0.8 |