Sterling Investment Counsel, LLC
RIA/Wealth
Sterling Investment Counsel, LLC is a RIA/Wealth based in Buffalo, NY led by Cynthia Eileen Vance, reporting $819.3M in AUM as of Q3 2025 with 62% ETF concentration and 54% concentrated in top 10 holdings.
CEOCynthia Eileen Vance
- Portfolio Value
- $311.9M
- Positions
- 130
- Top Holding
- IVW at 11.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sterling Investment Counsel, LLC's portfolio (54.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.5M | 11.39% | +$14.3M Bought | — 294.2K shares | |
ETF ETF | $30.1M | 9.65% | +$12.9M Bought | — 121.8K shares | |
ETF ETF | $26.7M | 8.57% | +$14.6M Bought | — 468.4K shares | |
ETF ETF | $20.7M | 6.65% | +$9.7M Bought | — 699.9K shares | |
Consumer Electronics Technology | $14.2M | 4.56% | +$2.4M Bought | 0.00% 55.9K shares | |
ETF ETF | $12.5M | 4.01% | +$5.6M Bought | — 191.5K shares | |
ETF ETF | $7.9M | 2.54% | +$6.0M Bought | — 11.8K shares | |
ETF ETF | $7.7M | 2.45% | +$2.6M Bought | — 64.4K shares | |
Semiconductors Technology | $7.3M | 2.35% | +$2.0M Bought | 0.00% 39.3K shares | |
ETF ETF | $6.9M | 2.20% | +$5.3M Bought | — 175.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sterling Investment Counsel, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Sterling Investment Counsel, LLC
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